13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001767855
Total reported value
$702.7M
$702.7M
139 檔
12.4%
In Q1 2025, Global Wealth Management Investment Advisory, Inc.'s U.S. equity holdings reached a combined market value of $702.7M, distributed across 139 disclosed stock positions.
In Q1 2025, Global Wealth Management Investment Advisory, Inc. displayed an active expansion posture, initiating 139 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.07% | -0.18% | -21.81% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.71% | -0.02% | +7.27% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.68% | -0.04% | +2.09% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.10% | +0.16% | +7.47% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.89% | +0.29% | +2.59% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | +0.10% | +3.40% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.54% | +0.03% | +17.31% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.50% | -0.06% | +26.99% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.33% | — | +3.79% | |
| 10 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.28% | -0.13% | -13.35% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.21% | -0.58% | +4.16% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | — | +8.75% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.14% | +0.12% | -1.61% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | +0.12% | +3.89% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.03% | +0.21% | +4.59% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 2.01% | +0.25% | +3.45% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.52% | +0.18% | +5.71% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.52% | +0.20% | +21.05% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.09% | +9.25% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -1.44% | EXIT | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.22% | -0.25% | +23.98% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.18% | -0.01% | +5.11% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.12% | — | +2.41% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.08% | -0.07% | -4.14% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.04% | -0.06% | +1.64% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.18% | +9.58% | |
| 27 | CCI | Crown Castle Inc | Stock-Real Estate | 1.04% | -0.22% | +44.11% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.11% | +0.13% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.02% | — | +2.77% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 1.00% | -0.09% | +2.26% | |
| 31 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 1.00% | -0.07% | +680.75% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.98% | +0.16% | +1.49% | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.94% | +0.06% | +4.21% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | +0.02% | +2.62% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.08% | +3.81% | |
| 36 | CTRA | Coterra Energy Inc | Stock-Energy | 0.93% | -1.02% | EXIT | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.90% | -0.01% | +11.50% | |
| 38 | D | Dominion Energy Inc | Stock-Utilities | 0.90% | +0.01% | +4.46% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.89% | — | +3.69% | |
| 40 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.89% | -0.08% | +2.82% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.10% | -19.60% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.18% | +3.57% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | — | +4.88% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | +0.05% | +1.19% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.79% | — | +7.23% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | +0.13% | +3.66% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.74% | -0.01% | +7.10% | |
| 48 | TFC | Truist Financial CORP | Stock-Financials | 0.74% | +0.05% | +9.58% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.05% | +7.39% | |
| 50 | FANG | Diamondback Energy Inc | Stock-Energy | 0.72% | — | +36.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 2 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 3 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 6 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 7 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 9 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 10 | SLQD | Ishares 0-5 Yr Inv Grd CORP | — | NEW | New buy |
| 11 | CVX | Chevron CORP | — | NEW | New buy |
| 12 | MSFT | Microsoft CORP | — | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 14 | NVDA | Nvidia CORP | — | NEW | New buy |
| 15 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 16 | BAC | Bank Of America CORP | — | NEW | New buy |
| 17 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 18 | ABBV | Abbvie Inc | — | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 20 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 21 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 24 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 25 | DUK | Duke Energy CORP | — | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | CCI | Crown Castle Inc | — | NEW | New buy |
| 28 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 29 | KO | Coca-cola Co/the | — | NEW | New buy |
| 30 | SO | Southern Co/the | — | NEW | New buy |
| 31 | DCRE | Dbl Comm Real Est Debt | — | NEW | New buy |
| 32 | MS | Morgan Stanley | — | NEW | New buy |
| 33 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 34 | HD | Home Depot Inc | — | NEW | New buy |
| 35 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 36 | CTRA | Coterra Energy Inc | — | NEW | New buy |
| 37 | GD | General Dynamics CORP | — | NEW | New buy |
| 38 | D | Dominion Energy Inc | — | NEW | New buy |
| 39 | HON | Honeywell International Inc | — | NEW | New buy |
| 40 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | CAT | Caterpillar Inc | — | NEW | New buy |
| 43 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 44 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 45 | ORCL | Oracle CORP | — | NEW | New buy |
| 46 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 47 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 48 | TFC | Truist Financial CORP | — | NEW | New buy |
| 49 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 50 | FANG | Diamondback Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Global Wealth Management Investment Advisory, Inc. reported a total U.S. public equity portfolio value of $702.7M across 139 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, JEPI, VCIT) accounted for 12.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGSH
市值: $20.3M
During Q1 2025, Global Wealth Management Investment Advisory, Inc.'s top holdings by market value included VGSH (4.1%)、JEPI (3.7%)、VCIT (3.7%). The largest single position, VGSH, represented 4.1% of total portfolio value.
In Q1 2025, Global Wealth Management Investment Advisory, Inc. made 139 total portfolio adjustments, initiating 139 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.