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CIK: 0001767855
Total reported value
$702.7M
$702.7M
143 檔
13.1%
During the Q2 2025 filing period, Global Wealth Management Investment Advisory, Inc. (CIK: 0001767855) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $702.7M across 143 reported positions.
Global Wealth Management Investment Advisory, Inc. executed strategic sector rebalancing during Q2 2025, establishing 13 new positions while fully exiting 9 holdings and trimming 65 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.80% | -0.04% | +8.68% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.78% | -0.18% | -1.09% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.54% | -0.02% | +2.24% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.23% | +0.29% | +1.32% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.94% | +0.10% | -1.56% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.88% | +0.03% | +9.56% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.84% | +0.12% | -0.51% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.16% | +2.39% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | — | -2.44% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.44% | -0.06% | +1.66% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | +0.12% | -3.90% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.28% | — | +0.85% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.17% | -0.13% | +0.96% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 2.09% | +0.25% | -2.19% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.82% | -0.58% | +2.82% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.71% | +0.21% | -15.63% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.47% | +0.20% | +16.20% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | +0.09% | -4.55% | |
| 19 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 1.27% | -0.01% | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.21% | — | +4.43% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.14% | +0.18% | -23.44% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -1.44% | EXIT | |
| 23 | MS | Morgan Stanley | Stock-Financials | 1.09% | +0.16% | -1.45% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.07% | -0.25% | -2.14% | |
| 25 | TFC | Truist Financial CORP | Stock-Financials | 1.04% | +0.05% | +43.84% | |
| 26 | CCI | Crown Castle Inc | Stock-Real Estate | 1.04% | -0.22% | +8.18% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.18% | -7.68% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.01% | -2.31% | |
| 29 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.97% | -0.08% | -4.14% | |
| 30 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 0.96% | -0.07% | +1.90% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | +0.13% | +19.90% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | — | -3.24% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.08% | -3.45% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | +0.18% | -4.58% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.89% | — | -3.98% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.05% | +2.21% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.11% | -3.19% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.10% | -4.48% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.87% | -0.09% | -7.65% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.86% | -0.01% | -4.53% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.86% | — | -9.46% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | +0.02% | -2.27% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.85% | -0.06% | -9.53% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.21% | -1.49% | |
| 45 | D | Dominion Energy Inc | Stock-Utilities | 0.82% | +0.01% | -3.55% | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.77% | +0.06% | -3.66% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.76% | +0.59% | -4.85% | |
| 48 | CTRA | Coterra Energy Inc | Stock-Energy | 0.75% | -1.02% | EXIT | |
| 49 | AXP | American Express Co | Stock-Financials | 0.75% | +0.06% | -0.98% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.74% | -0.07% | -27.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCEC | Sterling Capital Enh Cb ETF | +1.3% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.8% | -0.51% | Trim |
| 3 | MSFT | Microsoft CORP | +0.5% | -2.44% | Trim |
| 4 | ORCL | Oracle CORP | +0.4% | +4.43% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +1.32% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +9.56% | Add |
| 7 | TFC | Truist Financial CORP | +0.3% | +43.84% | Add |
| 8 | ICSH | Ishares Ultra Short Duration | +0.3% | NEW | New buy |
| 9 | NFLX | Netflix Inc | +0.2% | -1.49% | Trim |
| 10 | IEMG | Ishares Core Msci Emerging | +0.2% | +19.90% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | New buy |
| 12 | MDT | Medtronic plc | +0.2% | +60.25% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -4.85% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +2.21% | Add |
| 15 | DAL | Delta Air Lines Inc | +0.2% | +43.82% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -3.90% | Trim |
| 17 | XLK | Ss Technology Select Sector | +0.1% | +198.79% | Add |
| 18 | VCIT | Vanguard Int-term Corporate | +0.1% | +8.68% | Add |
| 19 | ENB | Enbridge Inc | +0.1% | NEW | New buy |
| 20 | MS | Morgan Stanley | +0.1% | -1.45% | Trim |
| 21 | NET | Cloudflare Inc - Class A | +0.1% | -23.29% | Trim |
| 22 | VONG | Vanguard Russell 1000 Growth | +0.1% | NEW | New buy |
| 23 | BAC | Bank Of America CORP | +0.1% | -2.19% | Trim |
| 24 | DLR | Digital Realty Trust Inc | +0.1% | -4.14% | Trim |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +72.33% | Add |
| 26 | AXP | American Express Co | +0.1% | -0.98% | Trim |
| 27 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 28 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.56% | Trim |
| 29 | IWY | Ishares Russell Top 200 Grow | +0.1% | — | Unchanged |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | -1.23% | Trim |
| 31 | AMZN | Amazon.com Inc | +0.1% | -4.55% | Trim |
| 32 | CAT | Caterpillar Inc | +0.1% | -4.58% | Trim |
| 33 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 34 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | NEW | New buy |
| 36 | SHOP | Shopify Inc - Class A | 0% | -0.25% | Trim |
| 37 | PYPL | Paypal Holdings Inc | 0% | +2.92% | Add |
| 38 | CELH | Celsius Holdings Inc | 0% | -4.44% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +33.71% | Add |
| 40 | IWS | Ishares Russell Mid-cap Valu | 0% | +22.85% | Add |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +42.08% | Add |
| 42 | PM | Philip Morris International | 0% | NEW | New buy |
| 43 | T | At&t Inc | 0% | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | 0% | NEW | New buy |
| 45 | RCL | Royal Caribbean Cruises Ltd. | 0% | NEW | New buy |
| 46 | CRM | Salesforce Inc | 0% | +10.69% | Add |
| 47 | VUG | Vanguard Growth ETF | 0% | -4.95% | Trim |
| 48 | KKR | Kkr & Co Inc | 0% | +12.07% | Add |
| 49 | V | Visa Inc-class A Shares | 0% | +47.24% | Add |
| 50 | CSCO | Cisco Systems Inc | 0% | -3.45% | Trim |
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 143 disclosed positions in Q2 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 VCIT, VGSH, JEPI) accounted for 13.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
SCEC
市值: $6.8M
Top Position Liquidated / Trimmed
MRK
前期市值: $4.2M
During Q2 2025, Global Wealth Management Investment Advisory, Inc.'s top holdings by market value included VCIT (3.8%)、VGSH (3.8%)、JEPI (3.5%). The largest single position, VCIT, represented 3.8% of total portfolio value.
In Q2 2025, Global Wealth Management Investment Advisory, Inc. made 147 total portfolio adjustments, initiating 13 new buys, adding to 60 positions, trimming 65 holdings, and fully liquidating 9 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.
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