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CIK: 0001767855
Total reported value
$702.7M
$702.7M
152 檔
14.5%
At the close of Q3 2025, Global Wealth Management Investment Advisory, Inc. disclosed equity holdings valued at approximately $702.7M, spread across 152 reported holdings.
In Q3 2025, Global Wealth Management Investment Advisory, Inc. displayed an active expansion posture, initiating 27 new positions and adding to 78 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.55% | -0.04% | +2.98% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | +0.12% | +17.42% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.50% | -0.18% | +3.58% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.30% | -0.02% | +3.91% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.21% | +0.29% | +2.27% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.16% | +3.10% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.93% | +0.10% | +3.61% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.78% | +0.03% | +3.18% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | — | +6.47% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.27% | -0.06% | +3.76% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.20% | — | +2.29% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | +0.12% | -6.31% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.03% | -0.13% | +4.11% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 2.00% | +0.25% | -1.83% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.89% | -0.58% | +6.97% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.77% | +0.20% | +7.91% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.64% | +0.21% | +2.14% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | +0.09% | +11.88% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.18% | +9.07% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.21% | — | -12.71% | |
| 21 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 1.13% | -0.01% | -0.98% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | +0.18% | +1.76% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 1.07% | +0.16% | -2.37% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | -1.44% | EXIT | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.00% | -0.25% | +3.24% | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 0.99% | +0.05% | +0.05% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.01% | -10.36% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.96% | +0.13% | +2.47% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.95% | +0.18% | -4.26% | |
| 30 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 0.89% | -0.07% | +4.42% | |
| 31 | CCI | Crown Castle Inc | Stock-Real Estate | 0.87% | -0.22% | +0.05% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.05% | +11.13% | |
| 33 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.86% | -0.08% | +0.57% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | +0.02% | +2.21% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | +0.08% | +0.90% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.10% | +1.96% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | — | +1.05% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.81% | -0.06% | +1.48% | |
| 39 | D | Dominion Energy Inc | Stock-Utilities | 0.80% | +0.01% | +0.93% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.80% | -0.09% | +0.18% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.21% | +19.90% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.79% | +0.06% | +13.96% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.78% | -0.01% | +14.77% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.11% | +0.67% | |
| 45 | CVS | Cvs Health CORP | Stock-Healthcare | 0.77% | — | — | |
| 46 | VICI | Vici Properties Inc | Stock-Real Estate | 0.77% | -0.21% | +482.46% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.03% | +16.86% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.75% | — | — | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.75% | +0.59% | +14.64% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.75% | -0.01% | -17.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +17.42% | Add |
| 2 | VICI | Vici Properties Inc | +0.6% | +482.46% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +6.47% | Add |
| 4 | ORCL | Oracle CORP | +0.4% | -12.71% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +9.07% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.27% | Add |
| 7 | MDT | Medtronic plc | +0.3% | +26.48% | Add |
| 8 | ABBV | Abbvie Inc | +0.3% | +7.91% | Add |
| 9 | TFC | Truist Financial CORP | +0.3% | +0.05% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +3.18% | Add |
| 11 | DAL | Delta Air Lines Inc | +0.2% | +14.26% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | +0.2% | +2.47% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.2% | +37.16% | Add |
| 14 | NFLX | Netflix Inc | +0.2% | +19.90% | Add |
| 15 | SHOP | Shopify Inc - Class A | +0.2% | +15.98% | Add |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +14.64% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +11.13% | Add |
| 18 | NET | Cloudflare Inc - Class A | +0.2% | +15.29% | Trim |
| 19 | TJX | Tjx Companies Inc | +0.1% | +25.05% | Add |
| 20 | MAR | Marriott International -cl A | +0.1% | +49.87% | Add |
| 21 | AXP | American Express Co | +0.1% | +13.96% | Add |
| 22 | MS | Morgan Stanley | +0.1% | -2.37% | Trim |
| 23 | CAT | Caterpillar Inc | +0.1% | -4.26% | Trim |
| 24 | RTX | Rtx CORP | +0.1% | +16.86% | Add |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +17.98% | Add |
| 26 | AMGN | Amgen Inc | +0.1% | +56.23% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +5.44% | Add |
| 28 | AVGO | Broadcom Inc | +0.1% | +77.97% | Add |
| 29 | GLDM | Spdr Gold Minishares Trust | +0.1% | +4.74% | Add |
| 30 | CELH | Celsius Holdings Inc | +0.1% | -0.76% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.33% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +27.62% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.61% | Add |
| 34 | AMZN | Amazon.com Inc | +0.1% | +11.88% | Add |
| 35 | IWY | Ishares Russell Top 200 Grow | +0.1% | -1.39% | Trim |
| 36 | AAPL | Apple Inc | 0% | +3.10% | Add |
| 37 | UBER | Uber Technologies Inc | 0% | +14.77% | Trim |
| 38 | CI | THE Cigna Group | 0% | +40.23% | Add |
| 39 | TMUS | T-mobile US Inc | 0% | +47.61% | Add |
| 40 | BX | Blackstone Inc | 0% | +4.16% | Add |
| 41 | VTWO | Vanguard Russell 2000 ETF | 0% | +41.48% | Add |
| 42 | MA | Mastercard Inc - A | 0% | +18.59% | Add |
| 43 | NEE | Nextera Energy Inc | 0% | +15.67% | Add |
| 44 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.68% | Add |
| 45 | KKR | Kkr & Co Inc | 0% | +4.98% | Add |
| 46 | IVW | Ishares S&p 500 Growth ETF | 0% | +13.16% | Add |
| 47 | COST | Costco Wholesale CORP | 0% | +20.19% | Add |
| 48 | O | Realty Income CORP | 0% | +4.99% | Add |
| 49 | PLD | Prologis Inc | 0% | +8.46% | Add |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | +3.40% | Add |
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 152 disclosed positions in Q3 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, NVDA, VGSH) accounted for 14.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCEC
市值: $6.8M
Top Position Liquidated / Trimmed
MRK
前期市值: $4.2M
During Q3 2025, Global Wealth Management Investment Advisory, Inc.'s top holdings by market value included VCIT (3.5%)、NVDA (3.5%)、VGSH (3.5%). The largest single position, VCIT, represented 3.5% of total portfolio value.
In Q3 2025, Global Wealth Management Investment Advisory, Inc. made 165 total portfolio adjustments, initiating 27 new buys, adding to 78 positions, trimming 46 holdings, and fully liquidating 14 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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