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CIK: 0001767855
Total reported value
$702.7M
$702.7M
151 檔
15.4%
In Q4 2025, Global Wealth Management Investment Advisory, Inc.'s U.S. equity holdings reached a combined market value of $702.7M, distributed across 151 disclosed stock positions.
In Q4 2025, Global Wealth Management Investment Advisory, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 99 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 | 3.66% | -0.18% | +9.58% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.61% | -0.04% | +6.95% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.41% | +0.12% | +1.74% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.41% | -0.02% | +7.82% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.20% | +0.29% | +1.71% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.19% | +0.16% | -0.31% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | +0.10% | +3.47% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.88% | +0.03% | +5.91% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | — | +7.95% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.33% | -0.06% | +8.18% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.26% | — | +5.32% | |
| 12 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.10% | -0.13% | +8.61% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.09% | +0.12% | +2.75% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 2.07% | +0.25% | +1.55% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.87% | -0.58% | +5.48% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.18% | +1.33% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.67% | +0.21% | +5.45% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.66% | +0.20% | -0.67% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.09% | +1.54% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.16% | +0.18% | +6.02% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.15% | +0.16% | +0.41% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -1.44% | EXIT | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.01% | +4.05% | |
| 24 | TFC | Truist Financial CORP | Stock-Financials | 1.07% | +0.05% | +4.94% | |
| 25 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 1.05% | -0.01% | -2.33% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.03% | -0.25% | +16.29% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.18% | -7.25% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | +0.13% | +3.80% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.11% | -7.02% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | — | +28.66% | |
| 31 | VICI | Vici Properties Inc | Stock-Real Estate | 0.92% | -0.21% | +45.89% | |
| 32 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 0.92% | -0.07% | +7.61% | |
| 33 | D | Dominion Energy Inc | Stock-Utilities | 0.91% | +0.01% | +23.64% | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.90% | +0.06% | +81.02% | |
| 35 | CCI | Crown Castle Inc | Stock-Real Estate | 0.89% | -0.22% | +16.46% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | +0.08% | -1.45% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.05% | +18.88% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.10% | +1.84% | |
| 39 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.87% | -0.08% | +18.32% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.86% | +0.06% | +2.09% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.03% | +3.22% | |
| 42 | CVS | Cvs Health CORP | Stock-Healthcare | 0.82% | — | +5.19% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | +0.01% | +18.75% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.81% | — | +0.60% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.78% | -0.06% | +6.37% | |
| 46 | CTRA | Coterra Energy Inc | Stock-Energy | 0.78% | -1.02% | EXIT | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | +0.02% | +9.87% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | +0.05% | +11.10% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.09% | +7.03% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.06% | +5.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.33% | Add |
| 2 | KMB | Kimberly-clark CORP | +0.3% | +81.02% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | -7.02% | Trim |
| 4 | AMGN | Amgen Inc | +0.2% | +18.75% | Add |
| 5 | VGSH | Vanguard Short-term Treasury | +0.2% | +9.58% | Add |
| 6 | KO | Coca-cola Co/the | +0.2% | +28.74% | Add |
| 7 | VICI | Vici Properties Inc | +0.2% | +45.89% | Add |
| 8 | PEP | Pepsico Inc | +0.1% | +30.47% | Add |
| 9 | PG | Procter & Gamble Co/the | +0.1% | +28.66% | Add |
| 10 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +7.82% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +4.05% | Add |
| 12 | D | Dominion Energy Inc | +0.1% | +23.64% | Add |
| 13 | DAL | Delta Air Lines Inc | +0.1% | +2.67% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5.91% | Add |
| 15 | MAR | Marriott International -cl A | +0.1% | +4.10% | Add |
| 16 | MS | Morgan Stanley | +0.1% | +0.41% | Add |
| 17 | TFC | Truist Financial CORP | +0.1% | +4.94% | Add |
| 18 | CTRA | Coterra Energy Inc | +0.1% | +4.46% | Add |
| 19 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.1% | +8.61% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | +1.55% | Add |
| 21 | AXP | American Express Co | +0.1% | +2.09% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | -7.25% | Trim |
| 23 | RTX | Rtx CORP | +0.1% | +3.22% | Add |
| 24 | VCIT | Vanguard Int-term Corporate | +0.1% | +6.95% | Add |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +8.18% | Add |
| 26 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +5.32% | Add |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +4.23% | Add |
| 28 | AAPL | Apple Inc | +0.1% | -0.31% | Trim |
| 29 | CSCO | Cisco Systems Inc | +0.1% | -1.45% | Trim |
| 30 | MCD | Mcdonald's CORP | +0.1% | +11.10% | Add |
| 31 | CVS | Cvs Health CORP | +0.1% | +5.19% | Add |
| 32 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +49.23% | Add |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | +2.09% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +3.47% | Add |
| 35 | WMT | Walmart Inc | 0% | +1.84% | Add |
| 36 | SHOP | Shopify Inc - Class A | 0% | +3.33% | Add |
| 37 | FSK | Fs Kkr Capital CORP | 0% | +39.78% | Add |
| 38 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.45% | Add |
| 39 | AMZN | Amazon.com Inc | 0% | +1.54% | Add |
| 40 | IJR | Ishares Core S&p Small-cap E | 0% | +6.02% | Add |
| 41 | VZ | Verizon Communications Inc | 0% | +16.29% | Add |
| 42 | DCRE | Dbl Comm Real Est Debt | 0% | +7.61% | Add |
| 43 | NEE | Nextera Energy Inc | 0% | +3.30% | Add |
| 44 | TJX | Tjx Companies Inc | 0% | +4.28% | Add |
| 45 | CCI | Crown Castle Inc | 0% | +16.46% | Add |
| 46 | META | Meta Platforms Inc-class A | 0% | +18.88% | Add |
| 47 | VGIT | Vanguard Intermediate-term T | 0% | +7.35% | Add |
| 48 | OBDC | Blue Owl Capital CORP | 0% | +15.14% | Add |
| 49 | JPM | Jpmorgan Chase & Co | 0% | +2.75% | Add |
| 50 | IEMG | Ishares Core Msci Emerging | 0% | +3.80% | 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 151 disclosed positions in Q4 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, VCIT, NVDA) accounted for 15.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
MCK
市值: $3.5M
Top Position Liquidated / Trimmed
ETN
前期市值: $4.5M
During Q4 2025, Global Wealth Management Investment Advisory, Inc.'s top holdings by market value included VGSH (3.7%)、VCIT (3.6%)、NVDA (3.4%). The largest single position, VGSH, represented 3.7% of total portfolio value.
In Q4 2025, Global Wealth Management Investment Advisory, Inc. made 153 total portfolio adjustments, initiating 8 new buys, adding to 99 positions, trimming 37 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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