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: 0002039738
Total reported value
$196.4M
$196.4M
30 檔
48.5%
During the Q4 2024 filing period, Global Wealth Management, LLC (CIK: 0002039738) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $196.4M across 30 reported positions.
In Q4 2024, Global Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 15.34% | +0.76% | +200.11% | |
| 2 | JMST | JPM Ultra-short Muni Income | ETF-Other | 12.80% | -1.48% | +34.35% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.03% | +0.59% | +5.10% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.02% | -0.19% | +198.50% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 8.56% | -0.53% | -6.68% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.40% | +0.48% | -2.25% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.81% | +0.17% | +0.34% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.69% | +0.03% | +1.77% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.40% | +0.30% | +1.13% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.92% | +0.51% | +13.79% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.54% | +0.11% | -2.67% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.26% | +0.40% | +2.47% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.04% | +0.04% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.97% | +0.05% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.12% | +0.23% | |
| 16 | USO | United States Oil Fund LP | ETF-Other | 0.59% | — | — | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.50% | — | |
| 18 | VDE | Vanguard Energy ETF | ETF-Other | 0.46% | -0.04% | +1.64% | |
| 19 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.46% | -0.81% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.02% | +0.18% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.38% | +0.03% | +0.27% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.03% | +0.09% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.28% | +0.02% | +21.93% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.02% | +4.39% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.08% | — | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.16% | +0.02% | — | |
| 27 | VOX | Vanguard Communication Servi | ETF-Other | 0.15% | — | -11.88% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.14% | — | +0.85% | |
| 30 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | +2.7% | +34.35% | Add |
| 2 | USO | United States Oil Fund LP | +0.6% | NEW | New buy |
| 3 | IAU | Ishares Gold Trust | +0.6% | NEW | New buy |
| 4 | SIVR | Abrdn Physical Silver Shares | +0.5% | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +13.79% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.10% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 8 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | New buy |
| 9 | VGT | Vanguard Info Tech ETF | +0.1% | +2.47% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.23% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.1% | +21.93% | Add |
| 12 | NVDA | Nvidia CORP | 0% | +4.39% | Add |
| 13 | AAPL | Apple Inc | 0% | +0.09% | Add |
| 14 | IWB | Ishares Russell 1000 ETF | 0% | +0.27% | Add |
| 15 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 16 | VOX | Vanguard Communication Servi | 0% | -11.88% | Trim |
| 17 | VDE | Vanguard Energy ETF | 0% | +1.64% | Add |
| 18 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 19 | MSFT | Microsoft CORP | 0% | +0.18% | Add |
| 20 | AMGN | Amgen Inc | 0% | +0.85% | Add |
| 21 | IWD | Ishares Russell 1000 Value E | -0.1% | — | Unchanged |
| 22 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.13% | Add |
| 23 | SCHM | Schwab US Mid Cap ETF | -0.2% | EXIT | Sold out |
| 24 | JNJ | Johnson & Johnson | -0.2% | +0.04% | Add |
| 25 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +1.77% | Add |
| 26 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -2.67% | Trim |
| 27 | VIG | Vanguard Dividend Apprec ETF | -0.5% | +0.34% | Add |
| 28 | SCHB | Schwab US Broad Market ETF | -0.5% | +200.11% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | -0.8% | -2.25% | Trim |
| 30 | SCHD | Schwab US Dvd Equity ETF | -1.2% | +198.50% | Add |
| 31 | VUSB | Vanguard Ultra Short Bond Et | -1.2% | -6.68% | Trim |
According to official SEC Form 13F filings, Global Wealth Management, LLC reported a total U.S. public equity portfolio value of $196.4M across 30 disclosed positions in Q4 2024.
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 SCHB, JMST, IVV) accounted for 48.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
USO
市值: $923.2K
Top Position Liquidated / Trimmed
SCHM
前期市值: $240.8K
During Q4 2024, Global Wealth Management, LLC's top holdings by market value included SCHB (15.3%)、JMST (12.8%)、IVV (12.0%). The largest single position, SCHB, represented 15.3% of total portfolio value.
In Q4 2024, Global Wealth Management, LLC made 28 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 4 holdings, and fully liquidating 1 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.