Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $389,581
At 09/30/2023: $357,071

Global Wealth Management Investment Advisory Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Global Wealth Management Investment Advisory Inc. 13F filings. Link to 13F filings: SEC filings

Global Wealth Management Investment Advisory Inc. Top Holdings
As of  12/31/2023, below is a summary of the Global Wealth Management Investment Advisory Inc. top holdings by largest position size, as per the latest 13f filing made by Global Wealth Management Investment Advisory Inc.. In the Global Wealth Management Investment Advisory Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Global Wealth Management Investment Advisory Inc. in that top holding, then the share count change between reporting periods, and finally the Global Wealth Management Investment Advisory Inc. top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VGSH) 326,221 +6,603 $19,028
     VGSH326,221+6,603$19,028
INVESCO QQQ TR 32,295 -111 $13,225
     QQQ32,295-111$13,225
VANGUARD SCOTTSDALE FDS (VCIT) 151,084 +4,190 $12,280
     VCIT151,084+4,190$12,280
APPLE INC 61,985 -2,161 $11,934
     AAPL61,985-2,161$11,934
ISHARES TR (SLQD) 229,620 +5,933 $11,297
     SLQD229,620+5,933$11,297
J P MORGAN EXCHANGE TRADED F (JEPI) 204,279 +7,138 $11,231
     JEPI204,279+7,138$11,231
ISHARES TR (IVV) 22,304 +225 $10,653
     IVV22,304+225$10,653
ISHARES TR (IEFA) 146,031 +2,514 $10,273
     IEFA146,031+2,514$10,273
ISHARES TR (IJH) 33,632 +619 $9,321
     IJH33,632+619$9,321
VANGUARD WHITEHALL FDS (VYM) 76,000 +1,423 $8,484
     VYM76,000+1,423$8,484
MICROSOFT CORP 22,272 -486 $8,375
     MSFT22,272-486$8,375
BANK AMERICA CORP 221,218 +3,840 $7,448
     BAC221,218+3,840$7,448
JPMORGAN CHASE CO 43,299 -369 $7,365
     JPM43,299-369$7,365
VANGUARD SCOTTSDALE FDS (VMBS) 157,878 -1,424 $7,319
     VMBS157,878-1,424$7,319
ISHARES TR (HYG) 94,525 +2,508 $7,315
     HYG94,525+2,508$7,315
ISHARES TR (IJR) 61,832 +807 $6,693
     IJR61,832+807$6,693
CHEVRON CORP NEW 41,578 +5,402 $6,202
     CVX41,578+5,402$6,202
NVIDIA CORPORATION 10,921 +77 $5,408
     NVDA10,921+77$5,408
HOME DEPOT INC 15,517 +3,307 $5,378
     HD15,517+3,307$5,378
NEXTERA ENERGY INC 81,905 +29,429 $4,975
     NEE81,905+29,429$4,975
AMAZON COM INC 30,924 -903 $4,699
     AMZN30,924-903$4,699
DUKE ENERGY CORP NEW 43,717 -118 $4,242
     DUK43,717-118$4,242
JOHNSON JOHNSON 26,792 +1,179 $4,199
     JNJ26,792+1,179$4,199
DIGITAL RLTY TR INC 30,477 -1,829 $4,102
     DLR30,477-1,829$4,102
MORGAN STANLEY 43,485 +5,288 $4,055
     MS43,485+5,288$4,055
TARGET CORP 28,269 +2,009 $4,026
     TGT28,269+2,009$4,026
SOUTHERN CO 56,105 -644 $3,934
     SO56,105-644$3,934
PROCTER AND GAMBLE CO 26,207 +2,886 $3,840
     PG26,207+2,886$3,840
UNITED PARCEL SERVICE INC 24,062 +10,438 $3,783
     UPS24,062+10,438$3,783
HONEYWELL INTL INC 17,738 +3,356 $3,720
     HON17,738+3,356$3,720
ISHARES INC (IEMG) 73,302 -2,593 $3,708
     IEMG73,302-2,593$3,708
DOW INC 67,228 -692 $3,687
     DOW67,228-692$3,687
EXXON MOBIL CORP 36,350 +2,241 $3,634
     XOM36,350+2,241$3,634
COCA COLA CO 61,480 +925 $3,623
     KO61,480+925$3,623
QUALCOMM INC 24,898 -1,173 $3,601
     QCOM24,898-1,173$3,601
LYONDELLBASELL INDUSTRIES N 36,960 +9,974 $3,514
     LYB36,960+9,974$3,514
WALMART INC 22,006 -1,108 $3,469
     WMT22,006-1,108$3,469
CISCO SYS INC 67,709 -2,877 $3,421
     CSCO67,709-2,877$3,421
CATERPILLAR INC 11,535 +368 $3,411
     CAT11,535+368$3,411
ISHARES TR (IWY) 19,409 -2,916 $3,401
     IWY19,409-2,916$3,401
GENERAL DYNAMICS CORP 13,014 +205 $3,379
     GD13,014+205$3,379
ELI LILLY CO 5,789 -99 $3,375
     LLY5,789-99$3,375
VANGUARD INDEX FDS (VUG) 10,814 -729 $3,362
     VUG10,814-729$3,362
ALPHABET INC 23,718 +372 $3,313
     GOOGL23,718+372$3,313
EXTRA SPACE STORAGE INC 20,653 +20,653 $3,311
     EXR20,653+20,653$3,311
ORACLE CORP 31,209 -56 $3,290
     ORCL31,209-56$3,290
KIMBERLY CLARK CORP 26,945 +4,507 $3,274
     KMB26,945+4,507$3,274
ISHARES TR (AGG) 31,565 +1,910 $3,133
     AGG31,565+1,910$3,133
VANGUARD INDEX FDS (VTV) 19,996 -1,077 $2,989
     VTV19,996-1,077$2,989
BP PLC 77,586 -1,684 $2,747
     BP77,586-1,684$2,747

See Full List: All Stocks Held By Global Wealth Management Investment Advisory Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Global Wealth Management Investment Advisory Inc.

Global Wealth Management Investment Advisory Inc. Top Holdings 13F Filings | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.