Global Wealth Management Investment Advisory, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$463M
Signature - Title
Kendra Means - Consultant
Location
Fort Lauderdale, FL
Summary
This page shows a list of all the recent 13F filings made by Global Wealth Management Investment Advisory, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Global Wealth Management Investment Advisory, Inc. reported 135 stock holdings with total value $463M as of Q3 2024. Top holdings included VGSH, VCIT, JEPI, AAPL, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 135 $463M +$27M -$13.2M +$13.8M VGSH, VCIT, JEPI, AAPL, QQQ 13F-HR 10/30/2024, 12:09 PM
Q2 2024 131 $430M +$38.7M -$14.5M +$24.2M VGSH, VCIT, JEPI, QQQ, AAPL 13F-HR 8/5/2024, 11:53 AM
Q1 2024 133 $408M +$29.6M -$28.3M +$1.28M VGSH, QQQ, VCIT, JEPI, IVV 13F-HR 5/10/2024, 10:20 AM
Q4 2023 474 $390M +$21.9M -$18.7M +$3.17M VGSH, QQQ, VCIT, AAPL, SLQD 13F-HR 2/5/2024, 01:46 PM
Q3 2023 477 $357M +$16M -$11.6M +$4.39M VGSH, QQQ, VCIT, AAPL, SLQD 13F-HR 11/6/2023, 03:08 PM
Q2 2023 484 $364M +$30.5M -$12M +$18.5M VGSH, AAPL, QQQ, VCIT, SLQD 13F-HR 8/10/2023, 03:23 PM
Q1 2023 134 $332M +$24.8M -$14M +$10.8M VGSH, QQQ, AAPL, VYM, SLQD 13F-HR 5/8/2023, 12:31 PM
Q4 2022 132 $307M +$33.9M -$26.5M +$7.39M VGSH, VYM, QQQ, AAPL, SLQD 13F-HR 2/7/2023, 05:10 PM
Q3 2022 134 $281M +$18.5M -$14.1M +$4.4M VYM, VGSH, AAPL, QQQ, SLQD Restatement 11/9/2022, 12:02 PM
Q2 2022 491 $296M +$33.9M -$27.6M +$6.27M VYM, IEFA, AAPL, SLQD, QQQ 13F-HR 8/15/2022, 02:23 PM
Q1 2022 484 $336M +$35.4M -$21.2M +$14.1M VYM, AAPL, IEFA, AGG, VMBS 13F-HR 5/17/2022, 11:45 AM
Q4 2021 447 $332M +$15.3M -$15.9M -$542K VYM, IWY, AAPL, IVV, VMBS 13F-HR 2/14/2022, 06:17 PM
Q3 2021 456 $316M +$36.1M -$15.3M +$20.8M IWY, VMBS, VYM, IEFA, AAPL 13F-HR 11/16/2021, 04:06 PM
Q2 2021 430 $301M +$14.9M -$4.73M +$10.2M IWY, VMBS, IWX, USIG, VYM 13F-HR 8/11/2021, 05:23 PM
Q1 2021 453 $277M +$20.8M -$12.5M +$8.21M IWY, VMBS, IWX, USIG, VYM 13F-HR 5/17/2021, 02:10 PM
Q4 2020 455 $258M +$8.87M -$5.95M +$2.92M IWY, VMBS, AAPL, USIG, IWX 13F-HR 2/16/2021, 09:59 AM
Q3 2020 442 $231M +$19.3M -$28.7M -$9.42M IWY, VMBS, USIG, IWX, AAPL 13F-HR 11/16/2020, 01:07 PM
Q2 2020 592 $234M +$24.6M -$18.1M +$6.45M IWY, VMBS, USIG, AAPL, IWX 13F-HR 8/12/2020, 05:21 PM
Q1 2020 586 $198M +$15.9M -$10.2M +$5.73M VMBS, IWY, USIG, AAPL, DVY 13F-HR 5/13/2020, 06:34 PM
Q4 2019 591 $236M +$13.1M -$6.51M +$6.6M IWY, VMBS, IWX, AAPL, USIG 13F-HR 2/14/2020, 01:54 PM
Q3 2019 624 $219M +$12.7M -$4.96M +$7.78M IWY, VMBS, IWX, USIG, AAPL 13F-HR 11/14/2019, 05:10 PM
Q2 2019 675 $207M +$22.9M -$12.8M +$10.2M IWY, VMBS, USIG, IWX, AAPL 13F-HR 8/20/2019, 09:17 AM
Q1 2019 672 $192M +$25.3M -$20.6M +$4.66M IWY, VMBS, IWX, USIG, AAPL 13F-HR 5/10/2019, 12:47 PM
Q4 2018 692 $172M $0 $0 IWY, IWX, VMBS, USIG, AAPL 13F-HR 2/14/2019, 12:26 PM