Notify me when Global Wealth Management Investment Advisory, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 151 | $624,000,156 | +$46,668,745 | -$21,539,741 | +$25,129,004 | VGSH, VCIT, NVDA, JEPI, QQQ | 13F-HR | 04 Feb 2026, 16:18 |
| Q3 2025 | 152 | $596,455,515 | +$52,145,146 | -$19,549,301 | +$32,595,845 | VCIT, NVDA, VGSH, JEPI, QQQ | 13F-HR | 27 Oct 2025, 15:11 |
| Q2 2025 | 143 | $532,896,532 | +$28,390,799 | -$27,655,252 | +$735,547 | VCIT, VGSH, JEPI, QQQ, IVV | 13F-HR | 07 Aug 2025, 09:59 |
| Q1 2025 | 139 | $499,992,958 | +$45,936,957 | -$24,624,138 | +$21,312,819 | VGSH, JEPI, VCIT, AAPL, QQQ | 13F-HR | 29 Apr 2025, 10:45 |
| Q4 2024 | 143 | $485,136,529 | +$48,021,344 | -$26,025,063 | +$21,996,281 | VGSH, VCIT, JEPI, AAPL, QQQ | 13F-HR | 29 Jan 2025, 09:52 |
| Q3 2024 | 135 | $463,370,641 | +$26,995,471 | -$13,193,021 | +$13,802,450 | VGSH, VCIT, JEPI, AAPL, QQQ | 13F-HR | 30 Oct 2024, 12:09 |
| Q2 2024 | 131 | $429,807,793 | +$38,719,029 | -$14,474,366 | +$24,244,663 | VGSH, VCIT, JEPI, QQQ, AAPL | 13F-HR | 05 Aug 2024, 11:53 |
| Q1 2024 | 133 | $408,229,929 | +$29,625,783 | -$28,345,111 | +$1,280,672 | VGSH, QQQ, VCIT, JEPI, IVV | 13F-HR | 10 May 2024, 10:20 |
| Q4 2023 | 474 | $389,596,787 | +$21,889,835 | -$18,720,353 | +$3,169,482 | VGSH, QQQ, VCIT, AAPL, SLQD | 13F-HR | 05 Feb 2024, 13:46 |
| Q3 2023 | 477 | $357,060,815 | +$15,997,420 | -$11,604,814 | +$4,392,606 | VGSH, QQQ, VCIT, AAPL, SLQD | 13F-HR | 06 Nov 2023, 15:08 |
| Q2 2023 | 484 | $364,203,780 | +$30,496,298 | -$12,011,074 | +$18,485,224 | VGSH, AAPL, QQQ, VCIT, SLQD | 13F-HR | 10 Aug 2023, 15:23 |
| Q1 2023 | 134 | $332,121,734 | +$24,810,095 | -$13,967,110 | +$10,842,985 | VGSH, QQQ, AAPL, VYM, SLQD | 13F-HR | 08 May 2023, 12:31 |
| Q4 2022 | 132 | $307,263,980 | +$33,935,211 | -$26,547,177 | +$7,388,034 | VGSH, VYM, QQQ, AAPL, SLQD | 13F-HR | 07 Feb 2023, 17:10 |
| Q3 2022 | 134 | $280,594,000 | +$18,504,890 | -$14,109,023 | +$4,395,867 | VYM, VGSH, AAPL, QQQ, SLQD | Restatement | 09 Nov 2022, 12:02 |
| Q2 2022 | 491 | $296,465,000 | +$33,892,635 | -$27,620,728 | +$6,271,907 | VYM, IEFA, AAPL, SLQD, QQQ | 13F-HR | 15 Aug 2022, 14:23 |
| Q1 2022 | 484 | $335,714,000 | +$35,382,648 | -$21,240,145 | +$14,142,503 | VYM, AAPL, IEFA, AGG, VMBS | 13F-HR | 17 May 2022, 11:45 |
| Q4 2021 | 447 | $332,408,000 | +$15,317,807 | -$15,860,067 | -$542,260 | VYM, IWY, AAPL, IVV, VMBS | 13F-HR | 14 Feb 2022, 18:17 |
| Q3 2021 | 456 | $315,995,000 | +$36,100,139 | -$15,348,092 | +$20,752,047 | IWY, VMBS, VYM, IEFA, AAPL | 13F-HR | 16 Nov 2021, 16:06 |
| Q2 2021 | 430 | $300,569,000 | +$14,936,959 | -$4,727,770 | +$10,209,189 | IWY, VMBS, IWX, USIG, VYM | 13F-HR | 11 Aug 2021, 17:23 |
| Q1 2021 | 453 | $277,265,000 | +$20,750,034 | -$12,543,392 | +$8,206,642 | IWY, VMBS, IWX, USIG, VYM | 13F-HR | 17 May 2021, 14:10 |
| Q4 2020 | 455 | $258,000,000 | +$8,870,481 | -$5,948,266 | +$2,922,215 | IWY, VMBS, AAPL, USIG, IWX | 13F-HR | 16 Feb 2021, 09:59 |
| Q3 2020 | 442 | $231,135,000 | +$19,265,407 | -$28,680,428 | -$9,415,021 | IWY, VMBS, USIG, IWX, AAPL | 13F-HR | 16 Nov 2020, 13:07 |
| Q2 2020 | 592 | $234,138,000 | +$24,551,073 | -$18,098,522 | +$6,452,551 | IWY, VMBS, USIG, AAPL, IWX | 13F-HR | 12 Aug 2020, 17:21 |
| Q1 2020 | 586 | $198,255,000 | +$15,895,010 | -$10,167,479 | +$5,727,531 | VMBS, IWY, USIG, AAPL, DVY | 13F-HR | 13 May 2020, 18:34 |
| Q4 2019 | 591 | $236,429,000 | +$13,108,860 | -$6,507,227 | +$6,601,633 | IWY, VMBS, IWX, AAPL, USIG | 13F-HR | 14 Feb 2020, 13:54 |
| Q3 2019 | 624 | $218,574,000 | +$12,737,099 | -$4,959,548 | +$7,777,551 | IWY, VMBS, IWX, USIG, AAPL | 13F-HR | 14 Nov 2019, 17:10 |
| Q2 2019 | 675 | $206,519,000 | +$22,942,068 | -$12,768,795 | +$10,173,273 | IWY, VMBS, USIG, IWX, AAPL | 13F-HR | 20 Aug 2019, 09:17 |
| Q1 2019 | 672 | $192,477,000 | +$25,288,381 | -$20,624,155 | +$4,664,226 | IWY, VMBS, IWX, USIG, AAPL | 13F-HR | 10 May 2019, 12:47 |
| Q4 2018 | 692 | $171,798,000 | $0 | $0 | $0 | IWY, IWX, VMBS, USIG, AAPL | 13F-HR | 14 Feb 2019, 12:26 |