Global Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$148M
Signature - Title
Steve Solano - Regulatory Compliance Consultant
Location
Kingston, NJ
Summary
This page shows a list of all the recent 13F filings made by Global Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Global Wealth Management, LLC reported 26 stock holdings with total value $148M as of Q3 2024. Top holdings included SCHB, SCHD, IVV, JMST, and VUSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 26 $148M $0 $0 SCHB, SCHD, IVV, JMST, VUSB 13F-HR 10/24/2024, 10:34 AM