Global Wealth Management Investment Advisory, Inc.
159 holdingsFiling period: 2026-03-31Current AUM: $707.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 279.1K | $23.1M | $22.7M | 3.21% | +9.9K | 2026-03-31 |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 386.8K | $21.9M | $22.2M | 3.14% | +15.2K | 2026-03-31 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 371.7K | $21.8M | $21.6M | 3.05% | -17,447 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 111.9K | $19.5M | $22.5M | 3.17% | -2,376 | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 209.7K | $19.0M | $20.6M | 2.91% | +8.9K | 2026-03-31 |
| 6 | QQQ | INVESCO QQQ TR | 32.3K | $18.7M | $22.2M | 3.14% | -125 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 72.5K | $18.4M | $22.4M | 3.16% | -873 | 2026-03-31 |
| 8 | IVV | ISHARES TR | 26.9K | $17.6M | $20.2M | 2.85% | -165 | 2026-03-31 |
| 9 | CVX | CHEVRON CORPORATION | 75.2K | $15.6M | $14.8M | 2.09% | -1,376 | 2026-03-31 |
| 10 | HYG | ISHARES TR | 188.3K | $15.0M | $15.0M | 2.12% | +7.6K | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 40.3K | $14.9M | $18.7M | 2.64% | +7.8K | 2026-03-31 |
| 12 | VYM | VANGUARD WHITEHALL FDS | 93.0K | $13.8M | $15.1M | 2.13% | -5,262 | 2026-03-31 |
| 13 | SLQD | ISHARES TR | 265.0K | $13.4M | $13.3M | 1.88% | +6.4K | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO | 41.9K | $12.3M | $14.7M | 2.08% | +1.5K | 2026-03-31 |
| 15 | BAC | BANK AMERICA CORP | 247.8K | $12.1M | $15.3M | 2.17% | +12.6K | 2026-03-31 |
| 16 | IJH | ISHARES TR | 169.6K | $11.5M | $12.8M | 1.80% | +11.6K | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 47.0K | $10.2M | $11.8M | 1.67% | +1.8K | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 54.0K | $9.2M | $8.4M | 1.19% | -4,309 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 54.0K | $9.2M | $8.4M | 1.19% | -4,309 | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 31.5K | $9.0M | $11.2M | 1.58% | -2,814 | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 42.8K | $8.9M | $11.6M | 1.64% | +2.2K | 2026-03-31 |
| 22 | IJR | ISHARES TR | 64.0K | $8.0M | $9.3M | 1.31% | +3.8K | 2026-03-31 |
| 23 | VZ | VERIZON COMMUNICATIONS INC | 157.1K | $7.9M | $7.4M | 1.04% | -747 | 2026-03-31 |
| 24 | MS | MORGAN STANLEY | 41.8K | $6.9M | $8.8M | 1.24% | +1.3K | 2026-03-31 |
| 25 | DLR | DIGITAL RLTY TR INC | 36.4K | $6.6M | $6.9M | 0.97% | +1.1K | 2026-03-31 |
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