Global Wealth Management Investment Advisory, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GW Global Wealth Management Investment Advisory, Inc. | Institutional Filer | ▲ 2.32% | $638.4M | 158 |
Current Portfolio Holdings
Showing all 158 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | — | 279K | $23.1M | 3.62% |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 387K | $21.9M | 3.43% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | — | 372K | $21.8M | 3.41% |
| 4 | NVDA | NVIDIA Corporation | Technology | 112K | $19.5M | 3.06% |
| 5 | IEFA | ISHARES TR | — | 210K | $19.0M | 2.97% |
| 6 | QQQ | Invesco QQQ Trust | — | 32K | $18.7M | 2.92% |
| 7 | AAPL | Apple Inc. | Technology | 72K | $18.4M | 2.88% |
| 8 | IVV | ISHARES TR | — | 27K | $17.6M | 2.75% |
| 9 | CVX | Chevron Corporation | Energy | 75K | $15.6M | 2.44% |
| 10 | HYG | ISHARES TR | — | 188K | $15.0M | 2.35% |
| 11 | MSFT | Microsoft Corporation | Technology | 40K | $14.9M | 2.33% |
| 12 | VYM | VANGUARD WHITEHALL FDS | — | 93K | $13.8M | 2.16% |
| 13 | SLQD | ISHARES TR | — | 265K | $13.4M | 2.10% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 42K | $12.3M | 1.93% |
| 15 | BAC | Bank of America Corporation | Financial Services | 248K | $12.1M | 1.89% |
Showing 1 to 15 of 158 holdings