• 13F History

Global Wealth Management Investment Advisory, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$485M
Signature - Title
Torian Johnson - Director, Compliance Services
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 143 stock holdings with total value $485M as of Q4 2024. Top holdings included VGSH, VCIT, JEPI, AAPL, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 143 $485M +$48M -$26M +$22M VGSH, VCIT, JEPI, AAPL, QQQ 13F-HR 1/29/2025, 09:52 AM
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 510 $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 -$13.6M +$11.3M VGSH, QQQ, AAPL, VYM, SLQD 13F-HR 5/8/2023, 12:31 PM
Q4 2022 132 $307M +$33.9M -$13.3M +$20.6M VGSH, VYM, QQQ, AAPL, SLQD 13F-HR 2/7/2023, 04:10 PM
Q3 2022 134 $281M +$18.5M -$4.43M +$14.1M VYM, VGSH, AAPL, QQQ, SLQD Restatement 11/9/2022, 11:02 AM
Q2 2022 453 $296M +$33.9M -$27.2M +$6.65M VYM, IEFA, AAPL, SLQD, QQQ 13F-HR 8/15/2022, 02:23 PM
Q1 2022 447 $336M +$35.6M -$20.2M +$15.3M VYM, AAPL, IEFA, AGG, VMBS 13F-HR 5/17/2022, 11:45 AM
Q4 2021 427 $332M +$15.3M -$15.2M +$121K VYM, IWY, AAPL, IVV, VMBS 13F-HR 2/14/2022, 05:17 PM
Q3 2021 447 $316M +$36.1M -$15.4M +$20.8M IWY, VMBS, VYM, IEFA, AAPL 13F-HR 11/16/2021, 04:06 PM
Q2 2021 423 $301M +$14.9M -$4.73M +$10.2M IWY, VMBS, IWX, USIG, VYM 13F-HR 8/11/2021, 05:23 PM
Q1 2021 444 $277M +$20.8M -$12.5M +$8.21M IWY, VMBS, IWX, USIG, VYM 13F-HR 5/17/2021, 02:10 PM
Q4 2020 436 $258M +$10.2M -$3.51M +$6.7M IWY, VMBS, AAPL, USIG, IWX 13F-HR 2/16/2021, 08:59 AM
Q3 2020 409 $231M +$19.4M -$23M -$3.57M IWY, VMBS, USIG, IWX, AAPL 13F-HR 11/16/2020, 12:07 PM
Q2 2020 545 $234M +$24.6M -$16.1M +$8.44M IWY, VMBS, USIG, AAPL, IWX 13F-HR 8/12/2020, 05:21 PM
Q1 2020 541 $198M +$15.9M -$9.74M +$6.17M VMBS, IWY, USIG, AAPL, DVY 13F-HR 5/13/2020, 06:34 PM
Q4 2019 553 $236M +$13.1M -$6.04M +$7.11M IWY, VMBS, IWX, AAPL, USIG 13F-HR 2/14/2020, 12:54 PM
Q3 2019 564 $219M +$12.8M -$4.24M +$8.54M IWY, VMBS, IWX, USIG, AAPL 13F-HR 11/14/2019, 04:10 PM
Q2 2019 618 $207M +$23M -$11.2M +$11.8M IWY, VMBS, USIG, IWX, AAPL 13F-HR 8/20/2019, 09:17 AM
Q1 2019 607 $192M +$25.3M -$19.7M +$5.61M IWY, VMBS, IWX, USIG, AAPL 13F-HR 5/10/2019, 12:47 PM
Q4 2018 632 $172M IWY, IWX, VMBS, USIG, AAPL 13F-HR 2/14/2019, 11:26 AM