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Latest Global Wealth Management Investment Advisory, Inc. Stock Portfolio

Global Wealth Management Investment Advisory, Inc. Performance:
2025 Q3: 4.56%YTD: 8.34%2024: 10.24%
Performance for 2025 Q3 is 4.56%, and YTD is 8.34%, and 2024 is 10.24%.

About Global Wealth Management Investment Advisory, Inc. and 13F Hedge Fund Stock Holdings

Global Wealth Management Investment Advisory, Inc. is a hedge fund based in FORT LAUDERDALE, FL. On 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $331.4 Millions. In it's latest 13F Holdings report, Global Wealth Management Investment Advisory, Inc. reported an equity portfolio of $596.5 Millions as of 30 Sep, 2025.

The top stock holdings of Global Wealth Management Investment Advisory, Inc. are BNDW, NVDA, BNDW. The fund has invested 3.5% of it's portfolio in VANGUARD SCOTTSDALE FDS and 3.5% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off EXTRA SPACE STORAGE INC (EXR), DIAMONDBACK ENERGY INC (FANG) and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), TESLA INC (TSLA) and COCA COLA CO (KO). Global Wealth Management Investment Advisory, Inc. opened new stock positions in CVS HEALTH CORP (CVS), EATON CORP PLC (ETN) and PEPSICO INC (PEP). The fund showed a lot of confidence in some stocks as they added substantially to VICI PPTYS INC (VICI), SPDR SERIES TRUST (BIL) and BROADCOM INC (AVGO).

Global Wealth Management Investment Advisory, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Global Wealth Management Investment Advisory, Inc. made a return of 4.56% in the last quarter. In trailing 12 months, it's portfolio return was 9.15%.

New Buys

Ticker$ Bought
cvs health corp4,594,050
eaton corp plc4,480,780
pepsico inc3,102,720
united parcel service inc522,402
oreilly automotive inc317,069
ishares tr280,648
spdr series trust272,269
ishares tr265,188
New stocks bought by Global Wealth Management Investment Advisory, Inc.

Additions

Ticker% Inc.
vici pptys inc482
spdr series trust228
broadcom inc77.97
amgen inc56.23
marriott intl inc new49.87
vanguard index fds49.77
t-mobile us inc47.61
vanguard scottsdale fds41.48
Additions to existing portfolio by Global Wealth Management Investment Advisory, Inc.

Reductions

Ticker% Reduced
ishares tr-42.63
tesla inc-26.76
coca cola co-25.82
ishares tr-18.12
general dynamics corp-17.37
altria group inc-16.46
oracle corp-12.71
johnson & johnson-10.36
Global Wealth Management Investment Advisory, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
chipotle mexican grill inc-2,500,300
paypal hldgs inc-2,293,290
diamondback energy inc-3,301,320
extra space storage inc-3,444,170
global net lease inc-117,040
palantir technologies inc-280,001
royal caribbean group-206,672
Global Wealth Management Investment Advisory, Inc. got rid off the above stocks

Sector Distribution

Global Wealth Management Investment Advisory, Inc. has about 42.2% of it's holdings in Others sector.

Sector%
Others42.2
Technology14.7
Financial Services8
Healthcare6.2
Communication Services4.8
Industrials4.6
Consumer Defensive4.4
Consumer Cyclical4.4
Energy4
Real Estate3.5
Utilities3

Market Cap. Distribution

Global Wealth Management Investment Advisory, Inc. has about 57% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED42.2
MEGA-CAP31.5
LARGE-CAP25.5

Stocks belong to which Index?

About 54.7% of the stocks held by Global Wealth Management Investment Advisory, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50054.7
Others45.2
Top 5 Winners (%)%
TSLA
tesla inc
40.0 %
GOOG
alphabet inc
34.7 %
GOOG
alphabet inc
33.7 %
ORCL
oracle corp
28.6 %
CELH
celsius hldgs inc
23.9 %
Top 5 Winners ($)$
AAPL
apple inc
3.5 M
NVDA
nvidia corporation
2.7 M
GOOG
alphabet inc
2.1 M
ABBV
abbvie inc
1.9 M
ORCL
oracle corp
1.8 M
Top 5 Losers (%)%
FSK
fs kkr cap corp
-26.7 %
CRM
salesforce inc
-11.1 %
PM
philip morris intl inc
-10.9 %
INVH
invitation homes inc
-9.8 %
HON
honeywell intl inc
-9.6 %
Top 5 Losers ($)$
NFLX
netflix inc
-0.5 M
HON
honeywell intl inc
-0.5 M
CRM
salesforce inc
-0.4 M
CI
the cigna group
-0.4 M
CCI
crown castle inc
-0.3 M

Global Wealth Management Investment Advisory, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Global Wealth Management Investment Advisory, Inc.

Global Wealth Management Investment Advisory, Inc. has 152 stocks in it's portfolio. About 30.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Global Wealth Management Investment Advisory, Inc. last quarter.

Last Reported on: 27 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions