Sponsored

The Analysis of Global Wealth Management Investment Advisory, Inc.'s Holdings & P&L

Currently, Global Wealth Management Investment Advisory, Inc. holds 158 types of securities in its portfolio with a total value $638.4M. In the most recent quarter, they have increased their positions in IBM (+18.6K shares, valued at $4.5M), DABS (+80.8K shares, valued at $4.1M), UPS (+39.2K shares, valued at $3.9M); decreased their positions in CAT (-2.8K shares, valued at $2.0M), JNJ (-7.2K shares, valued at $1.8M), WMT (-11.8K shares, valued at $1.5M); initiated new positions in DABS (+80.8K shares, valued at $4.1M), UPS (+39.2K shares, valued at $3.9M), JMUB (+8.0K shares, valued at $399.8K).

1M P&L

+14.3M+2.39%

3M P&L

-265.4K-0.04%

HY P&L

+11.4M+1.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A245.7M

42.1%

2Software - Infrastructure29.5M

5.1%

3Drug Manufacturers - General26.0M

4.5%

Top Industries by Stock Count

1N/A63 stocks

44.1%

2Drug Manufacturers - General4 stocks

2.8%

3Utilities - Regulated Electric4 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS279.1K shares3.69%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F386.8K shares4.09%2026-03-312026-05-01

VGSH VANGUARD SCOTTSDALE FDS371.7K shares-4.48%2026-03-312026-05-01

NVDA NVIDIA CORPORATION111.9K shares-2.08%2026-03-312026-05-01

IEFA ISHARES TR209.7K shares4.44%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR32.3K shares-0.39%2026-03-312026-05-01

AAPL APPLE INC72.5K shares-1.19%2026-03-312026-05-01

IVV ISHARES TR26.9K shares-0.61%2026-03-312026-05-01

Sponsored

CVX CHEVRON CORPORATION75.2K shares-1.80%2026-03-312026-05-01

HYG ISHARES TR188.3K shares4.22%2026-03-312026-05-01

MSFT MICROSOFT CORP40.3K shares24.00%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS93.0K shares-5.35%2026-03-312026-05-01

SLQD ISHARES TR265.0K shares2.47%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO41.9K shares3.65%2026-03-312026-05-01

BAC BANK AMERICA CORP247.8K shares5.35%2026-03-312026-05-01

IJH ISHARES TR169.6K shares7.34%2026-03-312026-05-01

Sponsored

ABBV ABBVIE INC47.0K shares3.91%2026-03-312026-05-01

XOM EXXON MOBIL CORP54.0K shares-7.39%2026-03-312026-05-01

ALPHABET INC ALPHABET INC31.5K shares-8.21%2026-03-312026-05-01

AMZN AMAZON COM INC42.8K shares5.52%2026-03-312026-05-01

IJR ISHARES TR64.0K shares6.27%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC157.1K shares-0.47%2026-03-312026-05-01

MS MORGAN STANLEY41.8K shares3.25%2026-03-312026-05-01

DLR DIGITAL RLTY TR INC36.4K shares3.21%2026-03-312026-05-01

Sponsored

CTRA COTERRA ENERGY INC185.6K shares0.87%2026-03-312026-05-01

IEMG ISHARES INC92.5K shares2.95%2026-03-312026-05-01

TFC TRUIST FINL CORP140.0K shares3.38%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON25.3K shares-22.10%2026-03-312026-05-01

D DOMINION ENERGY INC99.7K shares3.12%2026-03-312026-05-01

PG PROCTER & GAMBLE CO42.3K shares2.33%2026-03-312026-05-01

SCEC CAPITOL SER TR241.4K shares-6.81%2026-03-312026-05-01

VICI VICI PPTYS INC219.3K shares7.06%2026-03-312026-05-01

Sponsored

DCRE DOUBLELINE ETF TRUST113.6K shares3.21%2026-03-312026-05-01

CAT CATERPILLAR INC8.2K shares-25.59%2026-03-312026-05-01

CSCO CISCO SYS INC73.6K shares1.84%2026-03-312026-05-01

CROWN CASTLE INC CROWN CASTLE INC69.1K shares10.05%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW42.8K shares2.88%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP58.0K shares3.68%2026-03-312026-05-01

AMGN AMGEN INC15.4K shares-0.76%2026-03-312026-05-01

SO SOUTHERN CO56.0K shares3.71%2026-03-312026-05-01

Sponsored

CRWD CROWDSTRIKE HLDGS INC13.1K shares40.96%2026-03-312026-05-01

RTX RTX CORPORATION26.2K shares-6.70%2026-03-312026-05-01

NET CLOUDFLARE INC24.1K shares58.06%2026-03-312026-05-01

META META PLATFORMS INC8.6K shares2.64%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION4.9K shares8.12%2026-03-312026-05-01

KO COCA COLA CO62.8K shares2.08%2026-03-312026-05-01

HD HOME DEPOT INC14.3K shares2.72%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS19.4K shares2441.10%2026-03-312026-05-01

Sponsored

MCD MCDONALDS CORP15.1K shares-3.20%2026-03-312026-05-01

CVS CVS HEALTH CORP65.1K shares1.58%2026-03-312026-05-01

WMT WALMART INC37.5K shares-23.87%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO15.2K shares4.69%2026-03-312026-05-01

PEP PEPSICO INC29.6K shares2.54%2026-03-312026-05-01

NEE NEXTERA ENERGY INC49.3K shares-4.93%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP13.3K shares0.81%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC28.0K shares44.32%2026-03-312026-05-01

Sponsored

VGIT VANGUARD SCOTTSDALE FDS74.6K shares2.77%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC49.1K shares5.82%2026-03-312026-05-01

NFLX NETFLIX INC.44.2K shares5.03%2026-03-312026-05-01

LLY ELI LILLY & CO4.6K shares-18.52%2026-03-312026-05-01

DMBS DOUBLELINE ETF TRUST84.9K shares29.30%2026-03-312026-05-01

DABS DOUBLELINE ETF TRUST80.8K sharesnew addition2026-03-312026-05-01

SHOP SHOPIFY INC33.8K shares55.36%2026-03-312026-05-01

DAL DELTA AIR LINES INC60.0K shares4.53%2026-03-312026-05-01

Sponsored

TJX TJX COS INC NEW24.8K shares7.40%2026-03-312026-05-01

MCK MCKESSON CORP4.5K shares5.19%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC54.2K shares9.41%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC39.2K sharesnew addition2026-03-312026-05-01

GLDM WORLD GOLD TR40.7K shares-2.75%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW10.9K shares-8.92%2026-03-312026-05-01

TMUS T-MOBILE US INC16.2K shares8.18%2026-03-312026-05-01

IWY ISHARES TR12.9K shares-2.98%2026-03-312026-05-01

Sponsored

VTV VANGUARD INDEX FDS14.7K shares-5.16%2026-03-312026-05-01

VUG VANGUARD INDEX FDS6.1K shares-4.32%2026-03-312026-05-01

MLPA GLOBAL X FDS48.6K shares0.92%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS40.3K shares-5.15%2026-03-312026-05-01

DGRO ISHARES TR30.5K shares18.24%2026-03-312026-05-01

IWX ISHARES TR21.7K shares-3.43%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL58.1K shares0.22%2026-03-312026-05-01

DCMT DOUBLELINE ETF TRUST55.5K shares0.00%2026-03-312026-05-01

Sponsored

VB VANGUARD INDEX FDS6.0K shares-4.63%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS19.6K shares-4.29%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS19.2K shares-4.45%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares-8.81%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR10.4K shares-2.75%2026-03-312026-05-01

MFIC MIDCAP FINANCIAL INVSTMNT CO112.4K shares15.57%2026-03-312026-05-01

GBDC GOLUB CAP BDC INC98.1K shares17.33%2026-03-312026-05-01

VMBS VANGUARD SCOTTSDALE FDS26.2K shares-9.23%2026-03-312026-05-01

Sponsored

ALPHABET INC ALPHABET INC4.2K shares-7.71%2026-03-312026-05-01

EFV ISHARES TR16.0K shares-8.70%2026-03-312026-05-01

TSLA TESLA INC3.2K shares0.67%2026-03-312026-05-01

JEPQ J P MORGAN EXCHANGE TRADED F20.5K shares9.29%2026-03-312026-05-01

EQR EQUITY RESIDENTIAL19.2K shares4.75%2026-03-312026-05-01

O REALTY INCOME CORP18.5K shares17.26%2026-03-312026-05-01

ARCC ARES CAPITAL CORP62.6K shares9.21%2026-03-312026-05-01

OBDC BLUE OWL CAPITAL CORPORATION101.5K shares15.51%2026-03-312026-05-01

Sponsored

IWS ISHARES TR7.6K shares-5.43%2026-03-312026-05-01

PSA PUBLIC STORAGE OPER CO4.0K shares3.26%2026-03-312026-05-01

VTR VENTAS INC12.9K shares-0.10%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares-7.70%2026-03-312026-05-01

CELH CELSIUS HLDGS INC28.9K shares-6.96%2026-03-312026-05-01

EFG ISHARES TR9.1K shares-7.22%2026-03-312026-05-01

PLD PROLOGIS INC.7.5K shares2.47%2026-03-312026-05-01

GCC WISDOMTREE TR41.0K shares1.51%2026-03-312026-05-01

Sponsored

BLACKSTONE INC BLACKSTONE INC8.3K shares25.58%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F17.4K shares-4.35%2026-03-312026-05-01

WTMF WISDOMTREE TR23.1K shares2.25%2026-03-312026-05-01

SPTM SPDR SERIES TRUST11.2K shares0.64%2026-03-312026-05-01

KKR & CO INC KKR & CO INC9.5K shares22.39%2026-03-312026-05-01

BLV VANGUARD BD INDEX FDS12.7K shares-4.29%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-0.08%2026-03-312026-05-01

ICSH ISHARES TR16.1K shares0.01%2026-03-312026-05-01

Sponsored

ENB ENBRIDGE INC14.4K shares0.00%2026-03-312026-05-01

BROADCOM INC BROADCOM INC2.3K shares3.40%2026-03-312026-05-01

VONG VANGUARD SCOTTSDALE FDS6.3K shares-2.77%2026-03-312026-05-01

MUB ISHARES TR6.3K shares-31.31%2026-03-312026-05-01

BNDX VANGUARD CHARLOTTE FDS12.4K shares-4.34%2026-03-312026-05-01

VTWO VANGUARD SCOTTSDALE FDS5.7K shares-4.70%2026-03-312026-05-01

IWF ISHARES TR1.2K shares-1.75%2026-03-312026-05-01

SPMO INVESCO EXCH TRADED FD TR II4.7K shares-1.86%2026-03-312026-05-01

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F8.0K sharesnew addition2026-03-312026-05-01

MA MASTERCARD INCORPORATED790 shares0.89%2026-03-312026-05-01

V VISA INC1.3K shares-0.86%2026-03-312026-05-01

BA BOEING CO1.7K shares0.41%2026-03-312026-05-01

SCHP SCHWAB STRATEGIC TR12.6K sharesnew addition2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS6.5K shares-46.43%2026-03-312026-05-01

IVW ISHARES TR2.8K shares0.00%2026-03-312026-05-01

CMI CUMMINS INC587 shares0.17%2026-03-312026-05-01

Sponsored

VGT VANGUARD WORLD FD435 sharesnew addition2026-03-312026-05-01

IWP ISHARES TR2.3K shares20.93%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-03-312026-05-01

SPYM SPDR SERIES TRUST3.6K shares4.70%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC2.9K shares-0.41%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC1.3K shares-23.79%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC746 shares-3.99%2026-03-312026-05-01

PECO PHILLIPS EDISON & CO INC6.7K shares0.00%2026-03-312026-05-01

Sponsored

CRM SALESFORCE INC1.3K shares-6.15%2026-03-312026-05-01

AON PLC AON PLC760 shares0.40%2026-03-312026-05-01

GLD SPDR GOLD TR568 shares-1.90%2026-03-312026-05-01

SUB ISHARES TR2.3K shares-21.99%2026-03-312026-05-01

WRB BERKLEY W R CORP3.7K shares0.69%2026-03-312026-05-01

CW CURTISS WRIGHT CORP354 sharesnew addition2026-03-312026-05-01

HYMB SPDR SERIES TRUST9.7K sharesnew addition2026-03-312026-05-01

JMHI J P MORGAN EXCHANGE TRADED F4.8K sharesnew addition2026-03-312026-05-01

Sponsored

IWM ISHARES TR966 shares0.00%2026-03-312026-05-01

BNS BANK NOVA SCOTIA B C3.4K shares0.00%2026-03-312026-05-01

SHM SPDR SERIES TRUST4.9K shares12.97%2026-03-312026-05-01

MO ALTRIA GROUP INC3.5K shares-3.95%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F1.6K shares-7.63%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP362 sharesnew addition2026-03-312026-05-01

SMH VANECK ETF TRUST570 shares0.00%2026-03-312026-05-01

MPC MARATHON PETE CORP884 sharesnew addition2026-03-312026-05-01

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI450 sharesnew addition2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC597 sharesnew addition2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC997 sharesnew addition2026-03-312026-05-01

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC1.8K shares-0.22%2026-03-312026-05-01

FARM FARMER BROS CO24.5K shares0.00%2026-03-312026-05-01

VCIT

VANGUARD SCOTTSDALE FDS

3.69%

Shares279.1K

Event2026-03-31

Filed2026-05-01

JEPI

J P MORGAN EXCHANGE TRADED F

4.09%

Shares386.8K

Event2026-03-31

Filed2026-05-01

VGSH

VANGUARD SCOTTSDALE FDS

-4.48%

Shares371.7K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-2.08%

Shares111.9K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

4.44%

Shares209.7K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-0.39%

Shares32.3K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-1.19%

Shares72.5K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

-0.61%

Shares26.9K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-1.80%

Shares75.2K

Event2026-03-31

Filed2026-05-01

HYG

ISHARES TR

4.22%

Shares188.3K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

24.00%

Shares40.3K

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

-5.35%

Shares93.0K

Event2026-03-31

Filed2026-05-01

SLQD

ISHARES TR

2.47%

Shares265.0K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

3.65%

Shares41.9K

Event2026-03-31

Filed2026-05-01

BAC

BANK AMERICA CORP

5.35%

Shares247.8K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

7.34%

Shares169.6K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

3.91%

Shares47.0K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-7.39%

Shares54.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-8.21%

Shares31.5K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

5.52%

Shares42.8K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

6.27%

Shares64.0K

Event2026-03-31

Filed2026-05-01

VERIZON COMMUNICATIONS INC

-0.47%

Shares157.1K

Event2026-03-31

Filed2026-05-01

MORGAN STANLEY

3.25%

Shares41.8K

Event2026-03-31

Filed2026-05-01

DLR

DIGITAL RLTY TR INC

3.21%

Shares36.4K

Event2026-03-31

Filed2026-05-01

CTRA

COTERRA ENERGY INC

0.87%

Shares185.6K

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC

2.95%

Shares92.5K

Event2026-03-31

Filed2026-05-01

TFC

TRUIST FINL CORP

3.38%

Shares140.0K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-22.10%

Shares25.3K

Event2026-03-31

Filed2026-05-01

DOMINION ENERGY INC

3.12%

Shares99.7K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

2.33%

Shares42.3K

Event2026-03-31

Filed2026-05-01

SCEC

CAPITOL SER TR

-6.81%

Shares241.4K

Event2026-03-31

Filed2026-05-01

VICI

VICI PPTYS INC

7.06%

Shares219.3K

Event2026-03-31

Filed2026-05-01

DCRE

DOUBLELINE ETF TRUST

3.21%

Shares113.6K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

-25.59%

Shares8.2K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

1.84%

Shares73.6K

Event2026-03-31

Filed2026-05-01

CROWN CASTLE INC

10.05%

Shares69.1K

Event2026-03-31

Filed2026-05-01

DUKE ENERGY CORP NEW

2.88%

Shares42.8K

Event2026-03-31

Filed2026-05-01

KMB

KIMBERLY-CLARK CORP

3.68%

Shares58.0K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

-0.76%

Shares15.4K

Event2026-03-31

Filed2026-05-01

SOUTHERN CO

3.71%

Shares56.0K

Event2026-03-31

Filed2026-05-01

CRWD

CROWDSTRIKE HLDGS INC

40.96%

Shares13.1K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORPORATION

-6.70%

Shares26.2K

Event2026-03-31

Filed2026-05-01

NET

CLOUDFLARE INC

58.06%

Shares24.1K

Event2026-03-31

Filed2026-05-01