The Analysis of Global Wealth Management, LLC's Holdings
Currently, Global Wealth Management, LLC holds 35 types of securities in its portfolio with a total value $190.5M. In the most recent quarter, they have increased their positions in BND (+108.4K shares, valued at $8.1M), JMST (+7.2K shares, valued at $367.9K), GOOG (+1.0K shares, valued at $249.9K); decreased their positions in VUSB (-81.6K shares, valued at $4.1M), IVV (-2.2K shares, valued at $1.5M), SCHB (-43.9K shares, valued at $1.1M); initiated new positions in GOOG (+1.0K shares, valued at $249.9K), TSLA (+554 shares, valued at $246.3K), VOX (+1.2K shares, valued at $218.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JMST J P MORGAN EXCHANGE TRADED F531.6K shares1.37%2025-09-302025-10-17
SCHB SCHWAB STRATEGIC TR954.0K shares-4.40%2025-09-302025-10-17 VUSB VANGUARD BD INDEX FDS489.4K shares-14.29%2025-09-302025-10-17 IVV ISHARES TR30.0K shares-6.83%2025-09-302025-10-17 SCHD SCHWAB STRATEGIC TR708.9K shares-0.26%2025-09-302025-10-17 VIG VANGUARD SPECIALIZED FUNDS55.1K shares-0.99%2025-09-302025-10-17 IJR ISHARES TR85.2K shares-2.62%2025-09-302025-10-17 BND VANGUARD BD INDEX FDS112.6K shares2617.46%2025-09-302025-10-17 VTI VANGUARD INDEX FDS23.9K shares0.15%2025-09-302025-10-17 IJH ISHARES TR106.0K shares-0.16%2025-09-302025-10-17 QQQ INVESCO QQQ TR11.5K shares-2.71%2025-09-302025-10-17 RSP INVESCO EXCHANGE TRADED FD T29.0K shares-0.77%2025-09-302025-10-17 VGT VANGUARD WORLD FD4.3K shares-6.45%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON9.7K shares-8.79%2025-09-302025-10-17 IWD ISHARES TR7.0K shares-15.28%2025-09-302025-10-17 IAU ISHARES GOLD TR18.5K shares0.00%2025-09-302025-10-17 SIVR ABRDN SILVER ETF TRUST27.9K shares0.00%2025-09-302025-10-17 AMZN AMAZON COM INC4.5K shares0.00%2025-09-302025-10-17 USO UNITED STS OIL FD LP12.2K shares0.00%2025-09-302025-10-17 MSFT MICROSOFT CORP1.7K shares0.18%2025-09-302025-10-17 VDE VANGUARD WORLD FD6.1K shares0.76%2025-09-302025-10-17 AAPL APPLE INC2.7K shares0.11%2025-09-302025-10-17 IWB ISHARES TR1.9K shares0.27%2025-09-302025-10-17 GLD SPDR GOLD TR1.5K shares0.00%2025-09-302025-10-17 VUG VANGUARD INDEX FDS874 shares0.00%2025-09-302025-10-17 NVDA NVIDIA CORPORATION2.2K shares0.00%2025-09-302025-10-17 OEF ISHARES TR887 shares0.00%2025-09-302025-10-17 GOOG ALPHABET INC1.0K sharesnew addition2025-09-302025-10-17 AVGO BROADCOM INC750 shares0.00%2025-09-302025-10-17 WMT WALMART INC2.4K shares0.21%2025-09-302025-10-17 TSLA TESLA INC554 sharesnew addition2025-09-302025-10-17 AMGN AMGEN INC842 shares0.36%2025-09-302025-10-17 VOX VANGUARD WORLD FD1.2K sharesnew addition2025-09-302025-10-17 KRE SPDR SERIES TRUST3.4K shares0.32%2025-09-302025-10-17 SDY SPDR SERIES TRUST1.5K shares0.55%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available