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Home > Institutional Investor > Global Wealth Management Investment Advisory, Inc. > Profile

Instuitional Investor - Global Wealth Management Investment Advisory, Inc.

Fund Profile
Filing Period:
Fund Name: Global Wealth Management Investment Advisory, Inc.
Portfolio Value $638,446,887
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 279,071 $23,093,092 3.62%
2.
J P Morgan Exchange Traded F
 386,821 $21,925,037 3.43%
3.
Vanguard Scottsdale Funds
 371,676 $21,757,937 3.41%
4.
Nvidia Corp
 NVDA 111,863 $19,508,859 3.06%
5.
Ishares Trust
 HYG 209,741 $18,987,844 2.97%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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