Universe · entity
Global Wealth Management Investment Advisory, Inc.
Institutional manager (13F) · CIK 1767855
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $479M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $23M | 279,071 |
| 2 | J P MORGAN EXCHANGE TRADED F | $22M | 386,821 |
| 3 | VANGUARD SCOTTSDALE FDS | $22M | 371,676 |
| 4 | NVIDIA CORPORATION | $20M | 111,863 |
| 5 | ISHARES TR | $19M | 209,741 |
| 6 | INVESCO QQQ TR | $19M | 32,341 |
| 7 | APPLE INC | $18M | 72,456 |
| 8 | ISHARES TR | $18M | 26,885 |
| 9 | CHEVRON CORPORATION | $16M | 75,220 |
| 10 | ISHARES TR | $15M | 188,273 |
| 11 | MICROSOFT CORP | $15M | 40,263 |
| 12 | VANGUARD WHITEHALL FDS | $14M | 93,008 |
| 13 | ISHARES TR | $13M | 264,985 |
| 14 | JPMORGAN CHASE & CO | $12M | 41,906 |
| 15 | BANK AMERICA CORP | $12M | 247,786 |
| 16 | ISHARES TR | $11M | 169,622 |
| 17 | ABBVIE INC | $10M | 47,021 |
| 18 | EXXON MOBIL CORP | $9M | 54,008 |
| 19 | ALPHABET INC | $9M | 31,461 |
| 20 | AMAZON COM INC | $9M | 42,796 |
| 21 | ISHARES TR | $8M | 63,955 |
| 22 | VERIZON COMMUNICATIONS INC | $8M | 157,102 |
| 23 | MORGAN STANLEY | $7M | 41,775 |
| 24 | DIGITAL RLTY TR INC | $7M | 36,407 |
| 25 | COTERRA ENERGY INC | $7M | 185,585 |
| 26 | ISHARES INC | $6M | 92,545 |
| 27 | TRUIST FINL CORP | $6M | 139,989 |
| 28 | JOHNSON & JOHNSON | $6M | 25,336 |
| 29 | DOMINION ENERGY INC | $6M | 99,681 |
| 30 | PROCTER & GAMBLE CO | $6M | 42,287 |
| 31 | CAPITOL SER TR | $6M | 241,357 |
| 32 | VICI PPTYS INC | $6M | 219,343 |
| 33 | DOUBLELINE ETF TRUST | $6M | 113,563 |
| 34 | CATERPILLAR INC | $6M | 8,230 |
| 35 | CISCO SYS INC | $6M | 73,569 |
| 36 | CROWN CASTLE INC | $6M | 69,107 |
| 37 | DUKE ENERGY CORP NEW | $6M | 42,820 |
| 38 | KIMBERLY-CLARK CORP | $6M | 58,025 |
| 39 | AMGEN INC | $5M | 15,386 |
| 40 | SOUTHERN CO | $5M | 55,964 |
| 41 | CROWDSTRIKE HLDGS INC | $5M | 13,147 |
| 42 | RTX CORPORATION | $5M | 26,202 |
| 43 | CLOUDFLARE INC | $5M | 24,068 |
| 44 | META PLATFORMS INC | $5M | 8,641 |
| 45 | COSTCO WHOLESALE CORPORATION | $5M | 4,901 |
| 46 | COCA COLA CO | $5M | 62,828 |
| 47 | HOME DEPOT INC | $5M | 14,331 |
| 48 | INTERNATIONAL BUSINESS MACHS | $5M | 19,414 |
| 49 | MCDONALDS CORP | $5M | 15,071 |
| 50 | CVS HEALTH CORP | $5M | 65,115 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.