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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Global Wealth Management Investment Advisory, Inc. INSTITUTION : Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc. Portfolio (reported on 2019-11-14)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (RUS TP200 GR ETF) IWY 8,416,000 96,669 3.84%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 8,351,000 156,793 3.81%
ISHARES TR    (RUS TP200 VL ETF) IWX 6,764,000 123,488 3.09%
ISHARES TR    (USD INV GRDE ETF) CFT 6,447,000 110,626 2.94%
APPLE INC    (COM) AAPL 6,027,000 26,911 2.75%
ISHARES TR    (SELECT DIVID ETF) DVY 5,650,000 55,422 2.58%
ISHARES TR    (CORE S&P500 ETF) IVV 5,163,000 17,295 2.36%
ISHARES TR    (CORE US AGGBD ET) AGG 4,822,000 42,606 2.20%
AMERICAN FIN TR INC    (COM CLASS A) 4,776,000 342,099 2.18%
ISHARES TR    (CORE MSCI EAFE) IEFA 4,719,000 77,275 2.15%
ISHARES INC    (CORE MSCI EMKT) IEMG 4,637,000 94,602 2.12%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 4,618,000 78,490 2.11%
ISHARES TR    (IBOXX HI YD ETF) HYG 4,476,000 51,346 2.04%
ISHARES TR    (0-5YR INVT GR CP) SLQD 4,087,000 79,910 1.86%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 4,055,000 60,819 1.85%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 4,007,000 65,766 1.83%
ISHARES TR    (EAFE VALUE ETF) EFV 3,757,000 79,320 1.71%
AT&T INC    (COM) T 3,330,000 87,994 1.52%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 3,081,000 75,010 1.40%
HOME DEPOT INC    (COM) HD 3,028,000 13,050 1.38%
ISHARES TR    (RUS MDCP VAL ETF) IWS 2,950,000 32,884 1.34%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,949,000 48,857 1.34%
VANGUARD INDEX FDS    (VALUE ETF) VTV 2,854,000 25,567 1.30%
ISHARES TR    (EAFE GRWTH ETF) EFG 2,822,000 35,056 1.29%
MICROSOFT CORP    (COM) MSFT 2,787,000 20,045 1.27%
SPDR SERIES TRUST    (PORTFOLIO SM ETF) TWOK 2,780,000 92,676 1.27%
INVESCO QQQ TR    (UNIT SER 1) 2,700,000 14,298 1.23%
CHEVRON CORP NEW    (COM) CVX 2,698,000 22,745 1.23%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 2,608,000 15,684 1.19%
BANK AMER CORP    (COM) BAC 2,483,000 85,135 1.13%
ALTRIA GROUP INC    (COM) MO 2,332,000 57,018 1.06%
TARGET CORP    (COM) TGT 2,254,000 21,083 1.03%
OCCIDENTAL PETE CORP    (COM) OXY 2,133,000 47,961 0.97%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,115,000 10,945 0.96%
JPMORGAN CHASE &CO    (COM) JPM 2,109,000 17,920 0.96%
DUKE ENERGY CORP NEW    (COM NEW) DUK 2,098,000 21,887 0.95%
SOUTHERN CO    (COM) SO 2,057,000 33,305 0.94%
UNITED PARCEL SERVICE INC    (CL B) UPS 1,987,000 16,583 0.90%
ISHARES TR    (RUS MD CP GR ETF) IWP 1,982,000 14,022 0.90%
REALTY INCOME CORP    (COM) O 1,976,000 25,769 0.90%
PROCTER &GAMBLE CO    (COM) PG 1,963,000 15,782 0.89%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 1,951,000 43,763 0.89%
CITIGROUP INC    (COM NEW) C 1,943,000 28,130 0.88%
WALMART INC    (COM) WMT 1,931,000 16,273 0.88%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 1,925,000 45,114 0.88%
BROWN &BROWN INC    (COM) BRO 1,924,000 53,362 0.87%
DOMINION ENERGY INC    (COM) D 1,914,000 23,615 0.87%
KIMBERLY CLARK CORP    (COM) KMB 1,889,000 13,296 0.86%
PUBLIC STORAGE    (COM) PSA 1,820,000 7,419 0.83%
KINDER MORGAN INC DEL    (COM) KMI 1,793,000 86,977 0.82%
EXXON MOBIL CORP    (COM) XOM 1,782,000 25,231 0.81%
BP PLC    (SPONSORED ADR) BP 1,726,000 45,442 0.78%
PFIZER INC    (COM) PFE 1,695,000 47,171 0.77%
CISCO SYS INC    (COM) CSCO 1,654,000 33,470 0.75%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 1,649,000 20,414 0.75%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 1,645,000 18,750 0.75%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 1,422,000 71,424 0.65%
COCA COLA CO    (COM) KO 1,414,000 25,981 0.64%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,403,000 10,095 0.64%
ISHARES TR    (CORE S&P SCP ETF) IJR 1,340,000 17,220 0.61%
VENTAS INC    (COM) VTR 1,309,000 17,923 0.59%
WEYERHAEUSER CO    (COM) WY 1,301,000 46,984 0.59%
FORD MTR CO DEL    (COM) F 1,145,000 125,020 0.52%
GLOBAL NET LEASE INC    (COM NEW) 1,098,000 56,305 0.50%
FACEBOOK INC    (CL A) FB 1,072,000 6,020 0.49%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 906,000 8,822 0.41%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 855,000 9,714 0.39%
NEXTERA ENERGY INC    (COM) NEE 846,000 3,629 0.38%
AMAZON COM INC    (COM) AMZN 833,000 480 0.38%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 803,000 5,215 0.36%
JOHNSON &JOHNSON    (COM) JNJ 799,000 6,175 0.36%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 789,000 19,601 0.36%
NVIDIA CORP    (COM) NVDA 727,000 4,177 0.33%
HEICO CORP NEW    (COM) HEI 701,000 5,615 0.32%
DISNEY WALT CO    (COM DISNEY) DIS 677,000 5,195 0.30%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 664,000 2,237 0.30%
MARRIOTT INTL INC NEW    (CL A) MAR 579,000 4,659 0.26%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 556,000 9,791 0.25%
BOEING CO    (COM) BA 467,000 1,228 0.21%
SPARTAN MTRS INC    (COM) SPAR 463,000 33,714 0.21%
SALESFORCE COM INC    (COM) CRM 451,000 3,041 0.20%
AMERICAN EXPRESS CO    (COM) AXP 436,000 3,683 0.19%
FS KKR CAPITAL CORP    (COM) 431,000 73,956 0.19%
PHILIP MORRIS INTL INC    (COM) PM 385,000 5,072 0.17%
COSTCO WHSL CORP NEW    (COM) COST 364,000 1,263 0.16%
PACKAGING CORP AMER    (COM) PKG 356,000 3,354 0.16%
ABBVIE INC    (COM) ABBV 354,000 4,670 0.16%
ISHARES TR    (MODERT ALLOC ETF) 325,000 8,265 0.14%
T MOBILE US INC    (COM) TMUS 322,000 4,091 0.14%
SQUARE INC    (CL A) 313,000 5,059 0.14%
AMGEN INC    (COM) AMGN 309,000 1,597 0.14%
PALO ALTO NETWORKS INC    (COM) PANW 288,000 1,411 0.13%
CONSTELLATION BRANDS INC    (CL A) STZ 286,000 1,380 0.13%
PAYPAL HLDGS INC    (COM) PYPL 271,000 2,612 0.12%
ALPHABET INC    (CAP STK CL C) GOOG 267,000 219 0.12%
NETFLIX INC    (COM) NFLX 267,000 997 0.12%
GODADDY INC    (CL A) GDDY 261,000 3,955 0.11%
BIOGEN INC    (COM) BIIB 252,000 1,082 0.11%
BECTON DICKINSON &CO    (COM) BDX 249,000 984 0.11%
ISHARES TR    (NATIONAL MUN ETF) MUB 240,000 2,105 0.10%
ISHARES TR    (CORE DIV GRWTH) DGRO 238,000 6,092 0.10%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 215,000 5,760 0.09%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 204,000 983 0.09%
ISHARES TR    (RUSSELL 2000 ETF) IWM 189,000 1,250 0.08%
MONDELEZ INTL INC    (CL A) MDLZ 186,000 3,371 0.08%
VISA INC    (COM CL A) V 175,000 1,019 0.08%
LENNAR CORP    (CL A) LEN 173,000 3,100 0.07%
BERKLEY W R CORP    (COM) WRB 173,000 2,400 0.07%
SERVICE CORP INTL    (COM) SCI 171,000 3,577 0.07%
RAYTHEON CO    (COM NEW) RTN 164,000 835 0.07%
DELTA AIR LINES INC DEL    (COM NEW) DAL 156,000 2,705 0.07%
AGNC INVT CORP    (COM) 155,000 9,644 0.07%
COMCAST CORP NEW    (CL A) CMCSA 151,000 3,347 0.06%
SPDR INDEX SHS FDS    (S&P GLBDIV ETF) WDIV 149,000 2,210 0.06%
FIRST TR EXCHANGE TRADED FD    (DJ GLBL DIVID) FGD 143,000 6,235 0.06%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 142,000 1,765 0.06%
INTEL CORP    (COM) INTC 141,000 2,738 0.06%
ALPHABET INC    (CAP STK CL A) GOOGL 132,000 108 0.06%
GLOBAL PMTS INC    (COM) GPN 127,000 800 0.05%
W P CAREY INC    (COM) WPC 126,000 1,408 0.05%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 126,000 4,311 0.05%
GLOBAL X FDS    (GLOBX SUPDV US) DIV 126,000 5,366 0.05%
AON PLC    (SHS CL A) AON 118,000 612 0.05%
ABBOTT LABS    (COM) ABT 117,000 1,399 0.05%
EQUITY RESIDENTIAL    (SH BEN INT) EQR 113,000 1,309 0.05%
ISHARES TR    (GRWT ALLOCAT ETF) 111,000 2,415 0.05%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 109,000 3,807 0.04%
TOLL BROTHERS INC    (COM) TOL 109,000 2,650 0.04%
MERCK &CO INC    (COM) MRK 108,000 1,285 0.04%
CATERPILLAR INC DEL    (COM) CAT 107,000 849 0.04%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 105,000 1,179 0.04%
LILLY ELI &CO    (COM) LLY 105,000 941 0.04%
ISHARES TR    (RUS MID CAP ETF) IWR 105,000 1,868 0.04%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 104,000 686 0.04%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 103,000 2,055 0.04%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 99,000 3,528 0.04%
ISHARES TR    (CORE S&P TTL STK) ISI 96,000 1,427 0.04%
BRISTOL MYERS SQUIBB CO    (COM) BMY 95,000 1,879 0.04%
SPDR INDEX SHS FDS    (S&P EM MKT DIV) EDIV 92,000 3,081 0.04%
ROYAL CARIBBEAN CRUISES LTD    (COM) RCL 88,000 814 0.04%
NIKE INC    (CL B) NKE 87,000 925 0.03%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 86,000 797 0.03%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 86,000 589 0.03%
TESLA INC    (COM) TSLA 84,000 350 0.03%
ISHARES SILVER TRUST    (ISHARES) SLV 82,000 5,132 0.03%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 79,000 223 0.03%
ISHARES TR    (MSCI MIN VOL ETF) USMV 75,000 1,166 0.03%
ISHARES TR    (MSCI EAFE ETF) EFA 74,000 1,138 0.03%
HCP INC    (COM) HCP 69,000 1,928 0.03%
GENERAL MLS INC    (COM) GIS 68,000 1,235 0.03%
KEYCORP NEW    (COM) KEY 67,000 3,778 0.03%
FEDEX CORP    (COM) FDX 67,000 462 0.03%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 65,000 1,065 0.02%
NEWELL BRANDS INC    (COM) NWL 64,000 3,434 0.02%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 61,000 475 0.02%
NATIONAL GRID PLC    (SPONSORED ADR NE) 59,000 1,090 0.02%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 58,000 434 0.02%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 56,000 333 0.02%
ETFIS SER TR I    (VIRTUS NEWFLEET) 54,000 2,203 0.02%
DIGITAL RLTY TR INC    (COM) DLR 53,000 409 0.02%
CONSOLIDATED EDISON INC    (COM) ED 52,000 550 0.02%
MICRON TECHNOLOGY INC    (COM) MU 52,000 1,224 0.02%
COUSINS PPTYS INC    (COM NEW) 51,000 1,369 0.02%
MCDONALDS CORP    (COM) MCD 50,000 234 0.02%
HERSHEY CO    (COM) HSY 50,000 325 0.02%
EMPIRE ST RLTY TR INC    (CL A) ESRT 49,000 3,452 0.02%
FIRST TR EXCHANGE TRADED FD    (HLTH CARE ALPH) FXH 47,000 636 0.02%
PEPSICO INC    (COM) PEP 46,000 338 0.02%
HEICO CORP NEW    (CL A) HEI/A 46,000 472 0.02%
HP INC    (COM) HPQ 45,000 2,400 0.02%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 45,000 166 0.02%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 45,000 835 0.02%
CARNIVAL CORP    (UNIT 99/99/9999) CCL 45,000 1,024 0.02%
DUPONT DE NEMOURS INC    (COM) 44,000 616 0.02%
UNITEDHEALTH GROUP INC    (COM) UNH 44,000 202 0.02%
ENCOMPASS HEALTH CORP    (COM) 43,000 680 0.01%
VEREIT INC    (COM) 43,000 4,371 0.01%
ISHARES TR    (CONSER ALLOC ETF) 43,000 1,199 0.01%
VANGUARD GROUP    (DIV APP ETF) VIG 42,000 351 0.01%
BB&T CORP    (COM) BBT 42,000 788 0.01%
VIRTUS ETF TR II    (VIRTUS DYNMC ETF) 42,000 1,780 0.01%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 42,000 3,243 0.01%
COLONY CR REAL ESTATE INC    (COM CL A) 42,000 2,904 0.01%
WILLIAMS COS INC DEL    (COM) WMB 40,000 1,682 0.01%
STARBUCKS CORP    (COM) SBUX 40,000 453 0.01%
FIRST TR EXCHANGE TRADED FD    (NY ARCA BIOTECH) FBT 39,000 316 0.01%
ENTERGY CORP NEW    (COM) ETR 39,000 329 0.01%
YUM BRANDS INC    (COM) YUM 39,000 341 0.01%
HEWLETT PACKARD ENTERPRISE C    (COM) HPE 37,000 2,445 0.01%
BLACKROCK ENHANCED EQT DIV T    (COM) BDJ 37,000 3,985 0.01%
KROGER CO    (COM) KR 37,000 1,432 0.01%
KRAFT HEINZ CO    (COM) KHC 36,000 1,277 0.01%
HONEYWELL INTL INC    (COM) HON 36,000 213 0.01%
WASTE MGMT INC DEL    (COM) WMI 36,000 314 0.01%
FIRST TR EXCHANGE TRADED FD    (FIRST TR TA HIYL) HYLS 35,000 724 0.01%
DARDEN RESTAURANTS INC    (COM) DRI 35,000 300 0.01%
ADVISORSHARES TR    (NEWFLT MULSINC) MINC 35,000 717 0.01%
WELLS FARGO CO NEW    (COM) WFC 35,000 696 0.01%
WELLTOWER INC    (COM) HCN 34,000 377 0.01%
MPLX LP    (COM UNIT REP LTD) MPLX 34,000 1,199 0.01%
1 2 3 4 Next >Full Portfolio View
Total Value As 2019-09-30: 218,646,000 SEC FILING
* Portfolios do not reflect changes after reporting
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