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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 2020-05-14)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 8,181,000 150,116 4.12%
ISHARES TR    (RUS TP200 GR ETF) IWY 7,963,000 94,559 4.01%
ISHARES TR    (USD INV GRDE ETF) CFT 6,179,000 110,294 3.11%
APPLE INC    (COM) AAPL 5,563,000 21,878 2.80%
ISHARES TR    (SELECT DIVID ETF) DVY 5,420,000 73,704 2.73%
ISHARES TR    (RUS TP200 VL ETF) IWX 5,384,000 122,049 2.71%
ISHARES TR    (CORE S&P500 ETF) IVV 5,033,000 19,478 2.53%
ISHARES TR    (CORE MSCI EAFE) IEFA 4,752,000 95,247 2.39%
ISHARES INC    (CORE MSCI EMKT) IEMG 4,604,000 113,761 2.32%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 4,435,000 62,859 2.23%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 4,395,000 70,495 2.21%
ISHARES TR    (CORE US AGGBD ET) AGG 4,238,000 36,731 2.13%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 3,975,000 70,646 2.00%
ISHARES TR    (IBOXX HI YD ETF) HYG 3,705,000 48,077 1.86%
ISHARES TR    (0-5YR INVT GR CP) SLQD 3,633,000 72,464 1.83%
MICROSOFT CORP    (COM) MSFT 3,173,000 20,122 1.59%
AT&T INC    (COM) T 3,016,000 103,472 1.52%
ISHARES TR    (EAFE VALUE ETF) EFV 2,899,000 81,228 1.46%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,782,000 51,781 1.40%
ISHARES TR    (RUS MDCP VAL ETF) IWS 2,683,000 41,862 1.35%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 2,683,000 80,467 1.35%
INVESCO QQQ TR    (UNIT SER 1) 2,671,000 14,027 1.34%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 2,542,000 16,220 1.28%
HOME DEPOT INC    (COM) HD 2,528,000 13,538 1.27%
VANGUARD INDEX FDS    (VALUE ETF) VTV 2,415,000 27,117 1.21%
ISHARES TR    (EAFE GRWTH ETF) EFG 2,229,000 31,351 1.12%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,213,000 15,382 1.11%
AMERICAN FIN TR INC    (COM CLASS A) 2,164,000 346,272 1.09%
JPMORGAN CHASE &CO    (COM) JPM 2,154,000 23,929 1.08%
CHEVRON CORP NEW    (COM) CVX 2,119,000 29,249 1.06%
BK OF AMERICA CORP    (COM) BAC 2,092,000 98,547 1.05%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 1,967,000 19,469 0.99%
SPDR SER TR    (PORTFOLIO S&P600) TWOK 1,944,000 89,032 0.98%
PFIZER INC    (COM) PFE 1,932,000 59,202 0.97%
UNITED PARCEL SERVICE INC    (CL B) UPS 1,911,000 20,457 0.96%
BROWN &BROWN INC    (COM) BRO 1,897,000 52,362 0.95%
DUKE ENERGY CORP NEW    (COM NEW) DUK 1,845,000 22,814 0.93%
SOUTHERN CO    (COM) SO 1,792,000 33,100 0.90%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 1,790,000 21,787 0.90%
PUBLIC STORAGE    (COM) PSA 1,752,000 8,823 0.88%
EXXON MOBIL CORP    (COM) XOM 1,745,000 45,966 0.87%
CITIGROUP INC    (COM NEW) C 1,713,000 40,662 0.86%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 1,694,000 44,701 0.85%
WEYERHAEUSER CO    (COM) WY 1,679,000 99,027 0.84%
REALTY INCOME CORP    (COM) O 1,651,000 33,110 0.83%
DOMINION ENERGY INC    (COM) D 1,637,000 22,676 0.82%
PROCTER &GAMBLE CO    (COM) PG 1,618,000 14,713 0.81%
ISHARES TR    (RUS MD CP GR ETF) IWP 1,616,000 13,289 0.81%
ISHARES TR    (CORE S&P SCP ETF) IJR 1,615,000 28,787 0.81%
CISCO SYS INC    (COM) CSCO 1,611,000 40,975 0.81%
KIMBERLY CLARK CORP    (COM) KMB 1,559,000 12,194 0.78%
BP PLC    (SPONSORED ADR) BP 1,545,000 63,326 0.77%
TARGET CORP    (COM) TGT 1,468,000 15,791 0.74%
COCA COLA CO    (COM) KO 1,452,000 32,825 0.73%
KINDER MORGAN INC DEL    (COM) KMI 1,382,000 99,303 0.69%
VENTAS INC    (COM) VTR 1,359,000 50,714 0.68%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 1,323,000 29,632 0.66%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,289,000 8,926 0.64%
WALMART INC    (COM) WMT 1,209,000 10,645 0.60%
FACEBOOK INC    (CL A) FB 1,045,000 6,263 0.52%
QUALCOMM INC    (COM) QCOM 1,012,000 14,961 0.51%
NVIDIA CORP    (COM) NVDA 1,010,000 3,831 0.50%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 983,000 9,208 0.49%
DOW INC    (COM) 980,000 33,516 0.49%
AMAZON COM INC    (COM) AMZN 950,000 487 0.47%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 949,000 21,505 0.47%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 921,000 10,312 0.46%
NEXTERA ENERGY INC    (COM) NEE 913,000 3,793 0.46%
JOHNSON &JOHNSON    (COM) JNJ 893,000 6,810 0.45%
GLOBAL NET LEASE INC    (COM NEW) 775,000 57,952 0.39%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 746,000 2,894 0.37%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 703,000 20,968 0.35%
DISNEY WALT CO    (COM DISNEY) DIS 684,000 7,085 0.34%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 652,000 5,650 0.32%
NIKE INC    (CL B) NKE 552,000 6,667 0.27%
OCCIDENTAL PETE CORP    (COM) OXY 540,000 46,671 0.27%
SHOPIFY INC    (CL A) 529,000 1,268 0.26%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 502,000 8,720 0.25%
SALESFORCE COM INC    (COM) CRM 466,000 3,234 0.23%
HEICO CORP NEW    (COM) HEI 419,000 5,615 0.21%
NETFLIX INC    (COM) NFLX 394,000 1,048 0.19%
COSTCO WHSL CORP NEW    (COM) COST 393,000 1,377 0.19%
SPARTAN MTRS INC    (COM) SPAR 387,000 30,000 0.19%
T MOBILE US INC    (COM) TMUS 357,000 4,258 0.18%
MARRIOTT INTL INC NEW    (CL A) MAR 356,000 4,759 0.17%
ABBVIE INC    (COM) ABBV 352,000 4,619 0.17%
ALTRIA GROUP INC    (COM) MO 330,000 8,542 0.16%
SQUARE INC    (CL A) 328,000 6,262 0.16%
BIOGEN INC    (COM) BIIB 324,000 1,025 0.16%
AMERICAN EXPRESS CO    (COM) AXP 315,000 3,678 0.15%
PACKAGING CORP AMER    (COM) PKG 308,000 3,543 0.15%
AMGEN INC    (COM) AMGN 303,000 1,497 0.15%
ISHARES TR    (MODERT ALLOC ETF) 277,000 7,532 0.13%
PHILIP MORRIS INTL INC    (COM) PM 274,000 3,760 0.13%
PAYPAL HLDGS INC    (COM) PYPL 264,000 2,757 0.13%
PALO ALTO NETWORKS INC    (COM) PANW 251,000 1,529 0.12%
FS KKR CAPITAL CORP    (COM) 239,000 79,697 0.12%
ISHARES TR    (NATIONAL MUN ETF) MUB 238,000 2,105 0.12%
GODADDY INC    (CL A) GDDY 233,000 4,081 0.11%
BECTON DICKINSON &CO    (COM) BDX 233,000 1,016 0.11%
ALPHABET INC    (CAP STK CL C) GOOG 228,000 196 0.11%
CONSTELLATION BRANDS INC    (CL A) STZ 215,000 1,502 0.10%
ISHARES TR    (CORE DIV GRWTH) DGRO 208,000 6,395 0.10%
BOEING CO    (COM) BA 201,000 1,348 0.10%
VISA INC    (COM CL A) V 183,000 1,136 0.09%
TESLA INC    (COM) TSLA 182,000 347 0.09%
INTEL CORP    (COM) INTC 171,000 3,162 0.08%
MONDELEZ INTL INC    (CL A) MDLZ 169,000 3,371 0.08%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 160,000 875 0.08%
WORLD GOLD TR    (SPDR GLD MINIS) 159,000 10,141 0.08%
AGNC INVT CORP    (COM) 150,000 14,197 0.07%
LILLY ELI &CO    (COM) LLY 143,000 1,028 0.07%
SERVICE CORP INTL    (COM) SCI 140,000 3,577 0.07%
ISHARES TR    (RUSSELL 2000 ETF) IWM 132,000 1,150 0.06%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 131,000 1,632 0.06%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 127,000 2,273 0.06%
LENNAR CORP    (CL A) LEN 126,000 3,287 0.06%
ISHARES TR    (GRWT ALLOCAT ETF) 123,000 2,981 0.06%
COMCAST CORP NEW    (CL A) CMCSA 123,000 3,589 0.06%
BERKLEY W R CORP    (COM) WRB 123,000 2,350 0.06%
UBS GROUP AG    (SHS) UBS 118,000 12,689 0.05%
EQUITY RESIDENTIAL    (SH BEN INT) EQR 117,000 1,888 0.05%
ALPHABET INC    (CAP STK CL A) GOOGL 117,000 101 0.05%
ISHARES SILVER TRUST    (ISHARES) SLV 117,000 8,985 0.05%
GLOBAL PMTS INC    (COM) GPN 115,000 800 0.05%
RAYTHEON CO    (COM NEW) RTN 113,000 865 0.05%
MERCK &CO. INC    (COM) MRK 112,000 1,458 0.05%
WP CAREY INC    (COM) WPC 111,000 1,911 0.05%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 111,000 811 0.05%
DIGITAL RLTY TR INC    (COM) DLR 109,000 787 0.05%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 107,000 552 0.05%
ABBOTT LABS    (COM) ABT 107,000 1,357 0.05%
SPDR INDEX SHS FDS    (S&P GLBDIV ETF) WDIV 103,000 2,146 0.05%
CATERPILLAR INC DEL    (COM) CAT 103,000 887 0.05%
AMERICAN ELEC PWR CO INC    (COM) AEP 101,000 1,265 0.05%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 101,000 1,427 0.05%
AON PLC    (SHS CL A) AON 100,000 607 0.05%
FIRST TR EXCHANGE TRADED FD    (DJ GLBL DIVID) FGD 97,000 6,097 0.04%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 91,000 2,560 0.04%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 88,000 686 0.04%
DELTA AIR LINES INC DEL    (COM NEW) DAL 88,000 3,083 0.04%
ISHARES TR    (U.S. REAL ES ETF) IYR 88,000 1,270 0.04%
BLACKSTONE GROUP INC    (COM CL A) 87,000 1,917 0.04%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 86,000 3,392 0.04%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 84,000 2,055 0.04%
ISHARES TR    (RUS MID CAP ETF) IWR 81,000 1,868 0.04%
MASTERCARD INC    (CL A) MA 77,000 319 0.03%
CVS HEALTH CORP    (COM) CVS 76,000 1,278 0.03%
ISHARES TR    (CORE S&P TTL STK) ISI 75,000 1,316 0.03%
GLOBAL X FDS    (GLBL X MLP ETF) MLPA 75,000 23,828 0.03%
3M CO    (COM) MMM 72,000 529 0.03%
GLOBAL X FDS    (GLOBX SUPDV US) DIV 70,000 5,431 0.03%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 69,000 3,295 0.03%
SPDR INDEX SHS FDS    (S&P EM MKT DIV) EDIV 68,000 3,063 0.03%
WASTE MGMT INC DEL    (COM) WMI 67,000 727 0.03%
TOLL BROTHERS INC    (COM) TOL 66,000 3,450 0.03%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 65,000 589 0.03%
ROYAL CARIBBEAN CRUISES LTD    (COM) RCL 64,000 1,990 0.03%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 62,000 1,137 0.03%
ISHARES TR    (MSCI MIN VOL ETF) USMV 62,000 1,139 0.03%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 62,000 736 0.03%
ISHARES TR    (MSCI EAFE ETF) EFA 61,000 1,138 0.03%
NATIONAL GRID PLC    (SPONSORED ADR NE) 57,000 975 0.02%
MICRON TECHNOLOGY INC    (COM) MU 55,000 1,300 0.02%
FEDEX CORP    (COM) FDX 55,000 451 0.02%
AMEREN CORP    (COM) AEE 52,000 720 0.02%
UNITEDHEALTH GROUP INC    (COM) UNH 51,000 204 0.02%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 50,000 3,530 0.02%
GENERAL MLS INC    (COM) GIS 50,000 956 0.02%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 50,000 191 0.02%
ANNALY CAPITAL MANAGEMENT IN    (COM) NLY 50,000 9,775 0.02%
GOLUB CAP BDC INC    (COM) GBDC 46,000 3,638 0.02%
NEWELL BRANDS INC    (COM) NWL 46,000 3,434 0.02%
HEALTHPEAK PROPERTIES INC    (COM) 46,000 1,912 0.02%
PROLOGIS INC.    (COM) PLD 44,000 551 0.02%
ENCOMPASS HEALTH CORP    (COM) 44,000 680 0.02%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 44,000 986 0.02%
HERSHEY CO    (COM) HSY 43,000 325 0.02%
KROGER CO    (COM) KR 43,000 1,432 0.02%
CONSOLIDATED EDISON INC    (COM) ED 43,000 550 0.02%
HP INC    (COM) HPQ 42,000 2,400 0.02%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 41,000 458 0.02%
ISHARES TR    (CONSER ALLOC ETF) 41,000 1,199 0.02%
COUSINS PPTYS INC    (COM NEW) 40,000 1,369 0.02%
KEYCORP    (COM) KEY 39,000 3,778 0.01%
KKR &CO INC    (CL A) 38,000 1,604 0.01%
WELLS FARGO CO NEW    (COM) WFC 38,000 1,320 0.01%
NIO INC    (SPON ADS) 37,000 13,350 0.01%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 36,000 351 0.01%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 36,000 835 0.01%
MCDONALDS CORP    (COM) MCD 36,000 217 0.01%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 36,000 150 0.01%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 35,000 795 0.01%
LOWES COS INC    (COM) LOW 35,000 408 0.01%
CREDIT SUISSE AG NASSAU BRH    (LG CP GRTH ENH) FLGE 35,000 155 0.01%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 34,000 613 0.01%
CIRRUS LOGIC INC    (COM) CRUS 33,000 500 0.01%
PEPSICO INC    (COM) PEP 33,000 277 0.01%
APARTMENT INVT &MGMT CO    (CL A) 33,000 929 0.01%
STARBUCKS CORP    (COM) SBUX 33,000 498 0.01%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-03-31: 198,320,000 SEC FILING
* Portfolios do not reflect changes after reporting
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