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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 2020-11-16)
Company (links to holding history) Ticker Value On
2020-09-30
No of Shares % of portfolio
ISHARES TR    (RUS TP200 GR ETF) IWY 11,171,000 92,039 4.83%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 8,963,000 165,147 3.87%
ISHARES TR    (USD INV GRDE ETF) CFT 8,379,000 137,860 3.62%
ISHARES TR    (RUS TP200 VL ETF) IWX 7,629,000 149,389 3.30%
APPLE INC    (COM) AAPL 7,554,000 65,229 3.26%
ISHARES INC    (CORE MSCI EMKT) IEMG 6,336,000 120,004 2.74%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 6,263,000 77,389 2.70%
ISHARES TR    (CORE MSCI EAFE) IEFA 5,959,000 98,861 2.57%
ISHARES TR    (CORE S&P500 ETF) IVV 5,607,000 16,685 2.42%
ISHARES TR    (CORE US AGGBD ET) AGG 4,876,000 41,303 2.10%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 4,717,000 81,067 2.04%
ISHARES TR    (IBOXX HI YD ETF) HYG 4,490,000 53,517 1.94%
ISHARES TR    (0-5YR INVT GR CP) SLQD 4,214,000 80,843 1.82%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 3,699,000 16,251 1.60%
MICROSOFT CORP    (COM) MSFT 3,657,000 17,385 1.58%
INVESCO QQQ TR    (UNIT SER 1) 3,523,000 12,680 1.52%
ISHARES TR    (RUS MDCP VAL ETF) IWS 3,503,000 43,329 1.51%
ISHARES TR    (EAFE VALUE ETF) EFV 3,471,000 86,023 1.50%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 3,257,000 52,848 1.40%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 3,202,000 78,280 1.38%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,179,000 53,442 1.37%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 3,063,000 43,462 1.32%
ISHARES TR    (CORE S&P MCP ETF) IJH 3,028,000 16,338 1.30%
VANGUARD INDEX FDS    (VALUE ETF) VTV 2,996,000 28,663 1.29%
HOME DEPOT INC    (COM) HD 2,917,000 10,505 1.26%
JPMORGAN CHASE &CO    (COM) JPM 2,825,000 29,343 1.22%
AT&T INC    (COM) T 2,788,000 97,778 1.20%
ISHARES TR    (EAFE GRWTH ETF) EFG 2,724,000 30,308 1.17%
BK OF AMERICA CORP    (COM) BAC 2,563,000 106,401 1.10%
VANGUARD SCOTTSDALE FDS    (VNG RUS2000IDX) VTWO 2,363,000 19,536 1.02%
ISHARES TR    (CORE S&P SCP ETF) IJR 2,309,000 32,882 0.99%
PFIZER INC    (COM) PFE 2,258,000 61,526 0.97%
TARGET CORP    (COM) TGT 2,216,000 14,078 0.95%
DUKE ENERGY CORP NEW    (COM NEW) DUK 2,138,000 24,142 0.92%
UNITED PARCEL SERVICE INC    (CL B) UPS 2,083,000 12,498 0.90%
WEYERHAEUSER CO MTN BE    (COM NEW) WY 2,068,000 72,500 0.89%
SOUTHERN CO    (COM) SO 1,995,000 36,799 0.86%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 1,986,000 23,912 0.85%
CHEVRON CORP NEW    (COM) CVX 1,982,000 27,534 0.85%
PUBLIC STORAGE    (COM) PSA 1,963,000 8,814 0.84%
DOMINION ENERGY INC    (COM) D 1,924,000 24,373 0.83%
COCA COLA CO    (COM) KO 1,874,000 37,960 0.81%
ISHARES TR    (RUS MD CP GR ETF) IWP 1,835,000 10,614 0.79%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 1,830,000 29,477 0.79%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 1,816,000 48,255 0.78%
CITIGROUP INC    (COM NEW) C 1,784,000 41,384 0.77%
VENTAS INC    (COM) VTR 1,780,000 42,412 0.76%
REALTY INCOME CORP    (COM) O 1,686,000 27,756 0.72%
CISCO SYS INC    (COM) CSCO 1,675,000 42,517 0.72%
JOHNSON &JOHNSON    (COM) JNJ 1,671,000 11,221 0.72%
NVIDIA CORPORATION    (COM) NVDA 1,661,000 3,069 0.71%
KIMBERLY CLARK CORP    (COM) KMB 1,627,000 11,018 0.70%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 1,626,000 29,672 0.70%
DOW INC    (COM) 1,509,000 32,068 0.65%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 1,508,000 15,133 0.65%
PROCTER AND GAMBLE CO    (COM) PG 1,506,000 10,835 0.65%
STARBUCKS CORP    (COM) SBUX 1,479,000 17,217 0.63%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,466,000 8,807 0.63%
WALMART INC    (COM) WMT 1,446,000 10,332 0.62%
QUALCOMM INC    (COM) QCOM 1,426,000 12,117 0.61%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,387,000 9,020 0.59%
VIACOMCBS INC    (CL B) 1,378,000 49,196 0.59%
EXXON MOBIL CORP    (COM) XOM 1,371,000 39,947 0.59%
UNILEVER N V    (N Y SHS NEW) UN 1,305,000 21,611 0.56%
BP PLC    (SPONSORED ADR) BP 1,256,000 71,963 0.54%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 1,251,000 23,222 0.54%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 979,000 10,474 0.42%
AMAZON COM INC    (COM) AMZN 951,000 302 0.41%
SQUARE INC    (CL A) 944,000 5,809 0.40%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 944,000 8,441 0.40%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 940,000 21,744 0.40%
SALESFORCE COM INC    (COM) CRM 858,000 3,415 0.37%
NIKE INC    (CL B) NKE 814,000 6,487 0.35%
ISHARES TR    (NATIONAL MUN ETF) MUB 782,000 6,747 0.33%
FACEBOOK INC    (CL A) FB 774,000 2,955 0.33%
SHOPIFY INC    (CL A) 764,000 747 0.33%
DISNEY WALT CO    (COM DISNEY) DIS 761,000 6,134 0.32%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 730,000 7,618 0.31%
COSTCO WHSL CORP NEW    (COM) COST 591,000 1,664 0.25%
NEXTERA ENERGY INC    (COM) NEE 535,000 1,928 0.23%
TESLA INC    (COM) TSLA 535,000 1,246 0.23%
AMGEN INC    (COM) AMGN 534,000 2,101 0.23%
ABBVIE INC    (COM) ABBV 464,000 5,295 0.20%
PAYPAL HLDGS INC    (COM) PYPL 463,000 2,352 0.20%
NETFLIX INC    (COM) NFLX 457,000 913 0.19%
PACKAGING CORP AMER    (COM) PKG 416,000 3,814 0.17%
CONSTELLATION BRANDS INC    (CL A) STZ 414,000 2,184 0.17%
LENNAR CORP    (CL A) LEN 404,000 4,949 0.17%
PALO ALTO NETWORKS INC    (COM) PANW 392,000 1,602 0.16%
RAYTHEON TECHNOLOGIES CORP    (COM) 391,000 6,791 0.16%
CIGNA CORP NEW    (COM) 385,000 2,272 0.16%
T-MOBILE US INC    (COM) TMUS 379,000 3,312 0.16%
WORLD GOLD TR    (SPDR GLD MINIS) 352,000 18,742 0.15%
AMERICAN EXPRESS CO    (COM) AXP 345,000 3,446 0.14%
BECTON DICKINSON &CO    (COM) BDX 329,000 1,416 0.14%
VANGUARD MUN BD FDS    (TAX EXEMPT BD) 318,000 5,838 0.13%
ISHARES TR    (CORE DIV GRWTH) DGRO 314,000 7,896 0.13%
UBER TECHNOLOGIES INC    (COM) 294,000 8,065 0.12%
CLOUDFLARE INC    (CL A COM) 290,000 7,061 0.12%
WORKDAY INC    (CL A) WDAY 273,000 1,270 0.11%
MARRIOTT INTL INC NEW    (CL A) MAR 273,000 2,944 0.11%
THE TRADE DESK INC    (COM CL A) 269,000 518 0.11%
ALPHABET INC    (CAP STK CL C) GOOG 257,000 175 0.11%
ALTRIA GROUP INC    (COM) MO 219,000 5,658 0.09%
AGNC INVT CORP    (COM) 197,000 14,177 0.08%
HCA HEALTHCARE INC    (COM) HCA 174,000 1,397 0.07%
ISHARES TR    (RUSSELL 2000 ETF) IWM 172,000 1,150 0.07%
VISA INC    (COM CL A) V 171,000 853 0.07%
TOLL BROTHERS INC    (COM) TOL 168,000 3,450 0.07%
GLOBAL X FDS    (GLBL X MLP ETF) 166,000 7,540 0.07%
ISHARES TR    (SELECT DIVID ETF) DVY 162,000 1,988 0.07%
ISHARES TR    (SHRT NAT MUN ETF) 159,000 1,472 0.06%
BERKLEY W R CORP    (COM) WRB 153,000 2,500 0.06%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 146,000 685 0.06%
GLOBAL PMTS INC    (COM) GPN 142,000 800 0.06%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 137,000 1,175 0.05%
NIO INC    (SPON ADS) 137,000 6,440 0.05%
ISHARES SILVER TR    (ISHARES) SLV 136,000 6,283 0.05%
DIGITAL RLTY TR INC    (COM) DLR 130,000 885 0.05%
ABBOTT LABS    (COM) ABT 126,000 1,157 0.05%
AON PLC    (SHS CL A) 125,000 607 0.05%
EQUITY RESIDENTIAL    (SH BEN INT) EQR 124,000 2,421 0.05%
PHILIP MORRIS INTL INC    (COM) PM 119,000 1,587 0.05%
TRUIST FINL CORP    (COM) 118,000 3,107 0.05%
CATERPILLAR INC DEL    (COM) CAT 117,000 786 0.05%
MASTERCARD INCORPORATED    (CL A) MA 115,000 341 0.04%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 113,000 811 0.04%
FS KKR CAPITAL CORP    (COM) 111,000 6,983 0.04%
LILLY ELI &CO    (COM) LLY 106,000 715 0.04%
SPDR SER TR    (NUVEEN BLMBRG SR) 106,000 2,127 0.04%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 102,000 348 0.04%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 101,000 215 0.04%
AMERICAN ELEC PWR CO INC    (COM) AEP 97,000 1,188 0.04%
BLACKSTONE GROUP INC    (COM CL A) 95,000 1,825 0.04%
COMCAST CORP NEW    (CL A) CMCSA 94,000 2,032 0.04%
ANNALY CAPITAL MANAGEMENT IN    (COM) NLY 94,000 13,165 0.04%
BOEING CO    (COM) BA 93,000 565 0.04%
SPDR INDEX SHS FDS    (S&P GLBDIV ETF) WDIV 91,000 1,711 0.03%
FIRST TR EXCHANGE TRADED FD    (DJ GLBL DIVID) FGD 88,000 4,908 0.03%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 87,000 1,860 0.03%
LOWES COS INC    (COM) LOW 86,000 518 0.03%
GLOBAL X FDS    (GLOBX SUPDV US) DIV 84,000 5,578 0.03%
ISHARES TR    (MSCI EAFE ETF) EFA 82,000 1,288 0.03%
GOLUB CAP BDC INC    (COM) GBDC 81,000 6,150 0.03%
WASTE MGMT INC DEL    (COM) WMI 80,000 707 0.03%
MONDELEZ INTL INC    (CL A) MDLZ 80,000 1,400 0.03%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 77,000 2,573 0.03%
APOLLO INVT CORP    (COM NEW) 76,000 9,138 0.03%
PROLOGIS INC.    (COM) PLD 75,000 749 0.03%
GLOBAL NET LEASE INC    (COM NEW) 75,000 4,716 0.03%
SPDR SER TR    (NUVEEN BRC MUNIC) 74,000 1,426 0.03%
SPDR SER TR    (NUVEEN BBG BRCLY) HYMB 74,000 1,298 0.03%
BLACKROCK TCP CAPITAL CORP    (COM) 73,000 7,475 0.03%
WEINGARTEN RLTY INVS    (SH BEN INT) WRI 73,000 4,287 0.03%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 73,000 3,037 0.03%
INVITATION HOMES INC    (COM) 72,000 2,573 0.03%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 71,000 2,144 0.03%
KKR &CO INC    (COM) 71,000 2,066 0.03%
SUN CMNTYS INC    (COM) SUI 70,000 497 0.03%
WP CAREY INC    (COM) WPC 69,000 1,063 0.02%
AMERICAN FIN TR INC    (COM CLASS A) 65,000 10,307 0.02%
EPR PPTYS    (COM SH BEN INT) EPR 64,000 2,332 0.02%
ISHARES TR    (MODERT ALLOC ETF) 62,000 1,506 0.02%
SPDR INDEX SHS FDS    (S&P EM MKT DIV) EDIV 62,000 2,564 0.02%
MICRON TECHNOLOGY INC    (COM) MU 62,000 1,325 0.02%
ISHARES TR    (RUS MID CAP ETF) IWR 61,000 1,068 0.02%
KINDER MORGAN INC DEL    (COM) KMI 61,000 4,912 0.02%
HONEYWELL INTL INC    (COM) HON 60,000 365 0.02%
PENN NATL GAMING INC    (COM) PENN 60,000 830 0.02%
APARTMENT INVT &MGMT CO    (CL A) 57,000 1,694 0.02%
MERCK &CO. INC    (COM) MRK 56,000 673 0.02%
ROYAL CARIBBEAN GROUP    (COM) RCL 56,000 862 0.02%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 55,000 853 0.02%
WORKHORSE GROUP INC    (COM NEW) 53,000 2,080 0.02%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 51,000 153 0.02%
ALPHABET INC    (CAP STK CL A) GOOGL 51,000 35 0.02%
ISHARES TR    (GRWT ALLOCAT ETF) 50,000 1,035 0.02%
DUPONT DE NEMOURS INC    (COM) 50,000 899 0.02%
KROGER CO    (COM) KR 49,000 1,432 0.02%
INTEL CORP    (COM) INTC 49,000 938 0.02%
CREDIT SUISSE AG NASSAU BRH    (LG CAP GRTH ENH) FLGE 48,000 107 0.02%
MCDONALDS CORP    (COM) MCD 48,000 217 0.02%
KRAFT HEINZ CO    (COM) KHC 47,000 1,571 0.02%
HERSHEY CO    (COM) HSY 47,000 325 0.02%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 44,000 835 0.01%
ENCOMPASS HEALTH CORP    (COM) 44,000 680 0.01%
DEERE &CO    (COM) DE 44,000 200 0.01%
CONSOLIDATED EDISON INC    (COM) ED 43,000 550 0.01%
DELTA AIR LINES INC DEL    (COM NEW) DAL 42,000 1,365 0.01%
ANAPLAN INC    (COM) 41,000 660 0.01%
3M CO    (COM) MMM 37,000 230 0.01%
HEALTHPEAK PROPERTIES INC    (COM) 37,000 1,371 0.01%
MODERNA INC    (COM) 36,000 510 0.01%
SOUTHWEST AIRLS CO    (COM) LUV 36,000 970 0.01%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 34,000 2,155 0.01%
AMEREN CORP    (COM) AEE 34,000 425 0.01%
CIRRUS LOGIC INC    (COM) CRUS 34,000 500 0.01%
LOCKHEED MARTIN CORP    (COM) LMT 31,000 82 0.01%
ISHARES TR    (CORE S&P US GWT) IWZ 31,000 393 0.01%
TWILIO INC    (CL A) 30,000 123 0.01%
1 2 3 Next >Full Portfolio View
Total Value As 2020-09-30: 231,178,000 SEC FILING
* Portfolios do not reflect changes after reporting
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