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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 2021-05-17)
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
ISHARES TR    (RUS TP200 GR ETF) IWY 10,609,000 78,852 3.82%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 9,389,000 175,917 3.38%
ISHARES TR    (RUS TP200 VL ETF) IWX 9,118,000 143,160 3.28%
ISHARES TR    (USD INV GRDE ETF) CFT 8,182,000 138,580 2.95%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 8,031,000 79,439 2.89%
APPLE INC    (COM) AAPL 7,556,000 61,859 2.72%
ISHARES INC    (CORE MSCI EMKT) IEMG 7,407,000 115,080 2.67%
ISHARES TR    (CORE MSCI EAFE) IEFA 7,314,000 101,507 2.63%
ISHARES TR    (CORE S&P500 ETF) IVV 6,625,000 16,653 2.38%
ISHARES TR    (CORE US AGGBD ET) AGG 5,494,000 48,262 1.98%
ISHARES TR    (IBOXX HI YD ETF) HYG 5,265,000 60,387 1.89%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 5,221,000 91,406 1.88%
ISHARES TR    (0-5YR INVT GR CP) SLQD 4,946,000 95,522 1.78%
BK OF AMERICA CORP    (COM) BAC 4,411,000 114,011 1.59%
ISHARES TR    (RUS MDCP VAL ETF) IWS 4,362,000 39,907 1.57%
ISHARES TR    (EAFE VALUE ETF) EFV 4,346,000 85,263 1.56%
JPMORGAN CHASE &CO    (COM) JPM 4,306,000 28,287 1.55%
MICROSOFT CORP    (COM) MSFT 4,242,000 17,992 1.52%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 3,999,000 15,559 1.44%
INVESCO QQQ TR    (UNIT SER 1) 3,954,000 12,390 1.42%
ISHARES TR    (CORE S&P MCP ETF) IJH 3,894,000 14,959 1.40%
VANGUARD INDEX FDS    (VALUE ETF) VTV 3,845,000 29,249 1.38%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 3,664,000 59,558 1.32%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 3,652,000 54,318 1.31%
AT&T INC    (COM) T 3,508,000 115,892 1.26%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 3,470,000 70,648 1.25%
HOME DEPOT INC    (COM) HD 3,257,000 10,671 1.17%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,242,000 55,760 1.16%
CITIGROUP INC    (COM NEW) C 3,197,000 43,944 1.15%
ISHARES TR    (CORE S&P SCP ETF) IJR 3,117,000 28,718 1.12%
CHEVRON CORP NEW    (COM) CVX 3,114,000 29,719 1.12%
WEYERHAEUSER CO MTN BE    (COM NEW) WY 2,995,000 84,135 1.08%
ISHARES TR    (EAFE GRWTH ETF) EFG 2,896,000 28,828 1.04%
VANGUARD SCOTTSDALE FDS    (VNG RUS2000IDX) VTWO 2,670,000 14,976 0.96%
DOW INC    (COM) 2,583,000 40,393 0.93%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 2,536,000 30,856 0.91%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 2,437,000 39,848 0.87%
SOUTHERN CO    (COM) SO 2,416,000 38,873 0.87%
TARGET CORP    (COM) TGT 2,320,000 11,714 0.83%
NEXTERA ENERGY INC    (COM) NEE 2,245,000 29,686 0.80%
CISCO SYS INC    (COM) CSCO 2,227,000 43,064 0.80%
EXXON MOBIL CORP    (COM) XOM 2,224,000 39,843 0.80%
COCA COLA CO    (COM) KO 2,222,000 42,153 0.80%
UNITED PARCEL SERVICE INC    (CL B) UPS 2,216,000 13,037 0.79%
VIACOMCBS INC    (CL B) 2,205,000 48,887 0.79%
DUKE ENERGY CORP NEW    (COM NEW) DUK 2,110,000 21,860 0.76%
ISHARES TR    (RUS MD CP GR ETF) IWP 2,005,000 19,649 0.72%
JOHNSON &JOHNSON    (COM) JNJ 1,965,000 11,958 0.70%
BP PLC    (SPONSORED ADR) BP 1,944,000 79,854 0.70%
PUBLIC STORAGE    (COM) PSA 1,880,000 7,618 0.67%
DIAMONDBACK ENERGY INC    (COM) FANG 1,864,000 25,366 0.67%
WALMART INC    (COM) WMT 1,798,000 13,237 0.64%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,790,000 10,400 0.64%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 1,784,000 28,391 0.64%
NVIDIA CORPORATION    (COM) NVDA 1,777,000 3,329 0.64%
STARBUCKS CORP    (COM) SBUX 1,732,000 15,848 0.62%
ARCHER DANIELS MIDLAND CO    (COM) ADM 1,684,000 29,540 0.60%
PROCTER AND GAMBLE CO    (COM) PG 1,684,000 12,433 0.60%
VENTAS INC    (COM) VTR 1,675,000 31,394 0.60%
HONEYWELL INTL INC    (COM) HON 1,646,000 7,585 0.59%
DOMINION ENERGY INC    (COM) D 1,639,000 21,571 0.59%
KIMBERLY-CLARK CORP    (COM) KMB 1,632,000 11,734 0.58%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,615,000 7,543 0.58%
PFIZER INC    (COM) PFE 1,599,000 44,146 0.57%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 1,560,000 18,846 0.56%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 1,523,000 30,629 0.54%
UNILEVER PLC    (SPON ADR NEW) UL 1,445,000 25,886 0.52%
QUALCOMM INC    (COM) QCOM 1,403,000 10,579 0.50%
AMAZON COM INC    (COM) AMZN 1,346,000 435 0.48%
DISNEY WALT CO    (COM) DIS 1,240,000 6,717 0.44%
SQUARE INC    (CL A) 1,233,000 5,430 0.44%
SALESFORCE COM INC    (COM) CRM 1,225,000 5,782 0.44%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,127,000 21,658 0.40%
FACEBOOK INC    (CL A) FB 1,110,000 3,768 0.40%
ISHARES TR    (NATIONAL MUN ETF) MUB 1,064,000 9,169 0.38%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 959,000 10,811 0.34%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 951,000 9,695 0.34%
TESLA INC    (COM) TSLA 869,000 1,301 0.31%
NIKE INC    (CL B) NKE 853,000 6,420 0.30%
COSTCO WHSL CORP NEW    (COM) COST 772,000 2,189 0.27%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 771,000 8,284 0.27%
ABBVIE INC    (COM) ABBV 717,000 6,629 0.25%
LENNAR CORP    (CL A) LEN 694,000 6,854 0.25%
RAYTHEON TECHNOLOGIES CORP    (COM) 658,000 8,513 0.23%
CONSTELLATION BRANDS INC    (CL A) STZ 639,000 2,803 0.23%
PAYPAL HLDGS INC    (COM) PYPL 639,000 2,632 0.23%
PACKAGING CORP AMER    (COM) PKG 639,000 4,755 0.23%
T-MOBILE US INC    (COM) TMUS 614,000 4,904 0.22%
VANGUARD MUN BD FDS    (TAX EXEMPT BD) 600,000 10,977 0.21%
AMGEN INC    (COM) AMGN 585,000 2,353 0.21%
UBER TECHNOLOGIES INC    (COM) 553,000 10,142 0.19%
NETFLIX INC    (COM) NFLX 552,000 1,059 0.19%
PALO ALTO NETWORKS INC    (COM) PANW 533,000 1,654 0.19%
MARRIOTT INTL INC NEW    (CL A) MAR 518,000 3,496 0.18%
AMERICAN EXPRESS CO    (COM) AXP 488,000 3,453 0.17%
WORLD GOLD TR    (SPDR GLD MINIS) 458,000 26,958 0.16%
BECTON DICKINSON &CO    (COM) BDX 442,000 1,819 0.15%
CIGNA CORP NEW    (COM) 437,000 1,806 0.15%
ISHARES TR    (CORE DIV GRWTH) DGRO 413,000 8,562 0.14%
WORKDAY INC    (CL A) WDAY 385,000 1,551 0.13%
TWILIO INC    (CL A) 381,000 1,119 0.13%
ALPHABET INC    (CAP STK CL C) GOOG 379,000 183 0.13%
CLOUDFLARE INC    (CL A COM) 337,000 4,794 0.12%
BOEING CO    (COM) BA 327,000 1,284 0.11%
NIO INC    (SPON ADS) 325,000 8,328 0.11%
THE TRADE DESK INC    (COM CL A) 319,000 490 0.11%
GLOBAL X FDS    (GLBL X MLP ETF) 306,000 9,253 0.11%
ISHARES TR    (SHRT NAT MUN ETF) 300,000 2,785 0.10%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 289,000 728 0.10%
ALTRIA GROUP INC    (COM) MO 288,000 5,626 0.10%
ISHARES TR    (RUSSELL 2000 ETF) IWM 271,000 1,226 0.09%
HCA HEALTHCARE INC    (COM) HCA 264,000 1,401 0.09%
AGNC INVT CORP    (COM) 263,000 15,665 0.09%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 201,000 785 0.07%
SPDR SER TR    (NUVEEN BLMBRG SR) 200,000 4,031 0.07%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 196,000 866 0.07%
TOLL BROTHERS INC    (COM) TOL 196,000 3,450 0.07%
ISHARES SILVER TR    (ISHARES) SLV 194,000 8,561 0.06%
EQUITY RESIDENTIAL    (SH BEN INT) EQR 192,000 2,678 0.06%
ISHARES TR    (SELECT DIVID ETF) DVY 189,000 1,658 0.06%
TRUIST FINL CORP    (COM) 182,000 3,127 0.06%
VISA INC    (COM CL A) V 172,000 810 0.06%
BERKLEY W R CORP    (COM) WRB 170,000 2,250 0.06%
CATERPILLAR INC    (COM) CAT 169,000 730 0.06%
PALANTIR TECHNOLOGIES INC    (CL A) 162,000 6,949 0.05%
FS KKR CAP CORP    (COM) 161,000 8,117 0.05%
GLOBAL PMTS INC    (COM) GPN 161,000 800 0.05%
MASTERCARD INCORPORATED    (CL A) MA 157,000 440 0.05%
BLACKSTONE GROUP INC    (COM) 157,000 2,105 0.05%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 153,000 1,150 0.05%
GENERAL MTRS CO    (COM) GM 149,000 2,586 0.05%
SOUTHWEST AIRLS CO    (COM) LUV 145,000 2,370 0.05%
SPDR SER TR    (NUVEEN BBG BRCLY) HYMB 143,000 2,405 0.05%
APOLLO INVT CORP    (COM NEW) 142,000 10,374 0.05%
AON PLC    (SHS CL A) 140,000 607 0.05%
PHILIP MORRIS INTL INC    (COM) PM 139,000 1,567 0.05%
SPDR SER TR    (NUVEEN BRC MUNIC) 139,000 2,693 0.05%
ABBOTT LABS    (COM) ABT 139,000 1,157 0.05%
ANNALY CAPITAL MANAGEMENT IN    (COM) NLY 138,000 16,028 0.04%
DIGITAL RLTY TR INC    (COM) DLR 133,000 941 0.04%
EPR PPTYS    (COM SH BEN INT) EPR 130,000 2,790 0.04%
WEINGARTEN RLTY INVS    (SH BEN INT) WRI 128,000 4,746 0.04%
WP CAREY INC    (COM) WPC 127,000 1,790 0.04%
AMERICAN FIN TR INC    (COM CLASS A) 125,000 12,737 0.04%
ASANA INC    (CL A) 125,000 4,371 0.04%
KKR &CO INC    (COM) 121,000 2,484 0.04%
BLACKROCK TCP CAPITAL CORP    (COM) 121,000 8,745 0.04%
PENN NATL GAMING INC    (COM) PENN 116,000 1,103 0.04%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 115,000 2,591 0.04%
REALTY INCOME CORP    (COM) O 113,000 1,773 0.04%
INVITATION HOMES INC    (COM) 112,000 3,490 0.04%
LILLY ELI &CO    (COM) LLY 112,000 600 0.04%
GLOBAL NET LEASE INC    (COM NEW) 111,000 6,129 0.04%
CROWDSTRIKE HLDGS INC    (CL A) 111,000 606 0.04%
COMCAST CORP NEW    (CL A) CMCSA 110,000 2,032 0.03%
ISHARES TR    (MODERT ALLOC ETF) 109,000 2,514 0.03%
GOLUB CAP BDC INC    (COM) GBDC 108,000 7,378 0.03%
MICRON TECHNOLOGY INC    (COM) MU 106,000 1,200 0.03%
PROLOGIS INC.    (COM) PLD 105,000 987 0.03%
AMERICAN ELEC PWR CO INC    (COM) AEP 101,000 1,188 0.03%
SUN CMNTYS INC    (COM) SUI 100,000 666 0.03%
KINDER MORGAN INC DEL    (COM) KMI 100,000 5,996 0.03%
FIRST TR EXCHANGE TRADED FD    (DJ GLBL DIVID) FGD 100,000 3,981 0.03%
LOWES COS INC    (COM) LOW 99,000 518 0.03%
SPDR INDEX SHS FDS    (S&P GLBDIV ETF) WDIV 97,000 1,460 0.03%
WASTE MGMT INC DEL    (COM) WMI 91,000 707 0.03%
ISHARES TR    (IBOXX INV CP ETF) LQD 91,000 703 0.03%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 89,000 2,611 0.03%
ADVANCED MICRO DEVICES INC    (COM) AMD 88,000 1,120 0.03%
ROYAL CARIBBEAN GROUP    (COM) RCL 87,000 1,012 0.03%
ISHARES TR    (MSCI EAFE ETF) EFA 86,000 1,138 0.03%
GLOBAL X FDS    (GLOBX SUPDV US) DIV 86,000 4,424 0.03%
ISHARES TR    (RUS 1000 VAL ETF) IWD 84,000 553 0.03%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 84,000 260 0.03%
MONDELEZ INTL INC    (CL A) MDLZ 82,000 1,400 0.02%
DRAFTKINGS INC    (COM CL A) 78,000 1,268 0.02%
DEERE &CO    (COM) DE 75,000 200 0.02%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 73,000 1,330 0.02%
ISHARES TR    (US TREAS BD ETF) GOVT 70,000 2,678 0.02%
ISHARES TR    (RUS MID CAP ETF) IWR 69,000 930 0.02%
DUPONT DE NEMOURS INC    (COM) 69,000 899 0.02%
SPDR INDEX SHS FDS    (S&P EM MKT DIV) EDIV 68,000 2,250 0.02%
KALEYRA INC    (COM) 66,000 4,650 0.02%
WISDOMTREE TR    (ITL HDG QTLY DIV) IHDG 62,000 1,505 0.02%
ALPHABET INC    (CAP STK CL A) GOOGL 62,000 30 0.02%
CARNIVAL CORP    (UNIT 99/99/9999) CCL 61,000 2,296 0.02%
APARTMENT INVT &MGMT CO    (CL A) 61,000 9,858 0.02%
MCDONALDS CORP    (COM) MCD 60,000 267 0.02%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 57,000 840 0.02%
ISHARES TR    (GRWT ALLOCAT ETF) 56,000 1,047 0.02%
ENCOMPASS HEALTH CORP    (COM) 56,000 680 0.02%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 55,000 264 0.01%
OCCIDENTAL PETE CORP    (*W EXP 08/03/202) 54,000 4,530 0.01%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 53,000 835 0.01%
KROGER CO    (COM) KR 52,000 1,432 0.01%
LOCKHEED MARTIN CORP    (COM) LMT 52,000 142 0.01%
ISHARES TR    (RUS 1000 GRW ETF) IWF 52,000 215 0.01%
HERSHEY CO    (COM) HSY 51,000 325 0.01%
APARTMENT INCOME REIT CORP    (COM) 49,000 1,145 0.01%
HEALTHPEAK PROPERTIES INC    (COM) 43,000 1,360 0.01%
1 2 3 Next >Full Portfolio View
Total Value As 2021-03-31: 277,282,000 SEC FILING
* Portfolios do not reflect changes after reporting
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