HoldingsChannel.com
Global Wealth Management Investment Advisory Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ISHARES TR (IWY) 98,092 +3,533 $10,459
     IWY98,092+3,533$10,459
VANGUARD SCOTTSDALE FDS (VMBS) 153,769 +3,653 $8,360
     VMBS153,769+3,653$8,360
ISHARES TR (USIG) 132,010 +21,716 $7,976
     USIG132,010+21,716$7,976
APPLE INC 21,667 -211 $7,904
     AAPL21,667-211$7,904
ISHARES TR (IWX) 128,993 +6,944 $6,299
     IWX128,993+6,944$6,299
VANGUARD WHITEHALL FDS (VYM) 76,045 +74,618 $5,991
     VYM76,045+74,618$5,991
ISHARES INC (IEMG) 120,131 +6,370 $5,718
     IEMG120,131+6,370$5,718
ISHARES TR (IEFA) 96,789 +1,542 $5,532
     IEFA96,789+1,542$5,532
ISHARES TR (IVV) 16,487 -2,991 $5,106
     IVV16,487-2,991$5,106
ISHARES TR (AGG) 39,594 +2,863 $4,680
     AGG39,594+2,863$4,680
VANGUARD CHARLOTTE FDS (BNDX) 78,822 +8,176 $4,550
     BNDX78,822+8,176$4,550
ISHARES TR (HYG) 51,792 +3,715 $4,227
     HYG51,792+3,715$4,227
MICROSOFT CORP 20,260 +138 $4,123
     MSFT20,260+138$4,123
ISHARES TR (SLQD) 78,181 +5,717 $4,075
     SLQD78,181+5,717$4,075
INVESCO QQQ TR 14,510 +483 $3,593
     QQQ14,510+483$3,593
HOME DEPOT INC 13,498 -40 $3,381
     HD13,498-40$3,381
ISHARES TR (EFV) 84,345 +3,117 $3,371
     EFV84,345+3,117$3,371
ISHARES TR (IWS) 43,419 +1,557 $3,323
     IWS43,419+1,557$3,323
AT&T INC 109,384 +5,912 $3,307
     T109,384+5,912$3,307
VANGUARD INDEX FDS (VUG) 16,298 +78 $3,294
     VUG16,298+78$3,294
ISHARES TR (EFG) 37,030 +5,679 $3,078
     EFG37,030+5,679$3,078
SCHWAB STRATEGIC TR 51,006 +42,286 $3,061
     SCHP51,006+42,286$3,061
VANGUARD TAX MANAGED FDS (VEA) 78,523 -1,944 $3,046
     VEA78,523-1,944$3,046
VERIZON COMMUNICATIONS INC 55,154 +3,373 $3,041
     VZ55,154+3,373$3,041
VANGUARD SCOTTSDALE FDS (VGIT) 42,513 -20,346 $3,000
     VGIT42,513-20,346$3,000
ISHARES TR (IJH) 15,949 +567 $2,836
     IJH15,949+567$2,836
VANGUARD INDEX FDS (VTV) 28,169 +1,052 $2,805
     VTV28,169+1,052$2,805
AMERICAN FIN TR INC 343,981 -2,291 $2,729
     AFIN343,981-2,291$2,729
CHEVRON CORP NEW 28,637 -612 $2,555
     CVX28,637-612$2,555
BK OF AMERICA CORP 105,582 +7,035 $2,508
     BAC105,582+7,035$2,508
UNITED PARCEL SERVICE INC 22,265 +1,808 $2,475
     UPS22,265+1,808$2,475
JPMORGAN CHASE &CO 26,122 +2,193 $2,457
     JPM26,122+2,193$2,457
VANGUARD SCOTTSDALE FDS (VTWO) 20,376 +20,376 $2,351
     VTWO20,376+20,376$2,351
ISHARES TR (IJR) 32,588 +3,801 $2,225
     IJR32,588+3,801$2,225
WEYERHAEUSER CO MTN BE 96,537 -2,490 $2,168
     WY96,537-2,490$2,168
CITIGROUP INC 41,939 +1,277 $2,143
     C41,939+1,277$2,143
BROWN &BROWN INC 52,362 UNCH $2,134
     BRO52,362UNCH$2,134
TARGET CORP 17,022 +1,231 $2,041
     TGT17,022+1,231$2,041
REALTY INCOME CORP 33,896 +786 $2,017
     O33,896+786$2,017
ISHARES TR (IWP) 12,625 -664 $1,996
     IWP12,625-664$1,996
PFIZER INC 60,892 +1,690 $1,991
     PFE60,892+1,690$1,991
CISCO SYS INC 42,298 +1,323 $1,973
     CSCO42,298+1,323$1,973
EXXON MOBIL CORP 43,845 -2,121 $1,961
     XOM43,845-2,121$1,961
VANGUARD BD INDEX FDS (BSV) 23,132 +1,345 $1,923
     BSV23,132+1,345$1,923
VENTAS INC 50,656 -58 $1,855
     VTR50,656-58$1,855
GLAXOSMITHKLINE PLC 45,453 +752 $1,854
     GSK45,453+752$1,854
DOMINION ENERGY INC 22,809 +133 $1,852
     D22,809+133$1,852
DUKE ENERGY CORP NEW 22,909 +95 $1,830
     DUK22,909+95$1,830
VANGUARD SCOTTSDALE FDS (VGSH) 29,180 -41,315 $1,815
     VGSH29,180-41,315$1,815
PROCTER AND GAMBLE CO 14,964 +251 $1,789
     PG14,964+251$1,789

See Full List: All Stocks Held By Global Wealth Management Investment Advisory Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Global Wealth Management Investment Advisory Inc.

Size ($ in 1000's)
At 06/30/2020: $234,194
At 03/31/2020: $198,320

Global Wealth Management Investment Advisory Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Global Wealth Management Investment Advisory Inc. 13F filings. Link to 13F filings: SEC filings

Global Wealth Management Investment Advisory Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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