HoldingsChannel.com
Global Wealth Management Investment Advisory Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VMBS) 150,116 -5,734 $8,181
     VMBS150,116-5,734$8,181
ISHARES TR (IWY) 94,559 -3,275 $7,963
     IWY94,559-3,275$7,963
ISHARES TR (USIG) 110,294 +957 $6,179
     USIG110,294+957$6,179
APPLE INC 21,878 -781 $5,563
     AAPL21,878-781$5,563
ISHARES TR (DVY) 73,704 +15,535 $5,420
     DVY73,704+15,535$5,420
ISHARES TR (IWX) 122,049 +4,654 $5,384
     IWX122,049+4,654$5,384
ISHARES TR (IVV) 19,478 +1,362 $5,033
     IVV19,478+1,362$5,033
ISHARES TR (IEFA) 95,247 +13,955 $4,752
     IEFA95,247+13,955$4,752
ISHARES INC (IEMG) 113,761 +13,332 $4,604
     IEMG113,761+13,332$4,604
VANGUARD SCOTTSDALE FDS (VGIT) 62,859 +445 $4,435
     VGIT62,859+445$4,435
VANGUARD SCOTTSDALE FDS (VGSH) 70,495 +2,151 $4,395
     VGSH70,495+2,151$4,395
ISHARES TR (AGG) 36,731 -8,671 $4,238
     AGG36,731-8,671$4,238
VANGUARD CHARLOTTE FDS (BNDX) 70,646 -11,502 $3,975
     BNDX70,646-11,502$3,975
ISHARES TR (HYG) 48,077 -5,190 $3,705
     HYG48,077-5,190$3,705
ISHARES TR (SLQD) 72,464 -12,159 $3,633
     SLQD72,464-12,159$3,633
MICROSOFT CORP 20,122 +617 $3,173
     MSFT20,122+617$3,173
AT&T INC 103,472 +16,271 $3,016
     T103,472+16,271$3,016
ISHARES TR (EFV) 81,228 +469 $2,899
     EFV81,228+469$2,899
VERIZON COMMUNICATIONS INC 51,781 +1,667 $2,782
     VZ51,781+1,667$2,782
ISHARES TR (IWS) 41,862 -266 $2,683
     IWS41,862-266$2,683
VANGUARD TAX MANAGED INTL FD (VEA) 80,467 +2,336 $2,683
     VEA80,467+2,336$2,683
INVESCO QQQ TR 14,027 -782 $2,671
     QQQ14,027-782$2,671
VANGUARD INDEX FDS (VUG) 16,220 +183 $2,542
     VUG16,220+183$2,542
HOME DEPOT INC 13,538 +113 $2,528
     HD13,538+113$2,528
VANGUARD INDEX FDS (VTV) 27,117 +817 $2,415
     VTV27,117+817$2,415
ISHARES TR (EFG) 31,351 -3,617 $2,229
     EFG31,351-3,617$2,229
ISHARES TR (IJH) 15,382 +3,794 $2,213
     IJH15,382+3,794$2,213
AMERICAN FIN TR INC 346,272 +3,105 $2,164
     AFIN346,272+3,105$2,164
JPMORGAN CHASE &CO 23,929 +6,735 $2,154
     JPM23,929+6,735$2,154
CHEVRON CORP NEW 29,249 +4,798 $2,119
     CVX29,249+4,798$2,119
BK OF AMERICA CORP 98,547 +18,698 $2,092
     BAC98,547+18,698$2,092
VANGUARD SCOTTSDALE FDS (VGLT) 19,469 +100 $1,967
     VGLT19,469+100$1,967
SPDR SER TR (SPSM) 89,032 -3,253 $1,944
     SPSM89,032-3,253$1,944
PFIZER INC 59,202 +4,753 $1,932
     PFE59,202+4,753$1,932
UNITED PARCEL SERVICE INC 20,457 +2,614 $1,911
     UPS20,457+2,614$1,911
BROWN &BROWN INC 52,362 -1,000 $1,897
     BRO52,362-1,000$1,897
DUKE ENERGY CORP NEW 22,814 -994 $1,845
     DUK22,814-994$1,845
SOUTHERN CO 33,100 +352 $1,792
     SO33,100+352$1,792
VANGUARD BD INDEX FDS (BSV) 21,787 +596 $1,790
     BSV21,787+596$1,790
PUBLIC STORAGE 8,823 -219 $1,752
     PSA8,823-219$1,752
EXXON MOBIL CORP 45,966 +16,482 $1,745
     XOM45,966+16,482$1,745
CITIGROUP INC 40,662 +13,081 $1,713
     C40,662+13,081$1,713
GLAXOSMITHKLINE PLC 44,701 +1,610 $1,694
     GSK44,701+1,610$1,694
WEYERHAEUSER CO 99,027 +32,130 $1,679
     WY99,027+32,130$1,679
REALTY INCOME CORP 33,110 +4,996 $1,651
     O33,110+4,996$1,651
DOMINION ENERGY INC 22,676 -1,772 $1,637
     D22,676-1,772$1,637
PROCTER &GAMBLE CO 14,713 -1,337 $1,618
     PG14,713-1,337$1,618
ISHARES TR (IWP) 13,289 -374 $1,616
     IWP13,289-374$1,616
ISHARES TR (IJR) 28,787 +10,388 $1,615
     IJR28,787+10,388$1,615
CISCO SYS INC 40,975 -1,425 $1,611
     CSCO40,975-1,425$1,611

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 03/31/2020: $198,320
At 12/31/2019: $236,472

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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