Global Wealth Management, LLC Top Holdings and 13F Report (2025) About Global Wealth Management, LLCInvestment ActivityGlobal Wealth Management, LLC has $173.33 million in total holdings as of March 31, 2025.Global Wealth Management, LLC owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 13.18% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Global Wealth Management, LLC has purchased 30 new stocks and bought additional shares in 16 stocks.Global Wealth Management, LLC sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Ultra-Short Bond ETF $29,618,986JPMorgan Ultra-Short Municipal ETF $26,283,467Schwab US Broad Market ETF $22,623,879Schwab US Dividend Equity ETF $19,283,426iShares Core S&P 500 ETF $17,855,937 Largest New Holdings this Quarter 931142103 - Walmart $208,835 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 323,979 shares (about $16.15M)JPMorgan Ultra-Short Municipal ETF 121,460 shares (about $6.18M)Walmart 2,379 shares (about $208.84K)Invesco QQQ 268 shares (about $125.67K)Vanguard Dividend Appreciation ETF 268 shares (about $51.99K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 3,521 shares (about $368.19K)Vanguard Information Technology ETF 548 shares (about $297.24K)iShares Core S&P Mid-Cap ETF 3,542 shares (about $206.68K)Schwab US Broad Market ETF 7,436 shares (about $160.10K)iShares Core S&P 500 ETF 225 shares (about $126.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGlobal Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUSBVanguard Ultra-Short Bond ETF$29,618,986$16,151,963 ▲119.9%594,10317.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$26,283,467$6,176,245 ▲30.7%516,88215.2%ETFSCHBSchwab US Broad Market ETF$22,623,879$160,097 ▼-0.7%1,050,80713.1%ETFSCHDSchwab US Dividend Equity ETF$19,283,426$12,414 ▲0.1%689,67911.1%ETFIVViShares Core S&P 500 ETF$17,855,937$126,427 ▼-0.7%31,77810.3%ETFVIGVanguard Dividend Appreciation ETF$10,621,815$51,990 ▲0.5%54,7546.1%ETFIJRiShares Core S&P Small-Cap ETF$10,155,132$368,192 ▼-3.5%97,1135.9%ETFIJHiShares Core S&P Mid-Cap ETF$6,674,427$206,676 ▼-3.0%114,3863.9%ETFVTIVanguard Total Stock Market ETF$6,540,693$7,970 ▲0.1%23,7983.8%ETFQQQInvesco QQQ$5,754,091$125,670 ▲2.2%12,2713.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$3,828,346$98,394 ▼-2.5%22,1002.2%ETFVGTVanguard Information Technology ETF$2,787,460$297,242 ▼-9.6%5,1391.6%ETFJNJJohnson & Johnson$1,831,999$663 ▲0.0%11,0471.1%MedicalIWDiShares Russell 1000 Value ETF$1,546,6750.0%8,2200.9%ETFIAUiShares Gold Trust$1,064,700$32,133 ▲3.1%18,0580.6%FinanceUSOUnited States Oil Fund$944,9730.0%12,2200.5%ETFSIVRAberdeen Standard Physical Silver Shares ETF$879,103$32,120 ▲3.8%27,0410.5%ETFAMZNAmazon.com$831,4360.0%4,3700.5%Retail/WholesaleVDEVanguard Energy ETF$775,943$5,578 ▲0.7%5,9820.4%ETFMSFTMicrosoft$637,541$1,126 ▲0.2%1,6980.4%Computer and TechnologyIWBiShares Russell 1000 ETF$565,113$1,534 ▲0.3%1,8420.3%ETFAAPLApple$500,587$666 ▲0.1%2,2540.3%Computer and TechnologyVUGVanguard Growth ETF$394,284$371 ▲0.1%1,0630.2%ETFGLDSPDR Gold Shares$380,921$38,034 ▲11.1%1,3220.2%FinanceAMGNAmgen$260,214$935 ▲0.4%8350.2%MedicalNVDANVIDIA$242,2690.0%2,2350.1%Computer and TechnologyOEFiShares S&P 100 ETF$240,2260.0%8870.1%ETFWMTWalmart$208,835$208,835 ▲New Holding2,3790.1%Retail/WholesaleVOXVanguard Communication Services ETF$0$237,896 ▼-100.0%00.0%ETFTSLATesla$0$231,719 ▼-100.0%00.0%Auto/Tires/TrucksKRESPDR S&P Regional Banking ETF$0$203,650 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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