Global Wealth Management, LLC Top Holdings and 13F Report (2025) About Global Wealth Management, LLCInvestment ActivityGlobal Wealth Management, LLC has $156.64 million in total holdings as of December 31, 2024.Global Wealth Management, LLC owns shares of 30 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 24.71% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Global Wealth Management, LLC has purchased 26 new stocks and bought additional shares in 18 stocks.Global Wealth Management, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Broad Market ETF $24,022,122JPMorgan Ultra-Short Municipal ETF $20,051,839iShares Core S&P 500 ETF $18,839,762Schwab US Dividend Equity ETF $18,829,908Vanguard Ultra-Short Bond ETF $13,403,553 Largest New Holdings this Quarter United States Oil Fund $923,221 HoldingiShares Gold Trust $867,069 HoldingAberdeen Standard Physical Silver Shares ETF $718,281 HoldingTesla $231,719 HoldingSPDR S&P Regional Banking ETF $203,650 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 705,626 shares (about $16.02M)Schwab US Dividend Equity ETF 458,338 shares (about $12.52M)JPMorgan Ultra-Short Municipal ETF 101,090 shares (about $5.13M)United States Oil Fund 12,220 shares (about $923.22K)iShares Core S&P 500 ETF 1,553 shares (about $914.23K) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 19,339 shares (about $959.60K)iShares Core S&P Small-Cap ETF 2,319 shares (about $267.19K)Invesco S&P 500 Equal Weight ETF 622 shares (about $108.99K)Vanguard Communication Services ETF 207 shares (about $32.08K) 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 PortfolioSectorSCHBSchwab US Broad Market ETF$24,022,122$16,017,714 ▲200.1%1,058,24315.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$20,051,839$5,126,271 ▲34.3%395,42212.8%ETFIVViShares Core S&P 500 ETF$18,839,762$914,231 ▲5.1%32,00312.0%ETFSCHDSchwab US Dividend Equity ETF$18,829,908$12,521,799 ▲198.5%689,23512.0%ETFVUSBVanguard Ultra-Short Bond ETF$13,403,553$959,601 ▼-6.7%270,1248.6%ETFIJRiShares Core S&P Small-Cap ETF$11,595,024$267,195 ▼-2.3%100,6347.4%ETFVIGVanguard Dividend Appreciation ETF$10,669,936$35,641 ▲0.3%54,4866.8%ETFIJHiShares Core S&P Mid-Cap ETF$7,348,115$127,549 ▲1.8%117,9284.7%ETFVTIVanguard Total Stock Market ETF$6,888,580$76,801 ▲1.1%23,7694.4%ETFQQQInvesco QQQ$6,136,265$743,836 ▲13.8%12,0033.9%FinanceRSPInvesco S&P 500 Equal Weight ETF$3,972,143$108,994 ▼-2.7%22,6682.5%ETFVGTVanguard Information Technology ETF$3,535,884$85,180 ▲2.5%5,6872.3%ETFJNJJohnson & Johnson$1,597,065$578 ▲0.0%11,0431.0%MedicalIWDiShares Russell 1000 Value ETF$1,521,7690.0%8,2201.0%ETFAMZNAmazon.com$958,734$2,194 ▲0.2%4,3700.6%Retail/WholesaleUSOUnited States Oil Fund$923,221$923,221 ▲New Holding12,2200.6%ETFIAUiShares Gold Trust$867,069$867,069 ▲New Holding17,5130.6%FinanceVDEVanguard Energy ETF$720,431$11,645 ▲1.6%5,9390.5%ETFSIVRAberdeen Standard Physical Silver Shares ETF$718,281$718,281 ▲New Holding26,0530.5%ETFMSFTMicrosoft$714,413$1,264 ▲0.2%1,6950.5%Computer and TechnologyIWBiShares Russell 1000 ETF$591,937$1,611 ▲0.3%1,8370.4%ETFAAPLApple$563,784$501 ▲0.1%2,2510.4%Computer and TechnologyVUGVanguard Growth ETF$435,924$78,401 ▲21.9%1,0620.3%ETFNVDANVIDIA$300,188$12,625 ▲4.4%2,2350.2%Computer and TechnologyGLDSPDR Gold Shares$288,1350.0%1,1900.2%FinanceOEFiShares S&P 100 ETF$256,2100.0%8870.2%ETFVOXVanguard Communication Services ETF$237,896$32,081 ▼-11.9%1,5350.2%ETFTSLATesla$231,719$231,719 ▲New Holding5740.1%Auto/Tires/TrucksAMGNAmgen$216,874$1,825 ▲0.8%8320.1%MedicalKRESPDR S&P Regional Banking ETF$203,650$203,650 ▲New Holding3,3740.1%ETFSCHMSchwab U.S. Mid-Cap ETF$0$240,815 ▼-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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