Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Global Wealth Management Investment Advisory Inc.
  City: FORT LAUDERDALE
  State: FL
  Zip: 33306
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $389,583,000
  Total Value Change : $32,512,000
  Securities Held Change : -2
   
All Securities Held : 475
  New Positions : 33
  Closed Positions : 36
  Increased Positions : 97
  Unchanged Positions : 245
  Decreased Positions : 100

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 33     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EXR)1 Year Chart         EXR Extra Space Storage Inc 45 New $140.95 $3,311,000 20,653 0.85% 3,311,000 20,653 0.015    REIT - Industrial
   (BRBR)1 Year Chart         BRBR Bellring Brands, Inc. 200 New $58.08 $44,000 793 0.01% 44,000 793 0    N/A
   (ONON)1 Year Chart         ONON On Holding AG 221 New $32.98 $33,000 1,206 0.01% 33,000 1,206 0    N/A
   (EXP)1 Year Chart         EXP Eagle Materials Inc 226 New $267.36 $30,000 147 0.01% 30,000 147 0    General Building Mate...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 235 New $243.59 $23,000 100 0.01% 23,000 100 0    Closed - End Fund - E...
   (SCCO)1 Year Chart         SCCO Southern Peru Copper Corp 250 New $115.17 $19,000 225 0% 19,000 225 0    Gold
   (AMT)1 Year Chart         AMT American Tower Corp 287 New $181.33 $11,000 50 0% 11,000 50 0    Integrated Telecommun...
   (FISV)1 Year Chart         FISV Fiserv Inc 290 New $153.29 $10,000 75 0% 10,000 75 0    Business Software & S...
   (CDW)1 Year Chart         CDW Cdw Corp 296 New $220.32 $10,000 45 0% 10,000 45 0    Catalog & Mail Order ...
   (GPN)1 Year Chart         GPN Global Payments Inc 293 New $127.47 $10,000 75 0% 10,000 75 0    Business Services
   (MMM)1 Year Chart         MMM 3M Co 313 New $96.35 $7,000 60 0% 7,000 60 0    Conglomerates
   (MKL)1 Year Chart         MKL Markel Corp 322 New $1,615.83 $6,000 4 0% 6,000 4 0    Property & Casualty I...
   (TOST)1 Year Chart         TOST Toast, Inc. 325 New $26.82 $6,000 350 0% 6,000 350 0    N/A
   (WTM)1 Year Chart         WTM White Mountains Insurance G... 327 New $1,871.40 $6,000 4 0% 6,000 4 0    Property & Casualty I...
   (GDDY)1 Year Chart         GDDY Godaddy Inc. 332 New $131.47 $5,000 46 0% 5,000 46 0    N/A
   (AIG)1 Year Chart         AIG American International Grou... 331 New $79.89 $5,000 80 0% 5,000 80 0    Property & Casualty I...
   (PHM)1 Year Chart         PHM PulteGroup Inc 341 New $115.79 $5,000 46 0% 5,000 46 0    Residential Construct...
   (IT)1 Year Chart         IT Gartner Inc 339 New $434.27 $5,000 12 0% 5,000 12 0    Management Services
   (IQM)1 Year Chart         IQM Franklin Intelligent Machin... 349 New $0.00 $4,000 70 0% 4,000 70 0    N/A
   (MLM)1 Year Chart         MLM Martin Marietta Materials Inc 354 New $596.64 $4,000 8 0% 4,000 8 0    General Building Mate...
   (AME)1 Year Chart         AME Ametek Inc 343 New $169.14 $4,000 26 0% 4,000 26 0    Industrial Electrical...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 356 New $429.21 $4,000 8 0% 4,000 8 0    Publishing
   (ARM)1 Year Chart         ARM Arm Holdings American Depos... 347 New $106.07 $4,000 50 0% 4,000 50 0    N/A
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 359 New $1,020.34 $4,000 4 0% 4,000 4 0    Auto Parts Stores
   (VCSA)1 Year Chart         VCSA Vacasa, Inc. New $0.46 $3,000 332 0% 3,000 332 0    N/A
   (BOTZ)1 Year Chart         BOTZ Global X Robotics & Artific... 381 New $31.20 $3,000 115 0% 3,000 115 0    N/A
   (AIQ)1 Year Chart         AIQ Alliance Healthcare Services 363 New $33.35 $3,000 110 0% 3,000 110 0    Medical Laboratories ...
   (CLOZ)1 Year Chart         CLOZ Panagram Bbb-b Clo Etf 414 New $0.00 $2,000 57 0% 2,000 57 0    N/A
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 396 New $178.52 $2,000 7 0% 2,000 7 0    N/A
   (RVLV)1 Year Chart         RVLV Revolve Group, Llc 406 New $21.68 $2,000 95 0% 2,000 95 0    N/A
   (RELX)1 Year Chart         RELX RELX Plc (ADR) 405 New $42.94 $2,000 60 0% 2,000 60 0    Publishing
   (CLOX)1 Year Chart         CLOX Panagram Aaa Clo Etf 435 New $0.00 $1,000 59 0% 1,000 59 0    N/A
   (CGC)1 Year Chart         CGC Canopy Growth Corp 471 New $9.03 $0 4 0% 0 4 0    N/A

      33 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results