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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Global Wealth Management Investment Advisory, Inc. INSTITUTION : Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc. Portfolio (reported on 2020-08-12)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (RUS TP200 GR ETF) IWY 10,459,000 98,092 4.46%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 8,360,000 153,769 3.56%
ISHARES TR    (USD INV GRDE ETF) CFT 7,976,000 132,010 3.40%
APPLE INC    (COM) AAPL 7,904,000 21,667 3.37%
ISHARES TR    (RUS TP200 VL ETF) IWX 6,299,000 128,993 2.68%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 5,991,000 76,045 2.55%
ISHARES INC    (CORE MSCI EMKT) IEMG 5,718,000 120,131 2.44%
ISHARES TR    (CORE MSCI EAFE) IEFA 5,532,000 96,789 2.36%
ISHARES TR    (CORE S&P500 ETF) IVV 5,106,000 16,487 2.18%
ISHARES TR    (CORE US AGGBD ET) AGG 4,680,000 39,594 1.99%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 4,550,000 78,822 1.94%
ISHARES TR    (IBOXX HI YD ETF) HYG 4,227,000 51,792 1.80%
MICROSOFT CORP    (COM) MSFT 4,123,000 20,260 1.76%
ISHARES TR    (0-5YR INVT GR CP) SLQD 4,075,000 78,181 1.74%
INVESCO QQQ TR    (UNIT SER 1) 3,593,000 14,510 1.53%
HOME DEPOT INC    (COM) HD 3,381,000 13,498 1.44%
ISHARES TR    (EAFE VALUE ETF) EFV 3,371,000 84,345 1.43%
ISHARES TR    (RUS MDCP VAL ETF) IWS 3,323,000 43,419 1.41%
AT&T INC    (COM) T 3,307,000 109,384 1.41%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 3,294,000 16,298 1.40%
ISHARES TR    (EAFE GRWTH ETF) EFG 3,078,000 37,030 1.31%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 3,061,000 51,006 1.30%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 3,046,000 78,523 1.30%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,041,000 55,154 1.29%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 3,000,000 42,513 1.28%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,836,000 15,949 1.21%
VANGUARD INDEX FDS    (VALUE ETF) VTV 2,805,000 28,169 1.19%
AMERICAN FIN TR INC    (COM CLASS A) 2,729,000 343,981 1.16%
CHEVRON CORP NEW    (COM) CVX 2,555,000 28,637 1.09%
BK OF AMERICA CORP    (COM) BAC 2,508,000 105,582 1.07%
UNITED PARCEL SERVICE INC    (CL B) UPS 2,475,000 22,265 1.05%
JPMORGAN CHASE &CO    (COM) JPM 2,457,000 26,122 1.04%
VANGUARD SCOTTSDALE FDS    (VNG RUS2000IDX) VTWO 2,351,000 20,376 1.00%
ISHARES TR    (CORE S&P SCP ETF) IJR 2,225,000 32,588 0.95%
WEYERHAEUSER CO MTN BE    (COM NEW) WY 2,168,000 96,537 0.92%
CITIGROUP INC    (COM NEW) C 2,143,000 41,939 0.91%
BROWN &BROWN INC    (COM) BRO 2,134,000 52,362 0.91%
TARGET CORP    (COM) TGT 2,041,000 17,022 0.87%
REALTY INCOME CORP    (COM) O 2,017,000 33,896 0.86%
ISHARES TR    (RUS MD CP GR ETF) IWP 1,996,000 12,625 0.85%
PFIZER INC    (COM) PFE 1,991,000 60,892 0.85%
CISCO SYS INC    (COM) CSCO 1,973,000 42,298 0.84%
EXXON MOBIL CORP    (COM) XOM 1,961,000 43,845 0.83%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 1,923,000 23,132 0.82%
VENTAS INC    (COM) VTR 1,855,000 50,656 0.79%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 1,854,000 45,453 0.79%
DOMINION ENERGY INC    (COM) D 1,852,000 22,809 0.79%
DUKE ENERGY CORP NEW    (COM NEW) DUK 1,830,000 22,909 0.78%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 1,815,000 29,180 0.77%
PROCTER AND GAMBLE CO    (COM) PG 1,789,000 14,964 0.76%
KIMBERLY CLARK CORP    (COM) KMB 1,769,000 12,515 0.75%
PUBLIC STORAGE    (COM) PSA 1,730,000 9,016 0.73%
SOUTHERN CO    (COM) SO 1,683,000 32,452 0.71%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 1,628,000 30,787 0.69%
KINDER MORGAN INC DEL    (COM) KMI 1,565,000 103,176 0.66%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 1,506,000 15,040 0.64%
COCA COLA CO    (COM) KO 1,502,000 33,608 0.64%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,437,000 8,587 0.61%
BP PLC    (SPONSORED ADR) BP 1,412,000 60,550 0.60%
QUALCOMM INC    (COM) QCOM 1,403,000 15,382 0.59%
DOW INC    (COM) 1,401,000 34,376 0.59%
AMAZON COM INC    (COM) AMZN 1,396,000 506 0.59%
WALMART INC    (COM) WMT 1,341,000 11,192 0.57%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,308,000 8,974 0.55%
NVIDIA CORPORATION    (COM) NVDA 1,291,000 3,397 0.55%
FACEBOOK INC    (CL A) FB 1,290,000 5,680 0.55%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 1,139,000 23,104 0.48%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 964,000 10,348 0.41%
JOHNSON &JOHNSON    (COM) JNJ 952,000 6,768 0.40%
DISNEY WALT CO    (COM DISNEY) DIS 939,000 8,421 0.40%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 930,000 8,331 0.39%
GLOBAL NET LEASE INC    (COM NEW) 928,000 55,489 0.39%
NEXTERA ENERGY INC    (COM) NEE 907,000 3,776 0.38%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 852,000 21,506 0.36%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 793,000 2,571 0.33%
OCCIDENTAL PETE CORP    (COM) OXY 777,000 42,482 0.33%
SQUARE INC    (CL A) 702,000 6,692 0.29%
SALESFORCE COM INC    (COM) CRM 694,000 3,705 0.29%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 669,000 7,034 0.28%
DBX ETF TR    (XTRACK USD HIGH) 665,000 14,219 0.28%
NIKE INC    (CL B) NKE 654,000 6,667 0.27%
HEICO CORP NEW    (COM) HEI 560,000 5,615 0.23%
ABBVIE INC    (COM) ABBV 535,000 5,450 0.22%
SHYFT GROUP INC    (COM) 505,000 30,000 0.21%
ISHARES TR    (NATIONAL MUN ETF) MUB 488,000 4,227 0.20%
PAYPAL HLDGS INC    (COM) PYPL 486,000 2,792 0.20%
COSTCO WHSL CORP NEW    (COM) COST 451,000 1,487 0.19%
MARRIOTT INTL INC NEW    (CL A) MAR 441,000 5,139 0.18%
NETFLIX INC    (COM) NFLX 433,000 951 0.18%
AMGEN INC    (COM) AMGN 353,000 1,497 0.15%
PACKAGING CORP AMER    (COM) PKG 350,000 3,509 0.14%
AMERICAN EXPRESS CO    (COM) AXP 350,000 3,679 0.14%
PALO ALTO NETWORKS INC    (COM) PANW 345,000 1,503 0.14%
CONSTELLATION BRANDS INC    (CL A) STZ 343,000 1,959 0.14%
LENNAR CORP    (CL A) LEN 331,000 5,364 0.14%
T-MOBILE US INC    (COM) TMUS 320,000 3,068 0.13%
RAYTHEON TECHNOLOGIES CORP    (COM) 308,000 5,004 0.13%
BECTON DICKINSON &CO    (COM) BDX 306,000 1,281 0.13%
BOEING CO    (COM) BA 305,000 1,665 0.13%
ALTRIA GROUP INC    (COM) MO 304,000 7,746 0.12%
FS KKR CAPITAL CORP    (COM) 301,000 21,528 0.12%
TESLA INC    (COM) TSLA 298,000 276 0.12%
ALPHABET INC    (CAP STK CL C) GOOG 277,000 196 0.11%
ISHARES TR    (CORE DIV GRWTH) DGRO 269,000 7,159 0.11%
PHILIP MORRIS INTL INC    (COM) PM 252,000 3,604 0.10%
ISHARES TR    (MODERT ALLOC ETF) 245,000 6,145 0.10%
FS KKR CAP CORP II    (COM) 239,000 18,527 0.10%
WORKDAY INC    (CL A) WDAY 227,000 1,212 0.09%
AGNC INVT CORP    (COM) 211,000 16,376 0.09%
WORLD GOLD TR    (SPDR GLD MINIS) 209,000 11,742 0.08%
VISA INC    (COM CL A) V 208,000 1,079 0.08%
GODADDY INC    (CL A) GDDY 204,000 2,780 0.08%
ISHARES TR    (SELECT DIVID ETF) DVY 203,000 2,520 0.08%
INTEL CORP    (COM) INTC 189,000 3,165 0.08%
GLOBAL X FDS    (GLBL X MLP ETF) 183,000 6,726 0.07%
BIOGEN INC    (COM) BIIB 182,000 679 0.07%
ISHARES SILVER TR    (ISHARES) SLV 173,000 10,171 0.07%
MONDELEZ INTL INC    (CL A) MDLZ 172,000 3,371 0.07%
LILLY ELI &CO    (COM) LLY 169,000 1,028 0.07%
ISHARES TR    (RUSSELL 2000 ETF) IWM 165,000 1,150 0.07%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 156,000 875 0.06%
WP CAREY INC    (COM) WPC 148,000 2,191 0.06%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 147,000 1,409 0.06%
UBS GROUP AG    (SHS) UBS 146,000 12,689 0.06%
COMCAST CORP NEW    (CL A) CMCSA 143,000 3,674 0.06%
ISHARES TR    (GRWT ALLOCAT ETF) 139,000 2,988 0.05%
SERVICE CORP INTL    (COM) SCI 139,000 3,577 0.05%
GLOBAL PMTS INC    (COM) GPN 136,000 800 0.05%
BERKLEY W R CORP    (COM) WRB 135,000 2,350 0.05%
ABBOTT LABS    (COM) ABT 131,000 1,432 0.05%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 131,000 607 0.05%
ALPHABET INC    (CAP STK CL A) GOOGL 129,000 91 0.05%
ISHARES TR    (U.S. REAL ES ETF) IYR 128,000 1,630 0.05%
EQUITY RESIDENTIAL    (SH BEN INT) EQR 128,000 2,169 0.05%
NIO INC    (SPON ADS) 126,000 16,375 0.05%
BLACKSTONE GROUP INC    (COM CL A) 124,000 2,189 0.05%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 122,000 2,077 0.05%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 121,000 811 0.05%
DIGITAL RLTY TR INC    (COM) DLR 119,000 834 0.05%
AON PLC    (SHS CL A) 117,000 607 0.04%
DELTA AIR LINES INC DEL    (COM NEW) DAL 115,000 4,117 0.04%
MERCK &CO. INC    (COM) MRK 113,000 1,458 0.04%
SPDR INDEX SHS FDS    (S&P GLBDIV ETF) WDIV 112,000 2,122 0.04%
TOLL BROTHERS INC    (COM) TOL 112,000 3,450 0.04%
FIRST TR EXCHANGE TRADED FD    (DJ GLBL DIVID) FGD 109,000 6,052 0.04%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 108,000 2,435 0.04%
CATERPILLAR INC DEL    (COM) CAT 108,000 853 0.04%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 107,000 686 0.04%
GLOBAL X FDS    (GLOBX SUPDV US) DIV 104,000 6,945 0.04%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 99,000 392 0.04%
MASTERCARD INCORPORATED    (CL A) MA 99,000 336 0.04%
ANNALY CAPITAL MANAGEMENT IN    (COM) NLY 99,000 15,065 0.04%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 98,000 2,055 0.04%
AMERICAN ELEC PWR CO INC    (COM) AEP 95,000 1,188 0.04%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 94,000 3,290 0.04%
EPR PPTYS    (COM SH BEN INT) EPR 88,000 2,648 0.03%
ROYAL CARIBBEAN CRUISES LTD    (COM) RCL 85,000 1,697 0.03%
BLACKROCK TCP CAPITAL CORP    (COM) 80,000 8,716 0.03%
ISHARES TR    (RUS MID CAP ETF) IWR 79,000 1,468 0.03%
APOLLO INVT CORP    (COM NEW) 78,000 8,099 0.03%
SPDR INDEX SHS FDS    (S&P EM MKT DIV) EDIV 77,000 3,127 0.03%
WASTE MGMT INC DEL    (COM) WMI 75,000 707 0.03%
THE TRADE DESK INC    (COM CL A) 74,000 181 0.03%
GOLUB CAP BDC INC    (COM) GBDC 72,000 6,140 0.03%
PENN NATL GAMING INC    (COM) PENN 71,000 2,310 0.03%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 70,000 3,037 0.02%
CVS HEALTH CORP    (COM) CVS 69,000 1,062 0.02%
ISHARES TR    (MSCI EAFE ETF) EFA 69,000 1,138 0.02%
MICRON TECHNOLOGY INC    (COM) MU 68,000 1,325 0.02%
UBER TECHNOLOGIES INC    (COM) 67,000 2,162 0.02%
KKR &CO INC    (COM) 66,000 2,130 0.02%
3M CO    (COM) MMM 65,000 414 0.02%
PROLOGIS INC.    (COM) PLD 64,000 682 0.02%
FEDEX CORP    (COM) FDX 63,000 451 0.02%
ANAPLAN INC    (COM) 63,000 1,383 0.02%
CARNIVAL CORP    (UNIT 99/99/9999) CCL 58,000 3,506 0.02%
NATIONAL GRID PLC    (SPONSORED ADR NE) 58,000 948 0.02%
WEINGARTEN RLTY INVS    (SH BEN INT) WRI 58,000 3,053 0.02%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 57,000 967 0.02%
LOWES COS INC    (COM) LOW 55,000 408 0.02%
KROGER CO    (COM) KR 55,000 1,612 0.02%
NEWELL BRANDS INC    (COM) NWL 55,000 3,434 0.02%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 54,000 1,647 0.02%
UNITEDHEALTH GROUP INC    (COM) UNH 54,000 184 0.02%
APARTMENT INVT &MGMT CO    (CL A) 54,000 1,427 0.02%
HEALTHPEAK PROPERTIES INC    (COM) 53,000 1,912 0.02%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 53,000 497 0.02%
DRAFTKINGS INC    (COM CL A) 52,000 1,575 0.02%
TWILIO INC    (CL A) 51,000 233 0.02%
AMEREN CORP    (COM) AEE 51,000 720 0.02%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 51,000 419 0.02%
KRAFT HEINZ CO    (COM) KHC 50,000 1,582 0.02%
DUPONT DE NEMOURS INC    (COM) 48,000 899 0.02%
WELLS FARGO CO NEW    (COM) WFC 48,000 1,867 0.02%
INOVIO PHARMACEUTICALS INC    (COM NEW) INO 48,000 1,768 0.02%
NIKOLA CORP    (COM) 48,000 710 0.02%
SOUTHWEST AIRLS CO    (COM) LUV 46,000 1,335 0.01%
KEYCORP    (COM) KEY 46,000 3,778 0.01%
GENERAL MLS INC    (COM) GIS 45,000 725 0.01%
GENERAL ELECTRIC CO    (COM) GE 45,000 6,660 0.01%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-06-30: 234,194,000 SEC FILING
* Portfolios do not reflect changes after reporting
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