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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 2020-02-14)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES TR    (RUS TP200 GR ETF) IWY 9,449,000 97,834 3.99%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 8,287,000 155,850 3.50%
ISHARES TR    (RUS TP200 VL ETF) IWX 6,869,000 117,395 2.90%
APPLE INC    (COM) AAPL 6,654,000 22,659 2.81%
ISHARES TR    (USD INV GRDE ETF) CFT 6,374,000 109,337 2.69%
ISHARES TR    (SELECT DIVID ETF) DVY 6,146,000 58,169 2.59%
ISHARES TR    (CORE S&P500 ETF) IVV 5,856,000 18,116 2.47%
ISHARES INC    (CORE MSCI EMKT) IEMG 5,399,000 100,429 2.28%
ISHARES TR    (CORE MSCI EAFE) IEFA 5,303,000 81,292 2.24%
ISHARES TR    (CORE US AGGBD ET) AGG 5,102,000 45,402 2.15%
ISHARES TR    (IBOXX HI YD ETF) HYG 4,684,000 53,267 1.98%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 4,648,000 82,148 1.96%
AMERICAN FIN TR INC    (COM CLASS A) 4,550,000 343,167 1.92%
ISHARES TR    (0-5YR INVT GR CP) SLQD 4,319,000 84,623 1.82%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 4,157,000 68,344 1.75%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 4,113,000 62,414 1.73%
ISHARES TR    (EAFE VALUE ETF) EFV 4,032,000 80,759 1.70%
ISHARES TR    (RUS MDCP VAL ETF) IWS 3,992,000 42,128 1.68%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 3,442,000 78,131 1.45%
AT&T INC    (COM) T 3,408,000 87,201 1.44%
VANGUARD INDEX FDS    (VALUE ETF) VTV 3,152,000 26,300 1.33%
INVESCO QQQ TR    (UNIT SER 1) 3,149,000 14,809 1.33%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,077,000 50,114 1.30%
MICROSOFT CORP    (COM) MSFT 3,076,000 19,505 1.30%
ISHARES TR    (EAFE GRWTH ETF) EFG 3,024,000 34,968 1.27%
SPDR SERIES TRUST    (PORTFOLIO SM ETF) TWOK 3,011,000 92,285 1.27%
CHEVRON CORP NEW    (COM) CVX 2,947,000 24,451 1.24%
HOME DEPOT INC    (COM) HD 2,932,000 13,425 1.23%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 2,921,000 16,037 1.23%
BANK AMER CORP    (COM) BAC 2,812,000 79,849 1.18%
JPMORGAN CHASE &CO    (COM) JPM 2,397,000 17,194 1.01%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,385,000 11,588 1.00%
TARGET CORP    (COM) TGT 2,203,000 17,184 0.93%
CITIGROUP INC    (COM NEW) C 2,203,000 27,581 0.93%
DUKE ENERGY CORP NEW    (COM NEW) DUK 2,172,000 23,808 0.91%
PFIZER INC    (COM) PFE 2,133,000 54,449 0.90%
BROWN &BROWN INC    (COM) BRO 2,107,000 53,362 0.89%
UNITED PARCEL SERVICE INC    (CL B) UPS 2,089,000 17,843 0.88%
SOUTHERN CO    (COM) SO 2,086,000 32,748 0.88%
ISHARES TR    (RUS MD CP GR ETF) IWP 2,085,000 13,663 0.88%
REALTY INCOME CORP    (COM) O 2,070,000 28,114 0.87%
EXXON MOBIL CORP    (COM) XOM 2,057,000 29,484 0.86%
KINDER MORGAN INC DEL    (COM) KMI 2,034,000 96,077 0.86%
CISCO SYS INC    (COM) CSCO 2,034,000 42,400 0.86%
FORD MTR CO DEL    (COM) F 2,025,000 217,728 0.85%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 2,025,000 43,091 0.85%
DOMINION ENERGY INC    (COM) D 2,025,000 24,448 0.85%
WEYERHAEUSER CO    (COM) WY 2,020,000 66,897 0.85%
PROCTER &GAMBLE CO    (COM) PG 2,005,000 16,050 0.84%
BP PLC    (SPONSORED ADR) BP 2,002,000 53,051 0.84%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 1,989,000 39,888 0.84%
KIMBERLY CLARK CORP    (COM) KMB 1,970,000 14,319 0.83%
PUBLIC STORAGE    (COM) PSA 1,926,000 9,042 0.81%
ALTRIA GROUP INC    (COM) MO 1,746,000 34,989 0.73%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 1,708,000 21,191 0.72%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 1,613,000 19,369 0.68%
ISHARES TR    (CORE S&P SCP ETF) IJR 1,543,000 18,399 0.65%
COCA COLA CO    (COM) KO 1,483,000 26,784 0.62%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,478,000 10,395 0.62%
WALMART INC    (COM) WMT 1,395,000 11,737 0.58%
OCCIDENTAL PETE CORP    (COM) OXY 1,377,000 33,423 0.58%
VENTAS INC    (COM) VTR 1,325,000 22,947 0.56%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 1,314,000 67,963 0.55%
FACEBOOK INC    (CL A) FB 1,240,000 6,041 0.52%
GLOBAL NET LEASE INC    (COM NEW) 1,168,000 57,578 0.49%
NVIDIA CORP    (COM) NVDA 990,000 4,207 0.41%
JOHNSON &JOHNSON    (COM) JNJ 947,000 6,490 0.40%
DISNEY WALT CO    (COM DISNEY) DIS 938,000 6,483 0.39%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 912,000 20,516 0.38%
AMAZON COM INC    (COM) AMZN 907,000 491 0.38%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 907,000 9,042 0.38%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 897,000 5,414 0.37%
NEXTERA ENERGY INC    (COM) NEE 891,000 3,681 0.37%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 877,000 10,050 0.37%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 806,000 14,239 0.34%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 745,000 2,316 0.31%
NIKE INC    (CL B) NKE 721,000 7,120 0.30%
MARRIOTT INTL INC NEW    (CL A) MAR 716,000 4,727 0.30%
HEICO CORP NEW    (COM) HEI 641,000 5,615 0.27%
SPARTAN MTRS INC    (COM) SPAR 610,000 33,714 0.25%
SHOPIFY INC    (CL A) 524,000 1,318 0.22%
SALESFORCE COM INC    (COM) CRM 510,000 3,135 0.21%
FS KKR CAPITAL CORP    (COM) 478,000 77,951 0.20%
AMERICAN EXPRESS CO    (COM) AXP 436,000 3,503 0.18%
PHILIP MORRIS INTL INC    (COM) PM 432,000 5,073 0.18%
ABBVIE INC    (COM) ABBV 408,000 4,611 0.17%
BOEING CO    (COM) BA 396,000 1,216 0.16%
PACKAGING CORP AMER    (COM) PKG 392,000 3,504 0.16%
COSTCO WHSL CORP NEW    (COM) COST 374,000 1,274 0.15%
AMGEN INC    (COM) AMGN 361,000 1,497 0.15%
SQUARE INC    (CL A) 360,000 5,755 0.15%
PALO ALTO NETWORKS INC    (COM) PANW 345,000 1,490 0.14%
T MOBILE US INC    (COM) TMUS 339,000 4,318 0.14%
NETFLIX INC    (COM) NFLX 333,000 1,028 0.14%
BIOGEN INC    (COM) BIIB 326,000 1,098 0.13%
ISHARES TR    (MODERT ALLOC ETF) 298,000 7,417 0.12%
PAYPAL HLDGS INC    (COM) PYPL 291,000 2,692 0.12%
GODADDY INC    (CL A) GDDY 281,000 4,131 0.11%
ALPHABET INC    (CAP STK CL C) GOOG 278,000 208 0.11%
BECTON DICKINSON &CO    (COM) BDX 276,000 1,013 0.11%
ISHARES TR    (CORE DIV GRWTH) DGRO 271,000 6,453 0.11%
CONSTELLATION BRANDS INC    (CL A) STZ 267,000 1,409 0.11%
ISHARES TR    (NATIONAL MUN ETF) MUB 240,000 2,105 0.10%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 218,000 5,260 0.09%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 215,000 950 0.09%
ISHARES TR    (RUSSELL 2000 ETF) IWM 209,000 1,261 0.08%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 207,000 1,268 0.08%
RAYTHEON CO    (COM NEW) RTN 190,000 865 0.08%
VISA INC    (COM CL A) V 187,000 996 0.07%
MONDELEZ INTL INC    (CL A) MDLZ 186,000 3,371 0.07%
AGNC INVT CORP    (COM) 181,000 10,220 0.07%
LENNAR CORP    (CL A) LEN 179,000 3,207 0.07%
SERVICE CORP INTL    (COM) SCI 165,000 3,577 0.06%
BERKLEY W R CORP    (COM) WRB 162,000 2,350 0.06%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 162,000 1,765 0.06%
UBS GROUP AG    (SHS) UBS 160,000 12,689 0.06%
DELTA AIR LINES INC DEL    (COM NEW) DAL 158,000 2,694 0.06%
INTEL CORP    (COM) INTC 158,000 2,647 0.06%
SPDR INDEX SHS FDS    (S&P GLBDIV ETF) WDIV 154,000 2,156 0.06%
FIRST TR EXCHANGE TRADED FD    (DJ GLBL DIVID) FGD 153,000 6,129 0.06%
COMCAST CORP NEW    (CL A) CMCSA 151,000 3,362 0.06%
BRISTOL MYERS SQUIBB CO    (COM) BMY 146,000 2,273 0.06%
GLOBAL PMTS INC    (COM) GPN 146,000 800 0.06%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 138,000 811 0.05%
ALPHABET INC    (CAP STK CL A) GOOGL 137,000 102 0.05%
VANECK VECTORS ETF TRUST    (FALLEN ANGEL HG) 129,000 4,335 0.05%
GLOBAL X FDS    (GLOBX SUPDV US) DIV 129,000 5,445 0.05%
EQUITY RESIDENTIAL    (SH BEN INT) EQR 128,000 1,585 0.05%
AON PLC    (SHS CL A) AON 126,000 607 0.05%
ISHARES SILVER TRUST    (ISHARES) SLV 123,000 7,391 0.05%
ISHARES TR    (GRWT ALLOCAT ETF) 123,000 2,571 0.05%
CATERPILLAR INC DEL    (COM) CAT 123,000 831 0.05%
LILLY ELI &CO    (COM) LLY 122,000 925 0.05%
AMERICAN ELEC PWR CO INC    (COM) AEP 120,000 1,265 0.05%
ABBOTT LABS    (COM) ABT 118,000 1,357 0.04%
MERCK &CO INC    (COM) MRK 117,000 1,285 0.04%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 113,000 533 0.04%
ISHARES TR    (U.S. REAL ES ETF) IYR 112,000 1,208 0.04%
ISHARES TR    (RUS MID CAP ETF) IWR 111,000 1,868 0.04%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 110,000 2,055 0.04%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 109,000 3,556 0.04%
W P CAREY INC    (COM) WPC 107,000 1,343 0.04%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 106,000 1,135 0.04%
TOLL BROTHERS INC    (COM) TOL 105,000 2,650 0.04%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 102,000 3,612 0.04%
SPDR INDEX SHS FDS    (S&P EM MKT DIV) EDIV 99,000 3,077 0.04%
ISHARES TR    (CORE S&P TTL STK) ISI 96,000 1,316 0.04%
ROYAL CARIBBEAN CRUISES LTD    (COM) RCL 89,000 670 0.03%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 85,000 736 0.03%
MASTERCARD INC    (CL A) MA 80,000 269 0.03%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 79,000 210 0.03%
ISHARES TR    (MSCI EAFE ETF) EFA 79,000 1,138 0.03%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 79,000 589 0.03%
KEYCORP NEW    (COM) KEY 76,000 3,778 0.03%
ISHARES TR    (MSCI MIN VOL ETF) USMV 75,000 1,136 0.03%
DIGITAL RLTY TR INC    (COM) DLR 72,000 601 0.03%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 71,000 852 0.03%
FEDEX CORP    (COM) FDX 68,000 451 0.02%
GLOBAL X FDS    (GLBL X MLP ETF) MLPA 68,000 8,670 0.02%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 68,000 1,079 0.02%
HEALTHPEAK PPTYS INC    (COM) 67,000 1,947 0.02%
NEWELL BRANDS INC    (COM) NWL 66,000 3,434 0.02%
MICRON TECHNOLOGY INC    (COM) MU 65,000 1,200 0.02%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 64,000 466 0.02%
WORLD GOLD TR    (SPDR GLD MINIS) 63,000 4,137 0.02%
TESLA INC    (COM) TSLA 63,000 150 0.02%
NATIONAL GRID PLC    (SPONSORED ADR NE) 61,000 975 0.02%
WASTE MGMT INC DEL    (COM) WMI 60,000 527 0.02%
TRUIST FINL CORP    (COM) 60,000 1,073 0.02%
DUPONT DE NEMOURS INC    (COM) 58,000 899 0.02%
LOWES COS INC    (COM) LOW 56,000 465 0.02%
COUSINS PPTYS INC    (COM NEW) 56,000 1,369 0.02%
AMEREN CORP    (COM) AEE 55,000 720 0.02%
UNITEDHEALTH GROUP INC    (COM) UNH 54,000 182 0.02%
BLACKSTONE GROUP INC    (COM CL A) 54,000 973 0.02%
ETFIS SER TR I    (VIRTUS NEWFLEET) 54,000 2,203 0.02%
GENERAL MLS INC    (COM) GIS 51,000 956 0.02%
CARNIVAL CORP    (UNIT 99/99/9999) CCL 51,000 1,000 0.02%
CONSOLIDATED EDISON INC    (COM) ED 50,000 550 0.02%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 49,000 835 0.02%
HP INC    (COM) HPQ 49,000 2,400 0.02%
GENERAL ELECTRIC CO    (COM) GE 49,000 4,410 0.02%
HERSHEY CO    (COM) HSY 48,000 325 0.02%
EMPIRE ST RLTY TR INC    (CL A) ESRT 48,000 3,452 0.02%
ENCOMPASS HEALTH CORP    (COM) 47,000 680 0.01%
NIO INC    (SPON ADS) 46,000 11,500 0.01%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 46,000 154 0.01%
VANGUARD GROUP    (DIV APP ETF) VIG 44,000 351 0.01%
VIRTUS ETF TR II    (VIRTUS DYNMC ETF) 43,000 1,780 0.01%
ISHARES TR    (CONSER ALLOC ETF) 43,000 1,199 0.01%
STARBUCKS CORP    (COM) SBUX 43,000 492 0.01%
GENERAL MTRS CO    (COM) GM 42,000 1,158 0.01%
HEICO CORP NEW    (CL A) HEI/A 42,000 472 0.01%
KROGER CO    (COM) KR 42,000 1,432 0.01%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 42,000 3,270 0.01%
ISHARES TR    (US AER DEF ETF) ITA 42,000 187 0.01%
DOW INC    (COM) 41,000 749 0.01%
CIRRUS LOGIC INC    (COM) CRUS 41,000 500 0.01%
MCDONALDS CORP    (COM) MCD 41,000 210 0.01%
BOSTON SCIENTIFIC CORP    (COM) BSX 40,000 886 0.01%
1 2 3 4 Next >Full Portfolio View
Total Value As 2019-12-31: 236,472,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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