Global Wealth Management Investment Advisory
Latest statistics and disclosures from Global Wealth Management Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, QQQ, VCIT, AAPL, SLQD, and represent 17.39% of Global Wealth Management Investment Advisory's stock portfolio.
- Added to shares of these 10 stocks: EXR, MCD, NEE, UPS, CELH, HD, LYB, CVX, HON, KMB.
- Started 34 new stock positions in VO, EXP, SCCO, ORLY, MMM, BRBR, GPN, AIQ, WTM, IQM.
- Reduced shares in these 10 stocks: CVS, WY, C, PFE, IWY, AAPL, IWX, VTWO, AGNC, USIG.
- Sold out of its positions in YOLO, NLY, BAM, Canopy Gro, CRNC, DHY, DFAC, DISH Network, DPRO, Fiesta Restaurant.
- Global Wealth Management Investment Advisory was a net buyer of stock by $3.2M.
- Global Wealth Management Investment Advisory has $390M in assets under management (AUM), dropping by 9.11%.
- Central Index Key (CIK): 0001767855
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Portfolio Holdings for Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory holds 475 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.9 | $19M | +2% | 326k | 58.33 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.4 | $13M | 32k | 409.52 |
|
|
| Vanguard Scottsdale Fds Int Term Corp (VCIT) | 3.2 | $12M | +2% | 151k | 81.28 |
|
| Apple (AAPL) | 3.1 | $12M | -3% | 62k | 192.53 |
|
| Ishares Tr 0 5yr Invt Gr Cp (SLQD) | 2.9 | $11M | +2% | 230k | 49.20 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.9 | $11M | +3% | 204k | 54.98 |
|
| Ishares Tr Core Sp500 Etf (IVV) | 2.7 | $11M | 22k | 477.62 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.6 | $10M | 146k | 70.35 |
|
|
| Ishares Tr Core Sp Mcp Etf (IJH) | 2.4 | $9.3M | 34k | 277.15 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.2 | $8.5M | 76k | 111.63 |
|
|
| Microsoft Corporation (MSFT) | 2.1 | $8.4M | -2% | 22k | 376.03 |
|
| Bank of America Corporation (BAC) | 1.9 | $7.4M | 221k | 33.67 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $7.4M | 43k | 170.10 |
|
|
| Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS) | 1.9 | $7.3M | 158k | 46.36 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.9 | $7.3M | +2% | 95k | 77.39 |
|
| Ishares Tr Core Sp Scp Etf (IJR) | 1.7 | $6.7M | 62k | 108.25 |
|
|
| Chevron Corporation (CVX) | 1.6 | $6.2M | +14% | 42k | 149.16 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $5.4M | 11k | 495.22 |
|
|
| Home Depot (HD) | 1.4 | $5.4M | +27% | 16k | 346.56 |
|
| Nextera Energy (NEE) | 1.3 | $5.0M | +56% | 82k | 60.74 |
|
| Amazon (AMZN) | 1.2 | $4.7M | -2% | 31k | 151.94 |
|
| Duke Energy Corp Com New (DUK) | 1.1 | $4.2M | 44k | 97.04 |
|
|
| Johnson & Johnson (JNJ) | 1.1 | $4.2M | +4% | 27k | 156.74 |
|
| Digital Realty Trust (DLR) | 1.1 | $4.1M | -5% | 31k | 134.58 |
|
| Morgan Stanley Com New (MS) | 1.0 | $4.1M | +13% | 44k | 93.25 |
|
| Target Corporation (TGT) | 1.0 | $4.0M | +7% | 28k | 142.42 |
|
| Southern Company (SO) | 1.0 | $3.9M | 56k | 70.12 |
|
|
| Procter & Gamble Company (PG) | 1.0 | $3.8M | +12% | 26k | 146.54 |
|
| United Parcel Service CL B (UPS) | 1.0 | $3.8M | +76% | 24k | 157.23 |
|
| Honeywell International (HON) | 1.0 | $3.7M | +23% | 18k | 209.71 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $3.7M | -3% | 73k | 50.58 |
|
| Dow (DOW) | 0.9 | $3.7M | 67k | 54.84 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $3.6M | +6% | 36k | 99.98 |
|
| Coca-Cola Company (KO) | 0.9 | $3.6M | 62k | 58.93 |
|
|
| Qualcomm (QCOM) | 0.9 | $3.6M | -4% | 25k | 144.63 |
|
| Lyondellbasell Industries N Shs A (LYB) | 0.9 | $3.5M | +36% | 37k | 95.08 |
|
| Wal-Mart Stores (WMT) | 0.9 | $3.5M | -4% | 22k | 157.65 |
|
| Cisco Systems (CSCO) | 0.9 | $3.4M | -4% | 68k | 50.52 |
|
| Caterpillar (CAT) | 0.9 | $3.4M | +3% | 12k | 295.67 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.9 | $3.4M | -13% | 19k | 175.22 |
|
| General Dynamics Corporation (GD) | 0.9 | $3.4M | 13k | 259.68 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $3.4M | 5.8k | 582.92 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $3.4M | -6% | 11k | 310.88 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.3M | 24k | 139.69 |
|
|
| Extra Space Storage (EXR) | 0.8 | $3.3M | NEW | 21k | 160.33 |
|
| Oracle Corporation (ORCL) | 0.8 | $3.3M | 31k | 105.43 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.8 | $3.3M | +20% | 27k | 121.51 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $3.1M | +6% | 32k | 99.25 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $3.0M | -5% | 20k | 149.50 |
|
| BP Sponsored Adr (BP) | 0.7 | $2.7M | -2% | 78k | 35.40 |
|
| ConAgra Foods (CAG) | 0.7 | $2.7M | +3% | 93k | 28.66 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $2.7M | +3% | 4.0k | 660.08 |
|
| Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $2.5M | -4% | 53k | 47.90 |
|
| McDonald's Corporation (MCD) | 0.6 | $2.4M | +2933% | 8.1k | 296.51 |
|
| Diamondback Energy (FANG) | 0.6 | $2.3M | -7% | 15k | 155.08 |
|
| Uber Technologies (UBER) | 0.6 | $2.2M | 36k | 61.57 |
|
|
| American Express Company (AXP) | 0.6 | $2.2M | +5% | 12k | 187.34 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.6 | $2.1M | -13% | 31k | 70.17 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.5 | $2.1M | -11% | 41k | 51.26 |
|
| Archer Daniels Midland Company (ADM) | 0.5 | $2.1M | +3% | 29k | 72.22 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $2.0M | -4% | 26k | 77.02 |
|
| Palo Alto Networks (PANW) | 0.5 | $2.0M | 6.8k | 294.88 |
|
|
| Cigna Corp (CI) | 0.5 | $1.9M | +8% | 6.3k | 299.45 |
|
| Marriott Intl Cl A (MAR) | 0.5 | $1.9M | +4% | 8.2k | 225.51 |
|
| Lennar Corp Cl A (LEN) | 0.5 | $1.8M | +4% | 12k | 149.04 |
|
| Meta Platforms Cl A (META) | 0.5 | $1.8M | 5.0k | 353.96 |
|
|
| Celsius Hldgs Com New (CELH) | 0.4 | $1.7M | +218% | 32k | 54.52 |
|
| salesforce (CRM) | 0.4 | $1.6M | -5% | 6.3k | 263.14 |
|
| Halliburton Company (HAL) | 0.4 | $1.6M | +4% | 44k | 36.15 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.5M | -3% | 7.2k | 213.33 |
|
| The Trade Desk Com Cl A (TTD) | 0.4 | $1.5M | +5% | 21k | 71.96 |
|
| Lululemon Athletica (LULU) | 0.4 | $1.4M | 2.7k | 511.29 |
|
|
| Amgen (AMGN) | 0.3 | $1.4M | +2% | 4.7k | 288.02 |
|
| Becton, Dickinson and (BDX) | 0.3 | $1.4M | +8% | 5.6k | 243.83 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $1.4M | -5% | 18k | 76.38 |
|
| Cloudflare Cl A Com (NET) | 0.3 | $1.3M | +2% | 16k | 83.26 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.3M | +10% | 16k | 84.14 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $1.3M | -11% | 22k | 59.32 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $1.3M | 12k | 108.41 |
|
|
| Shopify Cl A (SHOP) | 0.3 | $1.3M | +5% | 17k | 77.90 |
|
| Netflix (NFLX) | 0.3 | $1.3M | +3% | 2.7k | 486.88 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $1.3M | +3% | 31k | 40.91 |
|
| Abbvie (ABBV) | 0.3 | $1.3M | +4% | 8.2k | 154.97 |
|
| Jabil Circuit (JBL) | 0.3 | $1.2M | 9.5k | 127.40 |
|
|
| Metropcs Communications (TMUS) | 0.3 | $1.2M | +3% | 7.4k | 160.33 |
|
| TJX Companies (TJX) | 0.3 | $1.2M | +5% | 13k | 93.81 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.3 | $1.2M | 27k | 44.30 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $1.1M | -13% | 9.8k | 116.29 |
|
| Tesla Motors (TSLA) | 0.3 | $1.1M | -7% | 4.6k | 248.48 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $1.1M | -12% | 21k | 52.10 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $1.1M | -11% | 11k | 96.85 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.0M | +9% | 26k | 40.23 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $932k | -3% | 13k | 74.58 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $841k | +2% | 16k | 53.82 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $809k | -3% | 20k | 41.10 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $797k | -3% | 6.1k | 130.92 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $725k | +76% | 6.9k | 104.45 |
|
| Nike CL B (NKE) | 0.2 | $697k | 6.4k | 108.57 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $687k | -4% | 14k | 49.36 |
|
| Kkr & Co (KKR) | 0.2 | $682k | -20% | 8.2k | 82.85 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $658k | 13k | 51.05 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.2 | $637k | +2% | 32k | 19.97 |
|
| Midcap Financial Invstmnt Com New (MFIC) | 0.2 | $619k | 45k | 13.68 |
|
|
| Golub Capital BDC (GBDC) | 0.2 | $618k | 41k | 15.10 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $609k | 28k | 21.78 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $607k | -32% | 7.5k | 81.10 |
|
| Kinder Morgan (KMI) | 0.2 | $586k | +4% | 33k | 17.64 |
|
| Blackrock Tcp Cap Corp (TCPC) | 0.1 | $566k | +7% | 49k | 11.54 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $528k | -11% | 8.6k | 61.53 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $526k | 1.5k | 356.66 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $525k | -4% | 8.6k | 61.16 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $509k | +15% | 13k | 40.12 |
|
| Realty Income (O) | 0.1 | $494k | -4% | 8.6k | 57.42 |
|
| Public Storage (PSA) | 0.1 | $492k | +11% | 1.6k | 305.00 |
|
| Prologis (PLD) | 0.1 | $482k | +4% | 3.6k | 133.30 |
|
| Ventas (VTR) | 0.1 | $473k | +2% | 9.5k | 49.84 |
|
| Wp Carey (WPC) | 0.1 | $473k | -2% | 7.3k | 64.81 |
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| Vici Pptys (VICI) | 0.1 | $464k | +4% | 15k | 31.88 |
|
| Invitation Homes (INVH) | 0.1 | $456k | +53% | 13k | 34.11 |
|
| Sun Communities (SUI) | 0.1 | $441k | +7% | 3.3k | 133.65 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $397k | -2% | 2.8k | 140.93 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $341k | 3.2k | 105.43 |
|
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| Spdr Sp 500 Etf Tr Tr Unit (SPY) | 0.1 | $284k | -5% | 598.00 | 475.31 |
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| Phillips Edison Common Stock (PECO) | 0.1 | $256k | -22% | 7.0k | 36.48 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $254k | +9% | 1.3k | 200.69 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $243k | 1.3k | 192.48 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $225k | 4.7k | 47.79 |
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| Walt Disney Company (DIS) | 0.1 | $219k | +5% | 2.4k | 90.29 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $204k | 2.9k | 70.72 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $190k | +14% | 1.6k | 117.22 |
|
| Union Pacific Corporation (UNP) | 0.0 | $187k | 760.00 | 245.62 |
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| Aon Shs Cl A (AON) | 0.0 | $177k | 607.00 | 291.02 |
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| Advanced Micro Devices (AMD) | 0.0 | $170k | +8% | 1.2k | 147.41 |
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| Altria (MO) | 0.0 | $169k | -6% | 4.2k | 40.34 |
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| Boeing Company (BA) | 0.0 | $167k | 642.00 | 260.66 |
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| Visa Com Cl A (V) | 0.0 | $159k | -11% | 611.00 | 260.35 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $150k | 3.2k | 47.00 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $145k | -6% | 1.1k | 129.49 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $144k | 5.7k | 25.30 |
|
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| Philip Morris International (PM) | 0.0 | $140k | 1.5k | 94.08 |
|
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| Cummins (CMI) | 0.0 | $139k | -3% | 580.00 | 239.57 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $134k | -4% | 315.00 | 426.51 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $125k | 277.00 | 452.82 |
|
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| Abbott Laboratories (ABT) | 0.0 | $121k | +2% | 1.1k | 110.07 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $116k | 683.00 | 170.40 |
|
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| Etf Opportunities Trust American Conser (ACVF) | 0.0 | $113k | 3.1k | 36.48 |
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| Waste Management (WM) | 0.0 | $112k | 627.00 | 179.13 |
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| Steris Shs Usd (STE) | 0.0 | $110k | +122% | 500.00 | 219.85 |
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| Verizon Communications (VZ) | 0.0 | $105k | -11% | 2.8k | 37.70 |
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| Global Net Lease Com New (GNL) | 0.0 | $105k | 11k | 9.95 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $101k | -37% | 395.00 | 255.32 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $99k | 597.00 | 165.25 |
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| Sofi Technologies (SOFI) | 0.0 | $99k | -5% | 9.9k | 9.95 |
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| Emerson Electric (EMR) | 0.0 | $97k | 1.0k | 97.33 |
|
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| American Electric Power Company (AEP) | 0.0 | $97k | 1.2k | 81.22 |
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| Toll Brothers (TOL) | 0.0 | $93k | -5% | 900.00 | 102.79 |
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| Carrier Global Corporation (CARR) | 0.0 | $83k | 1.5k | 57.45 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $81k | 421.00 | 191.17 |
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| Deere & Company (DE) | 0.0 | $80k | 200.00 | 399.87 |
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| Nio Spon Ads (NIO) | 0.0 | $80k | -7% | 8.8k | 9.07 |
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| At&t (T) | 0.0 | $77k | -19% | 4.6k | 16.78 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $77k | 5.2k | 14.76 |
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| Twilio Cl A (TWLO) | 0.0 | $77k | -33% | 1.0k | 75.87 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $76k | 2.0k | 37.60 |
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| Lowe's Companies (LOW) | 0.0 | $75k | 339.00 | 222.55 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $75k | +118% | 4.4k | 17.17 |
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| Servicenow (NOW) | 0.0 | $73k | -31% | 103.00 | 706.49 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $72k | 930.00 | 77.73 |
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| Corteva (CTVA) | 0.0 | $72k | 1.5k | 47.92 |
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| CVS Caremark Corporation (CVS) | 0.0 | $72k | -98% | 909.00 | 78.94 |
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| UnitedHealth (UNH) | 0.0 | $70k | -13% | 133.00 | 526.47 |
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| L3harris Technologies (LHX) | 0.0 | $69k | 325.00 | 210.62 |
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| Ameriprise Financial (AMP) | 0.0 | $68k | 180.00 | 379.83 |
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| Dominion Resources (D) | 0.0 | $68k | +6% | 1.5k | 47.00 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $68k | -80% | 6.9k | 9.81 |
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| Kroger (KR) | 0.0 | $66k | 1.4k | 45.71 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $65k | 215.00 | 303.41 |
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| AECOM Technology Corporation (ACM) | 0.0 | $65k | 700.00 | 92.43 |
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| Merck & Co (MRK) | 0.0 | $63k | 580.00 | 109.02 |
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| Nucor Corporation (NUE) | 0.0 | $63k | 360.00 | 174.04 |
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| International Business Machines (IBM) | 0.0 | $63k | 383.00 | 163.55 |
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| Southwest Airlines (LUV) | 0.0 | $63k | +43% | 2.2k | 28.88 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $62k | -19% | 850.00 | 72.43 |
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| Hershey Company (HSY) | 0.0 | $61k | 325.00 | 186.24 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $61k | -10% | 840.00 | 72.03 |
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| Citigroup Com New (C) | 0.0 | $60k | -97% | 1.2k | 51.44 |
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| Etf Managers Tr Prime Cybr Scrty | 0.0 | $57k | 950.00 | 60.41 |
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| Golden Ocean Group Shs New (GOGL) | 0.0 | $53k | 5.4k | 9.76 |
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| Brown & Brown (BRO) | 0.0 | $51k | 720.00 | 71.11 |
|
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| Canadian Natl Ry (CNI) | 0.0 | $50k | 400.00 | 125.63 |
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| Ishares Tr Core Sp Us Gwt (IUSG) | 0.0 | $49k | 470.00 | 104.10 |
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| Select Sector Spdr Tr Sbi Int Utils (XLU) | 0.0 | $49k | -54% | 769.00 | 63.33 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $49k | 120.00 | 405.33 |
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| Constellation Brands Cl A (STZ) | 0.0 | $47k | 195.00 | 241.75 |
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| Skyworks Solutions (SWKS) | 0.0 | $46k | +30% | 408.00 | 112.42 |
|
| Encompass Health Corp (EHC) | 0.0 | $45k | 680.00 | 66.72 |
|
|
| Block Cl A (SQ) | 0.0 | $44k | -47% | 573.00 | 77.33 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $44k | 685.00 | 64.48 |
|
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| Bellring Brands Common Stock (BRBR) | 0.0 | $44k | NEW | 793.00 | 55.43 |
|
| Pentair SHS (PNR) | 0.0 | $44k | 600.00 | 72.71 |
|
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| Novo Nordisk A S Adr (NVO) | 0.0 | $43k | 416.00 | 103.45 |
|
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| Snowflake Cl A (SNOW) | 0.0 | $43k | +4% | 215.00 | 199.00 |
|
| Cirrus Logic (CRUS) | 0.0 | $42k | 500.00 | 83.19 |
|
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| RPM International (RPM) | 0.0 | $42k | 372.00 | 111.62 |
|
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| ConocoPhillips (COP) | 0.0 | $41k | 350.00 | 116.07 |
|
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $41k | -98% | 1.2k | 34.77 |
|
| Albemarle Corporation (ALB) | 0.0 | $40k | +65% | 276.00 | 144.48 |
|
| Consolidated Edison (ED) | 0.0 | $39k | -21% | 430.00 | 90.97 |
|
| Goldman Sachs (GS) | 0.0 | $39k | 100.00 | 385.77 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $38k | -31% | 872.00 | 43.85 |
|
| FedEx Corporation (FDX) | 0.0 | $38k | 150.00 | 252.97 |
|
|
| Five9 (FIVN) | 0.0 | $38k | +139% | 479.00 | 78.69 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $37k | 1.0k | 36.92 |
|
|
| Farmer Brothers (FARM) | 0.0 | $37k | 12k | 3.06 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $36k | +125% | 900.00 | 40.06 |
|
| General Motors Company (GM) | 0.0 | $36k | 1.0k | 35.92 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $36k | 600.00 | 59.09 |
|
|
| Ford Motor Company (F) | 0.0 | $34k | -4% | 2.8k | 12.19 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $34k | 84.00 | 405.64 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $34k | 247.00 | 136.38 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $33k | NEW | 1.2k | 26.97 |
|
| Ameren Corporation (AEE) | 0.0 | $31k | 425.00 | 72.34 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $31k | 63.00 | 484.00 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $30k | 360.00 | 83.84 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $30k | 262.00 | 115.19 |
|
|
| Eagle Materials (EXP) | 0.0 | $30k | NEW | 147.00 | 202.84 |
|
| Carnival Corp Unit 99 99 9999 (CCL) | 0.0 | $28k | -6% | 1.5k | 18.54 |
|
| Broadcom (AVGO) | 0.0 | $28k | 25.00 | 1116.24 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $27k | +8% | 63.00 | 435.21 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $27k | 197.00 | 136.14 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $27k | 278.00 | 96.02 |
|
|
| Constellation Energy (CEG) | 0.0 | $27k | 227.00 | 116.89 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $25k | 75.00 | 337.36 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $25k | 50.00 | 490.00 |
|
|
| DTE Energy Company (DTE) | 0.0 | $23k | 212.00 | 110.26 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $23k | NEW | 100.00 | 232.64 |
|
| Hldgs (UAL) | 0.0 | $23k | 560.00 | 41.26 |
|
|
| Travelers Companies (TRV) | 0.0 | $23k | 120.00 | 190.49 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $22k | 500.00 | 44.68 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $22k | 83.00 | 262.27 |
|
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $21k | -26% | 399.00 | 53.13 |
|
| General Mills (GIS) | 0.0 | $21k | 325.00 | 65.14 |
|
|
| Applied Materials (AMAT) | 0.0 | $21k | -43% | 130.00 | 162.07 |
|
| Phillips 66 (PSX) | 0.0 | $20k | 150.00 | 133.14 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $20k | +38% | 385.00 | 51.31 |
|
| Ishares Tr Us Tech Etf (IYW) | 0.0 | $20k | 160.00 | 122.75 |
|
|
| Penn National Gaming (PENN) | 0.0 | $20k | 750.00 | 26.02 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $19k | 550.00 | 35.25 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $19k | NEW | 225.00 | 86.07 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $19k | 450.00 | 42.85 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $19k | 134.00 | 143.64 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $19k | 956.00 | 20.03 |
|
|
| CSX Corporation (CSX) | 0.0 | $19k | 550.00 | 34.67 |
|
|
| Boyd Gaming Corporation (BYD) | 0.0 | $19k | 300.00 | 62.61 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $19k | 302.00 | 61.94 |
|
|
| Cava Group Ord (CAVA) | 0.0 | $18k | +325% | 425.00 | 42.98 |
|
| Pfizer (PFE) | 0.0 | $18k | -99% | 633.00 | 28.79 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $18k | -3% | 432.00 | 41.51 |
|
| Enbridge (ENB) | 0.0 | $18k | 492.00 | 36.02 |
|
|
| Steel Dynamics (STLD) | 0.0 | $18k | 150.00 | 118.10 |
|
|
| Micron Technology (MU) | 0.0 | $17k | 200.00 | 85.34 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $17k | 224.00 | 76.13 |
|
|
| Zillow Group Cl A (ZG) | 0.0 | $17k | 300.00 | 56.72 |
|
|
| Clearway Energy CL C (CWEN) | 0.0 | $17k | 614.00 | 27.44 |
|
|
| Dupont De Nemours (DD) | 0.0 | $17k | -58% | 218.00 | 76.93 |
|
| Masco Corporation (MAS) | 0.0 | $17k | 250.00 | 66.98 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $16k | 600.00 | 26.35 |
|
|
| Unitil Corporation (UTL) | 0.0 | $15k | 280.00 | 52.57 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $15k | 100.00 | 146.95 |
|
|
| Clear Secure Com Cl A (YOU) | 0.0 | $15k | 700.00 | 20.65 |
|
|
| Hess (HES) | 0.0 | $14k | 100.00 | 144.16 |
|
|
| First Tr Exchange Traded Dj Internt Idx (FDN) | 0.0 | $14k | 76.00 | 186.55 |
|
|
| Exelon Corporation (EXC) | 0.0 | $14k | 383.00 | 35.90 |
|
|
| Dollar General (DG) | 0.0 | $14k | 100.00 | 135.95 |
|
|
| Ross Stores (ROST) | 0.0 | $14k | +63% | 98.00 | 138.39 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $13k | -4% | 670.00 | 20.04 |
|
| Ethan Allen Interiors (ETD) | 0.0 | $13k | 417.00 | 31.92 |
|
|
| Crown Holdings (CCK) | 0.0 | $13k | 140.00 | 92.09 |
|
|
| Biosig Technologies Com New | 0.0 | $13k | 27k | 0.47 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $12k | 800.00 | 15.47 |
|
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $11k | 315.00 | 36.15 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $11k | -16% | 990.00 | 11.38 |
|
| Peak (DOC) | 0.0 | $11k | +55% | 560.00 | 19.80 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $11k | 46.00 | 237.22 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $11k | 465.00 | 23.46 |
|
|
| American Tower Reit (AMT) | 0.0 | $11k | NEW | 50.00 | 215.88 |
|
| Etf Ser Solutions Us Gbl Gld Pre (GOAU) | 0.0 | $11k | -67% | 624.00 | 17.00 |
|
| Cornerstone Strategic Value (CLM) | 0.0 | $11k | 1.5k | 7.19 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $10k | 177.00 | 58.07 |
|
|
| Spdr Ser Tr Sp Biotech (XBI) | 0.0 | $10k | 115.00 | 89.29 |
|
|
| Cdw (CDW) | 0.0 | $10k | NEW | 45.00 | 227.31 |
|
| Topbuild (BLD) | 0.0 | $10k | 27.00 | 374.26 |
|
|
| Fiserv (FI) | 0.0 | $10k | NEW | 75.00 | 132.84 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $9.9k | -63% | 75.00 | 132.15 |
|
| Ishares Tr Core Sp Us Vlu (IUSV) | 0.0 | $9.8k | 116.00 | 84.33 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $9.7k | +23% | 21.00 | 460.71 |
|
| Global Payments (GPN) | 0.0 | $9.5k | NEW | 75.00 | 127.00 |
|
| Solaredge Technologies (SEDG) | 0.0 | $9.4k | -27% | 100.00 | 93.60 |
|
| Howmet Aerospace (HWM) | 0.0 | $9.0k | 166.00 | 54.12 |
|
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $8.7k | 195.00 | 44.63 |
|
|
| Raymond James Financial (RJF) | 0.0 | $8.4k | 75.00 | 111.51 |
|
|
| Avista Corporation (AVA) | 0.0 | $8.0k | 225.00 | 35.74 |
|
|
| Carrols Restaurant (TAST) | 0.0 | $7.9k | 1.0k | 7.88 |
|
|
| PNC Financial Services (PNC) | 0.0 | $7.7k | 50.00 | 154.86 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $7.4k | 151.00 | 49.22 |
|
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $7.4k | +42% | 1.3k | 5.55 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $7.4k | 442.00 | 16.67 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $7.3k | 100.00 | 73.13 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $7.3k | 50.00 | 146.26 |
|
|
| Ishares Tr Ishs 5 10yr Invt (IGIB) | 0.0 | $7.3k | 140.00 | 52.00 |
|
|
| Cinemark Holdings (CNK) | 0.0 | $7.0k | 500.00 | 14.09 |
|
|
| American Airls (AAL) | 0.0 | $7.0k | +251% | 510.00 | 13.74 |
|
| CRH Ord (CRH) | 0.0 | $6.9k | 100.00 | 69.16 |
|
|
| Scotts Miracle Gro Cl A (SMG) | 0.0 | $6.9k | 108.00 | 63.75 |
|
|
| Invesco Exchange Traded Fd T Rymnd Jms Sb 1 | 0.0 | $6.8k | 110.00 | 61.79 |
|
|
| 3M Company (MMM) | 0.0 | $6.6k | NEW | 60.00 | 109.32 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $6.5k | 110.00 | 59.24 |
|
|
| Toast Cl A (TOST) | 0.0 | $6.4k | NEW | 350.00 | 18.26 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $6.4k | 82.00 | 77.51 |
|
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $6.3k | -86% | 155.00 | 40.86 |
|
| Smucker J M Com New (SJM) | 0.0 | $6.3k | 50.00 | 126.38 |
|
|
| Mednax (MD) | 0.0 | $6.0k | 650.00 | 9.30 |
|
|
| White Mountains Insurance Gp (WTM) | 0.0 | $6.0k | NEW | 4.00 | 1505.00 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $5.9k | 86.00 | 69.05 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $5.8k | 106.00 | 54.80 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $5.8k | 750.00 | 7.69 |
|
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $5.7k | 67.00 | 84.90 |
|
|
| Markel Corporation (MKL) | 0.0 | $5.7k | NEW | 4.00 | 1420.00 |
|
| Lucid Group (LCID) | 0.0 | $5.5k | 1.3k | 4.21 |
|
|
| Sirius Xm Holdings (SIRI) | 0.0 | $5.5k | NEW | 1.0k | 5.47 |
|
| American Intl Group Com New (AIG) | 0.0 | $5.4k | NEW | 80.00 | 67.75 |
|
| Gartner (IT) | 0.0 | $5.4k | NEW | 12.00 | 451.08 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $5.4k | 100.00 | 53.55 |
|
|
| Intel Corporation (INTC) | 0.0 | $5.3k | -76% | 106.00 | 50.25 |
|
| Summit Therapeutics (SMMT) | 0.0 | $5.2k | 2.0k | 2.61 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $5.1k | 70.00 | 72.66 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $5.0k | 45.00 | 110.67 |
|
|
| Godaddy Cl A (GDDY) | 0.0 | $4.9k | NEW | 46.00 | 106.15 |
|
| Pulte (PHM) | 0.0 | $4.7k | NEW | 46.00 | 103.22 |
|
| General Electric Com New (GE) | 0.0 | $4.7k | 37.00 | 127.62 |
|
|
| Technipfmc (FTI) | 0.0 | $4.5k | -71% | 224.00 | 20.14 |
|
| Conn's (CONN) | 0.0 | $4.4k | 1.0k | 4.44 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $4.3k | -12% | 70.00 | 61.41 |
|
| Ametek (AME) | 0.0 | $4.3k | NEW | 26.00 | 164.88 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $4.1k | 100.00 | 41.39 |
|
|
| Verisign (VRSN) | 0.0 | $4.1k | 20.00 | 205.95 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $4.1k | 1.0k | 4.10 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $4.0k | NEW | 8.00 | 498.88 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $3.8k | 46.00 | 82.96 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $3.8k | NEW | 4.00 | 950.00 |
|
| MetLife (MET) | 0.0 | $3.8k | 57.00 | 66.12 |
|
|
| Arm Holdings Sponsored Adr (ARM) | 0.0 | $3.8k | NEW | 50.00 | 75.14 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $3.7k | -94% | 42.00 | 89.07 |
|
| Kraft Heinz (KHC) | 0.0 | $3.7k | -80% | 100.00 | 36.98 |
|
| Texas Roadhouse (TXRH) | 0.0 | $3.7k | 30.00 | 122.23 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $3.6k | 20.00 | 178.80 |
|
|
| Franklin Templeton Etf Tr Intelligent Mach (IQM) | 0.0 | $3.6k | NEW | 70.00 | 51.01 |
|
| S&p Global (SPGI) | 0.0 | $3.5k | NEW | 8.00 | 440.50 |
|
| Enhabit Ord (EHAB) | 0.0 | $3.5k | 340.00 | 10.35 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $3.5k | 20.00 | 173.90 |
|
|
| Global X Fds Globx Supdv Us (DIV) | 0.0 | $3.5k | 202.00 | 17.15 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $3.4k | NEW | 110.00 | 31.18 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $3.4k | 40.00 | 85.55 |
|
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $3.4k | 37.00 | 91.19 |
|
|
| Paramount Global Class B Com (PARA) | 0.0 | $3.4k | 227.00 | 14.79 |
|
|
| Spdr Index Shs Fds Sp Glbdiv Etf (WDIV) | 0.0 | $3.3k | 55.00 | 60.47 |
|
|
| Darden Restaurants (DRI) | 0.0 | $3.3k | 20.00 | 164.30 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $3.3k | NEW | 115.00 | 28.50 |
|
| Unity Software (U) | 0.0 | $3.3k | 80.00 | 40.89 |
|
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.0 | $3.2k | 144.00 | 22.26 |
|
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.0 | $3.2k | -73% | 104.00 | 30.41 |
|
| Spdr Index Shs Fds Sp Em Mkt Div (EDIV) | 0.0 | $3.0k | -13% | 93.00 | 32.52 |
|
| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $3.0k | 235.00 | 12.81 |
|
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $2.9k | 150.00 | 19.03 |
|
|
| Vacasa Cl A New (VCSA) | 0.0 | $2.7k | NEW | 332.00 | 8.20 |
|
| Spdr Ser Tr Sp Kensho Final (ROKT) | 0.0 | $2.7k | 60.00 | 44.72 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $2.6k | 17.00 | 155.35 |
|
|
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.0 | $2.6k | 217.00 | 12.16 |
|
|
| Digitalbridge Group Cl A New (DBRG) | 0.0 | $2.6k | 150.00 | 17.54 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $2.6k | 39.00 | 67.36 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $2.6k | 75.00 | 34.47 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $2.6k | -97% | 49.00 | 52.20 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $2.5k | 28.00 | 88.36 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $2.4k | 26.00 | 93.96 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $2.4k | 11.00 | 218.18 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $2.4k | NEW | 60.00 | 39.67 |
|
| Stag Industrial (STAG) | 0.0 | $2.4k | 60.00 | 39.27 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $2.4k | 17.00 | 138.53 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $2.3k | 17.00 | 137.06 |
|
|
| Synchrony Financial (SYF) | 0.0 | $2.3k | 61.00 | 38.20 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $2.3k | -66% | 24.00 | 94.75 |
|
| Adma Biologics (ADMA) | 0.0 | $2.3k | 500.00 | 4.52 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $2.2k | 19.00 | 115.05 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $2.2k | 429.00 | 5.08 |
|
|
| Under Armour CL C (UA) | 0.0 | $2.1k | 250.00 | 8.35 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $2.1k | 45.00 | 45.71 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $2.0k | 35.00 | 57.86 |
|
|
| Sunoco Lp Sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $2.0k | 33.00 | 59.94 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $1.9k | 24.00 | 80.42 |
|
|
| Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $1.9k | 800.00 | 2.34 |
|
|
| Alcoa (AA) | 0.0 | $1.9k | 55.00 | 34.00 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $1.9k | 50.00 | 37.04 |
|
|
| Infosys Sponsored Adr (INFY) | 0.0 | $1.8k | 100.00 | 18.38 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.8k | 24.00 | 73.54 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $1.8k | 61.00 | 28.79 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.8k | 25.00 | 70.12 |
|
|
| Digital World Acquisition Class A Com (DJT) | 0.0 | $1.8k | 100.00 | 17.50 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $1.7k | 36.00 | 48.47 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $1.7k | 30.00 | 57.70 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $1.7k | NEW | 7.00 | 237.86 |
|
| Asana Cl A (ASAN) | 0.0 | $1.6k | 85.00 | 19.01 |
|
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $1.6k | 205.00 | 7.77 |
|
|
| Revolve Group Cl A (RVLV) | 0.0 | $1.6k | NEW | 95.00 | 16.58 |
|
| Axcelis Technologies Com New (ACLS) | 0.0 | $1.6k | 12.00 | 129.67 |
|
|
| Occidental Pete Corp W Exp 08 03 202 (OXY.WS) | 0.0 | $1.5k | -2% | 39.00 | 38.92 |
|
| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.0 | $1.5k | NEW | 57.00 | 26.40 |
|
| Series Portfolios Tr Panagram Aaa (CLOX) | 0.0 | $1.5k | NEW | 59.00 | 25.29 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $1.5k | 75.00 | 19.48 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $1.5k | 12.00 | 121.67 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $1.4k | 38.00 | 37.05 |
|
|
| Sabre (SABR) | 0.0 | $1.3k | 300.00 | 4.40 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $1.3k | 54.00 | 24.19 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.3k | 9.00 | 145.00 |
|
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $1.3k | 213.00 | 6.12 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.3k | 7.00 | 180.00 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $1.2k | 52.00 | 23.04 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.2k | 20.00 | 59.70 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $937.999200 | 24.00 | 39.08 |
|
|
| Spdr Ser Tr Portfolio Sp600 (SPSM) | 0.0 | $927.999600 | 22.00 | 42.18 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $903.000000 | 5.00 | 180.60 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $902.000300 | 19.00 | 47.47 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $885.999800 | -74% | 7.00 | 126.57 |
|
| Dlocal Class A Com (DLO) | 0.0 | $885.000000 | 50.00 | 17.70 |
|
|
| Kohl's Corporation (KSS) | 0.0 | $860.001000 | 30.00 | 28.67 |
|
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $774.999600 | 12.00 | 64.58 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $740.000000 | 10.00 | 74.00 |
|
|
| Spdr Ser Tr SP 600 SMCP GRW (SLYG) | 0.0 | $669.000000 | 8.00 | 83.62 |
|
|
| Beyond Meat (BYND) | 0.0 | $668.002500 | 75.00 | 8.91 |
|
|
| Hain Celestial (HAIN) | 0.0 | $657.000000 | 60.00 | 10.95 |
|
|
| Wrap Technologies (WRAP) | 0.0 | $620.000000 | 200.00 | 3.10 |
|
|
| Spdr Ser Tr Sp 600 Smcp Val (SLYV) | 0.0 | $499.999800 | 6.00 | 83.33 |
|
|
| Gevo Com Par (GEVO) | 0.0 | $491.018400 | 423.00 | 1.16 |
|
|
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $490.000000 | 200.00 | 2.45 |
|
|
| Tusimple Hldgs Cl A (TSPH) | 0.0 | $439.000000 | 500.00 | 0.88 |
|
|
| Novavax Com New (NVAX) | 0.0 | $432.000000 | 90.00 | 4.80 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $422.002000 | 70.00 | 6.03 |
|
|
| Etsy (ETSY) | 0.0 | $405.000000 | 5.00 | 81.00 |
|
|
| Meta Materials | 0.0 | $396.000000 | 6.0k | 0.07 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $395.001600 | 48.00 | 8.23 |
|
|
| Bgc Group Cl A (BGC) | 0.0 | $361.000000 | 50.00 | 7.22 |
|
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $360.000000 | 5.00 | 72.00 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $321.999900 | 37.00 | 8.70 |
|
|
| American Strategic Invest Com Cl A (NYC) | 0.0 | $295.001000 | -75% | 37.00 | 7.97 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $258.000000 | 5.00 | 51.60 |
|
|
| Newmark Group Cl A (NMRK) | 0.0 | $251.999500 | 23.00 | 10.96 |
|
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $222.999000 | 35.00 | 6.37 |
|
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $204.000000 | 2.00 | 102.00 |
|
|
| Contextlogic Cl A New (WISH) | 0.0 | $202.000800 | 34.00 | 5.94 |
|
|
| Immuron Sponsored Adr (IMRN) | 0.0 | $188.000000 | 100.00 | 1.88 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $183.000000 | -13% | 100.00 | 1.83 |
|
| Viatris (VTRS) | 0.0 | $162.000000 | -71% | 15.00 | 10.80 |
|
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $153.999300 | 91.00 | 1.69 |
|
|
| Matinas Biopharma Holdings, In (MTNB) | 0.0 | $140.985000 | 650.00 | 0.22 |
|
|
| Inovio Pharmaceuticals Com New | 0.0 | $128.000000 | 250.00 | 0.51 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $126.000000 | 1.00 | 126.00 |
|
|
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $120.000300 | 21.00 | 5.71 |
|
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $84.000000 | 4.00 | 21.00 |
|
|
| Nikola Corp (NKLA) | 0.0 | $37.002000 | 42.00 | 0.88 |
|
|
| Li Auto Sponsored Ads (LI) | 0.0 | $37.000000 | 1.00 | 37.00 |
|
|
| Canopy Growth Corp Com New (CGC) | 0.0 | $20.000000 | NEW | 4.00 | 5.00 |
|
| Zimvie (ZIMV) | 0.0 | $18.000000 | 1.00 | 18.00 |
|
|
| Tilray (TLRY) | 0.0 | $12.000000 | 5.00 | 2.40 |
|
|
| Bionano Genomics Com New (BNGO) | 0.0 | $10.999800 | 6.00 | 1.83 |
|
|
| Neubase Therapeutics Com New (NBSE) | 0.0 | $9.000000 | 12.00 | 0.75 |
|
|
| Rbc Cad (RY) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Global Wealth Management Investment Advisory
SEC 13F filings are viewable for Global Wealth Management Investment Advisory going back to 2018
- Global Wealth Management Investment Advisory 2023 Q4 filed Feb. 5, 2024
- Global Wealth Management Investment Advisory 2023 Q3 filed Nov. 6, 2023
- Global Wealth Management Investment Advisory 2023 Q2 filed Aug. 10, 2023
- Global Wealth Management Investment Advisory 2023 Q1 filed May 8, 2023
- Global Wealth Management Investment Advisory 2022 Q4 filed Feb. 7, 2023
- Global Wealth Management Investment Advisory 2022 Q3 restated filed Nov. 9, 2022
- Global Wealth Management Investment Advisory 2022 Q3 filed Oct. 19, 2022
- Global Wealth Management Investment Advisory 2022 Q2 filed Aug. 15, 2022
- Global Wealth Management Investment Advisory 2022 Q1 filed May 17, 2022
- Global Wealth Management Investment Advisory 2021 Q4 filed Feb. 15, 2022
- Global Wealth Management Investment Advisory 2021 Q3 filed Nov. 16, 2021
- Global Wealth Management Investment Advisory 2021 Q2 filed Aug. 11, 2021
- Global Wealth Management Investment Advisory 2021 Q1 filed May 17, 2021
- Global Wealth Management Investment Advisory 2020 Q4 filed Feb. 16, 2021
- Global Wealth Management Investment Advisory 2020 Q3 filed Nov. 16, 2020
- Global Wealth Management Investment Advisory 2020 Q2 filed Aug. 12, 2020