GWM Asset Management

Latest statistics and disclosures from GWM Asset Management's latest quarterly 13F-HR filing:

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Positions held by GWM Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for GWM Asset Management

GWM Asset Management holds 7 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Activision Blizzard 47.3 $55M +526% 594k 92.93
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Horizon Therapeutics Pub L SHS 32.0 $37M +223% 324k 115.28
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Heico Corp Cl A (HEI.A) 7.8 $9.0M 70k 129.22
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Chase Corporation 5.3 $6.2M NEW 48k 127.23
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Exxon Mobil Corporation (XOM) 3.4 $4.0M NEW 34k 117.58
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United States Steel Corporation (X) 2.8 $3.2M NEW 101k 32.17
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CIRCOR International 1.6 $1.8M NEW 33k 55.75
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Past Filings by GWM Asset Management

SEC 13F filings are viewable for GWM Asset Management going back to 2020