The Analysis of Global Wealth Management, LLC's Holdings
Currently, Global Wealth Management, LLC holds 41 types of securities in its portfolio with a total value $185.8M. In the most recent quarter, they have increased their positions in SIVR (+48.4K shares, valued at $3.3M), N/A (+31.6K shares, valued at $2.6M), IBIT (+13.9K shares, valued at $687.7K); decreased their positions in VUSB (-110.3K shares, valued at $5.5M), IVV (-3.8K shares, valued at $2.6M), SCHB (-75.4K shares, valued at $2.0M); initiated new positions in IBIT (+13.9K shares, valued at $687.7K), VCRM (+3.9K shares, valued at $294.1K), FMUN (+5.8K shares, valued at $293.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JMST J P MORGAN EXCHANGE TRADED F522.7K shares-1.67%2025-12-312026-01-26
SCHB SCHWAB STRATEGIC TR878.6K shares-7.90%2025-12-312026-01-26 VUSB VANGUARD BD INDEX FDS379.1K shares-22.54%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR667.3K shares-5.86%2025-12-312026-01-26 IVV ISHARES TR26.2K shares-12.68%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS53.1K shares-3.55%2025-12-312026-01-26 IJR ISHARES TR81.3K shares-4.51%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS116.3K shares3.35%2025-12-312026-01-26 VTI VANGUARD INDEX FDS22.9K shares-4.08%2025-12-312026-01-26 IJH ISHARES TR100.0K shares-5.66%2025-12-312026-01-26 SIVR ABRDN SILVER ETF TRUST76.3K shares173.42%2025-12-312026-01-26 VGT VANGUARD WORLD FD4.0K shares-6.94%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON9.7K shares0.03%2025-12-312026-01-26 IWD ISHARES TR7.0K shares0.00%2025-12-312026-01-26 AMZN AMAZON COM INC5.3K shares20.22%2025-12-312026-01-26 MSFT MICROSOFT CORP1.7K shares0.18%2025-12-312026-01-26 AAPL APPLE INC2.6K shares-1.84%2025-12-312026-01-26 IWB ISHARES TR1.9K shares0.27%2025-12-312026-01-26 IBIT ISHARES BITCOIN TRUST ETF13.9K sharesnew addition2025-12-312026-01-26 GLD SPDR GOLD TR1.7K shares16.27%2025-12-312026-01-26 VDE VANGUARD WORLD FD3.8K shares-37.32%2025-12-312026-01-26 VUG VANGUARD INDEX FDS876 shares0.23%2025-12-312026-01-26 NVDA NVIDIA CORPORATION2.1K shares-4.20%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.0K shares0.10%2025-12-312026-01-26 OEF ISHARES TR887 shares0.00%2025-12-312026-01-26 VCRM VANGUARD MUN BD FDS3.9K sharesnew addition2025-12-312026-01-26 FMUN FIDELITY MERRIMACK STR TR5.8K sharesnew addition2025-12-312026-01-26 SLV ISHARES SILVER TR4.5K sharesnew addition2025-12-312026-01-26 AMGN AMGEN INC846 shares0.48%2025-12-312026-01-26 WMT WALMART INC2.4K shares0.00%2025-12-312026-01-26 AGQ PROSHARES TR II1.7K sharesnew addition2025-12-312026-01-26 BROADCOM INC BROADCOM INC750 shares0.00%2025-12-312026-01-26 VOX VANGUARD WORLD FD1.2K shares0.34%2025-12-312026-01-26 SIL GLOBAL X FDS2.7K sharesnew addition2025-12-312026-01-26 MMM 3M CO1.4K sharesnew addition2025-12-312026-01-26 ALPHABET INC ALPHABET INC670 sharesnew addition2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC965 sharesnew addition2025-12-312026-01-26 SDY SPDR SERIES TRUST1.5K shares0.69%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available