Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | 02-05-2024 | 12-31-2023 | 475 | 389,596,787 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 1 | $19,028,470 | 326,221 | 0.00 | 0.01 | 6,603 | 2.07 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $13,225,439 | 32,295 | 0.00 | 0.00 | -111 | -0.34 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INT TERM CORP | 3 | $12,280,073 | 151,084 | 0.00 | 151,084 | +Inf | 12-31-2023 | |
| APPLE INC | COM | 4 | $11,933,924 | 61,985 | 0.00 | 0.00 | -2,161 | -3.37 | 12-31-2023 |
