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 |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | 301 | $21,069 | 130 | 0.00 | 0.00 | -100 | -43.48 | 12-31-2023 |
| PHILLIPS 66 | COM | 302 | $19,971 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BRISTOL MYERS SQUIBB CO | COM | 303 | $19,754 | 385 | 0.00 | 0.00 | 108 | 38.99 | 12-31-2023 |
| ISHARES TR | US TECH ETF | 304 | $19,640 | 160 | 0.00 | 160 | +Inf | 12-31-2023 |
