Global Wealth Management Investment Advisory, Inc. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Global Wealth Management Investment Advisory, Inc. opened 10 positions, added to 52, reduced 31, sold out of 7 and left 4 unchanged. The largest increase in value was DVN (+$5,287,745); the largest decrease was XOMXXXX (-$9,163,062).
- PANW: Country of operation United States; Class COM; Shares 2026-03-31 28,022; Shares 2026-06-30 27,834.
- CRWD: Country of operation United States; Class CL A; Shares 2026-03-31 13,147; Shares 2026-06-30 12,820.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 111,863; Shares 2026-06-30 111,804.
- CAT: Country of operation United States; Class COM; Shares 2026-03-31 8,230; Shares 2026-06-30 7,204.
Two Form 13F-HR filings compared (SEC CIK 1767855): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 28,022 | 27,834 | -188 | $4,492,436 | $9,491,842 | +$4,999,406 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 13,147 | 12,820 | -327 | $5,132,841 | $9,783,691 | +$4,650,850 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 111,863 | 111,804 | -59 | $19,508,859 | $22,370,796 | +$2,861,937 |
|---|
CAT
CATERPILLAR INC | United States | COM | 8,230 | 7,204 | -1,026 | $5,830,274 | $7,672,071 | +$1,841,797 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 41,775 | 41,627 | -148 | $6,874,977 | $8,701,773 | +$1,826,796 |
|---|
LLY
ELI LILLY & CO | United States | COM | 4,577 | 4,528 | -49 | $4,209,687 | $5,430,937 | +$1,221,250 |
|---|
CSCO
CISCO SYS INC | United States | COM | 73,569 | 58,021 | -15,548 | $5,708,242 | $6,815,174 | +$1,106,932 |
|---|
CCI
CROWN CASTLE INC | United States | COM | 69,107 | 61,298 | -7,809 | $5,619,053 | $4,642,089 | -$976,964 |
|---|
VICI
VICI PPTYS INC | United States | COM | 219,343 | 193,666 | -25,677 | $5,992,454 | $5,141,838 | -$850,616 |
|---|
GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 40,735 | 37,516 | -3,219 | $3,775,727 | $2,979,481 | -$796,246 |
|---|
KMI
KINDER MORGAN INC DEL | United States | COM | 58,104 | 43,655 | -14,449 | $1,948,243 | $1,395,654 | -$552,589 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 65,115 | 49,638 | -15,477 | $4,676,568 | $5,135,005 | +$458,437 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,294 | 1,202 | -92 | $263,299 | $698,428 | +$435,129 |
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GOOG
ALPHABET INC | United States | CAP STK CL C | 4,240 | 4,129 | -111 | $1,216,414 | $1,459,071 | +$242,657 |
|---|
CELH
CELSIUS HLDGS INC | United States | COM NEW | 28,868 | 28,745 | -123 | $1,024,252 | $841,667 | -$182,585 |
|---|
VMRK
EQUITY RESIDENTIAL | United States | SH BEN INT | 19,181 | 19,163 | -18 | $1,134,561 | $1,301,768 | +$167,207 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,205 | 1,780 | -425 | $1,056,636 | $890,694 | -$165,942 |
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TSLA
TESLA INC | United States | COM | 3,171 | 3,126 | -45 | $1,178,819 | $1,314,796 | +$135,977 |
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CMI
CUMMINS INC | United States | COM | 587 | 581 | -6 | $315,818 | $414,375 | +$98,557 |
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MA
MASTERCARD INCORPORATED | United States | CL A | 790 | 624 | -166 | $394,731 | $320,486 | -$74,245 |
|---|
AVGO
BROADCOM INC | United States | COM | 2,253 | 2,020 | -233 | $697,326 | $763,055 | +$65,729 |
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SO
SOUTHERN CO | United States | COM | 55,964 | 55,831 | -133 | $5,401,676 | $5,343,569 | -$58,107 |
|---|
C
CITIGROUP INC | United States | COM NEW | 1,794 | 1,684 | -110 | $203,458 | $235,693 | +$32,235 |
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BA
BOEING CO | United States | COM | 1,732 | 1,705 | -27 | $344,720 | $369,081 | +$24,361 |
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V
VISA INC | United States | COM CL A | 1,272 | 1,053 | -219 | $384,449 | $361,274 | -$23,175 |
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MO
ALTRIA GROUP INC | United States | COM | 3,451 | 3,401 | -50 | $227,744 | $244,716 | +$16,972 |
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WRB
BERKLEY W R CORP | United States | COM | 3,655 | 3,630 | -25 | $242,253 | $256,024 | +$13,771 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 2,929 | 2,792 | -137 | $270,376 | $257,115 | -$13,261 |
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ETN
EATON CORP PLC | | SHS | 597 | 528 | -69 | $213,498 | $225,014 | +$11,516 |
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AON
AON PLC | Ireland | SHS CL A | 760 | 758 | -2 | $245,313 | $251,421 | +$6,108 |
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MPC
MARATHON PETE CORP | United States | COM | 884 | 865 | -19 | $215,855 | $221,155 | +$5,300 |
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