Portfolio (Quarterly)
Guide ↗
Global Wealth Management Investment Advisory, Inc.
· CIK 0001767855| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | ORACLE CORP | Technology | 25,870 | $5.0M | 0.81% | SOLD |
| 2 | FSK | FS KKR CAP CORP | Financial Services | 77,498 | $1.1M | 0.18% | SOLD |
| 3 | T | AT&T INC | Communication Services | 11,514 | $286K | 0.05% | SOLD |
| 4 | DVY | ISHARES TR | — | 1,950 | $275K | 0.04% | SOLD |
| 5 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 282 | $248K | 0.04% | SOLD |
| 6 | LOW | LOWES COS INC | Consumer Cyclical | 890 | $215K | 0.03% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,202 | $214K | 0.03% | SOLD |
Sector Allocation
Technology
22.2%
Financial Services
18.3%
Healthcare
9.9%
Energy
8.8%
Consumer Defensive
8.1%
Communication Services
7.8%
Consumer Cyclical
6.9%
Industrials
6.3%
Real Estate
6.1%
Utilities
5.6%