Global Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Kingston, NJ
CIK
0002039738
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
30
156,640
SCHB, JMST, IVV, SCHD
13F-HR
1/16/2025
000203973825000001
Q3 2024
26
147,831
SCHB, SCHD, IVV, JMST
13F-HR
10/24/2024
000203973824000001