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Steve Solano

@Global Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$156.64MTotal holdings30
Assets growth rate5.96%Assets growth rate (2-Q avg)2.98%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Global Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Global Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 156.64M in assets, with a quarterly growth rate of 5.96% and a 2-quarter average growth rate of 2.98%. The portfolio is managed by Steve Solano, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USOUnited Sts Oil Fd Lp
Recent Activity
New Position
0.59%
$923,221
12,220 shares@ $75.55 avg price
IAUIshares Gold Tr
Recent Activity
New Position
0.56%
$867,069
17,513 shares@ $49.52 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
New Position
0.46%
$718,281
26,053 shares@ $27.57 avg price
TSLATesla Inc
Recent Activity
New Position
0.15%
$231,719
574 shares@ $403.7 avg price
KRESpdr Ser Tr
Recent Activity
New Position
0.14%
$203,650
3,374 shares@ $60.36 avg price