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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
SCHBSchwab Strategic Tr
Recent Activity
Increased 200.12%
15.34%
$24.022M
1.058M shares@ $22.71 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 34.35%
12.81%
$20.052M
395,422 shares@ $50.71 avg price
IVVIshares Tr
Recent Activity
Increased 5.11%
12.03%
$18.84M
32,003 shares@ $588.69 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 198.51%
12.03%
$18.83M
689,235 shares@ $27.33 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.34%
6.82%
$10.67M
54,486 shares@ $195.83 avg price
IJHIshares Tr
Recent Activity
Increased 1.77%
4.7%
$7.348M
117,928 shares@ $62.32 avg price
VTIVanguard Index Fds
Recent Activity
Increased 1.13%
4.4%
$6.889M
23,769 shares@ $289.82 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 13.8%
3.92%
$6.136M
12,003 shares@ $511.23 avg price
VGTVanguard World Fd
Recent Activity
Increased 2.47%
2.26%
$3.536M
5,687 shares@ $621.75 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.04%
1.02%
$1.597M
11,043 shares@ $144.63 avg price