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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.67%
2.54%
$3.972M
22,668 shares@ $175.24 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
IWDIshares Tr
Recent Activity
0.98%
$1.522M
8,220 shares@ $185.14 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.23%
0.62%
$958,734
4,370 shares@ $219.39 avg price
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
VDEVanguard World Fd
Recent Activity
Increased 1.65%
0.46%
$720,431
5,939 shares@ $121.31 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
New Position
0.46%
$718,281
26,053 shares@ $27.57 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.18%
0.46%
$714,413
1,695 shares@ $421.49 avg price