Steve Solano

@Global Wealth Management, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$156.64M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMZNAmazon Com Inc Recent Activity Increased 0.23%	0.62%	$958,734 4,370 shares@ $219.39 avg price	Increased 0.23%
VDEVanguard World Fd Recent Activity Increased 1.65%	0.46%	$720,431 5,939 shares@ $121.31 avg price	Increased 1.65%
MSFTMicrosoft Corp Recent Activity Increased 0.18%	0.46%	$714,413 1,695 shares@ $421.49 avg price	Increased 0.18%
IWBIshares Tr Recent Activity Increased 0.28%	0.38%	$591,937 1,837 shares@ $322.24 avg price	Increased 0.28%
AAPLApple Inc Recent Activity Increased 0.09%	0.36%	$563,784 2,251 shares@ $250.46 avg price	Increased 0.09%
VUGVanguard Index Fds Recent Activity Increased 21.93%	0.28%	$435,924 1,062 shares@ $410.48 avg price	Increased 21.93%
NVDANvidia Corporation Recent Activity Increased 4.4%	0.2%	$300,188 2,235 shares@ $134.32 avg price	Increased 4.4%
AMGNAmgen Inc Recent Activity Increased 0.85%	0.14%	$216,874 832 shares@ $260.67 avg price	Increased 0.85%