test

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
IWBIshares Tr
Recent Activity
Increased 0.28%
0.38%
$591,937
1,837 shares@ $322.24 avg price
AAPLApple Inc
Recent Activity
Increased 0.09%
0.36%
$563,784
2,251 shares@ $250.46 avg price
VUGVanguard Index Fds
Recent Activity
Increased 21.93%
0.28%
$435,924
1,062 shares@ $410.48 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.4%
0.2%
$300,188
2,235 shares@ $134.32 avg price
GLDSpdr Gold Tr
Recent Activity
0.19%
$288,135
1,190 shares@ $242.14 avg price
OEFIshares Tr
Recent Activity
0.17%
$256,210
887 shares@ $288.86 avg price
VOXVanguard World Fd
Recent Activity
Decreased -11.88%
0.16%
$237,896
1,535 shares@ $154.99 avg price
TSLATesla Inc
Recent Activity
New Position
0.15%
$231,719
574 shares@ $403.7 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.85%
0.14%
$216,874
832 shares@ $260.67 avg price
KRESpdr Ser Tr
Recent Activity
New Position
0.14%
$203,650
3,374 shares@ $60.36 avg price