
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BAC | 235K | $12.94M |
![]() | VICI | 205K | $5.76M |
![]() | CTRA | 184K | $4.84M |
![]() | VZ | 158K | $6.43M |
![]() | TFC | 135K | $6.66M |
![]() | NVDA | 114K | $21.31M |
![]() | MFIC | 97K | $1.11M |
![]() | D | 97K | $5.66M |
![]() | OBDC | 88K | $1.09M |
![]() | GBDC | 84K | $1.14M |
![]() | FSK | 77K | $1.15M |
![]() | CVX | 77K | $11.67M |
![]() | AAPL | 73K | $19.94M |
![]() | CSCO | 72K | $5.56M |
![]() | CVS | 64K | $5.09M |
![]() | CCI | 63K | $5.58M |
![]() | KO | 62K | $4.30M |
![]() | XOM | 58K | $7.02M |
![]() | KMI | 58K | $1.59M |
![]() | DAL | 57K | $3.98M |

Bank of America Corporation
BAC
Shares Held
235K
Value
$12.94M

VICI Properties Inc.
VICI
Shares Held
205K
Value
$5.76M

Coterra Energy Inc.
CTRA
Shares Held
184K
Value
$4.84M

Verizon Communications Inc.
VZ
Shares Held
158K
Value
$6.43M

Truist Financial Corporation
TFC
Shares Held
135K
Value
$6.66M

NVIDIA Corporation
NVDA
Shares Held
114K
Value
$21.31M

MidCap Financial Investment Corporation
MFIC
Shares Held
97K
Value
$1.11M

Dominion Energy, Inc.
D
Shares Held
97K
Value
$5.66M

Blue Owl Capital Corporation
OBDC
Shares Held
88K
Value
$1.09M

Golub Capital BDC, Inc.
GBDC
Shares Held
84K
Value
$1.14M

FS KKR Capital Corp.
FSK
Shares Held
77K
Value
$1.15M

Chevron Corporation
CVX
Shares Held
77K
Value
$11.67M

Apple Inc.
AAPL
Shares Held
73K
Value
$19.94M

Cisco Systems, Inc.
CSCO
Shares Held
72K
Value
$5.56M

CVS Health Corporation
CVS
Shares Held
64K
Value
$5.09M

Crown Castle Inc.
CCI
Shares Held
63K
Value
$5.58M

The Coca-Cola Company
KO
Shares Held
62K
Value
$4.30M

Exxon Mobil Corporation
XOM
Shares Held
58K
Value
$7.02M

Kinder Morgan, Inc.
KMI
Shares Held
58K
Value
$1.59M

Delta Air Lines, Inc.
DAL
Shares Held
57K
Value
$3.98M
