GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 232K | $11.95M |
 | CTRA | 176K | $4.17M |
 | VICI | 140K | $4.58M |
 | VZ | 136K | $5.97M |
 | TFC | 129K | $5.90M |
 | NVDA | 112K | $20.95M |
 | MFIC | 91K | $1.09M |
 | GBDC | 79K | $1.08M |
 | D | 78K | $4.78M |
 | OBDC | 76K | $974.54K |
 | AAPL | 74K | $18.73M |
 | CSCO | 73K | $5.02M |
 | CVX | 73K | $11.28M |
 | CVS | 61K | $4.59M |
 | KMI | 56K | $1.59M |
 | XOM | 56K | $6.31M |
 | DAL | 56K | $3.17M |
 | FSK | 55K | $827.75K |
 | CCI | 54K | $5.20M |
 | ARCC | 53K | $1.07M |
Bank of America Corporation
BAC
Shares Held
232K
Value
$11.95M
Coterra Energy Inc.
CTRA
Shares Held
176K
Value
$4.17M
VICI Properties Inc.
VICI
Shares Held
140K
Value
$4.58M
Verizon Communications Inc.
VZ
Shares Held
136K
Value
$5.97M
Truist Financial Corporation
TFC
Shares Held
129K
Value
$5.90M
NVIDIA Corporation
NVDA
Shares Held
112K
Value
$20.95M
MidCap Financial Investment Corporation
MFIC
Shares Held
91K
Value
$1.09M
Golub Capital BDC, Inc.
GBDC
Shares Held
79K
Value
$1.08M
Dominion Energy, Inc.
D
Shares Held
78K
Value
$4.78M
Blue Owl Capital Corporation
OBDC
Shares Held
76K
Value
$974.54K
Apple Inc.
AAPL
Shares Held
74K
Value
$18.73M
Cisco Systems, Inc.
CSCO
Shares Held
73K
Value
$5.02M
Chevron Corporation
CVX
Shares Held
73K
Value
$11.28M
CVS Health Corporation
CVS
Shares Held
61K
Value
$4.59M
Kinder Morgan, Inc.
KMI
Shares Held
56K
Value
$1.59M
Exxon Mobil Corporation
XOM
Shares Held
56K
Value
$6.31M
Delta Air Lines, Inc.
DAL
Shares Held
56K
Value
$3.17M
FS KKR Capital Corp.
FSK
Shares Held
55K
Value
$827.75K
Crown Castle Inc.
CCI
Shares Held
54K
Value
$5.20M
Ares Capital Corporation
ARCC
Shares Held
53K
Value
$1.07M