Stock Taper 
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 O'Reilly Automotive, Inc. | ORLY | 2.79K | $257.12K |
 Tesla, Inc. | TSLA | 3.13K | $1.31M |
 Altria Group, Inc. | MO | 3.4K | $244.72K |
 The Bank of Nova Scotia | BNS | 3.42K | $296.99K |
 W. R. Berkley Corporation | WRB | 3.63K | $256.02K |
 Public Storage | PSA | 4K | $1.27M |
 Alphabet Inc. | GOOG | 4.13K | $1.46M |
 Eli Lilly and Company | LLY | 4.53K | $5.43M |
 McKesson Corporation | MCK | 4.92K | $3.72M |
 Hewlett Packard Enterprise Company | HPE | 4.96K | $223.52K |
 Costco Wholesale Corporation | COST | 5.2K | $4.86M |
 Phillips Edison & Co. | PECO | 6.65K | $276.9K |
 Caterpillar Inc. | CAT | 7.2K | $7.67M |
 Prologis, Inc. | PLD | 7.61K | $1.03M |
 Blackstone Inc. | BX | 8.4K | $988.72K |
 Meta Platforms, Inc. | META | 8.98K | $5.06M |
 KKR & Co. Inc. | KKR | 9.62K | $882.55K |
 Marriott International, Inc. | MAR | 11.38K | $4.22M |
 CrowdStrike Holdings, Inc. | CRWD | 12.82K | $9.78M |
 Ventas, Inc. | VTR | 12.97K | $1.15M |