Stock Taper

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Meta Platforms, Inc.META8.98K$5.06M
Blackstone Inc.BX8.4K$988.72K
Prologis, Inc.PLD7.61K$1.03M
Caterpillar Inc.CAT7.2K$7.67M
Phillips Edison & Co.PECO6.65K$276.9K
Costco Wholesale CorporationCOST5.2K$4.86M
Hewlett Packard Enterprise CompanyHPE4.96K$223.52K
McKesson CorporationMCK4.92K$3.72M
Eli Lilly and CompanyLLY4.53K$5.43M
Alphabet Inc.GOOG4.13K$1.46M
Public StoragePSA4K$1.27M
W. R. Berkley CorporationWRB3.63K$256.02K
The Bank of Nova ScotiaBNS3.42K$296.99K
Altria Group, Inc.MO3.4K$244.72K
Tesla, Inc.TSLA3.13K$1.31M
O'Reilly Automotive, Inc.ORLY2.79K$257.12K
Broadcom Inc.AVGO2.02K$763.05K
Intel Corp.INTC1.81K$252.89K
Berkshire Hathaway Inc.BRK-B1.78K$890.69K
American Electric Power Company, Inc.AEP1.75K$238.87K