Global Wealth Management Investment Advisory, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Global Wealth Management Investment Advisory, Inc. reported 158 stock positions worth $638.4 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 3.6% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 3.4%) and Vanguard Short-Term Treasury (VGSH, 3.4%). Compared with Q4 2025, it opened 14 new positions, sold out of 7, added to 76 and reduced 59. The biggest buy was Intl Business Machines (IBM, shares +2441%) and the biggest sale an exit from Oracle (ORCL).

Most Recent 13F
Q2 2026
Location
FORT LAUDERDALE, FL
CIK
0001767855
Portfolio Value
$638.4M (Q1 2026)
SEC Filing
0001767855-26-000002 ↗ filed May 1, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $408.2M Q1 2024 Q2 2024: $429.8M Q2 2024 Q3 2024: $463.4M Q3 2024 Q4 2024: $485.0M Q4 2024 Q1 2025: $500.0M Q1 2025 Q2 2025: $532.9M Q2 2025 Q3 2025: $596.5M Q3 2025 Q4 2025: $624.0M Q4 2025 Q1 2026: $638.4M $638.4M Q1 2026 Q2 2026: $702.7M Q2 2026

Holdings 158 stocks · $638.4M
VCIT Vanguard Int-Term Corporate 3.62% 279,071 $23.1M Add +3.7%
JEPI JPMorgan Equity Premium Inco 3.43% 386,821 $21.9M Add +4.1%
VGSH Vanguard Short-Term Treasury 3.41% 371,676 $21.8M Reduce -4.5%
NVDA Nvidia Corp. 3.06% 111,863 $19.5M Reduce -2.1%
IEFA iShares Core MSCI Eafe ETF 2.97% 209,741 $19.0M Add +4.4%
QQQ Invesco QQQ Trust Series 1 2.92% 32,341 $18.7M Reduce -0.4%
AAPL Apple Inc. 2.88% 72,456 $18.4M Reduce -1.2%
IVV iShares Core S&P 500 ETF 2.75% 26,885 $17.6M Reduce -0.6%
CVX Chevron Corp. 2.44% 75,220 $15.6M Reduce -1.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 2.35% 188,273 $15.0M Add +4.2%
MSFT Microsoft Corp. 2.33% 40,263 $14.9M Add +24.0%
VYM Vanguard High DVD Yield ETF 2.16% 93,008 $13.8M Reduce -5.3%
SLQD iShares 0-5 YR Inv GRD Corp. 2.10% 264,985 $13.4M Add +2.5%
JPM JPMorgan Chase & Co. 1.93% 41,906 $12.3M Add +3.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.89% 247,786 $12.1M Add +5.3%
IJH iShares Core S&P Midcap ETF 1.79% 169,622 $11.5M Add +7.3%
ABBV Abbvie Inc. 1.60% 47,021 $10.2M Add +3.9%
XOM Exxon Mobil Corp. 1.44% 54,008 $9.2M Reduce -7.4%
GOOGL Alphabet Inc. Class A 1.42% 31,461 $9.0M Reduce -8.2%
AMZN Amazon.com Inc. 1.40% 42,796 $8.9M Add +5.5%
IJR iShares Core S&P Small-Cap E 1.25% 63,955 $8.0M Add +6.3%
VZ Verizon Communications Inc. 1.24% 157,102 $7.9M Reduce -0.5%
MS Morgan Stanley 1.08% 41,775 $6.9M Add +3.3%
DLR Digital Realty Trust Inc. 1.03% 36,407 $6.6M Add +3.2%
CTRA Coterra Energy Inc. 1.02% 185,585 $6.5M Add +0.9%
IEMG iShares Core MSCI Emerging 1.01% 92,545 $6.5M Add +3.0%
TFC Truist Financial Corp. 1.01% 139,989 $6.4M Add +3.4%
JNJ Johnson & Johnson 0.97% 25,336 $6.2M Reduce -22.1%
D Dominion Energy Inc. 0.97% 99,681 $6.2M Add +3.1%
PG The Procter & Gamble Co. 0.96% 42,287 $6.1M Add +2.3%
CAPITOL SER TR 0.95% 241,357 $6.1M Reduce -6.8%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.94% 219,343 $6.0M Add +7.1%
DCRE DBL Comm Real Est Debt 0.92% 113,563 $5.9M Add +3.2%
CAT Caterpillar Inc. 0.91% 8,230 $5.8M Reduce -25.6%
CSCO Cisco Systems Inc. 0.89% 73,569 $5.7M Add +1.8%
CCI Crown Castle Inc. 0.88% 69,107 $5.6M Add +10.1%
DUK Duke Energy Corp. 0.88% 42,820 $5.6M Add +2.9%
KMB Kimberly-Clark Corp. 0.88% 58,025 $5.6M Add +3.7%
AMGN Amgen Inc. 0.85% 15,386 $5.4M Reduce -0.8%
SO The Southern Co. 0.85% 55,964 $5.4M Add +3.7%
CRWD CrowdStrike Holdings Inc. Class A 0.80% 13,147 $5.1M Add +41.0%
RTX RTX Corp. 0.79% 26,202 $5.1M Reduce -6.7%
NET Cloudflare Inc. Class A 0.78% 24,068 $5.0M Add +58.1%
META Meta Platforms Inc. Class A 0.77% 8,641 $4.9M Add +2.6%
COST Costco Wholesale Corp. 0.76% 4,901 $4.9M Add +8.1%
KO The Coca-Cola Co. 0.75% 62,828 $4.8M Add +2.1%
HD Home Depot Inc. 0.74% 14,331 $4.7M Add +2.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.74% 19,414 $4.7M Add +2441.1%
MCD McDonald's Corp. 0.73% 15,071 $4.7M Reduce -3.2%
CVS CVS Health Corp. 0.73% 65,115 $4.7M Add +1.6%
WMT Walmart Inc. 0.73% 37,512 $4.7M Reduce -23.9%
AXP American Express Co. 0.72% 15,232 $4.6M Add +4.7%
PEP Pepsico Inc. 0.72% 29,556 $4.6M Add +2.5%
NEE Nextera Energy Inc. 0.72% 49,287 $4.6M Reduce -4.9%
GD General Dynamics Corp. 0.71% 13,271 $4.6M Add +0.8%
PANW Palo Alto Networks Inc. 0.70% 28,022 $4.5M Add +44.3%
VGIT Vanguard Intermediate-Term T 0.70% 74,630 $4.4M Add +2.8%
MDT Medtronic PLC 0.67% 49,113 $4.3M Add +5.8%
NFLX Netflix Inc. 0.67% 44,188 $4.2M Add +5.0%
LLY Eli Lilly & Co. 0.66% 4,577 $4.2M Reduce -18.5%
DMBS Doubleline Mortgage ETF 0.66% 84,863 $4.2M Add +29.3%
DABS Doubleline Asset-Backed ETF 0.64% 80,777 $4.1M New
SHOP Shopify Inc. Class A 0.63% 33,762 $4.0M Add +55.4%
DAL Delta Air Lines Inc. 0.62% 59,983 $4.0M Add +4.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.62% 24,831 $4.0M Add +7.4%
MCK McKesson Corp. 0.61% 4,536 $3.9M Add +5.2%
UBER Uber Technologies Inc. 0.61% 54,207 $3.9M Add +9.4%
UPS United Parcel Service Class B 0.60% 39,187 $3.9M New
GLDM SPDR Gold Minishares Trust 0.59% 40,735 $3.8M Reduce -2.8%
MAR Marriott International Class A 0.56% 10,870 $3.6M Reduce -8.9%
TMUS T-Mobile US Inc. 0.53% 16,180 $3.4M Add +8.2%
IWY iShares Russell Top 200 Grow 0.50% 12,912 $3.2M Reduce -3.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.45% 14,673 $2.9M Reduce -5.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.42% 6,097 $2.7M Reduce -4.3%
MLPA Global X MLP ETF 0.41% 48,571 $2.6M Add +0.9%
VEA Vanguard Ftse Developed ETF 0.41% 40,347 $2.6M Reduce -5.2%
DGRO iShares Core Dividend Growth 0.34% 30,498 $2.1M Add +18.2%
IWX iShares Russell Top 200 Valu 0.32% 21,706 $2.0M Reduce -3.4%
KMI Kinder Morgan Inc. 0.31% 58,104 $1.9M Add +0.2%
DCMT Doubleline Commodity ETF 0.29% 55,489 $1.8M No change
VB Vanguard Most SM-Cap ETF-Usd 0.25% 5,977 $1.6M Reduce -4.6%
BSV Vanguard Short-Term Bond ETF 0.24% 19,551 $1.5M Reduce -4.3%
BIV Vanguard Intermediate-Term B 0.23% 19,208 $1.5M Reduce -4.5%
VOO Vanguard S&P 500 ETF 0.23% 2,423 $1.4M Reduce -8.8%
XLK SS Technology Select Sector 0.22% 10,404 $1.4M Reduce -2.8%
MFIC Midcap Financial Investment 0.20% 112,373 $1.3M Add +15.6%
GBDC Golub Capital BDC Inc. 0.19% 98,148 $1.2M Add +17.3%
VMBS Vanguard Mortgage-Backed Sec 0.19% 26,231 $1.2M Reduce -9.2%
GOOG Alphabet Inc. Class C 0.19% 4,240 $1.2M Reduce -7.7%
EFV iShares MSCI Eafe Value ETF 0.19% 16,037 $1.2M Reduce -8.7%
TSLA Tesla Inc. 0.18% 3,171 $1.2M Add +0.7%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.18% 20,527 $1.1M Add +9.3%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.18% 19,181 $1.1M Add +4.8%
O Realty Income Corp. 0.18% 18,451 $1.1M Add +17.3%
ARCC Ares Capital Corp. 0.18% 62,577 $1.1M Add +9.2%
OBDC Blue Owl Capital Corp. 0.18% 101,498 $1.1M Add +15.5%
IWS iShares Russell Mid-Cap Valu 0.17% 7,582 $1.1M Reduce -5.4%
PSA Public Storage 0.17% 3,965 $1.1M Add +3.3%
VTR Ventas Inc. 0.17% 12,929 $1.1M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.17% 2,205 $1.1M Reduce -7.7%
CELH Celsius Holdings Inc. 0.16% 28,868 $1.0M Reduce -7.0%
EFG iShares MSCI Eafe Growth ETF 0.16% 9,127 $1.0M Reduce -7.2%
PLD Prologis Inc. 0.16% 7,514 $993K Add +2.5%
GCC Wisdomtree Enhanced Commodit 0.15% 40,994 $981K Add +1.5%
BX Blackstone Inc. 0.15% 8,282 $952K Add +25.6%
VWO Vanguard Ftse Emerging Marke 0.15% 17,412 $941K Reduce -4.3%
WTMF Wisdomtree MGD Futures Strat 0.14% 23,120 $918K Add +2.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.14% 11,206 $886K Add +0.6%
KKR KKR & Co. Inc. 0.14% 9,548 $883K Add +22.4%
BLV Vanguard Long-Term Bond ETF 0.14% 12,659 $871K Reduce -4.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.13% 1,305 $848K Reduce -0.1%
ICSH iShares Ultra Short Duration 0.13% 16,091 $815K Add +0.0%
ENB Enbridge Inc. 0.12% 14,386 $779K No change
AVGO Broadcom Inc. 0.11% 2,253 $697K Add +3.4%
VONG Vanguard Russell 1000 Growth 0.11% 6,275 $688K Reduce -2.8%
MUB iShares National Muni Bond E 0.11% 6,344 $673K Reduce -31.3%
BNDX Vanguard Total Intl Bond ETF 0.09% 12,397 $596K Reduce -4.3%
VTWO Vanguard Russell 2000 ETF 0.09% 5,673 $568K Reduce -4.7%
IWF iShares Russell 1000 Growth 0.08% 1,236 $527K Reduce -1.8%
SPMO Invesco S&P 500 Momentum ETF 0.08% 4,700 $527K Reduce -1.9%
JMUB JPMorgan Municipal ETF 0.06% 7,997 $400K New
MA Mastercard Inc. Class A 0.06% 790 $395K Add +0.9%
V Visa Inc. Class A 0.06% 1,272 $384K Reduce -0.9%
BA The Boeing Co. 0.05% 1,732 $345K Add +0.4%
SCHP Schwab U.S. Tips ETF 0.05% 12,590 $335K New
VTEB Vanguard Tax-Exempt Bond ETF 0.05% 6,538 $326K Reduce -46.4%
IVW iShares S&P 500 Growth ETF 0.05% 2,830 $320K No change
CMI Cummins Inc. 0.05% 587 $316K Add +0.2%
VGT Vanguard Info Tech ETF 0.05% 435 $304K New
IWP iShares Russell Mid-Cap Grow 0.05% 2,340 $300K Add +20.9%
VIG Vanguard Dividend Apprec ETF 0.05% 1,376 $296K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.04% 3,565 $273K Add +4.7%
ORLY O'reilly Automotive Inc. 0.04% 2,929 $270K Reduce -0.4%
AMD Advanced Micro Devices 0.04% 1,294 $263K Reduce -23.8%
TSM Taiwan Semiconductor-SP ADR 0.04% 746 $252K Reduce -4.0%
PECO Phillips Edison & Company Inc. 0.04% 6,653 $249K No change
CRM Salesforce Inc. 0.04% 1,327 $248K Reduce -6.2%
AON Aon PLC Class A 0.04% 760 $245K Add +0.4%
GLD SPDR Gold Shares 0.04% 568 $244K Reduce -1.9%
SUB iShares Short-Term National 0.04% 2,285 $243K Reduce -22.0%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.04% 3,655 $242K Add +0.7%
CW Curtiss-Wright Corp. 0.04% 354 $241K New
HYMB SS SPDR N Ice HY Muni ETF 0.04% 9,716 $241K New
JMHI JPMorgan High Yield Municpl 0.04% 4,820 $240K New
IWM iShares Russell 2000 ETF 0.04% 966 $240K No change
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C 0.04% 3,420 $237K No change
SHM SS SPDR N Ice St Muni ETF 0.04% 4,878 $233K Add +13.0%
MO Altria Group Inc. 0.04% 3,451 $228K Reduce -4.0%
VT Vanguard Tot World STK ETF 0.03% 1,597 $221K Reduce -7.6%
LMT Lockheed Martin Corp. 0.03% 362 $219K New
SMH Vaneck Semiconductor ETF 0.03% 570 $219K No change
MPC Marathon Petroleum Corp. 0.03% 884 $216K New
TPL Texas Pacific Land Corp. 0.03% 450 $214K New
ETN Eaton Corp. PLC 0.03% 597 $213K New
PNC PNC Financial Services Group 0.03% 997 $207K New
AEP American Electric Power 0.03% 1,569 $206K New
C Citigroup Inc. 0.03% 1,794 $203K Reduce -0.2%
FARM Farmer Bros Co. 0.00% 24,508 $31K No change

Portfolio Sells Q4 2025 → Q1 2026
ORCL Oracle Corp. Sold out 0.00% −0.81
NVDA Nvidia Corp. Reduce -2.1% 3.06% −0.36
AAPL Apple Inc. Reduce -1.2% 2.88% −0.31
LLY Eli Lilly & Co. Reduce -18.5% 0.66% −0.31
GOOGL Alphabet Inc. Class A Reduce -8.2% 1.42% −0.30
QQQ Invesco QQQ Trust Series 1 Reduce -0.4% 2.92% −0.27
VGSH Vanguard Short-Term Treasury Reduce -4.5% 3.41% −0.25
IVV iShares Core S&P 500 ETF Reduce -0.6% 2.75% −0.22
FSK FS KKR Capital Corp. Sold out 0.00% −0.18
WMT Walmart Inc. Reduce -23.9% 0.73% −0.15
JNJ Johnson & Johnson Reduce -22.1% 0.97% −0.11
CAPITOL SER TR Reduce -6.8% 0.95% −0.10
VYM Vanguard High DVD Yield ETF Reduce -5.3% 2.16% −0.10
CAT Caterpillar Inc. Reduce -25.6% 0.91% −0.10
IWY iShares Russell Top 200 Grow Reduce -3.0% 0.50% −0.09
VUG Vanguard Mrngstar GR ETF-Sui Reduce -4.3% 0.42% −0.08
CELH Celsius Holdings Inc. Reduce -7.0% 0.16% −0.07
MUB iShares National Muni Bond E Reduce -31.3% 0.11% −0.05
VTEB Vanguard Tax-Exempt Bond ETF Reduce -46.4% 0.05% −0.05
T AT&T Inc. Sold out 0.00% −0.05
DVY iShares Select Dividend ETF Sold out 0.00% −0.04
GOOG Alphabet Inc. Class C Reduce -7.7% 0.19% −0.04
VOO Vanguard S&P 500 ETF Reduce -8.8% 0.23% −0.04
GS Goldman Sachs Group Inc. Sold out 0.00% −0.04
MAR Marriott International Class A Reduce -8.9% 0.56% −0.04
LOW Lowe's Cos Inc. Sold out 0.00% −0.03
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.03
RTX RTX Corp. Reduce -6.7% 0.79% −0.03
XLK SS Technology Select Sector Reduce -2.8% 0.22% −0.03
MCD McDonald's Corp. Reduce -3.2% 0.73% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -7.7% 0.17% −0.03
VMBS Vanguard Mortgage-Backed Sec Reduce -9.2% 0.19% −0.03
VTV Vanguard Mrngstr Val ETF-Aui Reduce -5.2% 0.45% −0.02
CRM Salesforce Inc. Reduce -6.2% 0.04% −0.02
VEA Vanguard Ftse Developed ETF Reduce -5.2% 0.41% −0.02
EFG iShares MSCI Eafe Growth ETF Reduce -7.2% 0.16% −0.02
BIV Vanguard Intermediate-Term B Reduce -4.5% 0.23% −0.02
VONG Vanguard Russell 1000 Growth Reduce -2.8% 0.11% −0.02
BSV Vanguard Short-Term Bond ETF Reduce -4.3% 0.24% −0.02
AMD Advanced Micro Devices Reduce -23.8% 0.04% −0.02
IWX iShares Russell Top 200 Valu Reduce -3.4% 0.32% −0.02
EFV iShares MSCI Eafe Value ETF Reduce -8.7% 0.19% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.6% 0.25% −0.01
IWF iShares Russell 1000 Growth Reduce -1.8% 0.08% −0.01
SUB iShares Short-Term National Reduce -22.0% 0.04% −0.01
V Visa Inc. Class A Reduce -0.9% 0.06% −0.01
BLV Vanguard Long-Term Bond ETF Reduce -4.3% 0.14% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 0.13% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -4.3% 0.15% −0.01
SPMO Invesco S&P 500 Momentum ETF Reduce -1.9% 0.08% −0.01

Portfolio Buys Q4 2025 → Q1 2026
IBM Intl Business Machines Corp. Add +2441.1% 0.74% +0.70
DABS Doubleline Asset-Backed ETF New 0.64% +0.64
UPS United Parcel Service Class B New 0.60% +0.60
NET Cloudflare Inc. Class A Add +58.1% 0.78% +0.30
CTRA Coterra Energy Inc. Add +0.9% 1.02% +0.25
DLR Digital Realty Trust Inc. Add +3.2% 1.03% +0.15
COST Costco Wholesale Corp. Add +8.1% 0.76% +0.14
DMBS Doubleline Mortgage ETF Add +29.3% 0.66% +0.13
PANW Palo Alto Networks Inc. Add +44.3% 0.70% +0.13
IJH iShares Core S&P Midcap ETF Add +7.3% 1.79% +0.12
CRWD CrowdStrike Holdings Inc. Class A Add +41.0% 0.80% +0.10
DUK Duke Energy Corp. Add +2.9% 0.88% +0.10
IEFA iShares Core MSCI Eafe ETF Add +4.4% 2.97% +0.09
SO The Southern Co. Add +3.7% 0.85% +0.09
IJR iShares Core S&P Small-Cap E Add +6.3% 1.25% +0.09
SHOP Shopify Inc. Class A Add +55.4% 0.63% +0.07
JMUB JPMorgan Municipal ETF New 0.06% +0.06
KO The Coca-Cola Co. Add +2.1% 0.75% +0.06
D Dominion Energy Inc. Add +3.1% 0.97% +0.06
PEP Pepsico Inc. Add +2.5% 0.72% +0.06
SCHP Schwab U.S. Tips ETF New 0.05% +0.05
TJX TJX Companies Inc. Add +7.4% 0.62% +0.05
KMI Kinder Morgan Inc. Add +0.2% 0.31% +0.05
DGRO iShares Core Dividend Growth Add +18.2% 0.34% +0.05
MCK McKesson Corp. Add +5.2% 0.61% +0.05
VGT Vanguard Info Tech ETF New 0.05% +0.05
TMUS T-Mobile US Inc. Add +8.2% 0.53% +0.05
IEMG iShares Core MSCI Emerging Add +3.0% 1.01% +0.04
CW Curtiss-Wright Corp. New 0.04% +0.04
HYMB SS SPDR N Ice HY Muni ETF New 0.04% +0.04
JMHI JPMorgan High Yield Municpl New 0.04% +0.04
MLPA Global X MLP ETF Add +0.9% 0.41% +0.04
O Realty Income Corp. Add +17.3% 0.18% +0.03
LMT Lockheed Martin Corp. New 0.03% +0.03
MPC Marathon Petroleum Corp. New 0.03% +0.03
TPL Texas Pacific Land Corp. New 0.03% +0.03
ETN Eaton Corp. PLC New 0.03% +0.03
NFLX Netflix Inc. Add +5.0% 0.67% +0.03
PNC PNC Financial Services Group New 0.03% +0.03
AEP American Electric Power New 0.03% +0.03
JEPI JPMorgan Equity Premium Inco Add +4.1% 3.43% +0.03
MFIC Midcap Financial Investment Add +15.6% 0.20% +0.02
GCC Wisdomtree Enhanced Commodit Add +1.5% 0.15% +0.02
VICI Vici Properties Inc. Add +7.1% 0.94% +0.02
GBDC Golub Capital BDC Inc. Add +17.3% 0.19% +0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +4.2% 2.35% +0.01
DCRE DBL Comm Real Est Debt Add +3.2% 0.92% +0.01
PSA Public Storage Add +3.3% 0.17% +0.01
PG The Procter & Gamble Co. Add +2.3% 0.96% +0.01
WTMF Wisdomtree MGD Futures Strat Add +2.3% 0.14% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 160$702.7MVCIT, JEPI, VGSH, QQQ, NVDA
Q1 2026 158$638.4MVCIT, JEPI, VGSH, NVDA, IEFA
Q4 2025 151$624.0MVGSH, VCIT, NVDA, JEPI, QQQ
Q3 2025 152$596.5MVCIT, NVDA, VGSH, JEPI, QQQ
Q2 2025 143$532.9MVCIT, VGSH, JEPI, QQQ, IVV
Q1 2025 139$500.0MVGSH, JEPI, VCIT, AAPL, QQQ
Q4 2024 140$485.0MVGSH, VCIT, JEPI, AAPL, QQQ
Q3 2024 135$463.4MVGSH, VCIT, JEPI, AAPL, QQQ
Q2 2024 131$429.8MVGSH, VCIT, JEPI, QQQ, AAPL
Q1 2024 133$408.2MVGSH, QQQ, VCIT, JEPI, IVV