Global Wealth Management Investment Advisory, Inc.
RIA/Wealth
Global Wealth Management Investment Advisory, Inc. is a RIA/Wealth based in Fort Lauderdale, FL led by Andrew Montgomery Costa, managing $589.7M across 151 long positions as of Q3 2025 with 40% ETF concentration.
CEOAndrew Montgomery Costa
- Portfolio Value
- $589.7M
- Positions
- 151
- Top Holding
- VCIT at 3.59%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Global Wealth Management Investment Advisory, Inc.'s portfolio (31.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.2M | 3.59% | +$611.6K Bought | — 251.7K shares | |
Semiconductors Technology | $20.9M | 3.55% | +$3.1M Bought | 0.00% 112.3K shares | |
ETF ETF | $20.9M | 3.54% | +$722.7K Bought | — 355.1K shares | |
ETF ETF | $19.7M | 3.34% | +$739.9K Bought | — 344.7K shares | |
ETF ETF | $19.2M | 3.25% | +$424.5K Bought | — 31.9K shares | |
Consumer Electronics Technology | $18.7M | 3.18% | +$562.7K Bought | 0.00% 73.6K shares | |
ETF ETF | $17.5M | 2.97% | +$609.1K Bought | — 26.1K shares | |
ETF ETF | $16.6M | 2.81% | +$510.3K Bought | — 189.6K shares | |
Software - Infrastructure Technology | $15.6M | 2.64% | +$947.3K Bought | 0.00% 30.1K shares | |
ETF ETF | $13.6M | 2.30% | +$490.9K Bought | — 167.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Global Wealth Management Investment Advisory, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Global Wealth Management Investment Advisory, Inc.
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