Global Wealth Management Investment Advisory, Inc.

**Global Wealth Management Investment Advisory, Inc.** manages $624M across a diversified portfolio of 151 positions. The strategy exhibits a notable allocation to fixed income and technology, highlighted by top holdings such as VGSH ($22.9M) and VCIT ($22.5M). Significant exposure is maintained in mega-cap technology names, with NVDA ($21.3M), JEPI ($21.3M), AAPL ($19.9M), and MSFT ($15.7M) anchoring the equity sleeve. This structure suggests a balanced approach balancing income generation with core growth technology exposure.

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