Global Wealth Strategies & Associates Purchases in Q4 2025

Global Wealth Strategies & Associates

  • $401 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.49K
+ 1.84%
$600.51 - $631.95 $2.7M - $2.84M
249K $156B
IEFA
Ishares Tr

ETFs
18.1K
+ 3.84%
$86.09 - $89.88 $1.56M - $1.62M
489K $43.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.5K
+ 4.52%
$74.09 - $75.1 $1.3M - $1.31M
404K $29.9B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.24K
+ 3.05%
$191.01 - $199.18 $428K - $447K
75.7K $15B
VIG
Vanguard Dividend Appreciation

ETFs
2.32K
+ 3.91%
N/A
61.6K $13.5B
MUB
Ishares National Muni Bond ETF

ETFs
4.73K
+ 4.56%
$106.36 - $107.61 $503K - $509K
108K $11.6B
SOXX
Ishares Semiconductor ETF

ETFs
823
+ 8.21%
$271.99 - $309.6 $224K - $255K
10.8K $3.27B
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.25K
+ 7.41%
$88.67 - $92.06 $465K - $483K
76K $6.62B
GOOGL
Alphabet Inc.

Communication Services
377
+ 15.39%
$236.57 - $291.31 $89.2K - $110K
2.83K $885M
XLK
Technology Sector Spdr

ETFs
4.5K
+ 167.26%
$278.39 - $304.13 $1.25M - $1.37M
7.19K $1.04B
Ishares High Yield Muni Active ETF
5.25K
New
N/A
5.25K $256M
SPYI
Shp ETF Tr Neos S&P 500 High I
4.36K
New
N/A
4.36K $229M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.06K
+ 20.63%
$31.41 - $33.69 $190K - $204K
35.4K $1.16B
LLY
Eli Lilly & CO

Healthcare
56
+ 16.37%
$799.57 - $1025.28 $44.8K - $57.4K
398 $428M
BXSL
Blackstone Secured Lending Fund

Financial Services
5.87K
New
$25.02 - $27.16 $147K - $159K
5.87K $155M
MUST
Columbia ETF Tr I Multi Sector

ETFs
6.45K
+ 4.36%
$20.45 - $20.73 $132K - $134K
154K $3.18B
AMZN
Amazon Com Inc

Consumer Cyclical
313
+ 5.06%
$213.04 - $254.0 $66.7K - $79.5K
6.5K $1.5B
RTX
Raytheon Technologies Corp

Industrials
673
+ 90.09%
$157.0 - $179.44 $106K - $121K
1.42K $260M
ORCL
Oracle Corp

Technology
625
New
$217.57 - $313.0 $136K - $196K
625 $122M
AMD
Advanced Micro Devices Inc

Technology
500
+ 200.0%
$164.01 - $264.33 $82K - $132K
750 $161M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.62K
+ 20.47%
$28.46 - $29.45 $103K - $107K
21.3K $631M
Ishares Flexible Income Active ETF
3.86K
+ 1.89%
N/A
208K $11B
ABBV
Abb Vie Inc.

Healthcare
452
+ 45.89%
$211.96 - $244.38 $95.8K - $110K
1.44K $328M
PAPR
Innovator U.S. Equity Power Bu

ETFs
2.26K
+ 60.72%
$38.23 - $38.65 $86.4K - $87.3K
5.98K $234M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.58K
New
$56.0 - $57.6 $88.2K - $90.7K
1.58K $90.2M
XLI
Industrial Sector Spdr

ETFs
482
+ 6885.71%
$149.9 - $155.79 $72.3K - $75.1K
489 $75.9M
ACN
Accenture PLC

Technology
243
+ 77.39%
$234.02 - $253.35 $56.9K - $61.6K
557 $149M
JNJ
Johnson & Johnson

Healthcare
119
+ 6.58%
$185.98 - $199.58 $22.1K - $23.8K
1.93K $399M
V
Visa Inc.

Financial Services
175
+ 126.81%
$325.75 - $352.42 $57K - $61.7K
313 $110M
XLF
Financial Sector Spdr

ETFs
1.07K
+ 41.58%
$51.76 - $53.77 $55.4K - $57.6K
3.65K $200M
SPY
Spdr S&P 500 ETF Trust

ETFs
65
+ 10.52%
$653.02 - $687.39 $42.4K - $44.7K
683 $466M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
3.54K
New
$13.49 - $14.59 $47.8K - $51.7K
3.54K $50.2M
IRM
Iron Mountain Inc

Real Estate
600
New
$91.37 - $106.46 $54.8K - $63.9K
600 $49.8M
XLC
Select Sector Spdr Tr Communic

ETFs
392
+ 3920.0%
$111.33 - $117.16 $43.6K - $45.9K
402 $47.3M
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 23.4%
$910.94 - $954.99 $66.5K - $69.7K
385 $332M
CAT
Caterpillar Inc

Industrials
20
+ 6.04%
$480.82 - $585.49 $9.62K - $11.7K
351 $201M
XOM
Exxon Mobil Corp

Energy
264
+ 19.16%
$110.64 - $119.78 $29.2K - $31.6K
1.64K $198M
XLP
Consumer Staples Sector Spdr

ETFs
499
+ 12475.0%
N/A
503 $39.1M
XLY
Select Sector Spdr Consumer Di

ETFs
554
+ 228.93%
$228.75 - $242.18 $127K - $134K
796 $95.1M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
3.9K
New
$8.94 - $9.19 $34.9K - $35.9K
3.9K $37M
MRK
Merck & Co., Inc.

Healthcare
227
+ 40.61%
$82.49 - $92.93 $18.7K - $21.1K
786 $82.7M
IBM
International Business Machines Corp

Technology
40
+ 2.37%
$275.97 - $314.98 $11K - $12.6K
1.73K $512M
WES
Western Midstream Partners, LP

Energy
887
New
$37.26 - $39.65 $33K - $35.2K
887 $35M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
1.45K
New
$24.31 - $25.21 $35.1K - $36.4K
1.45K $34.2M
ABT
Abbott Laboratories

Healthcare
273
+ 178.43%
$123.62 - $134.59 $33.7K - $36.7K
426 $53.4M
WM
Waste Management Inc

Industrials
150
+ 41.21%
$196.77 - $219.98 $29.5K - $33K
514 $113M
ET
Energy Transfer LP

Energy
1.96K
+ 196.4%
$16.29 - $17.01 $32K - $33.4K
2.96K $48.9M
KO
Coca Cola CO

Consumer Defensive
377
+ 25.95%
$66.1 - $71.61 $24.9K - $27K
1.83K $128M
PEP
Pepsico Inc

Consumer Defensive
207
+ 46.31%
$138.84 - $153.71 $28.7K - $31.8K
654 $93.8M
Activity Summary
Buys All Purchases 219 New Holdings 121 Increased Positions 98 Sells All Sells 132 Reductions 125 Sold out 7 Options Calls 0 Puts 0
Track This Portfolio

Track Global Wealth Strategies & Associates Portfolio

Follow Global Wealth Strategies & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email