Global Wealth Strategies & Associates Purchases in Q4 2024

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
59
+ 37.58%
$69.77 - $85.43 $4.12K - $5.04K
216 $15.5M
PANW
Palo Alto Networks Inc

Technology
94
+ 100.0%
$181.96 - $405.9 $17.1K - $38.2K
188 $34.2M
HIMX
Himax Technologies, Inc.

Technology
249
New
$5.14 - $9.71 $1.28K - $2.42K
249 $2M
DELL
Dell Technologies Inc.

Technology
17
New
$111.96 - $144.21 $1.9K - $2.45K
17 $1.96M
CME
Cme Group Inc.

Financial Services
8
New
$221.17 - $246.02 $1.77K - $1.97K
8 $1.86M
SPTL
Spdr Portfolio Long Term Treas

ETFs
68
New
$26.05 - $29.17 $1.77K - $1.98K
68 $1.78M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
New
$417.69 - $450.94 $1.67K - $1.8K
4 $1.7M
BB
Blackberry LTD

Technology
362
New
$2.25 - $3.96 $815 - $1.43K
362 $1.37M
NIO
Nio Inc.

Consumer Cyclical
302
New
$4.31 - $7.21 $1.3K - $2.18K
302 $1.32M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
50
New
$19.44 - $28.35 $972 - $1.42K
50 $1.29M
GERN
Geron Corp

Healthcare
204
New
$3.3 - $4.44 $673 - $906
204 $722K
ABT
Abbott Laboratories

Healthcare
5
New
$111.93 - $119.39 $560 - $597
5 $566K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
710
+ 200.0%
$22.01 - $66.82 $15.6K - $47.4K
1.07K $24.2M
SOFI
So Fi Technologies, Inc.

Financial Services
36
New
$7.63 - $16.88 $275 - $608
36 $554K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
134
New
$3.53 - $7.8 $473 - $1.05K
134 $511K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.49K
+ 100.47%
$25.33 - $51.16 $37.7K - $76.1K
2.97K $76.7M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
36
New
$4.34 - $10.57 $156 - $381
36 $313K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4
+ 8.89%
$47.58 - $48.56 $190 - $194
49 $2.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4
+ 7.14%
$96.64 - $101.23 $387 - $405
60 $5.82M
VCEL
Vericel Corp

Healthcare
2
New
$40.05 - $59.11 $80.1 - $118
2 $110K
DDD
3 D Systems Corp

Technology
27
New
$2.67 - $4.09 $72.1 - $110
27 $89K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 1.28%
$84.34 - $95.14 $84.3 - $95.1
79 $6.86M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.47K
+ 200.27%
$27.54 - $83.04 $40.5K - $122K
2.21K $61.2M
LCID
Lucid Group, Inc.

Consumer Cyclical
26
+ 52.0%
$2.01 - $3.44 $52.3 - $89.4
76 $230K
Aurora Cannabis Inc Com
10
New
N/A
10 $43K
Pluri Inc Com New
8
New
N/A
8 $34K
GEG
Great Elm Group, Inc.

Healthcare
13
New
$1.72 - $1.9 $22.4 - $24.7
13 $24K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.02%
$61.68 - $67.87 $123 - $136
12.1K $752M
Agenus Inc Com New
5
New
N/A
5 $14K
Aspira Womens Health Inc Com New
18
New
N/A
18 $13K
FNDA
Schwab Fundamental U S Small C

ETFs
324
+ 100.62%
$29.26 - $59.11 $9.48K - $19.2K
646 $19.2M
MMM
3 M CO

Industrials
22
+ 5.9%
$124.74 - $137.12 $2.74K - $3.02K
395 $51M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
0
New
$46.52 - $48.32 $0 - $0
0 $4K
IVE
Ishares S&P 500 Value ETF

ETFs
0
New
$189.5 - $206.17 $0 - $0
0 $0
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
0
New
$0.5 - $0.95 $0 - $0
0 $0
BEP
Brookfield Renewable Partners L.P.

Utilities
0
New
$22.59 - $28.9 $0 - $0
0 $0
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
0
New
$49.03 - $53.35 $0 - $0
0 $0
EDAP
Edap Tms Sa

Healthcare
0
New
$2.13 - $3.0 $0 - $0
0 $0
FNF
Fidelity National Financial, Inc.

Financial Services
0
New
$55.19 - $63.83 $0 - $0
0 $0
BWX
Spdr Bloomberg International T

ETFs
0
New
$21.39 - $23.3 $0 - $0
0 $0
DKNG
Draft Kings Inc.

Consumer Cyclical
0
New
$35.32 - $44.84 $0 - $0
0 $0
FIS
Fidelity National Information Services, Inc.

Technology
0
New
$80.14 - $90.95 $0 - $0
0 $0
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
0
New
$55.45 - $61.08 $0 - $0
0 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
0
New
$45.07 - $47.1 $0 - $0
0 $0
PLD
Prologis, Inc.

Real Estate
0
New
$101.4 - $126.96 $0 - $0
0 $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
0
New
$77.25 - $91.3 $0 - $0
0 $0
MRVL
Marvell Technology, Inc.

Technology
0
New
$70.31 - $124.78 $0 - $0
0 $0
CGEN
Compugen LTD

Healthcare
0
New
$1.41 - $1.93 $0 - $0
0 $0
IWN
Ishares Russell2000 Val ETF

ETFs
0
New
$162.69 - $181.35 $0 - $0
0 $0
Activity Summary
Buys All Purchases 199 New Holdings 109 Increased Positions 90 Sells All Sells 37 Reductions 32 Sold out 5 Options Calls 0 Puts 0
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