Global Wealth Strategies & Associates Sells in Q4 2025

Global Wealth Strategies & Associates

  • $401 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MDU
Mdu Resources Group Inc

Industrials
-690
- 50.0%
$17.58 - $21.33 $12.1K - $14.7K
690 $13.5M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-335
- 13.25%
$39.3 - $40.12 $13.2K - $13.4K
2.19K $89.3M
PSA
Public Storage

Real Estate
-4
- 1.25%
$272.78 - $311.8 $1.09K - $1.25K
317 $82.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-26
- 5.46%
$459.47 - $491.71 $11.9K - $12.8K
450 $213M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-75
- 3.75%
$268.5 - $294.46 $20.1K - $22.1K
1.93K $535M
Blackrock Inc Com
-3
- 4.62%
N/A
62 $66.5M
PG
Procter & Gamble CO

Consumer Defensive
-12
- 1.72%
$145.5 - $153.18 $1.75K - $1.84K
686 $98.3M
SBUX
Starbucks Corp

Consumer Cyclical
-96
- 14.77%
$78.46 - $87.26 $7.53K - $8.38K
554 $46.7M
ADP
Automatic Data Processing Inc

Industrials
-14
- 13.08%
$250.9 - $292.94 $3.51K - $4.1K
93 $24M
ETN
Eaton Corp PLC

Industrials
-15
- 31.25%
$352.39 - $387.75 $5.29K - $5.82K
33 $10.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-24
- 12.06%
$293.81 - $310.11 $7.05K - $7.44K
175 $53.5M
AMT
American Tower Corp

Real Estate
-19
- 10.44%
$176.64 - $193.32 $3.36K - $3.67K
163 $28.6M
BSX
Boston Scientific Corp

Healthcare
-59
- 22.78%
$94.95 - $104.98 $5.6K - $6.19K
200 $19.1M
IEMG
Ishares Inc

ETFs
-105
- 11.72%
N/A
791 $53.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-19
- 15.57%
$225.0 - $247.99 $4.28K - $4.71K
103 $24.8M
CB
Chubb LTD

Financial Services
-21
- 75.0%
$268.2 - $296.22 $5.63K - $6.22K
7 $2.26M
CI
Cigna Corp

Healthcare
-15
- 13.04%
$244.41 - $311.0 $3.67K - $4.67K
100 $27.5M
ISCB
International Speedway Corp

ETFs
-101
- 16.81%
$62.02 - $65.26 $6.26K - $6.59K
500 $32.5M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-126
- 35.59%
$45.22 - $46.04 $5.7K - $5.8K
228 $10.6M
VZ
Verizon Communications Inc

Communication Services
-80
- 11.76%
$38.4 - $43.83 $3.07K - $3.51K
600 $24.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-250
- 5.71%
$20.77 - $20.97 $5.19K - $5.24K
4.13K $86.6M
USB
Us Bancorp \De\

Financial Services
-124
- 32.8%
$45.28 - $48.26 $5.61K - $5.98K
254 $13.5M
ADI
Analog Devices Inc

Technology
-19
Closed
$225.32 - $246.37 $4.28K - $4.68K
0 $133K
AVDE
American Centy ETF Tr Avantis

ETFs
-75
- 14.29%
$77.65 - $81.2 $5.82K - $6.09K
450 $37M
UNH
Unitedhealth Group Inc

Healthcare
-12
- 46.15%
$320.52 - $369.92 $3.85K - $4.44K
14 $4.62M
IWM
Ishares Russell 2000 ETF

ETFs
-20
- 14.71%
$236.79 - $250.33 $4.74K - $5.01K
116 $28.6M
LHX
L3 Harris Technologies, Inc.

Industrials
-12
- 54.55%
$283.87 - $306.76 $3.41K - $3.68K
10 $3.06M
NSC
Norfolk Southern Corp

Industrials
-12
Closed
$279.53 - $300.15 $3.35K - $3.6K
0 $130K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-105
- 4.29%
$71.0 - $74.64 $7.46K - $7.84K
2.34K $174M
PAYX
Paychex Inc

Industrials
-23
- 56.1%
$111.08 - $128.59 $2.55K - $2.96K
18 $1.98M
STZ
Constellation Brands, Inc.

Consumer Defensive
-25
- 25.0%
$127.65 - $142.97 $3.19K - $3.57K
75 $10.3M
NKE
Nike, Inc.

Consumer Cyclical
-13
- 3.43%
$60.8 - $74.57 $790 - $969
366 $23.3M
FNDX
Schwab Fundamental U S Large C

ETFs
-153
- 10.44%
$25.68 - $26.95 $3.93K - $4.12K
1.31K $35.7M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-95
- 5.23%
$40.79 - $41.47 $3.88K - $3.94K
1.72K $72.1M
CLX
Clorox CO

Consumer Defensive
-11
- 16.18%
$103.68 - $123.19 $1.14K - $1.36K
57 $5.72M
APD
Air Products & Chemicals, Inc.

Basic Materials
-8
- 33.33%
$237.56 - $271.47 $1.9K - $2.17K
16 $4.04M
WEC
Wec Energy Group, Inc.

Utilities
-22
Closed
$110.61 - $117.5 $2.43K - $2.59K
0 $32K
EMR
Emerson Electric CO

Industrials
-19
- 95.0%
$126.01 - $140.03 $2.39K - $2.66K
1 $79K
FNDA
Schwab Fundamental U S Small C

ETFs
-82
- 19.71%
$29.85 - $31.55 $2.45K - $2.59K
334 $10.5M
GLD
Spdr Gold Trust

ETFs
-9
- 31.03%
$354.79 - $403.15 $3.19K - $3.63K
20 $7.93M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 16.67%
$577.77 - $604.78 $2.31K - $2.42K
20 $12.1M
ADBE
Adobe Inc.

Technology
-6
- 31.58%
$325.07 - $359.91 $1.95K - $2.16K
13 $4.55M
SYY
Sysco Corp

Consumer Defensive
-25
Closed
$72.9 - $83.27 $1.82K - $2.08K
0 $13K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-8
- 29.63%
$176.58 - $207.02 $1.41K - $1.66K
19 $3.56M
VTI
Vanguard Total Stock Market Et

ETFs
-33
- 2.54%
$321.8 - $337.95 $10.6K - $11.2K
1.27K $424M
FDS
Factset Research Systems Inc

Financial Services
-6
Closed
$253.62 - $294.11 $1.52K - $1.76K
0 $27K
BDX
Becton Dickinson & CO

Healthcare
-9
Closed
$176.39 - $193.93 $1.59K - $1.75K
0 $51K
PHM
Pultegroup Inc

Consumer Cyclical
-7
- 12.28%
$118.23 - $137.61 $828 - $963
50 $5.86M
ES
Eversource Energy

Utilities
-22
- 95.65%
$70.59 - $74.88 $1.55K - $1.65K
1 $35K
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
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