Global Wealth Strategies & Associates has filed its 13F form on January 02, 2025 for Q4 2024 where it was disclosed a total value porftolio of $320 Billion distributed in 453 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $121B, Ishares Tr with a value of $30.7B, Invesco Exchange Traded Fd Tr with a value of $24.7B, Vanguard Bd Index Fd Inc Total with a value of $24.7B, and Vanguard Russell 2000 ETF with a value of $11.9B.
Examining the 13F form we can see an increase of $15.2B in the current position value, from $304B to 320B.
Also it can be appreciated an additional of 109 stocks purchases and 5 closed positions.
Global Wealth Strategies & Associates is based out at Denver, CO
Below you can find more details about Global Wealth Strategies & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$320 Billion
ETFs: $293 Billion
Technology: $7.29 Billion
Basic Materials: $2.79 Billion
Consumer Cyclical: $2.29 Billion
Communication Services: $1.28 Billion
Financial Services: $963 Million
Industrials: $954 Million
Consumer Defensive: $912 Million
Other: $1.63 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
