Global Assets Advisory, LLC Sells in Q4 2024

Global Assets Advisory, LLC

  • $181 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-10.6K
- 16.59%
$221.69 - $259.02 $2.34M - $2.73M
53.1K $12.9B
LLY
Eli Lilly & CO

Healthcare
-1.29K
- 56.59%
$727.2 - $932.06 $940K - $1.21M
992 $772M
UNH
Unitedhealth Group Inc

Healthcare
-1.69K
- 59.7%
$485.52 - $625.25 $820K - $1.06M
1.14K $575M
GE
General Electric CO

Industrials
-3.57K
- 41.06%
$159.95 - $194.23 $572K - $694K
5.13K $865M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.46K
- 6.93%
$96.64 - $101.23 $431K - $451K
59.8K $5.8B
ORCL
Oracle Corp

Technology
-3.42K
- 47.91%
$165.41 - $192.43 $565K - $658K
3.72K $617M
AMGN
Amgen Inc

Healthcare
-1.52K
- 58.69%
$258.78 - $328.31 $394K - $500K
1.07K $278M
MA
Mastercard Inc

Financial Services
-1.01K
- 54.91%
$491.3 - $536.15 $497K - $543K
831 $434M
COST
Costco Wholesale Corp

Consumer Defensive
-524
- 32.75%
$873.59 - $994.69 $458K - $521K
1.08K $979M
MSFT
Microsoft Corp

Technology
-890
- 14.92%
$406.35 - $454.46 $362K - $404K
5.07K $2.12B
V
Visa Inc.

Financial Services
-1.66K
- 39.87%
$273.87 - $320.91 $455K - $533K
2.5K $787M
NFLX
Netflix Inc

Communication Services
-727
- 44.82%
$687.65 - $936.56 $500K - $681K
895 $794M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.91K
- 59.8%
$106.56 - $113.11 $310K - $329K
1.96K $209M
VZ
Verizon Communications Inc

Communication Services
-3.51K
- 11.58%
$39.6 - $45.21 $139K - $159K
26.8K $1.08B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.91K
- 7.52%
$69.58 - $74.87 $202K - $218K
35.8K $2.49B
JNJ
Johnson & Johnson

Healthcare
-939
- 12.03%
$143.34 - $165.86 $135K - $156K
6.87K $989M
SJNK
Spdr Bloomberg Short Term High

ETFs
-7.45K
- 6.9%
$25.09 - $25.69 $187K - $191K
101K $2.55B
GBIL
Goldman Sachs Access Treasury

ETFs
-2.03K
- 43.24%
$99.85 - $100.22 $203K - $204K
2.67K $267M
VTI
Vanguard Total Stock Market Et

ETFs
-879
- 14.64%
$280.04 - $302.45 $246K - $266K
5.12K $1.48B
HYG
Ishares Tr

ETFs
-2.28K
- 12.01%
$78.09 - $80.04 $178K - $183K
16.7K $1.32B
ABBV
Abb Vie Inc.

Healthcare
-496
- 9.8%
$164.99 - $203.87 $81.8K - $101K
4.56K $819M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-187
- 1.79%
$442.29 - $483.08 $82.7K - $90.3K
10.2K $4.62B
FICO
Fair Isaac Corp

Technology
-91
- 21.67%
$1911.01 - $2382.4 $174K - $217K
329 $657M
ITA
Ishares Tr

ETFs
-627
- 8.83%
$144.31 - $157.31 $90.5K - $98.6K
6.47K $937M
EWW
Ishares Inc Msci Mexico ETF

ETFs
-1.28K
- 10.4%
N/A
11K $525M
PFF
Ishares Trust Ishares Pfd And

ETFs
-123
- 0.14%
$31.23 - $33.51 $3.84K - $4.12K
88.7K $2.82B
CVX
Chevron Corp

Energy
-697
- 9.67%
$141.15 - $162.53 $98.4K - $113K
6.51K $955M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-332
- 3.51%
$174.22 - $187.62 $57.8K - $62.3K
9.12K $1.59B
WM
Waste Management Inc

Industrials
-355
- 13.7%
$201.79 - $228.46 $71.6K - $81.1K
2.24K $449M
MBB
Ishares Tr

ETFs
-643
- 9.95%
$91.26 - $95.82 $58.7K - $61.6K
5.82K $533M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-323
- 1.28%
$43.84 - $48.76 $14.2K - $15.7K
24.9K $1.1B
FVD
First Tr Value Line Divid Inde

ETFs
-850
- 5.92%
$43.4 - $46.7 $36.9K - $39.7K
13.5K $587M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-19
- 2.11%
$396.64 - $516.74 $7.54K - $9.82K
882 $358M
CAT
Caterpillar Inc

Industrials
-110
- 14.47%
$360.37 - $416.88 $39.6K - $45.9K
650 $234M
XLV
Select Sector Spdr Fund Health

ETFs
-15
- 0.4%
$136.28 - $154.74 $2.04K - $2.32K
3.76K $517M
KO
Coca Cola CO

Consumer Defensive
-94
- 1.69%
$61.74 - $71.71 $5.8K - $6.74K
5.46K $337M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.28K
- 1.71%
$58.65 - $64.37 $74.8K - $82.1K
73.1K $4.31B
ABT
Abbott Laboratories

Healthcare
-452
- 11.05%
$111.93 - $119.39 $50.6K - $54K
3.64K $413M
AOR
Ishares Tr Core Growth Allocat

ETFs
-131
- 0.64%
$57.32 - $59.66 $7.51K - $7.82K
20.3K $1.16B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-159
- 0.51%
$56.06 - $61.35 $8.91K - $9.75K
31K $1.75B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-725
- 8.93%
N/A
7.39K $368M
IVW
Ishares S&P 500 Growth ETF

ETFs
-544
- 19.1%
$94.43 - $105.47 $51.4K - $57.4K
2.3K $234M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-866
- 5.44%
$35.45 - $40.33 $30.7K - $34.9K
15K $538M
SNPS
Synopsys Inc

Technology
-43
- 4.88%
$485.36 - $588.0 $20.9K - $25.3K
839 $405M
GOOG
Alphabet Inc.

Communication Services
-320
- 22.71%
$163.08 - $198.16 $52.2K - $63.4K
1.09K $208M
FIW
First Trust Water ETF

ETFs
-100
- 4.0%
$102.02 - $110.91 $10.2K - $11.1K
2.4K $243M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-212
- 1.42%
$100.16 - $100.7 $21.2K - $21.3K
14.8K $1.48B
FTSL
First Trust Senior Ln Fund

ETFs
-416
- 4.09%
$45.9 - $46.48 $19.1K - $19.3K
9.77K $451M
SOXX
Ishares Semiconductor ETF

ETFs
-3
- 0.14%
$211.27 - $239.8 $634 - $719
2.08K $450M
Activity Summary
Buys All Purchases 60 New Holdings 23 Increased Positions 37 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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