Global Trust Wealth Management LLC Purchases in Q4 2025

Global Trust Wealth Management LLC

  • $135 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
26.6K
New
$653.02 - $687.39 $17.4M - $18.3M
26.6K $18.2B
VTI
Vanguard Total Stock Market Et

ETFs
25.7K
New
$321.8 - $337.95 $8.28M - $8.69M
25.7K $8.62B
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.9K
New
$589.5 - $635.77 $8.21M - $8.85M
13.9K $8.55B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
90.5K
New
$63.25 - $66.24 $5.73M - $6M
90.5K $5.97B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
75.9K
New
$72.17 - $75.74 $5.48M - $5.75M
75.9K $5.72B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
41.7K
New
$114.27 - $121.15 $4.77M - $5.05M
41.7K $5.01B
LQD
Ishares Iboxx $ Investment Gra

ETFs
40.5K
New
$110.25 - $112.92 $4.47M - $4.57M
40.5K $4.46B
IEFA
Ishares Tr

ETFs
48.7K
New
$86.09 - $89.88 $4.19M - $4.38M
48.7K $4.36B
AAPL
Apple Inc.

Technology
13K
New
$245.27 - $275.25 $3.18M - $3.57M
13K $3.53B
WEC
Wec Energy Group, Inc.

Utilities
29.4K
New
$110.61 - $117.5 $3.26M - $3.46M
29.4K $3.1B
VBK
Vanguard Small Cap Growth ETF

ETFs
9.52K
New
$291.71 - $309.36 $2.78M - $2.95M
9.52K $2.88B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.61K
New
$459.47 - $491.71 $2.58M - $2.76M
5.61K $2.66B
VTV
Vanguard Value ETF

ETFs
13.8K
New
$182.87 - $189.72 $2.52M - $2.62M
13.8K $2.64B
BNDX
Vanguard Total International B

ETFs
47.7K
New
$49.3 - $49.91 $2.35M - $2.38M
47.7K $2.3B
HYG
Ishares Tr

ETFs
26.4K
New
$79.95 - $81.28 $2.11M - $2.15M
26.4K $2.13B
AVGO
Broadcom Inc.

Technology
5.95K
New
$324.63 - $385.98 $1.93M - $2.3M
5.95K $2.06B
IWP
Ishares Russell Mid Cap Growth

ETFs
14.8K
New
$136.84 - $145.3 $2.03M - $2.15M
14.8K $2.03B
JNK
Spdr Bloomberg High Yield Bond

ETFs
19.8K
New
$96.34 - $98.02 $1.91M - $1.94M
19.8K $1.93B
JPM
Jpmorgan Chase & CO

Financial Services
5.9K
New
$294.11 - $320.41 $1.73M - $1.89M
5.9K $1.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
35K
New
$52.54 - $55.77 $1.84M - $1.95M
35K $1.88B
GOOGL
Alphabet Inc.

Communication Services
5.76K
New
$236.57 - $291.31 $1.36M - $1.68M
5.76K $1.8B
MSFT
Microsoft Corp

Technology
3.71K
New
$496.82 - $542.07 $1.84M - $2.01M
3.71K $1.79B
TSLA
Tesla, Inc.

Consumer Cyclical
3.79K
New
$401.99 - $468.37 $1.52M - $1.77M
3.79K $1.7B
CAT
Caterpillar Inc

Industrials
2.96K
New
$480.82 - $585.49 $1.42M - $1.73M
2.96K $1.69B
AVDV
American Centy ETF Tr Avantis

ETFs
17.6K
New
$87.37 - $90.92 $1.54M - $1.6M
17.6K $1.66B
NVDA
Nvidia Corp

Technology
8.83K
New
$179.83 - $207.04 $1.59M - $1.83M
8.83K $1.65B
META
Meta Platforms, Inc.

Communication Services
2.3K
New
$609.01 - $751.67 $1.4M - $1.73M
2.3K $1.52B
AMZN
Amazon Com Inc

Consumer Cyclical
5.89K
New
$213.04 - $254.0 $1.26M - $1.5M
5.89K $1.36B
EFA
Ishares Tr Msci Eafe ETF

ETFs
14K
New
$92.24 - $96.56 $1.29M - $1.35M
14K $1.34B
BJUL
Innovator U.S. Equity Buffer E

ETFs
24.5K
New
$48.99 - $50.36 $1.2M - $1.23M
24.5K $1.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.34K
New
$475.68 - $513.11 $1.11M - $1.2M
2.34K $1.18B
LLY
Eli Lilly & CO

Healthcare
1.09K
New
$799.57 - $1025.28 $868K - $1.11M
1.09K $1.17B
IWS
Ishares Russell Midcap Value E

ETFs
8.07K
New
$135.66 - $140.93 $1.09M - $1.14M
8.07K $1.14B
WMT
Walmart Inc.

Consumer Defensive
10K
New
$101.18 - $109.03 $1.01M - $1.09M
10K $1.11B
EEM
Ishares Msci Emerging Markets

ETFs
18.9K
New
$51.94 - $56.01 $979K - $1.06M
18.9K $1.03B
PLTR
Palantir Technologies Inc.

Technology
5.15K
New
$172.14 - $207.18 $887K - $1.07M
5.15K $916M
XLRE
Select Sector Spdr Tr Real Est

ETFs
21K
New
$40.65 - $42.74 $852K - $896K
21K $846M
WFC
Wells Fargo & Company

Financial Services
8.54K
New
$77.62 - $87.3 $663K - $745K
8.54K $796M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
19.5K
New
$37.61 - $39.41 $732K - $767K
19.5K $770M
NEE
Nextera Energy Inc

Utilities
9.47K
New
$78.18 - $86.03 $740K - $815K
9.47K $760M
DFSV
Dimensional ETF Tr Dimensional

ETFs
22.8K
New
$30.55 - $32.35 $696K - $737K
22.8K $750M
Innovator Etfs Trust
24.6K
New
N/A
24.6K $744M
GS
Goldman Sachs Group Inc

Financial Services
817
New
$744.6 - $838.97 $608K - $685K
817 $718M
PFF
Ishares Trust Ishares Pfd And

ETFs
20.8K
New
$30.84 - $31.79 $643K - $662K
20.8K $645M
NOC
Northrop Grumman Corp

Industrials
1.12K
New
$558.0 - $637.95 $626K - $715K
1.12K $639M
NFLX
Netflix Inc

Communication Services
6.5K
New
$110.29 - $1241.35 $717K - $8.07M
6.5K $609M
IBM
International Business Machines Corp

Technology
2.03K
New
$275.97 - $314.98 $559K - $638K
2.03K $600M
Innovator Etfs Trust
13.8K
New
N/A
13.8K $573M
DFIV
Dimensional ETF Tr

ETFs
11.4K
New
$45.13 - $48.25 $516K - $552K
11.4K $571M
Activity Summary
Buys All Purchases 84 New Holdings 84 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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