Global Assets Advisory, LLC Incresed Positions in Q3 2024

Global Assets Advisory, LLC

  • $183 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.82K
+ 12.01%
$207.23 - $234.82 $1.41M - $1.6M
63.6K $14.4B
LLY
Eli Lilly & CO

Healthcare
1.71K
+ 296.01%
$772.14 - $960.02 $1.32M - $1.64M
2.29K $2.02B
GE
General Electric CO

Industrials
4.23K
+ 94.42%
$156.66 - $189.66 $662K - $802K
8.7K $1.62B
AMGN
Amgen Inc

Healthcare
1.72K
+ 195.56%
$309.38 - $337.38 $531K - $579K
2.6K $831M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.85K
+ 4.63%
$96.25 - $101.98 $274K - $290K
64.3K $6.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
383
+ 3.96%
$475.2 - $527.7 $182K - $202K
10.1K $5.26B
HYG
Ishares Tr

ETFs
4.27K
+ 29.0%
$76.72 - $80.36 $328K - $343K
19K $1.52B
ITA
Ishares Tr

ETFs
1.3K
+ 22.35%
$131.58 - $149.64 $171K - $194K
7.1K $1.07B
PFF
Ishares Trust Ishares Pfd And

ETFs
4.24K
+ 5.01%
$31.18 - $33.5 $132K - $142K
88.8K $2.95B
JNJ
Johnson & Johnson

Healthcare
670
+ 9.39%
$145.48 - $167.38 $97.5K - $112K
7.81K $1.26B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.61K
+ 13.4%
$41.9 - $48.26 $67.5K - $77.8K
13.6K $658M
AMZN
Amazon Com Inc

Consumer Cyclical
2.29K
+ 6.28%
$161.02 - $200.0 $368K - $457K
38.7K $7.16B
ABT
Abbott Laboratories

Healthcare
760
+ 22.81%
$100.07 - $118.13 $76.1K - $89.8K
4.09K $465M
PG
Procter & Gamble CO

Consumer Defensive
530
+ 42.5%
$160.76 - $177.82 $85.2K - $94.2K
1.78K $307M
GBIL
Goldman Sachs Access Treasury

ETFs
865
+ 22.54%
$99.7 - $100.3 $86.2K - $86.8K
4.7K $470M
MU
Micron Technology Inc

Technology
1.36K
+ 79.3%
$86.27 - $136.82 $118K - $187K
3.08K $309M
CAT
Caterpillar Inc

Industrials
100
+ 15.15%
$316.8 - $391.12 $31.7K - $39.1K
760 $298M
AOR
Ishares Tr Core Growth Allocat

ETFs
106
+ 0.52%
$55.15 - $59.31 $5.85K - $6.29K
20.4K $1.21B
KO
Coca Cola CO

Consumer Defensive
230
+ 4.32%
$62.69 - $73.01 $14.4K - $16.8K
5.55K $398M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 1.08%
$333.64 - $405.2 $3K - $3.65K
846 $346M
ELV
Elevance Health, Inc.

Healthcare
133
+ 34.1%
$500.12 - $562.29 $66.5K - $74.8K
523 $267M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
30
+ 1.4%
$101.06 - $115.49 $3.03K - $3.46K
2.18K $249M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
130
+ 2.77%
$62.4 - $62.4 $8.11K - $8.11K
4.83K $320M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.33%
$179.99 - $201.6 $720 - $806
1.22K $243M
USA
Liberty All Star Equity Fund

Financial Services
570
+ 2.62%
$6.43 - $7.14 $3.67K - $4.07K
22.3K $158M
WFC
Wells Fargo & Company

Financial Services
602
+ 8.51%
$51.58 - $60.97 $31.1K - $36.7K
7.68K $425M
HTGC
Hercules Capital, Inc.

Financial Services
1.03K
+ 6.13%
$17.71 - $21.67 $18.2K - $22.3K
17.8K $348M
CDNS
Cadence Design Systems Inc

Technology
217
+ 18.04%
$246.84 - $321.11 $53.6K - $69.7K
1.42K $374M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
345
+ 0.67%
$19.65 - $22.6 $6.78K - $7.8K
51.6K $1.11B
MSFT
Microsoft Corp

Technology
232
+ 4.05%
$395.15 - $467.56 $91.7K - $108K
5.96K $2.51B
SNPS
Synopsys Inc

Technology
7
+ 0.8%
$463.97 - $621.3 $3.25K - $4.35K
882 $437M
Activity Summary
Buys All Purchases 143 New Holdings 111 Increased Positions 32 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Global Assets Advisory, LLC Portfolio

Follow Global Assets Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Assets Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Assets Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email