Global Wealth Strategies & Associates Purchases in Q4 2024

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
250
+ 423.73%
$83.62 - $91.5 $20.9K - $22.9K
309 $27.6M
MSTR
Microstrategy Inc

Technology
70
New
$162.69 - $473.83 $11.4K - $33.2K
70 $20.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
70
New
$278.49 - $315.16 $19.5K - $22.1K
70 $19.9M
ET
Energy Transfer LP

Energy
1K
New
$16.05 - $19.86 $16.1K - $19.9K
1K $19.6M
SCCO
Southern Copper Corp

Basic Materials
204
New
$91.13 - $117.95 $18.6K - $24.1K
204 $18.6M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
365
New
$43.37 - $51.46 $15.8K - $18.8K
365 $17.6M
WPM
Wheaton Precious Metals Corp.

Basic Materials
300
New
$56.08 - $68.53 $16.8K - $20.6K
300 $16.9M
Blackrock Inc Com
16
New
N/A
16 $16.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
247
New
$63.58 - $71.15 $15.7K - $17.6K
247 $16.1M
Linde PLC Shs
42
+ 144.83%
N/A
71 $29.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
313
+ 1490.48%
$50.14 - $52.56 $15.7K - $16.5K
334 $16.8M
ROP
Roper Technologies Inc

Industrials
33
+ 49.25%
$519.85 - $575.95 $17.2K - $19K
100 $52M
COP
Conocophillips

Energy
153
+ 80.53%
$95.12 - $114.72 $14.6K - $17.6K
343 $34M
HAL
Halliburton CO

Energy
500
New
$25.77 - $31.99 $12.9K - $16K
500 $13.6M
COF
Capital One Financial Corp

Financial Services
75
New
$145.19 - $192.01 $10.9K - $14.4K
75 $13.4M
USB
Us Bancorp \De\

Financial Services
250
+ 70.82%
$43.98 - $53.66 $11K - $13.4K
603 $28.8M
Lam Research Corp Com New
170
New
N/A
170 $12.3M
CMI
Cummins Inc

Industrials
25
+ 19.53%
$324.93 - $383.42 $8.12K - $9.59K
153 $53.3M
PR
Permian Resources Corporation

Energy
800
New
$13.41 - $16.21 $10.7K - $13K
800 $11.5M
NRIM
Northrim Bancorp Inc

Financial Services
144
New
$64.07 - $88.5 $9.23K - $12.7K
144 $11.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.34K
+ 300.0%
$25.93 - $105.3 $112K - $457K
5.78K $161M
Amentum Holdings Inc Com
465
New
N/A
465 $9.78M
SQ
Block, Inc.

Technology
88
+ 100.0%
$65.06 - $98.92 $5.73K - $8.7K
176 $15M
BCAB
Bio Atla, Inc.

Healthcare
13.8K
New
$0.59 - $2.37 $8.12K - $32.6K
13.8K $8.14M
IR
Ingersoll Rand Inc.

Industrials
88
New
$90.46 - $105.35 $7.96K - $9.27K
88 $7.96M
NOG
Northern Oil & Gas, Inc.

Energy
200
New
$35.57 - $43.49 $7.11K - $8.7K
200 $7.43M
PENN
Penn National Gaming Inc

Consumer Cyclical
300
+ 2000.0%
$18.13 - $22.34 $5.44K - $6.7K
315 $6.24M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.97K
+ 200.0%
$22.4 - $68.28 $156K - $476K
10.4K $242M
Arista Networks Inc Com Shs
52
New
N/A
52 $5.75M
WMB
Williams Companies, Inc.

Energy
99
New
$46.37 - $59.74 $4.59K - $5.91K
99 $5.36M
MRK
Merck & Co., Inc.

Healthcare
54
+ 83.08%
$96.31 - $114.76 $5.2K - $6.2K
119 $11.8M
UNH
Unitedhealth Group Inc

Healthcare
17
+ 32.08%
$485.52 - $625.25 $8.25K - $10.6K
70 $35.4M
TRV
Travelers Companies, Inc.

Financial Services
18
New
$225.97 - $266.66 $4.07K - $4.8K
18 $4.34M
MUST
Columbia ETF Tr I Multi Sector

ETFs
2.56K
+ 2.52%
$20.25 - $20.87 $51.8K - $53.4K
104K $2.11B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
19
New
$209.89 - $233.24 $3.99K - $4.43K
19 $4.04M
ETN
Eaton Corp PLC

Industrials
12
+ 19.05%
$326.96 - $377.52 $3.92K - $4.53K
75 $24.9M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.18%
$280.04 - $302.45 $280 - $302
549 $159M
SWKS
Skyworks Solutions, Inc.

Technology
44
New
$83.18 - $99.15 $3.66K - $4.36K
44 $3.9M
VIAV
Viavi Solutions Inc.

Technology
340
New
$8.94 - $11.16 $3.04K - $3.79K
340 $3.43M
Fidelity Wise Origin Bitcoin Fund
39
New
N/A
39 $3.18M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
86
New
$36.54 - $37.53 $3.14K - $3.23K
86 $3.16M
DAL
Delta Air Lines, Inc.

Industrials
51
New
$47.46 - $65.77 $2.42K - $3.35K
51 $3.09M
OXY
Occidental Petroleum Corp

Energy
104
+ 10.33%
$45.36 - $55.91 $4.72K - $5.81K
1.11K $54.9M
Grayscale Bitcoin Mini Trust ETF
71
New
N/A
71 $2.97M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
185
+ 4.8%
$22.39 - $23.45 $4.14K - $4.34K
4.04K $92.8M
PAYX
Paychex Inc

Industrials
17
New
$135.86 - $148.73 $2.31K - $2.53K
17 $2.38M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
67
+ 44.37%
$44.04 - $49.49 $2.95K - $3.32K
218 $9.6M
NVO
Novo Nordisk A S

Healthcare
100
+ 52.91%
$85.0 - $120.04 $8.5K - $12K
289 $24.9M
ITW
Illinois Tool Works Inc

Industrials
9
New
$253.56 - $278.5 $2.28K - $2.51K
9 $2.28M
Activity Summary
Buys All Purchases 199 New Holdings 109 Increased Positions 90 Sells All Sells 37 Reductions 32 Sold out 5 Options Calls 0 Puts 0
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