Global Wealth Strategies & Associates Incresed Positions in Q4 2024

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
17
+ 32.08%
$485.52 - $625.25 $8.25K - $10.6K
70 $35.4M
MUST
Columbia ETF Tr I Multi Sector

ETFs
2.56K
+ 2.52%
$20.25 - $20.87 $51.8K - $53.4K
104K $2.11B
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
OXY
Occidental Petroleum Corp

Energy
104
+ 10.33%
$45.36 - $55.91 $4.72K - $5.81K
1.11K $54.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
185
+ 4.8%
$22.39 - $23.45 $4.14K - $4.34K
4.04K $92.8M
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
NEE
Nextera Energy Inc

Utilities
59
+ 37.58%
$69.77 - $85.43 $4.12K - $5.04K
216 $15.5M
PANW
Palo Alto Networks Inc

Technology
94
+ 100.0%
$181.96 - $405.9 $17.1K - $38.2K
188 $34.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
710
+ 200.0%
$22.01 - $66.82 $15.6K - $47.4K
1.07K $24.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.49K
+ 100.47%
$25.33 - $51.16 $37.7K - $76.1K
2.97K $76.7M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4
+ 8.89%
$47.58 - $48.56 $190 - $194
49 $2.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4
+ 7.14%
$96.64 - $101.23 $387 - $405
60 $5.82M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 1.28%
$84.34 - $95.14 $84.3 - $95.1
79 $6.86M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.47K
+ 200.27%
$27.54 - $83.04 $40.5K - $122K
2.21K $61.2M
LCID
Lucid Group, Inc.

Consumer Cyclical
26
+ 52.0%
$2.01 - $3.44 $52.3 - $89.4
76 $230K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.02%
$61.68 - $67.87 $123 - $136
12.1K $752M
FNDA
Schwab Fundamental U S Small C

ETFs
324
+ 100.62%
$29.26 - $59.11 $9.48K - $19.2K
646 $19.2M
MMM
3 M CO

Industrials
22
+ 5.9%
$124.74 - $137.12 $2.74K - $3.02K
395 $51M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.55%
$65.67 - $69.79 $65.7 - $69.8
182 $12.2M
Solventum Corp Com Shs
5
+ 5.38%
N/A
98 $6.47M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6
+ 60.0%
$24.19 - $50.58 $145 - $303
16 $389K
NKE
Nike, Inc.

Consumer Cyclical
25
+ 15.15%
$73.36 - $89.13 $1.83K - $2.23K
190 $14.4M
PFE
Pfizer Inc

Healthcare
15
+ 5.88%
$24.8 - $30.19 $372 - $453
270 $7.17M
FNDX
Schwab Fundamental U S Large C

ETFs
1.16K
+ 201.04%
$23.49 - $71.77 $27.2K - $83K
1.73K $41M
PG
Procter & Gamble CO

Consumer Defensive
29
+ 3.09%
$161.05 - $179.7 $4.67K - $5.21K
966 $162M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 1.72%
$174.22 - $187.62 $1.22K - $1.31K
413 $72.4M
IXUS
Ishares Tr

ETFs
5
+ 3.4%
$65.95 - $72.56 $330 - $363
152 $10M
SM
Sm Energy CO

Energy
4
+ 0.52%
$36.59 - $46.03 $146 - $184
769 $29.8M
FNDF
Schwab Fundamental Intl Large

ETFs
8
+ 3.09%
$32.92 - $37.15 $263 - $297
267 $8.86M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
3
+ 0.88%
N/A
343 $27.8M
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.24%
N/A
411 $12M
SOXX
Ishares Semiconductor ETF

ETFs
20
+ 4.55%
$211.27 - $239.8 $4.23K - $4.8K
460 $99.1M
ABBV
Abb Vie Inc.

Healthcare
34
+ 7.76%
$164.99 - $203.87 $5.61K - $6.93K
472 $83.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.9K
+ 101.08%
$18.41 - $40.87 $109K - $241K
11.7K $217M
LMT
Lockheed Martin Corp

Industrials
16
+ 3.17%
$479.66 - $614.62 $7.67K - $9.83K
521 $253M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.69K
+ 10.66%
$87.1 - $98.49 $496K - $561K
59.1K $5.16B
IEFA
Ishares Tr

ETFs
18.6K
+ 4.46%
$70.06 - $77.43 $1.31M - $1.44M
436K $30.7B
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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