Global Wealth Strategies & Associates New Holdings in Q1 2025

Global Wealth Strategies & Associates

  • $330 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCI
Barings Corporate Investors

Financial Services
219K
New
$19.89 - $25.0 $4.35M - $5.47M
219K $5.13B
STCE
Schwab Strategic Tr Crypto The
61.9K
New
N/A
61.9K $2.03B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.1K
New
$72.01 - $79.94 $79.2K - $87.9K
1.1K $81.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
537
New
$126.11 - $135.06 $67.7K - $72.5K
537 $69.3M
IVE
Ishares S&P 500 Value ETF

ETFs
283
New
$185.78 - $198.58 $52.6K - $56.2K
283 $53.9M
WK
Workiva Inc

Technology
703
New
$78.73 - $114.09 $55.3K - $80.2K
703 $53.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
995
New
$49.78 - $53.19 $49.5K - $52.9K
995 $50.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
759
New
$64.88 - $72.1 $49.2K - $54.7K
759 $49.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
492
New
$92.45 - $106.69 $45.5K - $52.5K
492 $45.7M
QDPL
Pacer Fds Tr Metaurus Us Large
1.21K
New
$36.5 - $40.04 $44.1K - $48.4K
1.21K $44.2M
Janus Henderson Securitized Income ETF
793
New
N/A
793 $41.5M
VAW
Vanguard Materials ETF

ETFs
202
New
$185.71 - $202.46 $37.5K - $40.9K
202 $38.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
632
New
$56.17 - $59.71 $35.5K - $37.7K
632 $36.1M
PSX
Phillips 66

Energy
275
New
$113.93 - $131.55 $31.3K - $36.2K
275 $34M
ISCB
International Speedway Corp

ETFs
600
New
$53.73 - $61.7 $32.2K - $37K
600 $32.5M
QCOM
Qualcomm Inc

Technology
150
New
$151.94 - $175.86 $22.8K - $26.4K
150 $23M
Ge Vernova Inc Com
75
New
N/A
75 $22.9M
JMEE
J P Morgan Exchange Traded Fd

ETFs
400
New
$54.51 - $63.63 $21.8K - $25.5K
400 $22.4M
LEN
Lennar Corp

Consumer Cyclical
162
New
$113.93 - $141.54 $18.5K - $22.9K
162 $18.5M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
758
New
$22.31 - $22.79 $16.9K - $17.3K
758 $17.1M
ALLE
Allegion PLC

Industrials
108
New
$123.79 - $135.5 $13.4K - $14.6K
108 $14.1M
KOMP
Spdr S&P Kensho New Economies

ETFs
300
New
$46.49 - $54.36 $13.9K - $16.3K
300 $13.9M
DXCM
Dexcom Inc

Healthcare
200
New
$67.74 - $90.75 $13.5K - $18.2K
200 $13.7M
Ab High Yield ETF
368
New
N/A
368 $13.6M
IRM
Iron Mountain Inc

Real Estate
150
New
$82.79 - $111.31 $12.4K - $16.7K
150 $12.9M
Everus Constr Group Com
345
New
N/A
345 $12.8M
XLV
Select Sector Spdr Fund Health

ETFs
87
New
$137.61 - $149.68 $12K - $13K
87 $12.7M
CARR
Carrier Global Corp

Industrials
200
New
$62.07 - $70.55 $12.4K - $14.1K
200 $12.7M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
200
New
N/A
200 $12.2M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
285
New
$40.5 - $42.02 $11.5K - $12K
285 $11.9M
MCO
Moodys Corp

Financial Services
25
New
$437.8 - $527.48 $10.9K - $13.2K
25 $11.6M
AIG
American International Group, Inc.

Financial Services
132
New
$70.5 - $86.94 $9.31K - $11.5K
132 $11.5M
PULS
Pgim ETF Tr

ETFs
225
New
$49.56 - $49.78 $11.2K - $11.2K
225 $11.2M
GD
General Dynamics Corp

Industrials
38
New
$241.94 - $272.58 $9.19K - $10.4K
38 $10.4M
OTIS
Otis Worldwide Corp

Industrials
100
New
$90.77 - $104.01 $9.08K - $10.4K
100 $10.3M
VLO
Valero Energy Corp

Energy
78
New
$121.76 - $142.99 $9.5K - $11.2K
78 $10.3M
CTSH
Cognizant Technology Solutions Corp

Technology
129
New
$75.32 - $90.7 $9.72K - $11.7K
129 $9.87M
FITB
Fifth Third Bancorp

Financial Services
245
New
$37.48 - $44.96 $9.18K - $11K
245 $9.6M
CSL
Carlisle Companies Inc

Industrials
28
New
$326.43 - $408.24 $9.14K - $11.4K
28 $9.53M
DIS
Walt Disney CO

Communication Services
96
New
$96.87 - $114.0 $9.3K - $10.9K
96 $9.5M
APP
App Lovin Corp

Technology
35
New
$238.08 - $510.13 $8.33K - $17.9K
35 $9.27M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
276
New
$32.01 - $34.37 $8.83K - $9.49K
276 $9.23M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
199
New
$44.72 - $46.25 $8.9K - $9.2K
199 $9.17M
DOV
Dover Corp

Industrials
52
New
$174.65 - $206.43 $9.08K - $10.7K
52 $9.14M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
204
New
$41.61 - $44.72 $8.49K - $9.12K
204 $8.83M
C
Citigroup Inc

Financial Services
124
New
$67.23 - $84.63 $8.34K - $10.5K
124 $8.8M
MBB
Ishares Tr

ETFs
90
New
$90.37 - $94.08 $8.13K - $8.47K
90 $8.44M
ITOT
Ishares Core S&P Total U.S. St

ETFs
65
New
$120.29 - $134.6 $7.82K - $8.75K
65 $7.93M
VPU
Vanguard Utilities ETF

ETFs
43
New
$161.24 - $173.33 $6.93K - $7.45K
43 $7.35M
Activity Summary
Buys All Purchases 221 New Holdings 122 Increased Positions 99 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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