Global Wealth Strategies & Associates Reduced Holdings in Q1 2025

Global Wealth Strategies & Associates

  • $330 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-173K
- 98.63%
$44.68 - $46.49 $7.72M - $8.03M
2.4K $111M
USFR
Wisdomtree Floating Rate Treas

ETFs
-41.1K
- 98.38%
$50.29 - $50.5 $2.07M - $2.08M
677 $34.1M
XLE
Energy Sector Spdr

ETFs
-8.62K
- 82.0%
$85.7 - $93.96 $738K - $810K
1.89K $177M
NVDA
Nvidia Corp

Technology
-1.26K
- 11.58%
$106.98 - $149.43 $134K - $188K
9.58K $1.04B
OEF
Ishares S&P 100 ETF

ETFs
-674
- 6.94%
N/A
9.03K $2.45B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-256
- 0.52%
$196.12 - $229.48 $50.2K - $58.7K
48.9K $9.89B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-57
- 1.15%
$468.34 - $539.52 $26.7K - $30.8K
4.9K $2.3B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-9.86K
- 33.36%
N/A
19.7K $474M
ZM
Zoom Video Communications, Inc.

Technology
-2.55K
- 72.86%
$72.23 - $88.64 $184K - $226K
950 $70.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-7.97K
- 67.93%
$18.36 - $20.51 $146K - $163K
3.76K $74.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-574
- 4.75%
$57.21 - $65.8 $32.8K - $37.8K
11.5K $671M
IWP
Ishares Russell Mid Cap Growth

ETFs
-183
- 2.92%
$114.9 - $139.6 $21K - $25.5K
6.09K $716M
WMT
Walmart Inc.

Consumer Defensive
-657
- 29.24%
$84.5 - $105.05 $55.5K - $69K
1.59K $140M
PG
Procter & Gamble CO

Consumer Defensive
-330
- 34.16%
$158.56 - $176.26 $52.3K - $58.2K
636 $108M
BNDX
Vanguard Total International B

ETFs
-1.07K
- 95.34%
$48.33 - $49.5 $51.5K - $52.7K
52 $2.54M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-846
- 95.92%
$47.33 - $47.92 $40K - $40.5K
36 $1.71M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.74K
- 43.16%
$22.25 - $23.0 $38.8K - $40.1K
2.3K $52.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-300
- 14.29%
$68.07 - $78.99 $20.4K - $23.7K
1.8K $123M
HD
Home Depot, Inc.

Consumer Cyclical
-65
- 13.18%
$347.25 - $424.87 $22.6K - $27.6K
428 $157M
AFRM
Affirm Holdings, Inc.

Technology
-142
- 8.02%
$43.7 - $80.98 $6.21K - $11.5K
1.63K $73.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-338
- 78.79%
$90.0 - $96.32 $30.4K - $32.6K
91 $8.4M
ABBV
Abb Vie Inc.

Healthcare
-220
- 46.61%
$169.2 - $216.66 $37.2K - $47.7K
252 $52.8M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.4K
- 66.13%
$19.04 - $20.15 $26.7K - $28.2K
717 $13.7M
V
Visa Inc.

Financial Services
-100
- 43.67%
$306.92 - $362.71 $30.7K - $36.3K
129 $45.2M
VHT
Vanguard Health Care ETF

ETFs
-124
- 22.46%
$254.06 - $273.83 $31.5K - $34K
428 $113M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-100
- 4.73%
$47.79 - $59.89 $4.78K - $5.99K
2.02K $101M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-170
- 53.13%
$126.86 - $146.45 $21.6K - $24.9K
150 $19.1M
VUG
Vanguard Growth ETF

ETFs
-35
- 18.13%
$369.1 - $427.61 $12.9K - $15K
158 $58.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-30
- 2.31%
$102.49 - $119.96 $3.07K - $3.6K
1.27K $133M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-369
- 12.44%
$23.16 - $27.04 $8.55K - $9.98K
2.6K $60.9M
PLTR
Palantir Technologies Inc.

Technology
-240
- 44.36%
$64.98 - $124.62 $15.6K - $29.9K
301 $25.4M
USB
Us Bancorp \De\

Financial Services
-250
- 41.46%
$40.92 - $50.9 $10.2K - $12.7K
353 $14.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-565
- 53.05%
$21.23 - $23.75 $12K - $13.4K
500 $10.8M
RYH
Invesco S&P 500 Equal Weight H

ETFs
-410
- 99.76%
N/A
1 $23K
VBR
Vanguard Small Cap Value ETF

ETFs
-51
- 28.18%
$183.02 - $207.75 $9.33K - $10.6K
130 $24.2M
NVO
Novo Nordisk A S

Healthcare
-84
- 29.07%
$69.3 - $90.95 $5.82K - $7.64K
205 $14.2M
SQ
Block, Inc.

Technology
-90
- 51.14%
$54.04 - $92.95 $4.86K - $8.37K
86 $4.67M
NLOK
Norton Life Lock Inc.

Technology
-317
- 16.54%
N/A
1.6K $42.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-170
- 7.44%
$32.42 - $36.13 $5.51K - $6.14K
2.12K $69.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-834
- 99.52%
$9.47 - $11.46 $7.9K - $9.56K
4 $43K
FNDA
Schwab Fundamental U S Small C

ETFs
-265
- 41.02%
$26.87 - $30.99 $7.12K - $8.21K
381 $10.4M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-166
- 49.7%
$49.67 - $51.43 $8.25K - $8.54K
168 $8.58M
VOE
Vanguard Mid Cap Value Index F

ETFs
-50
- 46.73%
$156.61 - $168.02 $7.83K - $8.4K
57 $9.15M
IXUS
Ishares Tr

ETFs
-121
- 79.61%
$65.06 - $72.31 $7.87K - $8.75K
31 $2.13M
MDT
Medtronic PLC

Healthcare
-102
- 75.56%
$79.84 - $94.5 $8.14K - $9.64K
33 $2.97M
VO
Vanguard Mid Cap ETF

ETFs
-27
- 32.14%
$251.87 - $277.95 $6.8K - $7.5K
57 $14.7M
BHP
Bhp Group LTD

Basic Materials
-144
- 34.87%
$48.18 - $52.11 $6.94K - $7.5K
269 $13.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-78
- 98.73%
$77.33 - $90.16 $6.03K - $7.03K
1 $47K
IEMG
Ishares Inc

ETFs
-153
- 14.64%
N/A
892 $48.1M
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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