Global Wealth Strategies & Associates Portfolio Holdings

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024

Global Wealth Strategies & Associates has filed its 13F form on January 02, 2025 for Q4 2024 where it was disclosed a total value porftolio of $320 Billion distributed in 453 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $121B, Ishares Tr with a value of $30.7B, Invesco Exchange Traded Fd Tr with a value of $24.7B, Vanguard Bd Index Fd Inc Total with a value of $24.7B, and Vanguard Russell 2000 ETF with a value of $11.9B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $304B to 320B. Also it can be appreciated an additional of 109 stocks purchases and 5 closed positions.

Global Wealth Strategies & Associates is based out at Denver, CO

Below you can find more details about Global Wealth Strategies & Associates portfolio as well as his latest detailed transactions.

Portfolio value $320 Billion
ETFs: $293 Billion
Technology: $7.29 Billion
Basic Materials: $2.79 Billion
Consumer Cyclical: $2.29 Billion
Communication Services: $1.28 Billion
Financial Services: $963 Million
Industrials: $954 Million
Consumer Defensive: $912 Million
Other: $1.63 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$217M
$1.05 Million 0.0% of portfolio
500
Q2 2023 New
$171M
$242,000 0.0% of portfolio
300
Q4 2022 New
$95.7M
$127,000 0.0% of portfolio
100
Q4 2022 New
$229M
$256,000 0.0% of portfolio
20
Q4 2022 New
$94.2M
$830,000 0.0% of portfolio
1,000
Q2 2024 New
$142M
$0 0.0% of portfolio
0
Q4 2024 New
$280M
$1.54 Million 0.0% of portfolio
1,000
Q3 2024 New
$54.3M
$24,000 0.0% of portfolio
13
Q4 2024 New
$85.4M
$113,000 0.0% of portfolio
120
Q1 2024 New
$297M
$0 0.0% of portfolio
0
Q4 2024 Sold Out
$89.2M
$1.52 Million 0.0% of portfolio
991
Q2 2024 New
$98.5M
$0 0.0% of portfolio
0
Q4 2024 New
$75.9M
$0 0.0% of portfolio
0
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 453
  • Current Value $320 Billion
  • Prior Value $304 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 02, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 109 stocks
  • Additional Purchases 90 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 32 stocks
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