Global Wealth Strategies & Associates has filed its 13F form on October 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $304 Billion distributed in 373 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 $117B, Ishares Tr with a value of $32.6B, Vanguard Bd Index Fd Inc Total with a value of $23.6B, Invesco Exchange Traded Fd Tr with a value of $23.1B, and Vanguard Russell 2000 ETF with a value of $11.2B.
Examining the 13F form we can see an increase of $25.8B in the current position value, from $279B to 304B.
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
$304 Billion
ETFs: $288 Billion
Technology: $6.61 Billion
Basic Materials: $3.11 Billion
Consumer Cyclical: $1.66 Billion
Communication Services: $987 Million
Healthcare: $970 Million
Industrials: $884 Million
Consumer Defensive: $825 Million
Other: $1.29 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
