Global Wealth Strategies & Associates has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $349 Billion distributed in 378 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 $136B, Ishares Tr with a value of $38.1B, Vanguard Bd Index Fd Inc Total with a value of $27.6B, Invesco Exchange Traded Fd Tr with a value of $26.7B, and Ishares Msci Usa Quality Facto with a value of $12.8B.

Examining the 13F form we can see an increase of $19.4B in the current position value, from $330B to 349B. Also it can be appreciated an additional of 12 stocks purchases and 1 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 $349 Billion
ETFs: $311 Billion
Technology: $6.31 Billion
Financial Services: $6.09 Billion
Basic Materials: $2.82 Billion
Consumer Cyclical: $2.44 Billion
Communication Services: $1.56 Billion
Industrials: $1.22 Billion
Healthcare: $898 Million
Other: $1.46 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $349 Billion
  • Prior Value $330 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 32 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 130 stocks
Track This Portfolio

Track Global Wealth Strategies & Associates Portfolio

Follow Global Wealth Strategies & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.