Global Wealth Strategies & Associates Purchases in Q1 2025

Global Wealth Strategies & Associates

  • $330 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
120
+ 193.55%
$173.46 - $217.6 $20.8K - $26.1K
182 $39.6M
LMT
Lockheed Martin Corp

Industrials
100
+ 19.19%
$423.19 - $506.29 $42.3K - $50.6K
621 $277M
PGR
Progressive Corp

Financial Services
75
+ 119.05%
$235.61 - $291.22 $17.7K - $21.8K
138 $39M
ABT
Abbott Laboratories

Healthcare
178
+ 3560.0%
$111.1 - $140.22 $19.8K - $25K
183 $24.3M
XLK
Technology Sector Spdr

ETFs
309
+ 19.94%
$206.38 - $242.18 $63.8K - $74.8K
1.86K $384M
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
IR
Ingersoll Rand Inc.

Industrials
286
+ 325.0%
$79.44 - $94.23 $22.7K - $26.9K
374 $29.9M
CMCSA
Comcast Corp

Communication Services
600
+ 203.39%
$33.19 - $38.23 $19.9K - $22.9K
895 $33M
VEA
Vanguard Ftse Developed Market

ETFs
183
+ 5.14%
$47.4 - $52.99 $8.67K - $9.7K
3.75K $190M
LEN
Lennar Corp

Consumer Cyclical
162
New
$113.93 - $141.54 $18.5K - $22.9K
162 $18.5M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
377
+ 769.39%
$47.59 - $48.33 $17.9K - $18.2K
426 $20.6M
IWM
Ishares Russell 2000 ETF

ETFs
103
+ 77.44%
$198.1 - $229.79 $20.4K - $23.7K
236 $47.1M
BMY
Bristol Myers Squibb CO

Healthcare
275
+ 137.5%
$53.9 - $63.11 $14.8K - $17.4K
475 $29M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
758
New
$22.31 - $22.79 $16.9K - $17.3K
758 $17.1M
NFLX
Netflix Inc

Communication Services
12
+ 9.38%
$828.4 - $1058.6 $9.94K - $12.7K
140 $131M
THG
Hanover Insurance Group, Inc.

Financial Services
84
+ 381.82%
$147.13 - $174.61 $12.4K - $14.7K
106 $18.4M
PFE
Pfizer Inc

Healthcare
590
+ 218.52%
$25.01 - $27.13 $14.8K - $16K
860 $21.8M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
200
+ 8.16%
$37.06 - $41.11 $7.41K - $8.22K
2.65K $106M
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
CRWD
Crowd Strike Holdings, Inc.

Technology
37
+ 264.29%
$308.86 - $455.36 $11.4K - $16.8K
51 $18M
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
XLP
Consumer Staples Sector Spdr

ETFs
145
+ 3625.0%
N/A
149 $12.2M
UNH
Unitedhealth Group Inc

Healthcare
20
+ 28.57%
$461.52 - $548.18 $9.23K - $11K
90 $47.1M
MCO
Moodys Corp

Financial Services
25
New
$437.8 - $527.48 $10.9K - $13.2K
25 $11.6M
PANW
Palo Alto Networks Inc

Technology
80
+ 42.55%
$167.82 - $208.28 $13.4K - $16.7K
268 $45.7M
AIG
American International Group, Inc.

Financial Services
132
New
$70.5 - $86.94 $9.31K - $11.5K
132 $11.5M
AVDE
American Centy ETF Tr Avantis

ETFs
134
+ 25.52%
$60.63 - $68.55 $8.12K - $9.19K
659 $43.7M
PULS
Pgim ETF Tr

ETFs
225
New
$49.56 - $49.78 $11.2K - $11.2K
225 $11.2M
AFL
Aflac Inc

Financial Services
94
+ 293.75%
$100.99 - $111.19 $9.49K - $10.5K
126 $14M
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
217
+ 99.54%
$42.5 - $46.71 $9.22K - $10.1K
435 $19.7M
WMB
Williams Companies, Inc.

Energy
157
+ 158.59%
$54.02 - $61.09 $8.48K - $9.59K
256 $15.3M
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
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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