Global Wealth Strategies & Associates Incresed Positions in Q2 2025

Global Wealth Strategies & Associates

  • $349 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.2K
+ 1.78%
$456.74 - $568.03 $1.92M - $2.38M
239K $136B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.83K
+ 10.85%
$152.42 - $182.82 $1.04M - $1.25M
69.8K $12.8B
VIG
Vanguard Dividend Appreciation

ETFs
4.6K
+ 8.89%
N/A
56.3K $11.5B
SOXX
Ishares Semiconductor ETF

ETFs
5.56K
+ 1209.35%
$154.86 - $239.07 $861K - $1.33M
6.02K $1.44B
MUB
Ishares National Muni Bond ETF

ETFs
4.51K
+ 5.01%
$102.31 - $105.8 $462K - $477K
94.6K $9.89B
MUST
Columbia ETF Tr I Multi Sector

ETFs
4.13K
+ 3.09%
$19.47 - $20.4 $80.4K - $84.2K
138K $2.77B
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 1.11%
$210.28 - $289.91 $2.94K - $4.06K
1.28K $370M
VTI
Vanguard Total Stock Market Et

ETFs
62
+ 5.26%
$243.75 - $303.93 $15.1K - $18.8K
1.24K $377M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.07K
+ 50.73%
$29.12 - $35.84 $31.2K - $38.5K
3.19K $114M
SHOP
Shopify Inc.

Technology
170
+ 182.8%
$76.89 - $115.35 $13.1K - $19.6K
263 $30.3M
MCD
Mcdonalds Corp

Consumer Cyclical
58
+ 33.14%
$285.55 - $321.23 $16.6K - $18.6K
233 $67.9M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.81%
$113.75 - $148.48 $683 - $891
747 $109M
Ark 21 Shares Bitcoin ETF Ben Of Int
414
+ 200.0%
N/A
621 $22.2M
INTC
Intel Corp

Technology
200
+ 115.61%
$18.13 - $22.69 $3.63K - $4.54K
373 $8.36M
V
Visa Inc.

Financial Services
9
+ 6.98%
$308.27 - $373.31 $2.77K - $3.36K
138 $49M
MMM
3 M CO

Industrials
2
+ 0.32%
$126.09 - $154.15 $252 - $308
629 $95.7M
VRNA
Verona Pharma PLC

Healthcare
10
+ 13.7%
$53.9 - $98.68 $539 - $987
83 $7.85M
Amentum Holdings Inc Com
28
+ 6.02%
N/A
493 $11.6M
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.98%
$75.63 - $104.64 $151 - $209
207 $20.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
+ 42.11%
$212.1 - $244.27 $1.7K - $1.95K
27 $5.9M
BMY
Bristol Myers Squibb CO

Healthcare
178
+ 37.47%
$44.12 - $59.6 $7.85K - $10.6K
653 $30.2M
FNDF
Schwab Fundamental Intl Large

ETFs
1
+ 0.37%
$32.25 - $40.02 $32.3 - $40
268 $10.7M
FNDA
Schwab Fundamental U S Small C

ETFs
1
+ 0.26%
$23.85 - $28.69 $23.9 - $28.7
382 $10.9M
CB
Chubb LTD

Financial Services
2
+ 14.29%
$274.32 - $302.46 $549 - $605
16 $4.64M
SRE
Sempra Energy

Utilities
1
+ 2.0%
$63.78 - $78.91 $63.8 - $78.9
51 $3.85M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
154
+ 1400.0%
$87.84 - $1441.89 $13.5K - $222K
165 $14.9M
SM
Sm Energy CO

Energy
7
+ 0.91%
$20.39 - $30.52 $143 - $214
780 $19.3M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.16%
$157.66 - $172.39 $158 - $172
637 $101M
JNJ
Johnson & Johnson

Healthcare
34
+ 2.05%
$146.36 - $159.82 $4.98K - $5.43K
1.69K $258M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.76K
+ 2.67%
$83.97 - $92.85 $148K - $163K
67.7K $5.98B
MCI
Barings Corporate Investors

Financial Services
7.31K
+ 3.34%
$18.92 - $22.71 $138K - $166K
226K $4.9B
Activity Summary
Buys All Purchases 44 New Holdings 12 Increased Positions 32 Sells All Sells 131 Reductions 130 Sold out 1 Options Calls 0 Puts 0
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