Global Wealth Strategies & Associates Incresed Positions in Q4 2025

Global Wealth Strategies & Associates

  • $401 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
444
+ 4440.0%
$87.89 - $92.9 $39K - $41.2K
454 $19.4M
CARR
Carrier Global Corp

Industrials
300
+ 150.0%
$54.1 - $60.75 $16.2K - $18.2K
500 $26.4M
ARCC
Ares Capital Corp

Financial Services
677
+ 2115.63%
$18.9 - $20.61 $12.8K - $14K
709 $14.3M
ENB
Enbridge Inc

Energy
300
+ 31.12%
$46.39 - $50.07 $13.9K - $15K
1.26K $60.5M
XLE
Energy Sector Spdr

ETFs
1.34K
+ 122.51%
$85.22 - $92.02 $114K - $123K
2.43K $109M
CVX
Chevron Corp

Energy
86
+ 10.78%
$148.9 - $157.72 $12.8K - $13.6K
884 $135M
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 53.19%
$482.23 - $557.53 $12.1K - $13.9K
72 $33.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
109
+ 5450.0%
$94.02 - $97.61 $10.2K - $10.6K
111 $10.7M
QCOM
Qualcomm Inc

Technology
51
+ 34.0%
$153.59 - $187.68 $7.83K - $9.57K
201 $34.4M
GE
General Electric CO

Industrials
24
+ 11.01%
$291.49 - $314.28 $7K - $7.54K
242 $74.5M
SYK
Stryker Corp

Healthcare
19
+ 316.67%
$353.81 - $388.35 $6.72K - $7.38K
25 $8.79M
Ge Vernova Inc Com
6
+ 12.0%
N/A
56 $36.6M
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.48%
$122.64 - $141.68 $123 - $142
210 $30.1M
MS
Morgan Stanley

Financial Services
19
+ 46.34%
$151.86 - $169.92 $2.89K - $3.23K
60 $10.7M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
100
+ 312.5%
$57.01 - $66.57 $5.7K - $6.66K
132 $5.53M
DUK
Duke Energy Corp

Utilities
65
+ 8.76%
$121.57 - $129.03 $7.9K - $8.39K
807 $94.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
57
+ 3.56%
$26.44 - $27.53 $1.51K - $1.57K
1.66K $45.4M
CVS
Cvs Health Corp

Healthcare
17
+ 18.09%
$76.69 - $83.04 $1.3K - $1.41K
111 $8.81M
TXN
Texas Instruments Inc

Technology
10
+ 333.33%
N/A
13 $2.26M
BNDX
Vanguard Total International B

ETFs
36
+ 63.16%
$49.3 - $49.91 $1.77K - $1.8K
93 $4.49M
VLO
Valero Energy Corp

Energy
19
+ 9.5%
$156.39 - $181.76 $2.97K - $3.45K
219 $35.7M
PLTR
Palantir Technologies Inc.

Technology
15
+ 6.52%
$172.14 - $207.18 $2.58K - $3.11K
245 $43.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
35
+ 875.0%
$40.65 - $42.74 $1.42K - $1.5K
39 $1.57M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
64
+ 5.02%
$23.04 - $23.36 $1.47K - $1.5K
1.34K $30.8M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
15
+ 75.0%
$64.77 - $69.67 $972 - $1.05K
35 $2.31M
GD
General Dynamics Corp

Industrials
3
+ 30.0%
$330.59 - $353.77 $992 - $1.06K
13 $4.5M
DGRO
Ishares Core Dividend Growth E

ETFs
7
+ 2.49%
$66.93 - $69.17 $469 - $484
288 $20M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
7
+ 70.0%
$85.48 - $88.89 $598 - $622
17 $1.58M
VCIT
Vanguard Intermediate Term Cor

ETFs
7
+ 70.0%
$83.45 - $84.82 $584 - $594
17 $1.42M
BBAX
J P Morgan Betabuilders Develo

ETFs
8
+ 72.73%
$55.14 - $57.46 $441 - $460
19 $1.07M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.55%
$72.21 - $75.0 $72.2 - $75
184 $13.8M
FPE
First Tr Pfd Secs & Income ETF

ETFs
10
+ 1.48%
$18.14 - $18.51 $181 - $185
686 $12.5M
LMT
Lockheed Martin Corp

Industrials
20
+ 3.26%
$452.1 - $514.24 $9.04K - $10.3K
633 $306M
IXUS
Ishares Tr

ETFs
1
+ 3.23%
$81.21 - $85.27 $81.2 - $85.3
32 $2.67M
SRE
Sempra Energy

Utilities
1
+ 1.96%
$89.26 - $94.01 $89.3 - $94
52 $4.56M
TPL
Texas Pacific Land Corp

Energy
30
+ 200.0%
$889.25 - $1022.65 $26.7K - $30.7K
45 $12.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
40
+ 2.42%
$29.81 - $42.36 $1.19K - $1.69K
1.69K $62.5M
MO
Altria Group, Inc.

Consumer Defensive
4
+ 1.33%
$56.38 - $66.65 $226 - $267
304 $17.5M
LEN
Lennar Corp

Consumer Cyclical
1
+ 0.61%
$117.91 - $130.07 $118 - $130
164 $16.8M
PANW
Palo Alto Networks Inc

Technology
2
+ 0.88%
$204.77 - $221.38 $410 - $443
228 $42M
SM
Sm Energy CO

Energy
8
+ 1.02%
$17.85 - $25.85 $143 - $207
795 $14.9M
FTNT
Fortinet, Inc.

Technology
53
+ 2.65%
$80.54 - $87.52 $4.27K - $4.64K
2.05K $163M
Ishares Bitcoin Trust ETF
77
+ 3.4%
N/A
2.34K $116M
NFLX
Netflix Inc

Communication Services
992
+ 840.68%
$110.29 - $1241.35 $109K - $1.23M
1.11K $104M
META
Meta Platforms, Inc.

Communication Services
17
+ 2.36%
$609.01 - $751.67 $10.4K - $12.8K
738 $487M
MSFT
Microsoft Corp

Technology
49
+ 1.53%
$496.82 - $542.07 $24.3K - $26.6K
3.26K $1.57B
MCI
Barings Corporate Investors

Financial Services
15.5K
+ 6.72%
$19.62 - $21.29 $304K - $330K
246K $4.47B
Activity Summary
Buys All Purchases 219 New Holdings 121 Increased Positions 98 Sells All Sells 132 Reductions 125 Sold out 7 Options Calls 0 Puts 0
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