Global Wealth Strategies & Associates Incresed Positions in Q3 2025

Global Wealth Strategies & Associates

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
599
+ 739.51%
$40.84 - $45.06 $24.5K - $27K
680 $29.9M
XLV
Select Sector Spdr Fund Health

ETFs
163
+ 2328.57%
$129.01 - $139.72 $21K - $22.8K
170 $23.7M
Ishares Bitcoin Trust ETF
173
+ 8.27%
N/A
2.27K $147M
PLTR
Palantir Technologies Inc.

Technology
61
+ 36.09%
$130.68 - $186.97 $7.97K - $11.4K
230 $42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.73%
$459.11 - $506.91 $2.75K - $3.04K
832 $418M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
81
+ 54.0%
$148.97 - $165.88 $12.1K - $13.4K
231 $38M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 3.41%
$357.4 - $423.42 $3.22K - $3.81K
273 $111M
DD
Du Pont De Nemours, Inc.

Basic Materials
150
+ 208.33%
$69.9 - $78.26 $10.5K - $11.7K
222 $17.3M
IEMG
Ishares Inc

ETFs
102
+ 12.85%
N/A
896 $59.1M
PEP
Pepsico Inc

Consumer Defensive
57
+ 14.62%
$133.81 - $152.16 $7.63K - $8.67K
447 $62.7M
CTVA
Corteva, Inc.

Basic Materials
149
+ 212.86%
$67.08 - $77.12 $9.99K - $11.5K
219 $14.8M
PSX
Phillips 66

Energy
36
+ 13.09%
$118.37 - $139.46 $4.26K - $5.02K
311 $42.3M
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 25.77%
$215.01 - $273.02 $5.38K - $6.83K
122 $30.6M
F
Ford Motor CO

Consumer Cyclical
750
+ 1500.0%
$10.82 - $12.09 $8.12K - $9.07K
800 $9.57M
T
At&T Inc.

Communication Services
390
+ 10.73%
$26.94 - $29.62 $10.5K - $11.6K
4.03K $114M
Lam Research Corp Com New
14
+ 8.24%
N/A
184 $24.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78
+ 210.81%
$97.75 - $100.75 $7.62K - $7.86K
115 $11.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
43
+ 5.69%
$72.65 - $78.68 $3.12K - $3.38K
799 $62.6M
GLD
Spdr Gold Trust

ETFs
20
+ 222.22%
$300.96 - $355.47 $6.02K - $7.11K
29 $10.3M
NEE
Nextera Energy Inc

Utilities
51
+ 10.39%
$69.77 - $77.54 $3.56K - $3.95K
542 $40.9M
FNDX
Schwab Fundamental U S Large C

ETFs
164
+ 12.6%
$24.38 - $26.34 $4K - $4.32K
1.47K $38.6M
AMGN
Amgen Inc

Healthcare
19
+ 14.18%
$271.18 - $309.22 $5.15K - $5.88K
153 $43.3M
PG
Procter & Gamble CO

Consumer Defensive
61
+ 9.58%
$150.47 - $161.22 $9.18K - $9.83K
698 $107M
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.97%
$90.54 - $121.36 $181 - $243
209 $25.4M
ETN
Eaton Corp PLC

Industrials
10
+ 26.32%
$342.99 - $392.76 $3.43K - $3.93K
48 $18M
LHX
L3 Harris Technologies, Inc.

Industrials
12
+ 120.0%
$252.18 - $305.41 $3.03K - $3.66K
22 $6.83M
ABT
Abbott Laboratories

Healthcare
28
+ 22.4%
$120.51 - $136.62 $3.37K - $3.83K
153 $20.5M
GILD
Gilead Sciences, Inc.

Healthcare
31
+ 163.16%
$108.22 - $120.47 $3.35K - $3.73K
50 $5.55M
CB
Chubb LTD

Financial Services
12
+ 75.0%
$265.99 - $289.59 $3.19K - $3.48K
28 $7.96M
FNDF
Schwab Fundamental Intl Large

ETFs
58
+ 21.64%
$39.84 - $43.15 $2.31K - $2.5K
326 $14M
ISCB
International Speedway Corp

ETFs
1
+ 0.17%
$58.42 - $64.36 $58.4 - $64.4
601 $38.1M
ADP
Automatic Data Processing Inc

Industrials
14
+ 15.05%
$288.69 - $310.94 $4.04K - $4.35K
107 $31.5M
PAYX
Paychex Inc

Industrials
24
+ 141.18%
$126.69 - $147.99 $3.04K - $3.55K
41 $5.23M
LEN
Lennar Corp

Consumer Cyclical
1
+ 0.62%
$107.73 - $142.4 $108 - $142
163 $20.5M
Solventum Corp Com Shs
38
+ 40.86%
N/A
131 $9.56M
BNDX
Vanguard Total International B

ETFs
49
+ 612.5%
$49.0 - $49.51 $2.4K - $2.43K
57 $2.82M
TMUS
T Mobile Us, Inc.

Communication Services
10
+ 58.82%
$226.02 - $259.01 $2.26K - $2.59K
27 $6.46M
MDT
Medtronic PLC

Healthcare
22
+ 66.67%
$87.67 - $95.74 $1.93K - $2.11K
55 $5.24M
USB
Us Bancorp \De\

Financial Services
25
+ 7.08%
$43.94 - $50.41 $1.1K - $1.26K
378 $18.3M
FNDA
Schwab Fundamental U S Small C

ETFs
34
+ 8.9%
$28.75 - $31.93 $978 - $1.09K
416 $13M
MS
Morgan Stanley

Financial Services
8
+ 24.24%
$139.09 - $161.16 $1.11K - $1.29K
41 $6.58M
SHEL
Shell PLC

Energy
20
+ 12.12%
$69.82 - $73.93 $1.4K - $1.48K
185 $13.2M
CLX
Clorox CO

Consumer Defensive
12
+ 21.43%
$117.67 - $131.43 $1.41K - $1.58K
68 $8.33M
PFE
Pfizer Inc

Healthcare
11
+ 1.48%
$23.29 - $25.88 $256 - $285
756 $19.3M
PRU
Prudential Financial Inc

Financial Services
8
+ 80.0%
$100.68 - $109.89 $805 - $879
18 $1.87M
NKE
Nike, Inc.

Consumer Cyclical
14
+ 3.84%
$69.24 - $79.24 $969 - $1.11K
379 $26.5M
TGT
Target Corp

Consumer Defensive
14
+ 16.28%
$86.56 - $107.43 $1.21K - $1.5K
100 $8.95M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.55%
$70.77 - $73.59 $70.8 - $73.6
183 $13.4M
SM
Sm Energy CO

Energy
7
+ 0.9%
$24.97 - $28.98 $175 - $203
787 $19.6M
Activity Summary
Buys All Purchases 232 New Holdings 125 Increased Positions 107 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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