Global Wealth Strategies & Associates New Holdings in Q4 2024

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTLS
First Tr Long/Short Equity ETF

ETFs
16.4K
New
$63.1 - $67.29 $1.04M - $1.1M
16.4K $1.08B
CTA
Simplify Exch Traded Fds Simpl

ETFs
38.5K
New
$25.8 - $28.97 $994K - $1.12M
38.5K $1.07B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
29.6K
New
N/A
29.6K $695M
HYD
Vaneck High Yield Muni ETF

ETFs
5.59K
New
$51.09 - $53.06 $286K - $297K
5.59K $290M
AVUS
American Centy ETF Tr Avantis

ETFs
996
New
$94.36 - $102.06 $94K - $102K
996 $96.5M
PSA
Public Storage

Real Estate
317
New
$289.33 - $360.21 $91.7K - $114K
317 $94.9M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
400
New
$194.9 - $214.12 $78K - $85.6K
400 $80.7M
AVDE
American Centy ETF Tr Avantis

ETFs
525
New
$60.9 - $66.69 $32K - $35K
525 $32.2M
T. Rowe Price Capital Appreciation Equity ETF
800
New
N/A
800 $26.6M
AMD
Advanced Micro Devices Inc

Technology
215
New
$118.88 - $172.8 $25.6K - $37.2K
215 $26M
Grayscale Ethereum Trust ETF
850
New
N/A
850 $23.8M
MSTR
Microstrategy Inc

Technology
70
New
$162.69 - $473.83 $11.4K - $33.2K
70 $20.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
70
New
$278.49 - $315.16 $19.5K - $22.1K
70 $19.9M
ET
Energy Transfer LP

Energy
1K
New
$16.05 - $19.86 $16.1K - $19.9K
1K $19.6M
SCCO
Southern Copper Corp

Basic Materials
204
New
$91.13 - $117.95 $18.6K - $24.1K
204 $18.6M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
365
New
$43.37 - $51.46 $15.8K - $18.8K
365 $17.6M
WPM
Wheaton Precious Metals Corp.

Basic Materials
300
New
$56.08 - $68.53 $16.8K - $20.6K
300 $16.9M
Blackrock Inc Com
16
New
N/A
16 $16.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
247
New
$63.58 - $71.15 $15.7K - $17.6K
247 $16.1M
DFAR
Dimensional ETF Tr Dimensional

ETFs
683
New
$22.72 - $25.76 $15.5K - $17.6K
683 $15.9M
HAL
Halliburton CO

Energy
500
New
$25.77 - $31.99 $12.9K - $16K
500 $13.6M
COF
Capital One Financial Corp

Financial Services
75
New
$145.19 - $192.01 $10.9K - $14.4K
75 $13.4M
Lam Research Corp Com New
170
New
N/A
170 $12.3M
PR
Permian Resources Corporation

Energy
800
New
$13.41 - $16.21 $10.7K - $13K
800 $11.5M
NRIM
Northrim Bancorp Inc

Financial Services
144
New
$64.07 - $88.5 $9.23K - $12.7K
144 $11.2M
Amentum Holdings Inc Com
465
New
N/A
465 $9.78M
BCAB
Bio Atla, Inc.

Healthcare
13.8K
New
$0.59 - $2.37 $8.12K - $32.6K
13.8K $8.14M
IR
Ingersoll Rand Inc.

Industrials
88
New
$90.46 - $105.35 $7.96K - $9.27K
88 $7.96M
NOG
Northern Oil & Gas, Inc.

Energy
200
New
$35.57 - $43.49 $7.11K - $8.7K
200 $7.43M
Arista Networks Inc Com Shs
52
New
N/A
52 $5.75M
WMB
Williams Companies, Inc.

Energy
99
New
$46.37 - $59.74 $4.59K - $5.91K
99 $5.36M
TRV
Travelers Companies, Inc.

Financial Services
18
New
$225.97 - $266.66 $4.07K - $4.8K
18 $4.34M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
19
New
$209.89 - $233.24 $3.99K - $4.43K
19 $4.04M
SWKS
Skyworks Solutions, Inc.

Technology
44
New
$83.18 - $99.15 $3.66K - $4.36K
44 $3.9M
VIAV
Viavi Solutions Inc.

Technology
340
New
$8.94 - $11.16 $3.04K - $3.79K
340 $3.43M
Fidelity Wise Origin Bitcoin Fund
39
New
N/A
39 $3.18M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
86
New
$36.54 - $37.53 $3.14K - $3.23K
86 $3.16M
DAL
Delta Air Lines, Inc.

Industrials
51
New
$47.46 - $65.77 $2.42K - $3.35K
51 $3.09M
Grayscale Bitcoin Mini Trust ETF
71
New
N/A
71 $2.97M
PAYX
Paychex Inc

Industrials
17
New
$135.86 - $148.73 $2.31K - $2.53K
17 $2.38M
ITW
Illinois Tool Works Inc

Industrials
9
New
$253.56 - $278.5 $2.28K - $2.51K
9 $2.28M
HIMX
Himax Technologies, Inc.

Technology
249
New
$5.14 - $9.71 $1.28K - $2.42K
249 $2M
DELL
Dell Technologies Inc.

Technology
17
New
$111.96 - $144.21 $1.9K - $2.45K
17 $1.96M
CME
Cme Group Inc.

Financial Services
8
New
$221.17 - $246.02 $1.77K - $1.97K
8 $1.86M
SPTL
Spdr Portfolio Long Term Treas

ETFs
68
New
$26.05 - $29.17 $1.77K - $1.98K
68 $1.78M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
New
$417.69 - $450.94 $1.67K - $1.8K
4 $1.7M
BB
Blackberry LTD

Technology
362
New
$2.25 - $3.96 $815 - $1.43K
362 $1.37M
NIO
Nio Inc.

Consumer Cyclical
302
New
$4.31 - $7.21 $1.3K - $2.18K
302 $1.32M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
50
New
$19.44 - $28.35 $972 - $1.42K
50 $1.29M
Activity Summary
Buys All Purchases 199 New Holdings 109 Increased Positions 90 Sells All Sells 37 Reductions 32 Sold out 5 Options Calls 0 Puts 0
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