Global Wealth Strategies & Associates New Holdings in Q4 2025

Global Wealth Strategies & Associates

  • $401 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Ishares High Yield Muni Active ETF
5.25K
New
N/A
5.25K $256M
SPYI
Shp ETF Tr Neos S&P 500 High I
4.36K
New
N/A
4.36K $229M
BXSL
Blackstone Secured Lending Fund

Financial Services
5.87K
New
$25.02 - $27.16 $147K - $159K
5.87K $155M
ORCL
Oracle Corp

Technology
625
New
$217.57 - $313.0 $136K - $196K
625 $122M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.58K
New
$56.0 - $57.6 $88.2K - $90.7K
1.58K $90.2M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
3.54K
New
$13.49 - $14.59 $47.8K - $51.7K
3.54K $50.2M
IRM
Iron Mountain Inc

Real Estate
600
New
$91.37 - $106.46 $54.8K - $63.9K
600 $49.8M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
3.9K
New
$8.94 - $9.19 $34.9K - $35.9K
3.9K $37M
WES
Western Midstream Partners, LP

Energy
887
New
$37.26 - $39.65 $33K - $35.2K
887 $35M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
1.45K
New
$24.31 - $25.21 $35.1K - $36.4K
1.45K $34.2M
Invesco Bulletshares 2035 Corporate Bond ETF
1.34K
New
N/A
1.34K $27.8M
DOMO
Domo, Inc.

Technology
3.27K
New
$12.29 - $15.55 $40.2K - $50.8K
3.27K $27.5M
ZTS
Zoetis Inc.

Healthcare
200
New
$118.8 - $147.53 $23.8K - $29.5K
200 $25.2M
AZN
Astrazeneca PLC

Healthcare
250
New
$81.15 - $89.4 $20.3K - $22.4K
250 $23M
BAC
Bank Of America Corp

Financial Services
400
New
$48.65 - $54.11 $19.5K - $21.6K
400 $22M
KMB
Kimberly Clark Corp

Consumer Defensive
200
New
$100.05 - $123.23 $20K - $24.6K
200 $20.2M
PBA
Pembina Pipeline Corp

Energy
500
New
$37.12 - $42.09 $18.6K - $21K
500 $19M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1.25K
New
$14.46 - $15.03 $18K - $18.7K
1.25K $19M
DX
Dynex Capital Inc

Real Estate
1.07K
New
$12.48 - $13.73 $13.3K - $14.6K
1.07K $14.9M
CTO
Cto Realty Growth, Inc.

Real Estate
798
New
$15.26 - $17.52 $12.2K - $14K
798 $14.7M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
625
New
$22.9 - $24.23 $14.3K - $15.1K
625 $14.6M
IOCT
Innovator Etfs Tr Intl Dev Pow
405
New
N/A
405 $14.1M
KMI
Kinder Morgan, Inc.

Energy
500
New
$25.84 - $28.46 $12.9K - $14.2K
500 $13.7M
VTRS
Viatris Inc

Healthcare
1K
New
$9.74 - $11.2 $9.74K - $11.2K
1K $12.5M
WTRG
Essential Utilities, Inc.

Utilities
300
New
$38.08 - $41.93 $11.4K - $12.6K
300 $11.5M
BANX
Arrow Mark Financial Corp.

Financial Services
511
New
$21.01 - $22.03 $10.7K - $11.3K
511 $11.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
83
New
$117.68 - $124.18 $9.77K - $10.3K
83 $9.9M
Fundstrat Granny Shots Us Large Cap ETF
399
New
N/A
399 $9.88M
BURL
Burlington Stores, Inc.

Consumer Cyclical
34
New
$252.63 - $287.04 $8.59K - $9.76K
34 $9.82M
SJM
J M Smucker CO

Consumer Defensive
100
New
$101.21 - $110.3 $10.1K - $11K
100 $9.78M
Unlimited Hfeq Equity Long/Short ETF
434
New
N/A
434 $9.04M
Galaxy Digital Inc. Cl A
346
New
N/A
346 $7.74M
MGK
Vanguard Mega Cap Growth ETF

ETFs
18
New
$394.96 - $425.89 $7.11K - $7.67K
18 $7.43M
Alger Concentrated Equity ETF
212
New
N/A
212 $7.29M
Kraneshares Hedgeye Hedged Equity Index ETF
260
New
N/A
260 $7.14M
WCC
Wesco International Inc

Industrials
26
New
$208.29 - $267.15 $5.42K - $6.95K
26 $6.36M
R
Ryder System Inc

Industrials
31
New
$160.2 - $194.22 $4.97K - $6.02K
31 $5.93M
LQD
Ishares Iboxx $ Investment Gra

ETFs
52
New
$110.25 - $112.92 $5.73K - $5.87K
52 $5.73M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
New
$252.87 - $320.26 $5.06K - $6.41K
20 $5.58M
H
Hyatt Hotels Corp

Consumer Cyclical
33
New
$135.42 - $156.85 $4.47K - $5.18K
33 $5.29M
Victoryshares Free Cash Flow Growth ETF
176
New
N/A
176 $4.96M
MPC
Marathon Petroleum Corp

Energy
30
New
$180.89 - $200.13 $5.43K - $6K
30 $4.88M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
216
New
$20.33 - $23.15 $4.39K - $5K
216 $4.55M
EA
Electronic Arts Inc.

Communication Services
20
New
$199.89 - $202.0 $4K - $4.04K
20 $4.09M
Eaton Vance Mortgage Opportunities ETF
75
New
N/A
75 $3.81M
SLV
I Shares Silver Trust

ETFs
58
New
$42.4 - $49.17 $2.46K - $2.85K
58 $3.74M
DRSK
ETF Ser Solutions Aptus Define

ETFs
130
New
$28.98 - $29.71 $3.77K - $3.86K
130 $3.7M
Lazard Inc Com
74
New
N/A
74 $3.59M
PYPL
Pay Pal Holdings, Inc.

Financial Services
54
New
$61.89 - $76.13 $3.34K - $4.11K
54 $3.15M
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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