Global Wealth Strategies & Associates Reduced Holdings in Q2 2025

Global Wealth Strategies & Associates

  • $349 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
-97.6K
- 69.62%
$70.56 - $87.22 $6.89M - $8.51M
42.6K $3.71B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.51K
- 2.22%
$72.02 - $73.82 $613K - $628K
375K $27.6B
AAPL
Apple Inc.

Technology
-578
- 4.68%
$172.42 - $223.89 $99.7K - $129K
11.8K $2.41B
IAU
Ishares Gold Trust

ETFs
-12.1K
- 9.45%
$56.1 - $64.74 $678K - $782K
116K $7.22B
NVDA
Nvidia Corp

Technology
-4.45K
- 46.43%
$94.31 - $157.99 $419K - $703K
5.13K $811M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-2.48K
- 5.9%
$26.61 - $29.9 $66.1K - $74.2K
39.6K $1.06B
XOM
Exxon Mobil Corp

Energy
-1.36K
- 43.33%
$99.93 - $119.04 $136K - $162K
1.78K $192M
Ishares Flexible Income Active ETF
-3.55K
- 1.78%
N/A
196K $10.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.15K
- 18.72%
$51.16 - $62.02 $110K - $134K
9.35K $580M
VGT
Vanguard Information Technolog

ETFs
-126
- 68.11%
$470.37 - $663.28 $59.3K - $83.6K
59 $39.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-578
- 45.58%
$90.56 - $109.49 $52.3K - $63.3K
690 $75.4M
XLF
Financial Sector Spdr

ETFs
-1.19K
- 29.44%
$43.92 - $52.37 $52.2K - $62.2K
2.85K $149M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-1.46K
- 7.42%
N/A
18.2K $423M
XLE
Energy Sector Spdr

ETFs
-400
- 21.15%
$76.44 - $94.13 $30.6K - $37.7K
1.49K $126M
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.33K
- 7.43%
$60.06 - $66.28 $79.8K - $88K
16.6K $1.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
-156
- 18.42%
$496.48 - $617.85 $77.5K - $96.4K
691 $427M
ACN
Accenture PLC

Technology
-125
- 26.1%
$279.23 - $323.21 $34.9K - $40.4K
354 $106M
LLY
Eli Lilly & CO

Healthcare
-31
- 7.69%
$713.71 - $898.95 $22.1K - $27.9K
372 $290M
MSTR
Microstrategy Inc

Technology
-215
- 52.7%
$237.95 - $421.61 $51.2K - $90.6K
193 $78M
COST
Costco Wholesale Corp

Consumer Defensive
-55
- 15.03%
$908.13 - $1056.85 $49.9K - $58.1K
311 $308M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-800
- 33.4%
$45.2 - $46.6 $36.2K - $37.3K
1.6K $73.9M
UNH
Unitedhealth Group Inc

Healthcare
-47
- 52.22%
$274.35 - $599.47 $12.9K - $28.2K
43 $13.4M
HON
Honeywell International Inc

Industrials
-165
- 71.74%
$182.86 - $232.88 $30.2K - $38.4K
65 $15.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.17K
- 8.0%
$45.88 - $54.4 $53.6K - $63.6K
13.4K $732M
CSCO
Cisco Systems, Inc.

Technology
-421
- 72.34%
$53.19 - $69.38 $22.4K - $29.2K
161 $11.2M
HYD
Vaneck High Yield Muni ETF

ETFs
-351
- 5.35%
$49.08 - $51.35 $17.2K - $18K
6.21K $312M
COP
Conocophillips

Energy
-198
- 57.73%
$82.66 - $106.1 $16.4K - $21K
145 $13M
VB
Vanguard Small Cap ETF

ETFs
-99
- 81.15%
$193.73 - $237.37 $19.2K - $23.5K
23 $5.45M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-422
- 99.06%
$47.89 - $48.65 $20.2K - $20.5K
4 $199K
VHT
Vanguard Health Care ETF

ETFs
-50
- 11.68%
$236.71 - $261.92 $11.8K - $13.1K
378 $93.9M
IWM
Ishares Russell 2000 ETF

ETFs
-100
- 42.37%
$174.82 - $215.79 $17.5K - $21.6K
136 $29.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-384
- 88.28%
$39.89 - $49.46 $15.3K - $19K
51 $2.52M
ADBE
Adobe Inc.

Technology
-39
- 67.24%
$340.0 - $420.68 $13.3K - $16.4K
19 $7.35M
THG
Hanover Insurance Group, Inc.

Financial Services
-84
- 79.25%
$150.66 - $178.04 $12.7K - $15K
22 $3.74M
CVX
Chevron Corp

Energy
-55
- 21.57%
$133.73 - $168.51 $7.36K - $9.27K
200 $28.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-75
- 57.69%
$162.76 - $195.77 $12.2K - $14.7K
55 $10.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-136
- 25.95%
$85.42 - $94.39 $11.6K - $12.8K
388 $36.4M
NEE
Nextera Energy Inc

Utilities
-168
- 25.49%
$64.11 - $75.0 $10.8K - $12.6K
491 $34.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-300
- 45.59%
$60.61 - $87.72 $18.2K - $26.3K
358 $30.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
-112
- 58.33%
$105.69 - $140.64 $11.8K - $15.8K
80 $10.6M
XLP
Consumer Staples Sector Spdr

ETFs
-145
- 97.32%
N/A
4 $324K
XLV
Select Sector Spdr Fund Health

ETFs
-80
- 91.95%
$128.77 - $144.3 $10.3K - $11.5K
7 $944K
Linde PLC Shs
-25
- 13.81%
N/A
156 $73.2M
AFL
Aflac Inc

Financial Services
-94
- 74.6%
$99.77 - $112.45 $9.38K - $10.6K
32 $3.38M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-835
- 22.19%
$17.76 - $22.1 $14.8K - $18.5K
2.93K $64.7M
FNDX
Schwab Fundamental U S Large C

ETFs
-435
- 25.04%
$20.84 - $24.54 $9.07K - $10.7K
1.3K $31.9M
WMB
Williams Companies, Inc.

Energy
-156
- 60.94%
$54.33 - $62.87 $8.48K - $9.81K
100 $6.27M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-195
- 97.99%
$45.12 - $46.23 $8.8K - $9.01K
4 $185K
FDX
Fedex Corp

Industrials
-33
- 45.21%
$198.07 - $245.17 $6.54K - $8.09K
40 $9.19M
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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