Global Wealth Strategies & Associates Sells in Q3 2025

Global Wealth Strategies & Associates

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
-39K
- 91.62%
$86.92 - $97.37 $3.39M - $3.8M
3.57K $349M
AMZN
Amazon Com Inc

Consumer Cyclical
-270
- 4.18%
$211.65 - $238.24 $57.1K - $64.3K
6.18K $1.36B
AFRM
Affirm Holdings, Inc.

Technology
-814
- 50.0%
$64.05 - $92.18 $52.1K - $75K
814 $59.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.23K
- 13.11%
$62.09 - $66.51 $76.1K - $81.5K
8.12K $530M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-1.92K
- 10.5%
N/A
16.3K $382M
XOM
Exxon Mobil Corp

Energy
-402
- 22.58%
$105.83 - $117.22 $42.5K - $47.1K
1.38K $155M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-1.03K
- 67.45%
N/A
499 $16.6M
LLY
Eli Lilly & CO

Healthcare
-30
- 8.06%
$625.65 - $812.69 $18.8K - $24.4K
342 $261M
XLE
Energy Sector Spdr

ETFs
-398
- 26.69%
$84.25 - $90.52 $33.5K - $36K
1.09K $97.7M
ACN
Accenture PLC

Technology
-40
- 11.3%
$232.56 - $304.78 $9.3K - $12.2K
314 $77.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-496
- 31.1%
$45.72 - $47.16 $22.7K - $23.4K
1.1K $51.6M
MSTR
Microstrategy Inc

Technology
-4
- 2.07%
$300.7 - $455.9 $1.2K - $1.82K
189 $60.9M
CI
Cigna Corp

Healthcare
-36
- 23.84%
$262.23 - $334.39 $9.44K - $12K
115 $33.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-631
- 28.3%
$26.38 - $27.95 $16.6K - $17.6K
1.6K $43.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
-264
- 4.44%
$137.51 - $145.26 $36.3K - $38.3K
5.69K $810M
EFG
Msci Eafe Growth ETF

ETFs
-177
- 6.81%
$106.99 - $114.46 $18.9K - $20.3K
2.42K $276M
SPY
Spdr S&P 500 ETF Trust

ETFs
-73
- 10.56%
$617.65 - $666.84 $45.1K - $48.7K
618 $412M
BA
Boeing CO

Industrials
-70
- 67.96%
$209.79 - $237.38 $14.7K - $16.6K
33 $7.12M
VHT
Vanguard Health Care ETF

ETFs
-59
- 15.61%
$239.12 - $259.95 $14.1K - $15.3K
319 $82.8M
XLF
Financial Sector Spdr

ETFs
-271
- 9.52%
$51.37 - $54.06 $13.9K - $14.7K
2.58K $139M
VBR
Vanguard Small Cap Value ETF

ETFs
-50
- 90.91%
$195.41 - $212.37 $9.77K - $10.6K
5 $1.04M
BMY
Bristol Myers Squibb CO

Healthcare
-178
- 27.26%
$43.31 - $48.98 $7.71K - $8.72K
475 $21.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-34
- 14.59%
$291.67 - $316.99 $9.92K - $10.8K
199 $60.5M
HYD
Vaneck High Yield Muni ETF

ETFs
-203
- 3.27%
$48.85 - $50.8 $9.92K - $10.3K
6.01K $306M
CMCSA
Comcast Corp

Communication Services
-90
- 13.04%
$31.41 - $36.33 $2.83K - $3.27K
600 $18.9M
BSX
Boston Scientific Corp

Healthcare
-25
- 8.8%
$97.03 - $108.14 $2.43K - $2.7K
259 $25.3M
COP
Conocophillips

Energy
-58
- 40.0%
$91.0 - $98.99 $5.28K - $5.74K
87 $8.23M
UNH
Unitedhealth Group Inc

Healthcare
-17
- 39.53%
$237.77 - $353.61 $4.04K - $6.01K
26 $8.98M
USFR
Wisdomtree Floating Rate Treas

ETFs
-80
- 11.9%
$50.26 - $50.48 $4.02K - $4.04K
592 $29.8M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-10
- 41.67%
$473.44 - $553.71 $4.73K - $5.54K
14 $7.66M
COF
Capital One Financial Corp

Financial Services
-15
- 20.0%
$207.29 - $229.74 $3.11K - $3.45K
60 $12.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-776
- 5.77%
$53.81 - $56.54 $41.8K - $43.9K
12.7K $729M
PR
Permian Resources Corporation

Energy
-100
- 12.5%
$12.99 - $14.51 $1.3K - $1.45K
700 $8.96M
COIN
Coinbase Global, Inc.

Technology
-4
- 11.11%
$297.99 - $419.78 $1.19K - $1.68K
32 $10.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-50
- 7.25%
$108.46 - $120.63 $5.42K - $6.03K
640 $76.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-169
- 5.3%
$36.04 - $38.78 $6.09K - $6.55K
3.02K $116M
OEF
Ishares S&P 100 ETF

ETFs
-758
- 8.4%
N/A
8.27K $2.75B
NTAP
Net App, Inc.

Technology
-10
- 1.55%
$101.1 - $126.36 $1.01K - $1.26K
635 $75.2M
Blackrock Inc Com
-1
- 1.52%
N/A
65 $75.9M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-1.47K
- 3.72%
$26.46 - $28.43 $39K - $41.9K
38.1K $1.07B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-53
- 6.22%
$284.45 - $324.95 $15.1K - $17.2K
799 $256M
LMT
Lockheed Martin Corp

Industrials
-8
- 1.29%
$410.74 - $499.21 $3.29K - $3.99K
613 $306M
FTLS
First Tr Long/Short Equity ETF

ETFs
-318
- 1.92%
$65.78 - $69.95 $20.9K - $22.2K
16.2K $1.14B
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.34%
$620.67 - $670.08 $1.86K - $2.01K
879 $588M
GOOG
Alphabet Inc.

Communication Services
-169
- 10.23%
$175.16 - $255.24 $29.6K - $43.1K
1.48K $361M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-993
- 2.23%
$236.25 - $254.37 $235K - $253K
43.6K $11.2B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-7.56K
- 6.42%
$225.11 - $247.9 $1.7M - $1.87M
110K $27.2B
AAPL
Apple Inc.

Technology
-362
- 3.08%
$202.38 - $256.87 $73.3K - $93K
11.4K $2.9B
STCE
Schwab Strategic Tr Crypto The
-1.78K
- 2.98%
N/A
58K $4.56B
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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