Global Wealth Strategies & Associates Sells in Q4 2024

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-105K
- 71.44%
$50.23 - $50.46 $5.26M - $5.28M
41.8K $2.1B
XLE
Energy Sector Spdr

ETFs
-2.99K
- 22.16%
$83.32 - $97.27 $249K - $291K
10.5K $900M
ZM
Zoom Video Communications, Inc.

Technology
-1.96K
- 35.92%
$67.21 - $89.03 $132K - $175K
3.5K $286M
LLY
Eli Lilly & CO

Healthcare
-5
- 0.85%
$727.2 - $932.06 $3.64K - $4.66K
581 $449M
VTV
Vanguard Value ETF

ETFs
-265
- 15.62%
$168.32 - $181.87 $44.6K - $48.2K
1.43K $242M
VHT
Vanguard Health Care ETF

ETFs
-75
- 11.96%
$250.81 - $283.3 $18.8K - $21.2K
552 $140M
VEA
Vanguard Ftse Developed Market

ETFs
-218
- 5.77%
$47.57 - $52.44 $10.4K - $11.4K
3.56K $170M
JNJ
Johnson & Johnson

Healthcare
-46
- 6.34%
$143.34 - $165.86 $6.59K - $7.63K
680 $98.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-499
- 17.92%
$33.92 - $36.6 $16.9K - $18.3K
2.29K $79M
VB
Vanguard Small Cap ETF

ETFs
-67
- 38.51%
$233.76 - $261.58 $15.7K - $17.5K
107 $25.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-34
- 5.18%
$567.81 - $607.81 $19.3K - $20.7K
623 $365M
IWD
Ishares Russell 1000 Val ETF

ETFs
-56
- 65.12%
$183.23 - $199.79 $10.3K - $11.2K
30 $5.55M
TMUS
T Mobile Us, Inc.

Communication Services
-45
- 72.58%
$206.1 - $246.94 $9.27K - $11.1K
17 $3.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 1.05%
$442.29 - $483.08 $2.65K - $2.9K
566 $257M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-73
- 16.52%
$34.13 - $37.35 $2.49K - $2.73K
369 $12.6M
VO
Vanguard Mid Cap ETF

ETFs
-15
- 15.15%
$261.5 - $284.63 $3.92K - $4.27K
84 $22.2M
FLR
Fluor Corp

Industrials
-77
Closed
$46.92 - $58.93 $3.61K - $4.54K
0 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
-30
- 42.86%
$81.39 - $94.14 $2.44K - $2.82K
40 $3.41M
DIS
Walt Disney CO

Communication Services
-25
Closed
$92.39 - $117.6 $2.31K - $2.94K
0 $0
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-33
- 3.61%
$47.26 - $48.18 $1.56K - $1.59K
882 $41.8M
BA
Boeing CO

Industrials
-38
- 21.11%
$138.14 - $180.72 $5.25K - $6.87K
142 $25.1M
SNOW
Snowflake Inc.

Technology
-14
Closed
$109.65 - $186.51 $1.54K - $2.61K
0 $0
CHTR
Charter Communications, Inc.

Communication Services
-3
- 75.0%
$315.38 - $408.02 $946 - $1.22K
1 $343K
Ge Vernova Inc Com
-3
Closed
N/A
0 $0
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-4
- 44.44%
$159.11 - $178.39 $636 - $714
5 $822K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-1
- 16.67%
$139.44 - $150.37 $139 - $150
5 $704K
SGOL
Abrdn Gold ETF Trust

ETFs
-6
- 42.86%
$24.46 - $26.62 $147 - $160
8 $200K
ISPO
Inspirato Inc

Consumer Cyclical
-6
Closed
$3.23 - $4.38 $19.4 - $26.3
0 $0
FDX
Fedex Corp

Industrials
-1
- 1.35%
$260.5 - $305.15 $261 - $305
73 $20.7M
COIN
Coinbase Global, Inc.

Technology
-26
- 25.74%
$163.17 - $343.62 $4.24K - $8.93K
75 $18.6M
TWLO
Twilio Inc

Communication Services
-83
- 35.62%
$63.73 - $114.96 $5.29K - $9.54K
150 $16.2M
VUG
Vanguard Growth ETF

ETFs
-3
- 1.53%
$378.79 - $428.11 $1.14K - $1.28K
193 $79.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-21
- 4.08%
$370.24 - $418.94 $7.78K - $8.8K
494 $198M
Ishares Bitcoin Trust ETF
-122
- 5.34%
N/A
2.16K $115M
IWP
Ishares Russell Mid Cap Growth

ETFs
-21
- 0.33%
$116.4 - $138.52 $2.44K - $2.91K
6.28K $796M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-90
- 1.78%
$481.22 - $538.17 $43.3K - $48.4K
4.96K $2.53B
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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