Global Wealth Strategies & Associates Portfolio Holdings

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024

Global Wealth Strategies & Associates has filed its 13F form on January 02, 2025 for Q4 2024 where it was disclosed a total value porftolio of $320 Billion distributed in 453 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $121B, Ishares Tr with a value of $30.7B, Invesco Exchange Traded Fd Tr with a value of $24.7B, Vanguard Bd Index Fd Inc Total with a value of $24.7B, and Vanguard Russell 2000 ETF with a value of $11.9B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $304B to 320B. Also it can be appreciated an additional of 109 stocks purchases and 5 closed positions.

Global Wealth Strategies & Associates is based out at Denver, CO

Below you can find more details about Global Wealth Strategies & Associates portfolio as well as his latest detailed transactions.

Portfolio value $320 Billion
ETFs: $293 Billion
Technology: $7.29 Billion
Basic Materials: $2.79 Billion
Consumer Cyclical: $2.29 Billion
Communication Services: $1.28 Billion
Financial Services: $963 Million
Industrials: $954 Million
Consumer Defensive: $912 Million
Other: $1.63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149B
$7.17 Million 0.0% of portfolio
270
Q4 2024 Added 5.88%
$113B
$2.49 Million 0.0% of portfolio
9
Q4 2022 New
$854M
$732,000 0.0% of portfolio
93
Q4 2023 New
$37.8B
$5.49 Million 0.0% of portfolio
72
Q3 2023 New
$1.71B
$2.39 Million 0.0% of portfolio
234
Q3 2023 New
$74.5B
$2.08 Million 0.0% of portfolio
22
Q4 2022 New
$3.45B
$240,000 0.0% of portfolio
5
Q2 2023 New
$36.6B
$15.4 Million 0.0% of portfolio
228
Q4 2022 New
$36.5B
$7.96 Million 0.0% of portfolio
88
Q4 2024 New
$3.14B
$6.24 Million 0.0% of portfolio
315
Q4 2024 Added 2,000.0%
$96.8B
$0 0.0% of portfolio
0
Q4 2024 New
$582M
$3.43 Million 0.0% of portfolio
235
Q4 2022 New
$24.8B
$6.21 Million 0.0% of portfolio
57
Q4 2022 New
$2.29B
$3.43 Million 0.0% of portfolio
340
Q4 2024 New
$133M
$0 0.0% of portfolio
0
Q4 2024 New
$4.59B
$1.08 Million 0.0% of portfolio
54
Q2 2024 Reduced 3.57%
$1.59B
$0 0.0% of portfolio
0
Q4 2024 New
$273M
$1.54 Million 0.0% of portfolio
1,000
Q3 2024 New
$25.6B
$8.86 Million 0.0% of portfolio
838
Q4 2023 Reduced 1.87%
$58.1B
$4.22 Million 0.0% of portfolio
94
Q1 2023 Added 11.9%
$2.92B
$0 0.0% of portfolio
0
Q4 2024 New
$7.6B
$1.32 Million 0.0% of portfolio
302
Q4 2024 New
$141B
$15.5 Million 0.0% of portfolio
216
Q4 2024 Added 37.58%
$4.94B
$0 0.0% of portfolio
0
Q4 2024 New
$18.1B
$1.8 Million 0.0% of portfolio
20
Q1 2024 Reduced 78.95%
$165B
$11.1 Million 0.0% of portfolio
295
Q4 2022 New
$20.7B
$10.1 Million 0.0% of portfolio
357
Q1 2024 New
$141B
$15.1 Million 0.0% of portfolio
63
Q4 2022 New
$74.6B
$13 Million 0.0% of portfolio
11
Q4 2022 New
$19.3B
$1.55 Million 0.0% of portfolio
20
Q4 2022 New
$25.2B
$13.6 Million 0.0% of portfolio
500
Q4 2024 New
$92.8B
$14.4 Million 0.0% of portfolio
190
Q4 2024 Added 15.15%
$169B
$3.24 Million 0.0% of portfolio
81
Q2 2023 Reduced 44.14%
$44B
$1.19 Million 0.0% of portfolio
10
Q2 2023 Reduced 66.67%
$196B
$5.15 Million 0.0% of portfolio
9
Q3 2024 New
$224B
$11.9 Million 0.0% of portfolio
190
Q1 2024 New
$90.4B
$2.14 Million 0.0% of portfolio
17
Q4 2022 New
$89.1B
$12.8 Million 0.0% of portfolio
46
Q3 2024 New
$83B
$8.46 Million 0.0% of portfolio
422
Q1 2023 Reduced 54.23%
$83.6B
$1.86 Million 0.0% of portfolio
8
Q4 2024 New
$107B
$10.8 Million 0.0% of portfolio
135
Q3 2024 Added 8.0%
$2.59B
$110,000 0.0% of portfolio
2
Q4 2024 New
$27.6B
$14.6 Million 0.0% of portfolio
684
Q2 2024 Reduced 3.53%
$22B
$10.4 Million 0.0% of portfolio
24
Q1 2024 Reduced 25.0%
$105B
$8.85 Million 0.0% of portfolio
97
Q4 2022 New
$27.4B
$4.39 Million 0.0% of portfolio
50
Q3 2023 Added 100.0%
$443M
$11.2 Million 0.0% of portfolio
144
Q4 2024 New
$45.9B
$15 Million 0.0% of portfolio
176
Q4 2024 Added 100.0%
$87.8B
$2.58 Million 0.0% of portfolio
7
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 453
  • Current Value $320 Billion
  • Prior Value $304 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 02, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 109 stocks
  • Additional Purchases 90 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 32 stocks
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