Global Wealth Strategies & Associates Portfolio Holdings

Global Wealth Strategies & Associates

  • $304 Billion
  • Q3 2024

Global Wealth Strategies & Associates has filed its 13F form on October 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $304 Billion distributed in 373 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 $117B, Ishares Tr with a value of $32.6B, Vanguard Bd Index Fd Inc Total with a value of $23.6B, Invesco Exchange Traded Fd Tr with a value of $23.1B, and Vanguard Russell 2000 ETF with a value of $11.2B.

Examining the 13F form we can see an increase of $25.8B in the current position value, from $279B to 304B.

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 $304 Billion
ETFs: $288 Billion
Technology: $6.61 Billion
Basic Materials: $3.11 Billion
Consumer Cyclical: $1.66 Billion
Communication Services: $987 Million
Healthcare: $970 Million
Industrials: $884 Million
Consumer Defensive: $825 Million
Other: $1.29 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.9M
$88,000 0.0% of portfolio
100
Q4 2022 New
$204M
$298,000 0.0% of portfolio
300
Q4 2022 New
$299M
$214,000 0.0% of portfolio
20
Q4 2022 New
$94.2M
$940,000 0.0% of portfolio
1,000
Q2 2024 New
$120M
$38,000 0.0% of portfolio
12
Q4 2022 New
$83.7M
$150,000 0.0% of portfolio
120
Q1 2024 New
$180M
$24,000 0.0% of portfolio
6
Q3 2024 New
$90.8M
$1.89 Million 0.0% of portfolio
991
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 373
  • Current Value $304 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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