Global Assets Advisory, LLC Incresed Positions in Q3 2025

Global Assets Advisory, LLC

  • $336 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
556
+ 5.63%
$546.99 - $602.2 $304K - $335K
10.4K $6.26B
NVDA
Nvidia Corp

Technology
1.9K
+ 1.57%
$153.3 - $186.58 $292K - $355K
123K $23B
AAPL
Apple Inc.

Technology
2.84K
+ 4.49%
$202.38 - $256.87 $575K - $730K
66.1K $16.8B
META
Meta Platforms, Inc.

Communication Services
2.01K
+ 41.7%
$695.21 - $791.73 $1.4M - $1.59M
6.84K $5.02B
GOOGL
Alphabet Inc.

Communication Services
718
+ 3.63%
$174.36 - $254.72 $125K - $183K
20.5K $4.98B
XOM
Exxon Mobil Corp

Energy
10.1K
+ 10.95%
$105.83 - $117.22 $1.07M - $1.19M
103K $11.6B
VCIT
Vanguard Intermediate Term Cor

ETFs
15.2K
+ 21.93%
$81.75 - $84.54 $1.24M - $1.29M
84.6K $7.11B
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
7.55K
+ 362.63%
$138.31 - $165.45 $1.04M - $1.25M
9.63K $1.59B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.21K
+ 18.35%
$459.11 - $506.91 $1.02M - $1.12M
14.3K $7.18B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.7K
+ 22.95%
$97.75 - $100.75 $1.15M - $1.18M
62.8K $6.3B
UNH
Unitedhealth Group Inc

Healthcare
3K
+ 56.28%
$237.77 - $353.61 $713K - $1.06M
8.32K $2.87B
SJNK
Spdr Bloomberg Short Term High

ETFs
39.6K
+ 22.61%
$25.28 - $25.63 $1M - $1.01M
215K $5.49B
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.1K
+ 13.55%
$55.61 - $57.37 $841K - $867K
127K $7.23B
IBM
International Business Machines Corp

Technology
3.02K
+ 33.53%
$234.77 - $292.47 $710K - $884K
12K $3.4B
GLD
Spdr Gold Trust

ETFs
1.44K
+ 27.28%
$300.96 - $355.47 $433K - $512K
6.72K $2.39B
PFF
Ishares Trust Ishares Pfd And

ETFs
22K
+ 32.05%
$30.67 - $32.13 $673K - $706K
90.5K $2.86B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.3K
+ 26.52%
$53.81 - $57.52 $555K - $593K
49.2K $2.83B
GE
General Electric CO

Industrials
724
+ 7.73%
$244.75 - $305.63 $177K - $221K
10.1K $3.03B
SGOL
Abrdn Gold ETF Trust

ETFs
6.68K
+ 9.21%
$31.18 - $36.81 $208K - $246K
79.2K $2.92B
AOR
Ishares Tr Core Growth Allocat

ETFs
8.15K
+ 39.86%
$60.99 - $64.39 $497K - $525K
28.6K $1.84B
PANW
Palo Alto Networks Inc

Technology
2.71K
+ 87.8%
$167.06 - $208.19 $453K - $565K
5.81K $1.18B
ORCL
Oracle Corp

Technology
56
+ 0.63%
$218.96 - $328.33 $12.3K - $18.4K
8.94K $2.52B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.29K
+ 55.27%
$256.21 - $323.54 $330K - $417K
3.62K $1.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
517
+ 15.61%
$617.65 - $666.84 $319K - $345K
3.83K $2.55B
GOOG
Alphabet Inc.

Communication Services
147
+ 2.39%
$175.16 - $255.24 $25.7K - $37.5K
6.31K $1.54B
Ge Vernova Inc
288
+ 13.46%
N/A
2.43K $1.49B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.85K
+ 28.95%
$49.43 - $54.52 $289K - $319K
26.1K $1.41B
ABBV
Abb Vie Inc.

Healthcare
612
+ 9.78%
$184.85 - $231.54 $113K - $142K
6.87K $1.59B
AVGO
Broadcom Inc.

Technology
764
+ 33.45%
$264.74 - $369.57 $202K - $282K
3.05K $1.01B
ITA
Ishares Tr

ETFs
944
+ 11.65%
$184.73 - $209.26 $174K - $198K
9.05K $1.89B
VTI
Vanguard Total Stock Market Et

ETFs
671
+ 9.66%
$303.93 - $329.86 $204K - $221K
7.62K $2.5B
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
16K
+ 31.09%
$23.48 - $24.44 $376K - $392K
67.6K $1.62B
MISL
First Tr Exchange Traded Fd In
5.67K
+ 22.17%
N/A
31.3K $1.3B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.05K
+ 17.67%
$57.15 - $62.12 $231K - $251K
26.9K $1.67B
XLK
Technology Sector Spdr

ETFs
375
+ 5.64%
$250.97 - $282.66 $94.1K - $106K
7.03K $1.98B
TTE
Total Energies Se

Energy
1.72K
+ 34.13%
N/A
6.75K $403M
Arista Networks Inc
366
+ 6.89%
N/A
5.68K $827M
BX
Blackstone Inc.

Financial Services
1.24K
+ 26.43%
$152.77 - $188.68 $190K - $234K
5.94K $1.01B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
183
+ 1.05%
$82.22 - $96.68 $15K - $17.7K
17.5K $1.7B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
550
+ 96.32%
$435.72 - $463.74 $240K - $255K
1.12K $520M
XLF
Financial Sector Spdr

ETFs
4.12K
+ 55.4%
$51.37 - $54.25 $211K - $223K
11.5K $622M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.87K
+ 54.21%
$107.66 - $112.36 $201K - $210K
5.31K $592M
AMZN
Amazon Com Inc

Consumer Cyclical
1.09K
+ 2.41%
$211.65 - $238.24 $231K - $260K
46.5K $10.2B
VRT
Vertiv Holdings CO

Industrials
514
+ 13.38%
N/A
4.36K $657M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3.34K
+ 13.72%
N/A
27.7K $1.38B
SVAL
Ishares Tr Us Small Cap Value

ETFs
3.99K
+ 21.09%
$30.46 - $34.49 $122K - $138K
22.9K $768M
CDNS
Cadence Design Systems Inc

Technology
292
+ 20.87%
$309.46 - $373.37 $90.4K - $109K
1.69K $594M
EWW
Ishares Inc Msci Mexico ETF

ETFs
739
+ 5.04%
N/A
15.4K $1.05B
SNPS
Synopsys Inc

Technology
331
+ 33.17%
$387.78 - $645.35 $128K - $214K
1.33K $656M
Activity Summary
Buys All Purchases 195 New Holdings 80 Increased Positions 115 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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