Global Assets Advisory, LLC Incresed Positions in Q1 2025

Global Assets Advisory, LLC

  • $531 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
205K
+ 204.69%
$105.44 - $118.93 $21.6M - $24.4M
305K $33.1B
NVDA
Nvidia Corp

Technology
220K
+ 274.74%
$106.98 - $149.43 $23.6M - $32.9M
301K $32.1B
AMZN
Amazon Com Inc

Consumer Cyclical
76.3K
+ 217.88%
$190.26 - $242.06 $14.5M - $18.5M
111K $20.6B
JEPI
J P Morgan Exchange Traded Fd

ETFs
207K
+ 187.61%
$56.17 - $59.71 $11.6M - $12.3M
317K $17.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18.8K
+ 183.71%
$442.66 - $534.52 $8.33M - $10.1M
29K $15B
VCIT
Vanguard Intermediate Term Cor

ETFs
121K
+ 1930.7%
$79.17 - $82.04 $9.61M - $9.96M
128K $10.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.4K
+ 203.48%
$507.05 - $563.67 $10.3M - $11.5M
30.4K $14.9B
AAPL
Apple Inc.

Technology
60.1K
+ 113.32%
$209.68 - $247.1 $12.6M - $14.9M
113K $22.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
18.7K
+ 207.99%
$468.34 - $539.52 $8.74M - $10.1M
27.6K $12.5B
RDVY
First Trust Rising Dividend Ac

ETFs
139K
+ 189.6%
$57.22 - $63.39 $7.93M - $8.79M
212K $11.7B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
83K
+ 232.19%
$68.32 - $75.06 $5.67M - $6.23M
119K $8.47B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
58.1K
+ 97.01%
$95.85 - $99.25 $5.56M - $5.76M
118K $11.6B
GOOGL
Alphabet Inc.

Communication Services
36.4K
+ 244.22%
$154.33 - $206.19 $5.61M - $7.5M
51.3K $7.87B
MSFT
Microsoft Corp

Technology
13.9K
+ 274.67%
$375.39 - $447.2 $5.23M - $6.23M
19K $7.14B
USFR
Wisdomtree Floating Rate Treas

ETFs
97.7K
+ 209.91%
$50.29 - $50.5 $4.91M - $4.93M
144K $7.26B
META
Meta Platforms, Inc.

Communication Services
8.74K
+ 315.99%
$576.36 - $736.67 $5.04M - $6.44M
11.5K $6.44B
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
191K
+ 236.46%
$26.45 - $28.62 $5.06M - $5.48M
272K $6.98B
TSLA
Tesla, Inc.

Consumer Cyclical
22.2K
+ 291.49%
$222.15 - $428.22 $4.93M - $9.5M
29.8K $7.55B
PFF
Ishares Trust Ishares Pfd And

ETFs
133K
+ 150.09%
$30.73 - $32.26 $4.09M - $4.3M
222K $6.63B
BA
Boeing CO

Industrials
25.5K
+ 244.62%
$148.15 - $186.25 $3.78M - $4.75M
35.9K $5.57B
PLTR
Palantir Technologies Inc.

Technology
38.3K
+ 356.6%
$64.98 - $124.62 $2.49M - $4.78M
49.1K $4.16B
SGOL
Abrdn Gold ETF Trust

ETFs
102K
+ 219.52%
$25.14 - $29.82 $2.56M - $3.04M
148K $4.33B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
65.6K
+ 231.35%
$51.45 - $58.51 $3.37M - $3.84M
93.9K $4.64B
GLD
Spdr Gold Trust

ETFs
9.2K
+ 231.45%
$243.19 - $288.14 $2.24M - $2.65M
13.2K $3.72B
FTCS
First Trust Capital Strength E

ETFs
31.9K
+ 195.81%
$86.39 - $91.35 $2.76M - $2.92M
48.2K $4.14B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
53.6K
+ 200.0%
$48.31 - $49.23 $2.59M - $2.64M
80.4K $3.93B
VTI
Vanguard Total Stock Market Et

ETFs
9.77K
+ 190.59%
$271.18 - $303.12 $2.65M - $2.96M
14.9K $3.91B
ITA
Ishares Tr

ETFs
16.2K
+ 250.19%
$144.84 - $159.5 $2.35M - $2.58M
22.7K $3.33B
VZ
Verizon Communications Inc

Communication Services
51.8K
+ 193.51%
$37.81 - $46.49 $1.96M - $2.41M
78.6K $3.42B
WMT
Walmart Inc.

Consumer Defensive
27.3K
+ 200.67%
$84.5 - $105.05 $2.31M - $2.87M
40.9K $3.55B
FTGC
First Trust Global Tactical CO

ETFs
92.7K
+ 328.63%
$23.95 - $25.86 $2.22M - $2.4M
121K $2.93B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
45K
+ 609.31%
N/A
52.4K $2.61B
XLK
Technology Sector Spdr

ETFs
12.4K
+ 175.89%
$206.38 - $242.18 $2.55M - $3M
19.4K $3.83B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
35.7K
+ 200.0%
$67.24 - $84.27 $2.4M - $3.01M
53.6K $3.56B
AOR
Ishares Tr Core Growth Allocat

ETFs
37.4K
+ 184.7%
$56.63 - $59.39 $2.12M - $2.22M
57.7K $3.21B
COST
Costco Wholesale Corp

Consumer Defensive
2.08K
+ 193.68%
$890.62 - $1076.86 $1.86M - $2.24M
3.16K $2.98B
JNJ
Johnson & Johnson

Healthcare
12.9K
+ 187.31%
$142.06 - $167.7 $1.83M - $2.16M
19.7K $2.99B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
41K
+ 132.2%
$53.6 - $58.97 $2.2M - $2.42M
72K $3.71B
GE
General Electric CO

Industrials
9.58K
+ 186.74%
$168.59 - $212.13 $1.62M - $2.03M
14.7K $2.75B
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
99.6K
+ 192.06%
$21.0 - $24.67 $2.09M - $2.46M
151K $3.04B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
32.6K
+ 184.22%
$47.66 - $57.45 $1.55M - $1.87M
50.3K $2.61B
SYK
Stryker Corp

Healthcare
4.86K
+ 188.38%
$355.18 - $399.9 $1.73M - $1.95M
7.45K $2.66B
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.1K
+ 121.38%
$169.43 - $182.84 $1.88M - $2.02M
20.2K $3.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.4K
+ 165.69%
$551.42 - $612.93 $1.87M - $2.08M
5.44K $2.91B
V
Visa Inc.

Financial Services
5.09K
+ 203.27%
$306.92 - $362.71 $1.56M - $1.85M
7.59K $2.49B
FDN
First Tr Fd Dow Jones

ETFs
8.25K
+ 194.9%
$221.38 - $266.86 $1.83M - $2.2M
12.5K $2.69B
LLY
Eli Lilly & CO

Healthcare
2.12K
+ 213.91%
$725.72 - $929.72 $1.54M - $1.97M
3.11K $2.37B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
71.4K
+ 195.88%
N/A
108K $2.42B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
25.2K
+ 192.31%
$59.78 - $60.03 $1.51M - $1.51M
38.3K $2.29B
Activity Summary
Buys All Purchases 259 New Holdings 120 Increased Positions 139 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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