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
CVX
Chevron Corp

Energy
9.66K
+ 148.43%
$146.71 - $167.97 $1.42M - $1.62M
16.2K $2.43B
MBB
Ishares Tr

ETFs
15.4K
+ 265.45%
$90.37 - $94.08 $1.4M - $1.45M
21.3K $1.98B
NFLX
Netflix Inc

Communication Services
1.53K
+ 170.95%
$828.4 - $1058.6 $1.27M - $1.62M
2.43K $2.22B
ABBV
Abb Vie Inc.

Healthcare
6.97K
+ 152.73%
$169.2 - $216.66 $1.18M - $1.51M
11.5K $2.16B
XLI
Industrial Sector Spdr

ETFs
10.3K
+ 249.66%
$128.78 - $141.67 $1.33M - $1.46M
14.4K $1.81B
FTC
First Tr Lge Cap Growth

ETFs
10.1K
+ 200.0%
$127.87 - $148.89 $1.29M - $1.5M
15.1K $1.9B
UNH
Unitedhealth Group Inc

Healthcare
2.06K
+ 180.61%
$461.52 - $548.18 $950K - $1.13M
3.2K $1.76B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.8K
+ 128.14%
$91.45 - $91.75 $1.17M - $1.18M
22.8K $2.09B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.6K
+ 193.57%
$42.5 - $46.71 $1.17M - $1.29M
41.8K $1.78B
FVD
First Tr Value Line Divid Inde

ETFs
26.7K
+ 197.78%
$42.61 - $45.51 $1.14M - $1.22M
40.3K $1.72B
WM
Waste Management Inc

Industrials
4.47K
+ 199.64%
$200.54 - $233.78 $896K - $1.04M
6.7K $1.51B
Ge Vernova Inc
3.51K
+ 192.13%
N/A
5.34K $1.66B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
7.14K
+ 145.52%
$200.77 - $270.08 $1.43M - $1.93M
12.1K $2.25B
XLE
Energy Sector Spdr

ETFs
12.1K
+ 184.29%
$85.7 - $93.96 $1.04M - $1.14M
18.7K $1.58B
AMD
Advanced Micro Devices Inc

Technology
11.8K
+ 299.52%
$96.63 - $129.55 $1.14M - $1.53M
15.8K $1.47B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.4K
+ 223.22%
$211.47 - $267.17 $1.14M - $1.44M
7.82K $1.57B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
33.6K
+ 135.27%
$36.64 - $45.76 $1.23M - $1.54M
58.5K $2.06B
Super Micro Computer Inc
24.8K
+ 180.51%
N/A
38.5K $1.33B
XLV
Select Sector Spdr Fund Health

ETFs
6.46K
+ 171.8%
$137.61 - $149.68 $889K - $967K
10.2K $1.41B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
30.1K
+ 200.01%
$32.49 - $37.99 $978K - $1.14M
45.1K $1.43B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.73K
+ 195.69%
$402.49 - $513.76 $695K - $887K
2.61K $1.25B
Ishares Bitcoin Trust ETF
21.3K
+ 198.05%
N/A
32K $1.48B
XLF
Financial Sector Spdr

ETFs
18.8K
+ 94.27%
$47.32 - $52.19 $888K - $980K
38.7K $1.84B
MA
Mastercard Inc

Financial Services
1.73K
+ 207.58%
$504.67 - $576.31 $871K - $994K
2.56K $1.31B
FTSL
First Trust Senior Ln Fund

ETFs
19.5K
+ 200.03%
$45.65 - $46.48 $892K - $908K
29.3K $1.33B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.9K
+ 200.0%
$76.94 - $78.28 $840K - $855K
16.4K $1.28B
NEE
Nextera Energy Inc

Utilities
12.8K
+ 179.3%
$66.96 - $76.16 $858K - $976K
20K $1.35B
SVAL
Ishares Tr Us Small Cap Value

ETFs
31.6K
+ 154.85%
$29.28 - $33.43 $927K - $1.06M
52.1K $1.48B
ARCC
Ares Capital Corp

Financial Services
41K
+ 166.69%
$21.28 - $23.81 $873K - $977K
65.6K $1.36B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
13.9K
+ 202.93%
$62.43 - $84.12 $865K - $1.17M
20.7K $1.33B
NOW
Service Now, Inc.

Technology
1.26K
+ 144.6%
$783.83 - $1170.39 $986K - $1.47M
2.13K $1.68B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2.39K
+ 197.77%
$314.47 - $431.35 $752K - $1.03M
3.6K $1.28B
AI
C3.Ai, Inc.

Technology
59.6K
+ 190.59%
$20.92 - $36.93 $1.25M - $2.2M
90.9K $1.84B
HYG
Ishares Tr

ETFs
9.89K
+ 59.16%
$78.51 - $80.11 $777K - $793K
26.6K $2.08B
SCHG
Schwab Strategic Tr Us Large C

ETFs
34K
+ 200.0%
$24.91 - $29.02 $848K - $988K
51.1K $1.23B
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.08K
+ 361.34%
$105.1 - $109.61 $744K - $775K
9.03K $967M
ABT
Abbott Laboratories

Healthcare
5.34K
+ 146.65%
$111.1 - $140.22 $593K - $748K
8.98K $1.15B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15.1K
+ 200.09%
$49.22 - $51.73 $742K - $780K
22.6K $1.08B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11.2K
+ 200.0%
$62.72 - $71.92 $701K - $803K
16.8K $1.03B
BX
Blackstone Inc.

Financial Services
6.18K
+ 153.97%
$136.53 - $186.74 $844K - $1.15M
10.2K $1.37B
SOXX
Ishares Semiconductor ETF

ETFs
4.14K
+ 199.57%
$188.17 - $235.81 $780K - $977K
6.22K $1.09B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
7.06K
+ 210.28%
$93.32 - $95.35 $659K - $673K
10.4K $954M
IVV
Ishares Core S&P 500 ETF

ETFs
1.26K
+ 188.59%
$554.06 - $615.85 $696K - $774K
1.92K $1.03B
VGIT
Vanguard Intermediate Term Tre

ETFs
10.6K
+ 200.0%
$57.44 - $59.4 $608K - $628K
15.9K $940M
EQT
Eqt Corp

Energy
11.9K
+ 178.83%
$46.16 - $54.25 $548K - $644K
18.5K $934M
FXN
First Tr Exchange Traded Fd Fi

ETFs
45.2K
+ 196.1%
$15.13 - $18.07 $684K - $817K
68.3K $998M
SNPS
Synopsys Inc

Technology
1.59K
+ 189.51%
$428.58 - $551.54 $681K - $877K
2.43K $1.01B
CDNS
Cadence Design Systems Inc

Technology
2.67K
+ 179.85%
$233.96 - $324.52 $624K - $866K
4.15K $1.05B
SCHP
Schwab Strategic Us Tips ETF

ETFs
22.2K
+ 200.0%
$25.69 - $26.89 $571K - $597K
33.3K $886M
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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