Global Assets Advisory, LLC New Holdings in Q1 2025

Global Assets Advisory, LLC

  • $531 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
44.5K
New
$91.17 - $95.39 $4.05M - $4.24M
44.5K $4.22B
LMT
Lockheed Martin Corp

Industrials
5.84K
New
$423.19 - $506.29 $2.47M - $2.96M
5.84K $2.64B
MISL
First Tr Exchange Traded Fd In
70.2K
New
N/A
70.2K $2.07B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
23.5K
New
$81.83 - $82.73 $1.93M - $1.95M
23.5K $1.94B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
58.3K
New
$25.2 - $68.74 $1.47M - $4.01M
58.3K $1.67B
FNDX
Schwab Fundamental U S Large C

ETFs
72.2K
New
$23.03 - $25.01 $1.66M - $1.81M
72.2K $1.61B
AGNC
Agnc Investment Corp.

Real Estate
177K
New
$9.12 - $10.54 $1.62M - $1.87M
177K $1.59B
VST
Vistra Corp.

Utilities
11.8K
New
$108.49 - $191.89 $1.28M - $2.27M
11.8K $1.32B
HOOD
Robinhood Markets, Inc.

Technology
32.3K
New
$35.63 - $65.28 $1.15M - $2.11M
32.3K $1.26B
AVGO
Broadcom Inc.

Technology
6.61K
New
$167.43 - $244.7 $1.11M - $1.62M
6.61K $1.12B
TMDX
Trans Medics Group, Inc.

Healthcare
14.9K
New
$56.73 - $79.42 $845K - $1.18M
14.9K $1.05B
SPSB
Spdr Portfolio Short Term Corp

ETFs
32.6K
New
$29.82 - $30.1 $971K - $980K
32.6K $975M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.3K
New
$77.7 - $78.94 $959K - $974K
12.3K $968M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
33.7K
New
$28.55 - $29.09 $963K - $981K
33.7K $946M
ECC
Eagle Point Credit CO Inc.

Financial Services
108K
New
$7.7 - $9.14 $833K - $989K
108K $844M
ILDR
First Tr Exchange Traded Fd Vi
34.6K
New
$23.32 - $28.0 $806K - $968K
34.6K $774M
CME
Cme Group Inc.

Financial Services
2.83K
New
$225.82 - $266.54 $639K - $755K
2.83K $726M
CVNA
Carvana Co.

Consumer Cyclical
3.55K
New
$166.52 - $285.33 $591K - $1.01M
3.55K $704M
T
At&T Inc.

Communication Services
24.7K
New
$21.56 - $28.28 $532K - $698K
24.7K $662M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.96K
New
$106.22 - $111.09 $633K - $662K
5.96K $653M
AXP
American Express CO

Financial Services
2.53K
New
$255.39 - $325.87 $646K - $825K
2.53K $638M
SLV
I Shares Silver Trust

ETFs
21.8K
New
$26.93 - $31.32 $587K - $683K
21.8K $624M
WPM
Wheaton Precious Metals Corp.

Basic Materials
8.4K
New
$55.75 - $77.63 $468K - $652K
8.4K $622M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
63.4K
New
$9.19 - $9.82 $582K - $622K
63.4K $594M
TTE
Total Energies Se

Energy
10K
New
N/A
10K $584M
AEP
American Electric Power CO Inc

Utilities
5.37K
New
$90.32 - $109.27 $485K - $587K
5.37K $554M
ELV
Elevance Health, Inc.

Healthcare
1.27K
New
$365.9 - $436.25 $463K - $552K
1.27K $548M
Sila Realty Trust Inc
21.1K
New
N/A
21.1K $545M
UNP
Union Pacific Corp

Industrials
2.44K
New
$225.21 - $254.42 $550K - $622K
2.44K $545M
Armour Residential Reit Inc
33.5K
New
N/A
33.5K $515M
NUE
Nucor Corp

Basic Materials
4.53K
New
$114.48 - $142.52 $519K - $646K
4.53K $512M
VV
Vanguard Large Cap ETF

ETFs
2.09K
New
$253.32 - $282.66 $528K - $589K
2.09K $512M
FISV
Fiserv Inc

Technology
2.4K
New
N/A
2.4K $503M
TJX
Tjx Companies Inc

Consumer Cyclical
3.97K
New
$112.81 - $126.16 $448K - $501K
3.97K $488M
MSTR
Microstrategy Inc

Technology
1.74K
New
$239.27 - $396.5 $416K - $690K
1.74K $488M
WRB
Berkley W R Corp

Financial Services
6.97K
New
$56.7 - $71.27 $395K - $497K
6.97K $470M
CTAS
Cintas Corp

Industrials
2.31K
New
$182.09 - $208.14 $420K - $480K
2.31K $462M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.2K
New
$18.36 - $20.51 $444K - $496K
24.2K $457M
PHG
Koninklijke Philips Nv

Healthcare
18.9K
New
$24.92 - $28.61 $471K - $541K
18.9K $445M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
759
New
$634.14 - $744.83 $481K - $565K
759 $443M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
16.2K
New
$24.11 - $28.41 $390K - $460K
16.2K $442M
FNDF
Schwab Fundamental Intl Large

ETFs
12.6K
New
$32.9 - $37.45 $413K - $470K
12.6K $431M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.06K
New
$58.01 - $64.46 $409K - $455K
7.06K $417M
MPC
Marathon Petroleum Corp

Energy
3.14K
New
$134.72 - $159.03 $424K - $500K
3.14K $416M
Howard Hughes Holdings Inc
6K
New
N/A
6K $409M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.29K
New
$182.82 - $196.21 $418K - $449K
2.29K $407M
FV
First Trust Dorsey Wright Focu

ETFs
7.7K
New
$53.91 - $63.03 $415K - $485K
7.7K $402M
F
Ford Motor CO

Consumer Cyclical
43.2K
New
$9.12 - $10.43 $394K - $451K
43.2K $400M
DTE
Dte Energy CO

Utilities
3K
New
$117.6 - $138.27 $353K - $415K
3K $396M
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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