Global Assets Advisory, LLC Portfolio Holdings

Global Assets Advisory, LLC

  • $531 Billion
  • Q1 2025

Global Assets Advisory, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $531 Billion distributed in 263 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $33.1B, Nvidia Corp with a value of $32.1B, Apple Inc. with a value of $22.4B, Amazon Com Inc with a value of $20.6B, and J P Morgan Exchange Traded Fd with a value of $17.2B.

Examining the 13F form we can see an increase of $350B in the current position value, from $181B to 531B.

Global Assets Advisory, LLC is based out at Orlando, FL

Below you can find more details about Global Assets Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $531 Billion
ETFs: $256 Billion
Technology: $79.7 Billion
Energy: $38 Billion
Financial Services: $34.6 Billion
Consumer Cyclical: $32.8 Billion
Communication Services: $21.7 Billion
Healthcare: $18.5 Billion
Industrials: $15.6 Billion
Other: $19.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$226B
$237 Million 0.04% of portfolio
4,104
Q1 2025 New
$0
$229 Million 0.04% of portfolio
4,543
Q1 2025 New
$0
$201 Million 0.04% of portfolio
10,530
Q1 2025 New
$0
$188 Million 0.04% of portfolio
15,278
Q1 2025 New
$2.67B
$161 Million 0.03% of portfolio
12,000
Q1 2025 New
$0
$140 Million 0.03% of portfolio
12,594
Q1 2025 New
$0
$133 Million 0.03% of portfolio
11,283
Q1 2025 New
$0
$96.1 Million 0.02% of portfolio
24,995
Q1 2025 Added 56.24%
$0
$101 Million 0.02% of portfolio
10,749
Q1 2025 New
-
$76.6 Million 0.01% of portfolio
-
Q1 2025 New
$38.3B
$23.4 Million 0.0% of portfolio
10,512
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 263
  • Current Value $531 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 120 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Global Assets Advisory, LLC Portfolio

Follow Global Assets Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Assets Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Assets Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email