Global Assets Advisory, LLC Purchases 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
PSEP
Innovator U.S. Equity Power Bu
54.3K
New
N/A
54.3K $2.33B
PMAR
Innovator U.S. Equity Power Bu

ETFs
49.3K
New
$42.21 - $43.91 $2.08M - $2.16M
49.3K $2.16B
PAUG
Innovator U.S. Equity Power Bu

ETFs
48.2K
New
$40.45 - $42.49 $1.95M - $2.05M
48.2K $2.05B
BOCT
Innovator U.S. Equity Buffer E

ETFs
41.6K
New
$45.37 - $48.42 $1.89M - $2.02M
41.6K $2.02B
SSO
Proshares Ultra S&P 500

ETFs
16.3K
New
$97.48 - $112.71 $1.59M - $1.84M
16.3K $1.83B
DFIV
Dimensional ETF Tr

ETFs
35.2K
New
$42.66 - $46.53 $1.5M - $1.64M
35.2K $1.62B
META
Meta Platforms, Inc.

Communication Services
2.01K
+ 41.7%
$695.21 - $791.73 $1.4M - $1.59M
6.84K $5.02B
PFEB
Innovator U.S. Equity Power Bu

ETFs
37.3K
New
$37.99 - $39.69 $1.42M - $1.48M
37.3K $1.48B
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
MSFT
Microsoft Corp

Technology
1.9K
+ 19.27%
$491.09 - $535.64 $935K - $1.02M
11.8K $6.1B
Innovator Etfs Trust
25.5K
New
N/A
25.5K $1.22B
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
30.5K
New
$37.73 - $38.9 $1.15M - $1.19M
30.5K $1.19B
UNH
Unitedhealth Group Inc

Healthcare
3K
+ 56.28%
$237.77 - $353.61 $713K - $1.06M
8.32K $2.87B
Northern Lts Fd Tr Iii
28.1K
New
N/A
28.1K $1.11B
PJUL
Innovator U.S. Equity Power Bu

ETFs
23.9K
New
$43.83 - $45.64 $1.05M - $1.09M
23.9K $1.09B
CRPT
First Tr ETF Fd Viii Skybridge
48.9K
New
$19.92 - $25.22 $974K - $1.23M
48.9K $1.09B
BSEP
Innovator U.S. Equity Buffer E

ETFs
22.4K
New
$45.13 - $48.29 $1.01M - $1.08M
22.4K $1.08B
First Tr Exchng Traded Fd Vi
42.4K
New
N/A
42.4K $1.06B
SJNK
Spdr Bloomberg Short Term High

ETFs
39.6K
+ 22.61%
$25.28 - $25.63 $1M - $1.01M
215K $5.49B
FTGC
First Trust Global Tactical CO

ETFs
38.8K
New
$24.67 - $26.32 $956K - $1.02M
38.8K $1B
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.1K
+ 13.55%
$55.61 - $57.37 $841K - $867K
127K $7.23B
Innovator Etfs Trust
16.8K
New
N/A
16.8K $893M
Coreweave Inc
6.5K
New
N/A
6.5K $889M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
26.9K
New
$29.18 - $31.13 $785K - $837K
26.9K $837M
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
BKNG
Booking Holdings Inc.

Consumer Cyclical
136
New
$5364.25 - $5815.92 $730K - $791K
136 $734M
GE
General Electric CO

Industrials
724
+ 7.73%
$244.75 - $305.63 $177K - $221K
10.1K $3.03B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
14.7K
New
$44.57 - $46.53 $653K - $682K
14.7K $682M
First Tr Exchng Traded Fd Vi
20.2K
New
N/A
20.2K $659M
PJUN
Innovator U.S. Equity Power Bu

ETFs
15.4K
New
$39.79 - $41.15 $614K - $635K
15.4K $635M
SGOL
Abrdn Gold ETF Trust

ETFs
6.68K
+ 9.21%
$31.18 - $36.81 $208K - $246K
79.2K $2.92B
Direxion Shs ETF Tr
15.6K
New
N/A
15.6K $585M
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
FDD
First Trust Stoxx European Sel

ETFs
35.2K
New
$15.26 - $16.67 $537K - $587K
35.2K $568M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.29K
+ 55.27%
$256.21 - $323.54 $330K - $417K
3.62K $1.16B
UGL
Pro Shares Trust Ii

ETFs
11.9K
New
$33.7 - $46.06 $401K - $548K
11.9K $548M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.96K
New
$224.68 - $282.71 $439K - $553K
1.96K $546M
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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