Global Assets Advisory, LLC Purchases in Q1 2025

Global Assets Advisory, LLC

  • $531 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
CME
Cme Group Inc.

Financial Services
2.83K
New
$225.82 - $266.54 $639K - $755K
2.83K $726M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15.1K
+ 200.09%
$49.22 - $51.73 $742K - $780K
22.6K $1.08B
CVNA
Carvana Co.

Consumer Cyclical
3.55K
New
$166.52 - $285.33 $591K - $1.01M
3.55K $704M
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
TIP
Ishares Tr Tips Bd ETF

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

Financial Services
2.53K
New
$255.39 - $325.87 $646K - $825K
2.53K $638M
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
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
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
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
63.4K
New
$9.19 - $9.82 $582K - $622K
63.4K $594M
DG
Dollar General Corp

Consumer Defensive
6.28K
+ 154.4%
$68.44 - $87.93 $430K - $552K
10.3K $901M
IBB
Ishares Biotechnology ETF

ETFs
5.26K
+ 255.61%
$127.9 - $140.56 $672K - $739K
7.32K $866M
TTE
Total Energies Se

Energy
10K
New
N/A
10K $584M
PDP
Invesco Exchange Traded Fd Tr

ETFs
6.4K
+ 200.0%
$96.95 - $116.13 $620K - $743K
9.6K $917M
PRF
Invesco Exchange Traded Fd Tr

ETFs
15.3K
+ 200.0%
$39.4 - $42.61 $603K - $652K
23K $877M
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
KO
Coca Cola CO

Consumer Defensive
7.16K
+ 131.26%
$60.81 - $72.32 $435K - $518K
12.6K $884M
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
GOOG
Alphabet Inc.

Communication Services
3.69K
+ 338.48%
$156.06 - $207.71 $575K - $766K
4.78K $742M
AMGN
Amgen Inc

Healthcare
1.7K
+ 158.86%
$258.59 - $327.36 $440K - $557K
2.78K $813M
MGC
Vanguard Mega Cap ETF

ETFs
2.92K
+ 201.03%
$199.2 - $222.69 $581K - $649K
4.37K $842M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
3.95K
+ 185.9%
$111.19 - $129.47 $440K - $512K
6.08K $759M
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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.3K
+ 200.93%
$408.78 - $448.82 $530K - $582K
1.94K $778M
FISV
Fiserv Inc

Technology
2.4K
New
N/A
2.4K $503M
IWM
Ishares Russell 2000 ETF

ETFs
2.9K
+ 223.11%
$198.1 - $229.79 $574K - $665K
4.19K $788M
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
GBIL
Goldman Sachs Access Treasury

ETFs
4.83K
+ 180.89%
$99.85 - $100.19 $482K - $484K
7.5K $749M
WRB
Berkley W R Corp

Financial Services
6.97K
New
$56.7 - $71.27 $395K - $497K
6.97K $470M
TDIV
First Trust Nasdaq Technology

ETFs
7.1K
+ 177.56%
$73.39 - $83.95 $521K - $596K
11.1K $777M
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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