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
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
FIW
First Trust Water ETF

ETFs
4.8K
+ 200.0%
$99.48 - $106.74 $478K - $512K
7.2K $691M
Arista Networks Inc
8.43K
+ 168.64%
N/A
13.4K $1B
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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.52K
+ 200.0%
$49.67 - $51.43 $423K - $438K
12.8K $644M
ORCL
Oracle Corp

Technology
3.99K
+ 107.46%
$139.81 - $186.47 $558K - $744K
7.71K $1.04B
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
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.89K
+ 207.09%
$55.41 - $60.74 $437K - $479K
11.7K $630M
Howard Hughes Holdings Inc
6K
New
N/A
6K $409M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.27K
+ 200.0%
$360.07 - $417.26 $459K - $532K
1.91K $664M
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
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.31K
New
$42.38 - $43.28 $395K - $403K
9.31K $389M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
800
+ 200.0%
$522.96 - $601.18 $418K - $481K
1.2K $607M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.4K
New
$157.71 - $180.77 $379K - $434K
2.4K $377M
TQQQ
Proshares Ultrapro Qqq

ETFs
8.19K
New
$57.3 - $90.39 $469K - $740K
8.19K $376M
DPZ
Dominos Pizza Inc

Consumer Cyclical
819
New
$402.33 - $489.71 $330K - $401K
819 $369M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.39K
+ 190.49%
$92.45 - $106.69 $406K - $468K
6.69K $600M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
7.22K
New
$50.24 - $50.57 $363K - $365K
7.22K $363M
MU
Micron Technology Inc

Technology
4.86K
New
$86.89 - $109.38 $423K - $532K
4.86K $361M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.33K
New
$53.99 - $58.43 $342K - $370K
6.33K $361M
EEM
Ishares Msci Emerging Markets

ETFs
8.74K
New
$40.81 - $45.34 $357K - $396K
8.74K $360M
PAYX
Paychex Inc

Industrials
2.47K
New
$136.06 - $154.52 $336K - $381K
2.47K $360M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.12K
New
$34.58 - $45.97 $281K - $373K
8.12K $358M
CAT
Caterpillar Inc

Industrials
1.3K
+ 200.0%
$326.75 - $407.63 $425K - $530K
1.95K $589M
BAC
Bank Of America Corp

Financial Services
9.56K
New
$39.61 - $47.74 $379K - $456K
9.56K $352M
KIM
Kimco Realty Corp

Real Estate
19K
+ 183.24%
$20.15 - $23.42 $383K - $445K
29.4K $588M
IAU
Ishares Gold Trust

ETFs
6.04K
New
$49.74 - $58.96 $301K - $356K
6.04K $350M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
9.01K
+ 182.2%
$47.25 - $67.02 $426K - $604K
14K $630M
VUG
Vanguard Growth ETF

ETFs
972
New
$369.1 - $427.61 $359K - $416K
972 $347M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
7.53K
+ 119.57%
$47.03 - $47.8 $354K - $360K
13.8K $644M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
18K
+ 150.0%
$21.85 - $25.19 $393K - $453K
30K $630M
SCHO
Schwab Short Term Us Treasury

ETFs
13.9K
New
$24.1 - $24.34 $336K - $339K
13.9K $339M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.9K
New
$21.75 - $24.28 $346K - $387K
15.9K $334M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.56K
New
$190.84 - $226.29 $298K - $354K
1.56K $333M
DIS
Walt Disney CO

Communication Services
3.67K
New
$96.87 - $114.0 $355K - $418K
3.67K $331M
XLY
Select Sector Spdr Consumer Di

ETFs
1.73K
New
$192.6 - $233.2 $333K - $403K
1.73K $329M
PEP
Pepsico Inc

Consumer Defensive
2.25K
New
$142.64 - $156.42 $321K - $352K
2.25K $327M
SHV
Ishares Tr

ETFs
2.91K
New
$110.11 - $110.51 $320K - $322K
2.91K $321M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.3K
New
$27.01 - $28.54 $332K - $351K
12.3K $317M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.97K
New
$142.8 - $176.36 $281K - $347K
1.97K $314M
DHR
Danaher Corp

Healthcare
1.65K
New
$201.62 - $250.59 $333K - $414K
1.65K $312M
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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