Global Assets Advisory, LLC Portfolio Holdings

Global Assets Advisory, LLC

  • $181 Billion
  • Q4 2024

Global Assets Advisory, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.9B, Nvidia Corp with a value of $11.1B, Exxon Mobil Corp with a value of $10.8B, Amazon Com Inc with a value of $7.72B, and J P Morgan Exchange Traded Fd with a value of $6.33B.

Examining the 13F form we can see an decrease of $1.62B in the current position value, from $183B to 181B.

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 $181 Billion
ETFs: $92.4 Billion
Technology: $31.6 Billion
Energy: $12 Billion
Consumer Cyclical: $11.7 Billion
Financial Services: $10.7 Billion
Communication Services: $6.56 Billion
Healthcare: $5.13 Billion
Industrials: $3.92 Billion
Other: $3.6 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $181 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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