Global Assets Advisory, LLC Portfolio Holdings
Global Assets Advisory, LLC
- $2.19 Billion
- Q1 2024
Global Assets Advisory, LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.19 Billion distributed in 551 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $108M, J P Morgan Exchange Traded Fd with a value of $108M, Ishares Trust Ishares Pfd And with a value of $82.3M, First Trust Rising Dividend Ac with a value of $75.5M, and Spdr Bloomberg Short Term High with a value of $71.3M.
Examining the 13F form we can see an increase of $2.12B in the current position value, from $75.4M to 2.19B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 551
- Current Value $2.19 Billion
- Prior Value $75.4 Million
- Filing
- Period Q1 2024
- Filing Date April 12, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 497 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks