Global Wealth Strategies & Associates Purchases in Q3 2024

Global Wealth Strategies & Associates

  • $304 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.98K
+ 3.26%
$475.2 - $527.7 $3.32M - $3.68M
221K $117B
VTWO
Vanguard Russell 2000 ETF

ETFs
35.6K
+ 39.64%
$81.17 - $90.77 $2.89M - $3.23M
125K $11.2B
IEFA
Ishares Tr

ETFs
13.5K
+ 3.33%
$70.09 - $78.74 $944K - $1.06M
418K $32.6B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.93K
+ 2.93%
$71.45 - $75.64 $638K - $676K
314K $23.6B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.12K
+ 3.71%
$178.94 - $207.0 $736K - $852K
115K $23.1B
VIG
Vanguard Dividend Appreciation

ETFs
2.21K
+ 4.8%
$182.15 - $182.15 $402K - $402K
48.1K $9.53B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.05K
+ 3.71%
$162.64 - $179.3 $333K - $367K
57.3K $10.3B
IAU
Ishares Gold Trust

ETFs
182
+ 0.14%
$44.06 - $50.5 $8.02K - $9.19K
128K $6.38B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.58K
+ 3.38%
$175.46 - $203.3 $277K - $321K
48.3K $9.79B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.5K
+ 4.91%
$89.91 - $101.33 $225K - $253K
53.4K $5.24B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.55K
+ 2.21%
$44.9 - $47.55 $159K - $169K
164K $7.76B
ZM
Zoom Video Communications, Inc.

Technology
5.46K
New
$55.32 - $71.9 $302K - $393K
5.46K $381M
IVV
Ishares Core S&P 500 ETF

ETFs
556
+ 157.06%
$520.18 - $576.82 $289K - $321K
910 $525M
AAPL
Apple Inc.

Technology
406
+ 3.96%
$207.23 - $234.82 $84.1K - $95.3K
10.7K $2.49B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.33K
+ 1062.35%
$36.98 - $41.55 $197K - $222K
5.84K $240M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.41K
+ 3.11%
$50.2 - $50.48 $221K - $223K
146K $7.36B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.62K
+ 18120.0%
$49.93 - $51.15 $181K - $185K
3.64K $186M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.74K
+ 16.85%
$57.32 - $62.65 $99.8K - $109K
12.1K $752M
COST
Costco Wholesale Corp

Consumer Defensive
122
+ 111.93%
$801.83 - $917.05 $97.8K - $112K
231 $205M
SPY
Spdr S&P 500 ETF Trust

ETFs
151
+ 29.84%
$517.38 - $573.86 $78.1K - $86.7K
657 $377M
MUST
Columbia ETF Tr I Multi Sector

ETFs
2.73K
+ 2.77%
$20.28 - $20.85 $55.4K - $57K
101K $2.11B
AMZN
Amazon Com Inc

Consumer Cyclical
573
+ 16.2%
$161.02 - $200.0 $92.3K - $115K
4.11K $766M
RSP
Invesco S&P 500 Equal Weight E

ETFs
384
+ 1745.45%
$162.83 - $179.16 $62.5K - $68.8K
406 $72.7M
ADSK
Autodesk, Inc.

Technology
250
New
$245.83 - $245.83 $61.5K - $61.5K
250 $68.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
432
+ 49.88%
$105.53 - $118.34 $45.6K - $51.1K
1.3K $152M
META
Meta Platforms, Inc.

Communication Services
43
+ 8.94%
$453.41 - $572.44 $19.5K - $24.6K
524 $300M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
57
+ 11.07%
$405.19 - $478.57 $23.1K - $27.3K
572 $263M
MMM
3 M CO

Industrials
373
New
$99.69 - $139.42 $37.2K - $52K
373 $51M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
942
+ 628.0%
$46.96 - $52.8 $44.2K - $49.7K
1.09K $57M
VLUE
Ishares Msci Usa Value Factor

ETFs
445
+ 839.62%
$99.14 - $109.18 $44.1K - $48.6K
498 $54.3M
VTV
Vanguard Value ETF

ETFs
127
+ 8.09%
$159.75 - $174.57 $20.3K - $22.2K
1.7K $296M
ROP
Roper Technologies Inc

Industrials
67
New
$515.25 - $576.55 $34.5K - $38.6K
67 $37.3M
NVDA
Nvidia Corp

Technology
475
+ 4.77%
$98.91 - $134.91 $47K - $64.1K
10.4K $1.27B
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 2.49%
$333.64 - $405.2 $4K - $4.86K
493 $200M
JPM
Jpmorgan Chase & CO

Financial Services
136
+ 26.41%
$194.9 - $224.8 $26.5K - $30.6K
651 $137M
SCHA
Schwab Strategic Tr Us Small C

ETFs
556
+ 60.17%
$46.9 - $51.96 $26.1K - $28.9K
1.48K $76.2M
AVGO
Broadcom Inc.

Technology
300
+ 2000.0%
$136.27 - $1745.86 $40.9K - $524K
315 $54.3M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
340
New
N/A
340 $28.9M
XOM
Exxon Mobil Corp

Energy
197
+ 9.85%
$109.72 - $119.0 $21.6K - $23.4K
2.2K $258M
GOOGL
Alphabet Inc.

Communication Services
312
+ 20.41%
$148.65 - $191.18 $46.4K - $59.6K
1.84K $305M
PG
Procter & Gamble CO

Consumer Defensive
93
+ 11.02%
$160.76 - $177.82 $15K - $16.5K
937 $162M
V
Visa Inc.

Financial Services
79
+ 79.0%
$253.74 - $291.56 $20K - $23K
179 $49.2M
UNH
Unitedhealth Group Inc

Healthcare
32
+ 152.38%
$488.01 - $604.18 $15.6K - $19.3K
53 $31M
VEA
Vanguard Ftse Developed Market

ETFs
150
+ 4.13%
$47.6 - $53.31 $7.14K - $8K
3.78K $200M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
406
+ 17.07%
$31.05 - $34.29 $12.6K - $13.9K
2.78K $95.5M
VGT
Vanguard Information Technolog

ETFs
27
+ 18.88%
$514.43 - $606.85 $13.9K - $16.4K
170 $99.7M
AXP
American Express CO

Financial Services
22
+ 8.09%
$225.92 - $271.17 $4.97K - $5.97K
294 $79.7M
GOOG
Alphabet Inc.

Communication Services
180
+ 21.43%
$149.54 - $192.66 $26.9K - $34.7K
1.02K $171M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
161
+ 28.05%
$75.47 - $83.18 $12.2K - $13.4K
735 $61.1M
Activity Summary
Buys All Purchases 122 New Holdings 41 Increased Positions 81 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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