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
JNJ
Johnson & Johnson

Healthcare
32
+ 4.61%
$145.48 - $167.38 $4.66K - $5.36K
726 $118M
ABBV
Abb Vie Inc.

Healthcare
20
+ 4.78%
$163.84 - $199.33 $3.28K - $3.99K
438 $86.5M
Linde PLC Shs
29
New
N/A
29 $13.8M
TPL
Texas Pacific Land Corp

Energy
15
New
$724.86 - $952.13 $10.9K - $14.3K
15 $13.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
21
+ 4.25%
$332.02 - $382.76 $6.97K - $8.04K
515 $193M
RYH
Invesco S&P 500 Equal Weight H

ETFs
410
New
N/A
410 $13.2M
KO
Coca Cola CO

Consumer Defensive
56
+ 5.15%
$62.69 - $73.01 $3.51K - $4.09K
1.14K $82.1M
RTX
Raytheon Technologies Corp

Industrials
41
+ 10.73%
$99.55 - $123.34 $4.08K - $5.06K
423 $51.3M
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 4.59%
$245.82 - $304.51 $2.21K - $2.74K
205 $62.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
181
New
$61.47 - $67.36 $11.1K - $12.2K
181 $12.2M
RACE
Ferrari N.V.

Consumer Cyclical
24
New
$405.92 - $496.79 $9.74K - $11.9K
24 $11.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
124
+ 59.9%
$64.35 - $75.71 $7.98K - $9.39K
331 $24.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
100
+ 125.0%
$113.01 - $154.34 $11.3K - $15.4K
180 $22.8M
PEP
Pepsico Inc

Consumer Defensive
59
+ 59.0%
$161.9 - $179.3 $9.55K - $10.6K
159 $27M
VO
Vanguard Mid Cap ETF

ETFs
24
+ 32.0%
$237.84 - $263.83 $5.71K - $6.33K
99 $26.1M
IXUS
Ishares Tr

ETFs
100
+ 212.77%
$64.9 - $73.35 $6.49K - $7.33K
147 $10.7M
Ishares Bitcoin Trust ETF
85
+ 3.87%
N/A
2.28K $82.5M
CI
Cigna Corp

Healthcare
15
+ 11.03%
$319.12 - $367.1 $4.79K - $5.51K
151 $52.3M
YUM
Yum Brands Inc

Consumer Cyclical
49
New
$125.95 - $139.96 $6.17K - $6.86K
49 $6.85M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
60
+ 60.0%
$126.87 - $148.36 $7.61K - $8.9K
160 $21M
Solventum Corp Com Shs
93
New
N/A
93 $6.48M
SHOP
Shopify Inc.

Technology
80
New
$52.26 - $80.75 $4.18K - $6.46K
80 $6.41M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
150
+ 29.53%
$42.59 - $60.56 $6.39K - $9.08K
658 $33.2M
NFLX
Netflix Inc

Communication Services
4
+ 4.26%
$598.55 - $722.26 $2.39K - $2.89K
98 $69.5M
AMT
American Tower Corp

Real Estate
19
+ 44.19%
$192.27 - $242.73 $3.65K - $4.61K
62 $14.4M
ETN
Eaton Corp PLC

Industrials
15
+ 31.25%
$272.52 - $333.02 $4.09K - $5K
63 $20.9M
MNDY
Monday.Com Ltd.

Technology
20
New
$202.41 - $281.64 $4.05K - $5.63K
20 $5.56M
SCHW
Schwab Charles Corp

Financial Services
83
New
$61.74 - $76.08 $5.12K - $6.31K
83 $5.38M
NVO
Novo Nordisk A S

Healthcare
69
+ 57.5%
$119.07 - $145.42 $8.22K - $10K
189 $22.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
11
New
$460.0 - $505.78 $5.06K - $5.56K
11 $5.12M
BSX
Boston Scientific Corp

Healthcare
59
New
$72.96 - $84.0 $4.3K - $4.96K
59 $4.94M
TMUS
T Mobile Us, Inc.

Communication Services
17
+ 37.78%
$175.14 - $206.36 $2.98K - $3.51K
62 $12.8M
Cybin Inc Com New
526
New
N/A
526 $4.68M
GS
Goldman Sachs Group Inc

Financial Services
9
New
$459.02 - $510.25 $4.13K - $4.59K
9 $4.46M
MRK
Merck & Co., Inc.

Healthcare
39
+ 150.0%
$111.15 - $128.97 $4.33K - $5.03K
65 $7.38M
ENB
Enbridge Inc

Energy
57
+ 17.43%
$35.27 - $41.18 $2.01K - $2.35K
384 $15.6M
FLR
Fluor Corp

Industrials
77
New
$43.22 - $50.26 $3.33K - $3.87K
77 $3.67M
MS
Morgan Stanley

Financial Services
33
+ 825.0%
$92.07 - $106.96 $3.04K - $3.53K
37 $3.86M
WFC
Wells Fargo & Company

Financial Services
66
+ 51.97%
$51.58 - $60.97 $3.4K - $4.02K
193 $10.9M
ASML
Asml Holding Nv

Technology
4
New
$749.82 - $1098.95 $3K - $4.4K
4 $3.33M
PANW
Palo Alto Networks Inc

Technology
9
+ 10.59%
$294.18 - $368.01 $2.65K - $3.31K
94 $32.1M
KKR
Kkr & Co. Inc.

Financial Services
25
New
$104.51 - $133.23 $2.61K - $3.33K
25 $3.27M
URI
United Rentals, Inc.

Industrials
4
New
$627.41 - $814.1 $2.51K - $3.26K
4 $3.24M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
55
New
$53.41 - $57.9 $2.94K - $3.18K
55 $3.18M
ALL
Allstate Corp

Financial Services
16
+ 533.33%
$158.43 - $192.86 $2.53K - $3.09K
19 $3.6M
MU
Micron Technology Inc

Technology
30
New
$86.27 - $136.82 $2.59K - $4.1K
30 $3.11M
AMGN
Amgen Inc

Healthcare
9
New
$309.38 - $337.38 $2.78K - $3.04K
9 $2.9M
NOW
Service Now, Inc.

Technology
3
New
$730.87 - $937.36 $2.19K - $2.81K
3 $2.68M
GTLB
Gitlab Inc.

Technology
50
New
$40.84 - $56.2 $2.04K - $2.81K
50 $2.58M
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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