Global Wealth Strategies & Associates Purchases in Q3 2025

Global Wealth Strategies & Associates

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
781
+ 2440.63%
$98.09 - $111.7 $76.6K - $87.2K
813 $90.8M
VFC
V F Corp

Consumer Cyclical
5.66K
New
$11.66 - $15.56 $66K - $88.1K
5.66K $81.7M
SO
Southern CO

Utilities
821
New
$90.83 - $96.0 $74.6K - $78.8K
821 $77.8M
JNJ
Johnson & Johnson

Healthcare
120
+ 7.1%
$155.17 - $185.42 $18.6K - $22.3K
1.81K $335M
PJUN
Innovator U.S. Equity Power Bu

ETFs
1.82K
New
$39.79 - $41.15 $72.3K - $74.8K
1.82K $74.8M
VGT
Vanguard Information Technolog

ETFs
92
+ 155.93%
$656.44 - $719.57 $60.4K - $66.2K
151 $113M
AVGO
Broadcom Inc.

Technology
127
+ 27.43%
$264.74 - $369.57 $33.6K - $46.9K
590 $195M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
5.53K
New
$11.04 - $11.83 $61K - $65.4K
5.53K $64.6M
PNOV
Innovator U.S. Equity Power Bu
1.56K
New
N/A
1.56K $64M
MGV
Vanguard Mega Cap Value

ETFs
439
New
$129.46 - $137.85 $56.8K - $60.5K
439 $60.5M
SBUX
Starbucks Corp

Consumer Cyclical
650
New
$81.9 - $96.86 $53.2K - $63K
650 $55M
DUK
Duke Energy Corp

Utilities
425
+ 134.07%
$116.31 - $125.93 $49.4K - $53.5K
742 $91.8M
IJK
Ishares S&P Midcap 400 Growth

ETFs
562
New
$91.28 - $97.59 $51.3K - $54.8K
562 $53.9M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.7K
New
$10.62 - $11.43 $49.9K - $53.7K
4.7K $53.6M
WM
Waste Management Inc

Industrials
239
+ 191.2%
$213.88 - $237.1 $51.1K - $56.7K
364 $80.4M
MMM
3 M CO

Industrials
316
+ 50.24%
$144.41 - $160.2 $45.6K - $50.6K
945 $147M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
914
+ 1792.16%
$49.43 - $54.52 $45.2K - $49.8K
965 $52.3M
WMT
Walmart Inc.

Consumer Defensive
409
+ 30.55%
$94.4 - $104.27 $38.6K - $42.6K
1.75K $180M
VTI
Vanguard Total Stock Market Et

ETFs
57
+ 4.59%
$303.93 - $329.86 $17.3K - $18.8K
1.3K $426M
SPGI
S&P Global Inc.

Financial Services
97
New
$484.94 - $564.15 $47K - $54.7K
97 $47.2M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
1.97K
New
$21.84 - $22.63 $43K - $44.5K
1.97K $44.2M
PKG
Packaging Corp Of America

Consumer Cyclical
200
New
$191.41 - $220.25 $38.3K - $44.1K
200 $43.6M
CAT
Caterpillar Inc

Industrials
33
+ 11.07%
$390.92 - $477.15 $12.9K - $15.7K
331 $158M
JFR
Nuveen Floating Rate Income Fund

Financial Services
4.85K
New
$8.07 - $8.58 $39.1K - $41.6K
4.85K $39.7M
META
Meta Platforms, Inc.

Communication Services
56
+ 8.42%
$695.21 - $791.73 $38.9K - $44.3K
721 $529M
MRK
Merck & Co., Inc.

Healthcare
440
+ 369.75%
$77.6 - $87.37 $34.1K - $38.4K
559 $46.9M
WELL
Welltower Inc.

Real Estate
200
New
$150.71 - $178.14 $30.1K - $35.6K
200 $35.6M
VLO
Valero Energy Corp

Energy
200
New
$131.77 - $175.63 $26.4K - $35.1K
200 $34.1M
ENB
Enbridge Inc

Energy
637
+ 194.8%
$43.79 - $50.46 $27.9K - $32.1K
964 $48.6M
Innovator International Developed Power Buffer Etf June
1.13K
New
N/A
1.13K $32.1M
PIM
Putnam Master Intermediate Income Trust

Financial Services
9.22K
New
$3.29 - $3.49 $30.3K - $32.2K
9.22K $31.7M
VPU
Vanguard Utilities ETF

ETFs
164
New
$175.25 - $189.41 $28.7K - $31.1K
164 $31.1M
INTC
Intel Corp

Technology
800
+ 214.48%
$19.31 - $35.5 $15.4K - $28.4K
1.17K $39.4M
Linde PLC Shs
63
+ 40.38%
N/A
219 $104M
PPL
Ppl Corp

Utilities
800
New
$33.54 - $37.24 $26.8K - $29.8K
800 $29.7M
OKE
Oneok Inc

Energy
394
New
$71.36 - $83.47 $28.1K - $32.9K
394 $28.8M
DTE
Dte Energy CO

Utilities
200
New
$130.26 - $141.49 $26.1K - $28.3K
200 $28.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
197
+ 985.0%
$136.48 - $142.97 $26.9K - $28.2K
217 $30.4M
VZ
Verizon Communications Inc

Communication Services
599
+ 739.51%
$40.84 - $45.06 $24.5K - $27K
680 $29.9M
XLV
Select Sector Spdr Fund Health

ETFs
163
+ 2328.57%
$129.01 - $139.72 $21K - $22.8K
170 $23.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
164
New
$121.46 - $130.92 $19.9K - $21.5K
164 $21.4M
PML
Pimco Municipal Income Fund Ii

Financial Services
2.65K
New
$7.11 - $7.91 $18.9K - $21K
2.65K $21M
PMAR
Innovator U.S. Equity Power Bu

ETFs
445
New
$42.21 - $43.7 $18.8K - $19.4K
445 $19.5M
IOO
Ishares Tr Global 100 ETF

ETFs
161
New
$107.55 - $117.48 $17.3K - $18.9K
161 $19.3M
Ishares Bitcoin Trust ETF
173
+ 8.27%
N/A
2.27K $147M
DGRO
Ishares Core Dividend Growth E

ETFs
281
New
$64.12 - $68.04 $18K - $19.1K
281 $19.1M
PLTR
Palantir Technologies Inc.

Technology
61
+ 36.09%
$130.68 - $186.97 $7.97K - $11.4K
230 $42M
PMM
Putnam Managed Municipal Income Trust

Financial Services
3.11K
New
$5.78 - $6.16 $17.9K - $19.1K
3.11K $18.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.73%
$459.11 - $506.91 $2.75K - $3.04K
832 $418M
Activity Summary
Buys All Purchases 232 New Holdings 125 Increased Positions 107 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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