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
PJUL
Innovator U.S. Equity Power Bu

ETFs
354
New
$43.83 - $45.64 $15.5K - $16.2K
354 $16.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
81
+ 54.0%
$148.97 - $165.88 $12.1K - $13.4K
231 $38M
FE
Firstenergy Corp

Utilities
315
New
$39.76 - $45.82 $12.5K - $14.4K
315 $14.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
24
New
$567.09 - $607.37 $13.6K - $14.6K
24 $14.3M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.07K
New
$13.1 - $13.58 $14K - $14.5K
1.07K $14.3M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 3.41%
$357.4 - $423.42 $3.22K - $3.81K
273 $111M
STZ
Constellation Brands, Inc.

Consumer Defensive
100
New
$131.78 - $176.09 $13.2K - $17.6K
100 $13.5M
MRVL
Marvell Technology, Inc.

Technology
160
New
$62.31 - $84.07 $9.97K - $13.5K
160 $13.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
150
+ 208.33%
$69.9 - $78.26 $10.5K - $11.7K
222 $17.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
676
New
$17.81 - $18.39 $12K - $12.4K
676 $12.3M
STWD
Starwood Property Trust, Inc.

Real Estate
600
New
$19.37 - $20.97 $11.6K - $12.6K
600 $11.6M
IEMG
Ishares Inc

ETFs
102
+ 12.85%
N/A
896 $59.1M
KIO
Kkr Income Opportunities Fund

Financial Services
903
New
$12.34 - $12.82 $11.1K - $11.6K
903 $11.4M
DTM
Dt Midstream, Inc.

Energy
100
New
$99.17 - $113.27 $9.92K - $11.3K
100 $11.3M
PEP
Pepsico Inc

Consumer Defensive
57
+ 14.62%
$133.81 - $152.16 $7.63K - $8.67K
447 $62.7M
AMP
Ameriprise Financial Inc

Financial Services
22
New
$486.13 - $544.55 $10.7K - $12K
22 $10.8M
AMD
Advanced Micro Devices Inc

Technology
35
+ 16.28%
$134.8 - $184.42 $4.72K - $6.45K
250 $40.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
108
New
$91.44 - $91.77 $9.88K - $9.91K
108 $9.91M
Kenvue Inc Com
605
New
N/A
605 $9.82M
CTVA
Corteva, Inc.

Basic Materials
149
+ 212.86%
$67.08 - $77.12 $9.99K - $11.5K
219 $14.8M
PSX
Phillips 66

Energy
36
+ 13.09%
$118.37 - $139.46 $4.26K - $5.02K
311 $42.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
78
New
$108.08 - $121.73 $8.43K - $9.49K
78 $9.4M
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 25.77%
$215.01 - $273.02 $5.38K - $6.83K
122 $30.6M
F
Ford Motor CO

Consumer Cyclical
750
+ 1500.0%
$10.82 - $12.09 $8.12K - $9.07K
800 $9.57M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
155
New
$55.15 - $58.11 $8.55K - $9.01K
155 $8.91M
DFIV
Dimensional ETF Tr

ETFs
193
New
$42.66 - $46.53 $8.23K - $8.98K
193 $8.89M
T
At&T Inc.

Communication Services
390
+ 10.73%
$26.94 - $29.62 $10.5K - $11.6K
4.03K $114M
Lam Research Corp Com New
14
+ 8.24%
N/A
184 $24.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78
+ 210.81%
$97.75 - $100.63 $7.62K - $7.85K
115 $11.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
43
+ 5.69%
$72.65 - $78.68 $3.12K - $3.38K
799 $62.6M
GLD
Spdr Gold Trust

ETFs
20
+ 222.22%
$300.96 - $355.47 $6.02K - $7.11K
29 $10.3M
LOGI
Logitech International S.A.

Technology
67
New
$89.67 - $113.08 $6.01K - $7.58K
67 $7.35M
NEE
Nextera Energy Inc

Utilities
51
+ 10.39%
$69.77 - $77.54 $3.56K - $3.95K
542 $40.9M
MGF
Mfs Government Markets Income Trust

Financial Services
2.14K
New
$3.04 - $3.12 $6.49K - $6.66K
2.14K $6.66M
APD
Air Products & Chemicals, Inc.

Basic Materials
24
New
$265.78 - $299.3 $6.38K - $7.18K
24 $6.63M
FNDX
Schwab Fundamental U S Large C

ETFs
164
+ 12.6%
$24.38 - $26.34 $4K - $4.32K
1.47K $38.6M
BTO
John Hancock Financial Opportunities Fund

Financial Services
180
New
$34.05 - $37.84 $6.13K - $6.81K
180 $6.48M
AMGN
Amgen Inc

Healthcare
19
+ 14.18%
$271.18 - $309.22 $5.15K - $5.88K
153 $43.3M
PG
Procter & Gamble CO

Consumer Defensive
61
+ 9.58%
$150.47 - $161.22 $9.18K - $9.83K
698 $107M
Viper Energy Inc Cl A
150
New
N/A
150 $5.73M
DAL
Delta Air Lines, Inc.

Industrials
100
New
$49.0 - $61.97 $4.9K - $6.2K
100 $5.68M
Atlassian Corporation Cl A
32
New
N/A
32 $5.11M
MET
Metlife Inc

Financial Services
60
New
$73.82 - $82.37 $4.43K - $4.94K
60 $4.94M
ADI
Analog Devices Inc

Technology
19
New
$220.68 - $255.63 $4.19K - $4.86K
19 $4.79M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
181
New
$23.82 - $25.84 $4.31K - $4.68K
181 $4.65M
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.97%
$90.54 - $121.36 $181 - $243
209 $25.4M
ETN
Eaton Corp PLC

Industrials
10
+ 26.32%
$342.99 - $392.76 $3.43K - $3.93K
48 $18M
LHX
L3 Harris Technologies, Inc.

Industrials
12
+ 120.0%
$252.18 - $305.41 $3.03K - $3.66K
22 $6.83M
AEP
American Electric Power CO Inc

Utilities
36
New
$103.26 - $115.0 $3.72K - $4.14K
36 $4.05M
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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