Global Wealth Strategies & Associates Purchases in Q4 2024

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
0
New
$50.37 - $50.6 $0 - $0
0 $0
EMB
Ishares Tr

ETFs
0
New
$88.94 - $93.46 $0 - $0
0 $0
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
0
New
$18.24 - $21.74 $0 - $0
0 $0
QRVO
Qorvo, Inc.

Technology
0
New
$65.6 - $104.58 $0 - $0
0 $0
EXAS
Exact Sciences Corp

Healthcare
0
New
$49.33 - $71.97 $0 - $0
0 $0
IFRA
Ishares Tr

ETFs
0
New
$45.94 - $51.71 $0 - $0
0 $0
BHC
Bausch Health Companies Inc.

Healthcare
0
New
$7.34 - $9.78 $0 - $0
0 $0
CHRD
Oasis Petroleum Inc.

Energy
0
New
$110.83 - $137.78 $0 - $0
0 $0
CLOV
Clover Health Investments, Corp.

Healthcare
0
New
$2.78 - $4.35 $0 - $0
0 $0
OPEN
Opendoor Technologies Inc.

Real Estate
0
New
$1.6 - $2.34 $0 - $0
0 $0
ALKS
Alkermes Plc.

Healthcare
0
New
$25.7 - $31.46 $0 - $0
0 $0
MGM
Mgm Resorts International

Consumer Cyclical
0
New
$33.44 - $41.99 $0 - $0
0 $0
Mural Oncology Pub LTD CO Ord Shs
0
New
N/A
0 $0
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
0
New
$89.81 - $104.0 $0 - $0
0 $0
NTWK
Netsol Technologies Inc

Technology
0
New
$2.56 - $3.25 $0 - $0
0 $0
Capstone Green Energy Corp Com
5
New
N/A
5 $0
Ge Healthcare Technologies Inc Common Stock
0
New
N/A
0 $0
ASRT
Assertio Holdings, Inc.

Healthcare
0
New
$0.81 - $1.16 $0 - $0
0 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
0
New
$180.39 - $205.43 $0 - $0
0 $0
EFV
Msci Eafe Value ETF

ETFs
0
New
$51.78 - $57.15 $0 - $0
0 $0
OXYWS
Occidental Pete Corp Wt Exp 08
0
New
N/A
0 $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
0
New
N/A
0 $0
IYW
Ishares Dj Us Tech ETF

ETFs
0
New
$148.14 - $166.23 $0 - $0
0 $0
MBB
Ishares Tr

ETFs
0
New
$91.26 - $95.82 $0 - $0
0 $0
Evogene LTD Shs New
0
New
N/A
0 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
0
New
$94.43 - $105.47 $0 - $0
0 $0
BIGC
Big Commerce Holdings, Inc.

Technology
0
New
$5.14 - $7.75 $0 - $0
0 $0
VEU
Vanguard Ftse All World Ex Us

ETFs
0
New
$57.29 - $63.1 $0 - $0
0 $0
F&G Annuities & Life Inc Common Stock
0
New
N/A
0 $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.55%
$65.67 - $69.79 $65.7 - $69.8
182 $12.2M
Solventum Corp Com Shs
5
+ 5.38%
N/A
98 $6.47M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6
+ 60.0%
$24.19 - $50.58 $145 - $303
16 $389K
NKE
Nike, Inc.

Consumer Cyclical
25
+ 15.15%
$73.36 - $89.13 $1.83K - $2.23K
190 $14.4M
PFE
Pfizer Inc

Healthcare
15
+ 5.88%
$24.8 - $30.19 $372 - $453
270 $7.17M
FNDX
Schwab Fundamental U S Large C

ETFs
1.16K
+ 201.04%
$23.49 - $71.77 $27.2K - $83K
1.73K $41M
PG
Procter & Gamble CO

Consumer Defensive
29
+ 3.09%
$161.05 - $179.7 $4.67K - $5.21K
966 $162M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 1.72%
$174.22 - $187.62 $1.22K - $1.31K
413 $72.4M
IXUS
Ishares Tr

ETFs
5
+ 3.4%
$65.95 - $72.56 $330 - $363
152 $10M
SM
Sm Energy CO

Energy
4
+ 0.52%
$36.59 - $46.03 $146 - $184
769 $29.8M
FNDF
Schwab Fundamental Intl Large

ETFs
8
+ 3.09%
$32.92 - $37.15 $263 - $297
267 $8.86M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
3
+ 0.88%
N/A
343 $27.8M
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.24%
N/A
411 $12M
SOXX
Ishares Semiconductor ETF

ETFs
20
+ 4.55%
$211.27 - $239.8 $4.23K - $4.8K
460 $99.1M
ABBV
Abb Vie Inc.

Healthcare
34
+ 7.76%
$164.99 - $203.87 $5.61K - $6.93K
472 $83.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.9K
+ 101.08%
$18.41 - $40.87 $109K - $241K
11.7K $217M
LMT
Lockheed Martin Corp

Industrials
16
+ 3.17%
$479.66 - $614.62 $7.67K - $9.83K
521 $253M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.69K
+ 10.66%
$87.1 - $98.49 $496K - $561K
59.1K $5.16B
IEFA
Ishares Tr

ETFs
18.6K
+ 4.46%
$70.06 - $77.43 $1.31M - $1.44M
436K $30.7B
Activity Summary
Buys All Purchases 199 New Holdings 109 Increased Positions 90 Sells All Sells 37 Reductions 32 Sold out 5 Options Calls 0 Puts 0
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