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
DVY
Ishares Tr

ETFs
27
New
$133.88 - $142.57 $3.61K - $3.85K
27 $3.84M
NSC
Norfolk Southern Corp

Industrials
12
New
$259.49 - $300.41 $3.11K - $3.6K
12 $3.72M
RY
Royal Bank Of Canada

Financial Services
25
New
$128.46 - $148.6 $3.21K - $3.72K
25 $3.68M
GD
General Dynamics Corp

Industrials
10
New
$293.92 - $341.0 $2.94K - $3.41K
10 $3.52M
DOW
Dow Inc.

Basic Materials
153
New
$20.87 - $30.37 $3.19K - $4.65K
153 $3.51M
ABT
Abbott Laboratories

Healthcare
28
+ 22.4%
$120.51 - $136.62 $3.37K - $3.83K
153 $20.5M
GILD
Gilead Sciences, Inc.

Healthcare
31
+ 163.16%
$108.22 - $120.47 $3.35K - $3.73K
50 $5.55M
CB
Chubb LTD

Financial Services
12
+ 75.0%
$265.99 - $289.59 $3.19K - $3.48K
28 $7.96M
FNDF
Schwab Fundamental Intl Large

ETFs
58
+ 21.64%
$39.84 - $43.15 $2.31K - $2.5K
326 $14M
ISCB
International Speedway Corp

ETFs
1
+ 0.17%
$58.42 - $64.36 $58.4 - $64.4
601 $38.1M
ADP
Automatic Data Processing Inc

Industrials
14
+ 15.05%
$288.69 - $310.94 $4.04K - $4.35K
107 $31.5M
PAYX
Paychex Inc

Industrials
24
+ 141.18%
$126.69 - $147.99 $3.04K - $3.55K
41 $5.23M
CCI
Crown Castle International Corp

Real Estate
27
New
$92.96 - $113.91 $2.51K - $3.08K
27 $2.61M
LEN
Lennar Corp

Consumer Cyclical
1
+ 0.62%
$107.73 - $142.4 $108 - $142
163 $20.5M
NVS
Novartis Ag

Healthcare
20
New
$113.5 - $129.73 $2.27K - $2.59K
20 $2.57M
EMR
Emerson Electric CO

Industrials
20
New
$128.6 - $149.63 $2.57K - $2.99K
20 $2.56M
WEC
Wec Energy Group, Inc.

Utilities
22
New
$103.66 - $114.59 $2.28K - $2.52K
22 $2.54M
Solventum Corp Com Shs
38
+ 40.86%
N/A
131 $9.56M
BNDX
Vanguard Total International B

ETFs
49
+ 612.5%
$49.0 - $49.51 $2.4K - $2.43K
57 $2.82M
TMUS
T Mobile Us, Inc.

Communication Services
10
+ 58.82%
$226.02 - $259.01 $2.26K - $2.59K
27 $6.46M
MDT
Medtronic PLC

Healthcare
22
+ 66.67%
$87.67 - $95.74 $1.93K - $2.11K
55 $5.24M
USB
Us Bancorp \De\

Financial Services
25
+ 7.08%
$43.94 - $50.41 $1.1K - $1.26K
378 $18.3M
KR
Kroger CO

Consumer Defensive
34
New
$64.52 - $74.35 $2.19K - $2.53K
34 $2.29M
PPA
Invesco Exchange Traded Fd Tr

ETFs
14
New
$139.82 - $155.45 $1.96K - $2.18K
14 $2.18M
SHV
Ishares Tr

ETFs
19
New
$110.06 - $110.49 $2.09K - $2.1K
19 $2.1M
STLD
Steel Dynamics Inc

Basic Materials
15
New
N/A
15 $2.09M
SYY
Sysco Corp

Consumer Defensive
25
New
$76.33 - $82.51 $1.91K - $2.06K
25 $2.06M
FNDA
Schwab Fundamental U S Small C

ETFs
34
+ 8.9%
$28.75 - $31.93 $978 - $1.09K
416 $13M
MS
Morgan Stanley

Financial Services
8
+ 24.24%
$139.09 - $161.16 $1.11K - $1.29K
41 $6.58M
MAIN
Main Street Capital Corp

Financial Services
30
New
$59.28 - $67.54 $1.78K - $2.03K
30 $1.91M
CRM
Salesforce, Inc.

Technology
8
New
$231.66 - $273.65 $1.85K - $2.19K
8 $1.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
20
New
$87.29 - $93.61 $1.75K - $1.87K
20 $1.87M
EMB
Ishares Tr

ETFs
19
New
$91.52 - $95.53 $1.74K - $1.82K
19 $1.81M
FDS
Factset Research Systems Inc

Financial Services
6
New
$283.86 - $450.3 $1.7K - $2.7K
6 $1.75M
BDX
Becton Dickinson & CO

Healthcare
9
New
$172.41 - $199.66 $1.55K - $1.8K
9 $1.73M
SHEL
Shell PLC

Energy
20
+ 12.12%
$69.82 - $73.93 $1.4K - $1.48K
185 $13.2M
CLX
Clorox CO

Consumer Defensive
12
+ 21.43%
$117.67 - $131.43 $1.41K - $1.58K
68 $8.33M
ES
Eversource Energy

Utilities
23
New
$62.86 - $71.14 $1.45K - $1.64K
23 $1.6M
TECK
Teck Resources LTD

Basic Materials
33
New
$31.27 - $44.1 $1.03K - $1.46K
33 $1.45M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
18
New
$54.83 - $84.09 $987 - $1.51K
18 $1.44M
RKT
Rocket Companies, Inc.

Financial Services
73
New
$13.31 - $21.16 $972 - $1.54K
73 $1.42M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
20
New
$59.11 - $67.18 $1.18K - $1.34K
20 $1.33M
PFE
Pfizer Inc

Healthcare
11
+ 1.48%
$23.29 - $25.88 $256 - $285
756 $19.3M
Chargepoint Holdings Inc Com Shs
100
New
N/A
100 $1.09M
MFC
Manulife Financial Corp

Financial Services
35
New
$29.9 - $32.34 $1.05K - $1.13K
35 $1.09M
TTE
Total Energies Se

Energy
17
New
N/A
17 $1.02M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
10
New
$80.0 - $86.49 $800 - $865
10 $872K
VCIT
Vanguard Intermediate Term Cor

ETFs
10
New
$81.75 - $84.49 $818 - $845
10 $841K
IX
Orix Corp

Financial Services
31
New
$22.28 - $27.06 $691 - $839
31 $810K
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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