Global Wealth Strategies & Associates Incresed Positions in Q1 2025

Global Wealth Strategies & Associates

  • $330 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
29.3K
+ 6.72%
$69.57 - $78.65 $2.04M - $2.31M
466K $35.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
39.4K
+ 11.45%
$71.17 - $73.66 $2.8M - $2.9M
383K $28.1B
Ishares Flexible Income Active ETF
61.2K
+ 44.14%
N/A
200K $10.5B
MUB
Ishares National Muni Bond ETF

ETFs
13.8K
+ 18.13%
$104.71 - $107.69 $1.45M - $1.49M
90.1K $9.5B
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.84K
+ 11.56%
$85.29 - $92.57 $583K - $633K
66K $6B
MUST
Columbia ETF Tr I Multi Sector

ETFs
29.4K
+ 28.25%
$20.08 - $20.62 $590K - $606K
133K $2.69B
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.6K
+ 400.0%
$191.06 - $228.87 $306K - $366K
2K $384M
VIG
Vanguard Dividend Appreciation

ETFs
2.03K
+ 4.09%
N/A
51.7K $10B
FTNT
Fortinet, Inc.

Technology
1.98K
+ 8977.27%
$92.49 - $114.57 $183K - $226K
2K $192M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
260
+ 45.94%
$442.66 - $534.52 $115K - $139K
826 $440M
CTA
Simplify Exch Traded Fds Simpl

ETFs
3.57K
+ 9.26%
$27.81 - $30.21 $99.2K - $108K
42.1K $1.25B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.51K
+ 5.89%
$168.16 - $186.21 $589K - $653K
63K $10.8B
VTI
Vanguard Total Stock Market Et

ETFs
630
+ 114.75%
$271.18 - $303.12 $171K - $191K
1.18K $324M
AMZN
Amazon Com Inc

Consumer Cyclical
1.59K
+ 30.73%
$190.26 - $242.06 $302K - $384K
6.75K $1.28B
SPY
Spdr S&P 500 ETF Trust

ETFs
224
+ 35.96%
$551.42 - $612.93 $124K - $137K
847 $474M
TT
Trane Technologies PLC

Industrials
329
+ 470.0%
$332.0 - $400.86 $109K - $132K
399 $134M
MSTR
Microstrategy Inc

Technology
338
+ 482.86%
$239.27 - $396.5 $80.9K - $134K
408 $118M
META
Meta Platforms, Inc.

Communication Services
174
+ 30.91%
$576.74 - $736.67 $100K - $128K
737 $424M
XOM
Exxon Mobil Corp

Energy
424
+ 15.61%
$105.44 - $118.93 $44.7K - $50.4K
3.14K $374M
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 25.77%
$890.62 - $1076.86 $66.8K - $80.8K
366 $346M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.46K
+ 8.9%
$63.42 - $68.17 $92.7K - $99.6K
17.9K $1.15B
GE
General Electric CO

Industrials
304
+ 2026.67%
$168.59 - $212.13 $51.3K - $64.5K
319 $63.8M
Blackrock Inc Com
63
+ 393.75%
N/A
79 $74.8M
Linde PLC Shs
110
+ 154.93%
N/A
181 $84.3M
RTX
Raytheon Technologies Corp

Industrials
318
+ 75.18%
$114.1 - $135.66 $36.3K - $43.1K
741 $98.2M
HYD
Vaneck High Yield Muni ETF

ETFs
969
+ 17.33%
$50.79 - $52.53 $49.2K - $50.9K
6.56K $336M
MMM
3 M CO

Industrials
232
+ 58.73%
$129.7 - $155.12 $30.1K - $36K
627 $92.1M
AMGN
Amgen Inc

Healthcare
125
+ 1388.89%
$258.59 - $327.36 $32.3K - $40.9K
134 $41.7M
IBM
International Business Machines Corp

Technology
10
+ 0.8%
$217.4 - $264.74 $2.17K - $2.65K
1.26K $312M
JPM
Jpmorgan Chase & CO

Financial Services
127
+ 11.18%
$225.19 - $279.95 $28.6K - $35.6K
1.26K $310M
XLF
Financial Sector Spdr

ETFs
571
+ 16.48%
$47.32 - $52.19 $27K - $29.8K
4.04K $201M
KO
Coca Cola CO

Consumer Defensive
295
+ 25.81%
$60.81 - $72.32 $17.9K - $21.3K
1.44K $103M
NEE
Nextera Energy Inc

Utilities
443
+ 205.09%
$66.96 - $76.16 $29.7K - $33.7K
659 $46.7M
AMT
American Tower Corp

Real Estate
120
+ 193.55%
$173.46 - $217.6 $20.8K - $26.1K
182 $39.6M
LMT
Lockheed Martin Corp

Industrials
100
+ 19.19%
$423.19 - $506.29 $42.3K - $50.6K
621 $277M
PGR
Progressive Corp

Financial Services
75
+ 119.05%
$235.61 - $291.22 $17.7K - $21.8K
138 $39M
ABT
Abbott Laboratories

Healthcare
178
+ 3560.0%
$111.1 - $140.22 $19.8K - $25K
183 $24.3M
XLK
Technology Sector Spdr

ETFs
309
+ 19.94%
$206.38 - $242.18 $63.8K - $74.8K
1.86K $384M
IR
Ingersoll Rand Inc.

Industrials
286
+ 325.0%
$79.44 - $94.23 $22.7K - $26.9K
374 $29.9M
CMCSA
Comcast Corp

Communication Services
600
+ 203.39%
$33.19 - $38.23 $19.9K - $22.9K
895 $33M
T
At&T Inc.

Communication Services
20
+ 0.55%
$21.56 - $28.28 $431 - $566
3.66K $103M
VEA
Vanguard Ftse Developed Market

ETFs
183
+ 5.14%
$47.4 - $52.99 $8.67K - $9.7K
3.75K $190M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
377
+ 769.39%
$47.59 - $48.33 $17.9K - $18.2K
426 $20.6M
IWM
Ishares Russell 2000 ETF

ETFs
103
+ 77.44%
$198.1 - $229.79 $20.4K - $23.7K
236 $47.1M
BMY
Bristol Myers Squibb CO

Healthcare
275
+ 137.5%
$53.9 - $63.11 $14.8K - $17.4K
475 $29M
NFLX
Netflix Inc

Communication Services
12
+ 9.38%
$828.4 - $1058.6 $9.94K - $12.7K
140 $131M
THG
Hanover Insurance Group, Inc.

Financial Services
84
+ 381.82%
$147.13 - $174.61 $12.4K - $14.7K
106 $18.4M
PFE
Pfizer Inc

Healthcare
590
+ 218.52%
$25.01 - $27.13 $14.8K - $16K
860 $21.8M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
200
+ 8.16%
$37.06 - $41.11 $7.41K - $8.22K
2.65K $106M
Activity Summary
Buys All Purchases 221 New Holdings 122 Increased Positions 99 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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