Global Wealth Strategies & Associates Incresed Positions in Q3 2025

Global Wealth Strategies & Associates

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.89K
+ 2.04%
$567.77 - $614.76 $2.78M - $3.01M
244K $150B
IEFA
Ishares Tr

ETFs
14.5K
+ 3.17%
$81.7 - $87.53 $1.18M - $1.26M
471K $41.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.68K
+ 5.27%
$182.33 - $194.5 $671K - $716K
73.5K $14.3B
SOXX
Ishares Semiconductor ETF

ETFs
4K
+ 66.43%
$236.93 - $271.12 $948K - $1.08M
10K $2.72B
VIG
Vanguard Dividend Appreciation

ETFs
2.99K
+ 5.3%
N/A
59.3K $12.8B
IAU
Ishares Gold Trust

ETFs
179
+ 0.15%
$61.62 - $72.77 $11K - $13K
116K $8.44B
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.1K
+ 3.23%
$72.57 - $74.72 $877K - $903K
387K $28.8B
MUB
Ishares National Muni Bond ETF

ETFs
9.13K
+ 9.65%
$103.24 - $106.68 $942K - $974K
104K $11B
Ishares A.I. Innovation And Tech Active ETF
25K
+ 72.41%
N/A
59.5K $2.03B
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.5K
+ 404.43%
$28.92 - $32.19 $681K - $758K
29.4K $937M
VUG
Vanguard Growth ETF

ETFs
1.11K
+ 774.13%
$433.97 - $484.08 $480K - $536K
1.25K $599M
Ishares Flexible Income Active ETF
8.22K
+ 4.19%
N/A
204K $10.9B
TSLA
Tesla, Inc.

Consumer Cyclical
768
+ 56.1%
$293.94 - $444.72 $226K - $342K
2.14K $950M
VTV
Vanguard Value ETF

ETFs
2.54K
+ 186.96%
$175.51 - $186.57 $445K - $473K
3.89K $726M
VEA
Vanguard Ftse Developed Market

ETFs
6.84K
+ 203.66%
$56.02 - $60.3 $383K - $412K
10.2K $611M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.9K
+ 521.25%
$25.29 - $28.33 $327K - $366K
15.4K $430M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.03K
+ 4.47%
$85.01 - $90.35 $257K - $274K
70.7K $6.32B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.8K
+ 471.89%
$21.69 - $23.34 $300K - $322K
16.7K $390M
XLK
Technology Sector Spdr

ETFs
841
+ 45.46%
$250.97 - $282.66 $211K - $238K
2.69K $758M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.41K
+ 437.0%
$28.15 - $30.13 $265K - $284K
11.6K $343M
MSFT
Microsoft Corp

Technology
401
+ 14.29%
$491.09 - $535.64 $197K - $215K
3.21K $1.66B
MUST
Columbia ETF Tr I Multi Sector

ETFs
10.2K
+ 7.38%
$19.87 - $20.65 $202K - $210K
148K $3.03B
VB
Vanguard Small Cap ETF

ETFs
956
+ 4156.52%
$237.58 - $259.17 $227K - $248K
979 $249M
VO
Vanguard Mid Cap ETF

ETFs
825
+ 2750.0%
$279.83 - $293.74 $231K - $242K
855 $251M
NVDA
Nvidia Corp

Technology
221
+ 4.31%
$153.3 - $186.58 $33.9K - $41.2K
5.35K $999M
JPM
Jpmorgan Chase & CO

Financial Services
478
+ 37.43%
$282.78 - $316.06 $135K - $151K
1.76K $553M
GOOGL
Alphabet Inc.

Communication Services
108
+ 4.61%
$174.36 - $254.72 $18.8K - $27.5K
2.45K $595M
ABBV
Abb Vie Inc.

Healthcare
733
+ 290.87%
$184.85 - $231.54 $135K - $170K
985 $228M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.97K
+ 47.56%
$24.46 - $26.5 $122K - $132K
15.4K $406M
IBM
International Business Machines Corp

Technology
442
+ 35.5%
$234.77 - $292.47 $104K - $129K
1.69K $476M
CSCO
Cisco Systems, Inc.

Technology
1.42K
+ 881.99%
$66.2 - $71.79 $94K - $102K
1.58K $108M
CVX
Chevron Corp

Energy
598
+ 299.0%
$145.57 - $161.83 $87.1K - $96.8K
798 $124M
AFL
Aflac Inc

Financial Services
781
+ 2440.63%
$98.09 - $111.7 $76.6K - $87.2K
813 $90.8M
JNJ
Johnson & Johnson

Healthcare
120
+ 7.1%
$155.17 - $185.42 $18.6K - $22.3K
1.81K $335M
VGT
Vanguard Information Technolog

ETFs
92
+ 155.93%
$656.44 - $753.15 $60.4K - $69.3K
151 $113M
AVGO
Broadcom Inc.

Technology
127
+ 27.43%
$264.74 - $369.57 $33.6K - $46.9K
590 $195M
DUK
Duke Energy Corp

Utilities
425
+ 134.07%
$116.31 - $125.93 $49.4K - $53.5K
742 $91.8M
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
CAT
Caterpillar Inc

Industrials
33
+ 11.07%
$390.92 - $477.15 $12.9K - $15.7K
331 $158M
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
ENB
Enbridge Inc

Energy
637
+ 194.8%
$43.79 - $50.46 $27.9K - $32.1K
964 $48.6M
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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
197
+ 985.0%
$136.48 - $142.97 $26.9K - $28.2K
217 $30.4M
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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