Global Wealth Strategies & Associates Incresed Positions in Q3 2024

Global Wealth Strategies & Associates

  • $304 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 4.59%
$245.82 - $304.51 $2.21K - $2.74K
205 $62.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
124
+ 59.9%
$64.35 - $75.71 $7.98K - $9.39K
331 $24.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
100
+ 125.0%
$113.01 - $154.34 $11.3K - $15.4K
180 $22.8M
PEP
Pepsico Inc

Consumer Defensive
59
+ 59.0%
$161.9 - $179.3 $9.55K - $10.6K
159 $27M
VO
Vanguard Mid Cap ETF

ETFs
24
+ 32.0%
$237.84 - $263.83 $5.71K - $6.33K
99 $26.1M
IXUS
Ishares Tr

ETFs
100
+ 212.77%
$64.9 - $73.35 $6.49K - $7.33K
147 $10.7M
Ishares Bitcoin Trust ETF
85
+ 3.87%
N/A
2.28K $82.5M
CI
Cigna Corp

Healthcare
15
+ 11.03%
$319.12 - $367.1 $4.79K - $5.51K
151 $52.3M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
60
+ 60.0%
$126.87 - $148.36 $7.61K - $8.9K
160 $21M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
150
+ 29.53%
$42.59 - $60.56 $6.39K - $9.08K
658 $33.2M
AMT
American Tower Corp

Real Estate
19
+ 44.19%
$192.27 - $242.73 $3.65K - $4.61K
62 $14.4M
ETN
Eaton Corp PLC

Industrials
15
+ 31.25%
$272.52 - $333.02 $4.09K - $5K
63 $20.9M
NVO
Novo Nordisk A S

Healthcare
69
+ 57.5%
$119.07 - $145.42 $8.22K - $10K
189 $22.5M
TMUS
T Mobile Us, Inc.

Communication Services
17
+ 37.78%
$175.14 - $206.36 $2.98K - $3.51K
62 $12.8M
MRK
Merck & Co., Inc.

Healthcare
39
+ 150.0%
$111.15 - $128.97 $4.33K - $5.03K
65 $7.38M
ENB
Enbridge Inc

Energy
57
+ 17.43%
$35.27 - $41.18 $2.01K - $2.35K
384 $15.6M
MS
Morgan Stanley

Financial Services
33
+ 825.0%
$92.07 - $106.96 $3.04K - $3.53K
37 $3.86M
WFC
Wells Fargo & Company

Financial Services
66
+ 51.97%
$51.58 - $60.97 $3.4K - $4.02K
193 $10.9M
PANW
Palo Alto Networks Inc

Technology
9
+ 10.59%
$294.18 - $368.01 $2.65K - $3.31K
94 $32.1M
ALL
Allstate Corp

Financial Services
16
+ 533.33%
$158.43 - $192.86 $2.53K - $3.09K
19 $3.6M
MDT
Medtronic PLC

Healthcare
10
+ 8.0%
$76.84 - $91.03 $768 - $910
135 $12.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14
+ 21.88%
$77.23 - $87.97 $1.08K - $1.23K
78 $6.77M
ADBE
Adobe Inc.

Technology
6
+ 11.54%
$508.13 - $586.55 $3.05K - $3.52K
58 $30M
CHTR
Charter Communications, Inc.

Communication Services
3
+ 300.0%
$290.56 - $383.07 $872 - $1.15K
4 $1.3M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
5
+ 125.0%
$141.31 - $161.48 $707 - $807
9 $1.45M
WRB
Berkley W R Corp

Financial Services
53
+ 49.53%
$51.54 - $79.62 $2.73K - $4.22K
160 $9.08M
SGOL
Abrdn Gold ETF Trust

ETFs
3
+ 27.27%
$22.26 - $25.51 $66.8 - $76.5
14 $352K
SM
Sm Energy CO

Energy
4
+ 0.53%
$38.07 - $47.26 $152 - $189
765 $30.6M
OXY
Occidental Petroleum Corp

Energy
4
+ 0.4%
$49.91 - $63.73 $200 - $255
1.01K $51.9M
MSFT
Microsoft Corp

Technology
25
+ 0.84%
$395.15 - $467.56 $9.88K - $11.7K
3K $1.29B
Activity Summary
Buys All Purchases 122 New Holdings 41 Increased Positions 81 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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