Global Wealth Strategies & Associates New Holdings in Q1 2025

Global Wealth Strategies & Associates

  • $330 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
52
New
$136.53 - $186.74 $7.1K - $9.71K
52 $7.27M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
34
New
$212.17 - $267.17 $7.21K - $9.08K
34 $7.19M
SKYY
First Trust Cloud Computing Et

ETFs
69
New
$103.47 - $131.18 $7.14K - $9.05K
69 $7.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
133
New
$50.39 - $50.66 $6.7K - $6.74K
133 $6.73M
EMR
Emerson Electric CO

Industrials
61
New
$108.64 - $131.17 $6.63K - $8K
61 $6.69M
VIS
Vanguard Industrial ETF

ETFs
27
New
$243.63 - $273.99 $6.58K - $7.4K
27 $6.68M
UNP
Union Pacific Corp

Industrials
26
New
$225.21 - $254.42 $5.86K - $6.61K
26 $6.14M
PHYL
Pgim ETF Tr

ETFs
166
New
$34.67 - $35.44 $5.76K - $5.88K
166 $5.78M
VRNA
Verona Pharma PLC

Healthcare
73
New
$44.81 - $69.63 $3.27K - $5.08K
73 $4.64M
Virtus Stone Harbor Emerging Markets High Yield Bond ETF
166
New
N/A
166 $4.45M
UTES
Virtus Reaves Utilities ETF
66
New
N/A
66 $4.26M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
35
New
$107.24 - $116.37 $3.75K - $4.07K
35 $4.07M
Ft Vest U.S. Equity Buffer & Premium Income ETF September
127
New
N/A
127 $3.82M
GNRC
Generac Holdings Inc.

Industrials
30
New
$126.65 - $164.06 $3.8K - $4.92K
30 $3.8M
XLB
Select Sector Spdr Fd Material

ETFs
44
New
$83.19 - $90.99 $3.66K - $4K
44 $3.78M
XLC
Select Sector Spdr Tr Communic

ETFs
39
New
$94.84 - $105.31 $3.7K - $4.11K
39 $3.76M
VONV
Vanguard Russell 1000 Value Et

ETFs
45
New
$80.21 - $86.14 $3.61K - $3.88K
45 $3.71M
XLG
Invesco Exchange Traded Fd Tr

ETFs
79
New
$45.72 - $51.73 $3.61K - $4.09K
79 $3.64M
EMB
Ishares Tr

ETFs
39
New
$88.64 - $92.03 $3.46K - $3.59K
39 $3.53M
UAL
United Airlines Holdings, Inc.

Industrials
46
New
$69.05 - $110.52 $3.18K - $5.08K
46 $3.18M
GWW
W.W. Grainger, Inc.

Industrials
3
New
$953.54 - $1132.42 $2.86K - $3.4K
3 $2.96M
VONG
Vanguard Russell 1000 Growth E

ETFs
30
New
$92.71 - $107.38 $2.78K - $3.22K
30 $2.78M
Ge Healthcare Technologies Inc Common Stock
33
New
N/A
33 $2.66M
Masterbrand Inc Common Stock
200
New
N/A
200 $2.61M
GLD
Spdr Gold Trust

ETFs
9
New
$243.19 - $288.14 $2.19K - $2.59K
9 $2.59M
XLY
Select Sector Spdr Consumer Di

ETFs
10
New
$192.6 - $233.2 $1.93K - $2.33K
10 $1.98M
CCL
Carnival Corp

Consumer Cyclical
100
New
$19.08 - $28.49 $1.91K - $2.85K
100 $1.95M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
98
New
$18.46 - $19.15 $1.81K - $1.88K
98 $1.88M
CDNS
Cadence Design Systems Inc

Technology
7
New
$233.96 - $324.52 $1.64K - $2.27K
7 $1.78M
CPNG
Coupang, Inc.

Consumer Cyclical
76
New
$21.34 - $25.52 $1.62K - $1.94K
76 $1.67M
UBER
Uber Technologies, Inc

Technology
22
New
$63.17 - $81.49 $1.39K - $1.79K
22 $1.6M
AXON
Axon Enterprise, Inc.

Industrials
3
New
$496.65 - $710.01 $1.49K - $2.13K
3 $1.58M
NVS
Novartis Ag

Healthcare
14
New
$97.14 - $115.57 $1.36K - $1.62K
14 $1.56M
MFC
Manulife Financial Corp

Financial Services
47
New
$28.41 - $31.82 $1.34K - $1.5K
47 $1.46M
DASH
Door Dash, Inc.

Communication Services
8
New
$168.37 - $213.38 $1.35K - $1.71K
8 $1.46M
IBN
Icici Bank LTD

Financial Services
46
New
$27.55 - $31.67 $1.27K - $1.46K
46 $1.45M
IWR
Ishares Russell Mid Cap ETF

ETFs
17
New
$82.81 - $92.93 $1.41K - $1.58K
17 $1.45M
SONY
Sony Group Corp

Technology
55
New
$19.88 - $25.64 $1.09K - $1.41K
55 $1.4M
SLF
Sun Life Financial Inc

Financial Services
24
New
$54.05 - $59.19 $1.3K - $1.42K
24 $1.37M
TTD
Trade Desk, Inc.

Technology
24
New
$53.59 - $126.58 $1.29K - $3.04K
24 $1.31M
CNI
Canadian National Railway CO

Industrials
13
New
$95.46 - $106.79 $1.24K - $1.39K
13 $1.27M
RIO
Rio Tinto PLC

Basic Materials
21
New
$58.19 - $64.29 $1.22K - $1.35K
21 $1.26M
INFY
Infosys LTD

Technology
68
New
$18.06 - $22.89 $1.23K - $1.56K
68 $1.24M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15
New
$81.83 - $82.73 $1.23K - $1.24K
15 $1.24M
RY
Royal Bank Of Canada

Financial Services
11
New
$108.81 - $123.4 $1.2K - $1.36K
11 $1.24M
NET
Cloudflare, Inc.

Technology
11
New
$110.71 - $176.5 $1.22K - $1.94K
11 $1.24M
CRH.L
Crh PLC

Basic Materials
14
New
N/A
14 $1.23M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7
New
$165.25 - $224.62 $1.16K - $1.57K
7 $1.16M
SPOT
Spotify Technology S.A.

Communication Services
2
New
$457.79 - $648.32 $916 - $1.3K
2 $1.1M
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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