Global Wealth Strategies & Associates New Holdings in Q3 2025

Global Wealth Strategies & Associates

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
160
New
$62.31 - $84.07 $9.97K - $13.5K
160 $13.5M
FPE
First Tr Pfd Secs & Income ETF

ETFs
676
New
$17.81 - $18.39 $12K - $12.4K
676 $12.3M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
717
New
$15.52 - $16.28 $11.1K - $11.7K
717 $11.6M
STWD
Starwood Property Trust, Inc.

Real Estate
600
New
$19.37 - $20.97 $11.6K - $12.6K
600 $11.6M
KIO
Kkr Income Opportunities Fund

Financial Services
903
New
$12.34 - $12.82 $11.1K - $11.6K
903 $11.4M
DTM
Dt Midstream, Inc.

Energy
100
New
$99.17 - $113.27 $9.92K - $11.3K
100 $11.3M
AMP
Ameriprise Financial Inc

Financial Services
22
New
$486.13 - $544.55 $10.7K - $12K
22 $10.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
108
New
$91.44 - $91.77 $9.88K - $9.91K
108 $9.91M
Kenvue Inc Com
605
New
N/A
605 $9.82M
VONG
Vanguard Russell 1000 Growth E

ETFs
78
New
$108.08 - $121.73 $8.43K - $9.49K
78 $9.4M
DFIV
Dimensional ETF Tr

ETFs
193
New
$42.66 - $46.53 $8.23K - $8.98K
193 $8.89M
LOGI
Logitech International S.A.

Technology
67
New
$89.67 - $113.08 $6.01K - $7.58K
67 $7.35M
MGF
Mfs Government Markets Income Trust

Financial Services
2.14K
New
$3.04 - $3.12 $6.49K - $6.66K
2.14K $6.66M
APD
Air Products & Chemicals, Inc.

Basic Materials
24
New
$265.78 - $299.3 $6.38K - $7.18K
24 $6.63M
BTO
John Hancock Financial Opportunities Fund

Financial Services
180
New
$34.05 - $37.84 $6.13K - $6.81K
180 $6.48M
Viper Energy Inc Cl A
150
New
N/A
150 $5.73M
DAL
Delta Air Lines, Inc.

Industrials
100
New
$49.0 - $61.97 $4.9K - $6.2K
100 $5.68M
Atlassian Corporation Cl A
32
New
N/A
32 $5.11M
MET
Metlife Inc

Financial Services
60
New
$73.82 - $82.37 $4.43K - $4.94K
60 $4.94M
ADI
Analog Devices Inc

Technology
19
New
$220.68 - $255.63 $4.19K - $4.86K
19 $4.79M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
181
New
$23.82 - $25.84 $4.31K - $4.68K
181 $4.65M
AEP
American Electric Power CO Inc

Utilities
36
New
$103.26 - $115.0 $3.72K - $4.14K
36 $4.05M
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
TILT
Flexshares Tr

ETFs
12
New
$224.75 - $242.86 $2.7K - $2.91K
12 $2.91M
CCI
Crown Castle International Corp

Real Estate
27
New
$92.96 - $113.91 $2.51K - $3.08K
27 $2.61M
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
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
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 - $95.59 $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
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 - $67.35 $1.18K - $1.35K
20 $1.33M
Chargepoint Holdings Inc Com Shs
100
New
N/A
100 $1.09M
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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