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
MFC
Manulife Financial Corp

Financial Services
35
New
$29.9 - $32.34 $1.05K - $1.13K
35 $1.09M
TTE
Total Energies Se

Energy
17
New
N/A
17 $1.02M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
10
New
$80.0 - $88.06 $800 - $881
10 $872K
VCIT
Vanguard Intermediate Term Cor

ETFs
10
New
$81.75 - $84.54 $818 - $845
10 $841K
IX
Orix Corp

Financial Services
31
New
$22.28 - $27.06 $691 - $839
31 $810K
CDNS
Cadence Design Systems Inc

Technology
2
New
$309.46 - $373.37 $619 - $747
2 $703K
ARCC
Ares Capital Corp

Financial Services
32
New
$20.41 - $23.25 $653 - $744
32 $653K
BBAX
J P Morgan Betabuilders Develo

ETFs
11
New
$53.96 - $58.06 $594 - $639
11 $620K
TM
Toyota Motor Corp

Consumer Cyclical
3
New
$167.86 - $202.79 $504 - $608
3 $573K
DIS
Walt Disney CO

Communication Services
5
New
$112.25 - $124.0 $561 - $620
5 $593K
TXN
Texas Instruments Inc

Technology
3
New
N/A
3 $551K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
24
New
$20.76 - $21.78 $498 - $523
24 $518K
ODFL
Old Dominion Freight Line, Inc.

Industrials
3
New
$138.59 - $171.12 $416 - $513
3 $422K
DQ
Daqo New Energy Corp.

Technology
13
New
$15.3 - $30.92 $199 - $402
13 $366K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4
New
$68.94 - $86.3 $276 - $345
4 $345K
VV
Vanguard Large Cap ETF

ETFs
1
New
$285.05 - $309.14 $285 - $309
1 $299K
Tectonic Therapeutic Inc Com
18
New
N/A
18 $282K
NEOG
Neogen Corp

Healthcare
27
New
$4.65 - $5.75 $126 - $155
27 $154K
SOL
Rene Sola LTD

Technology
75
New
$1.82 - $1.93 $137 - $145
75 $142K
WBD
Warner Bros. Discovery, Inc.

Communication Services
7
New
$10.78 - $19.82 $75.5 - $139
7 $137K
Lucid Group Inc Com New
5
New
N/A
5 $119K
SLVM
Sylvamo Corp

Basic Materials
2
New
$40.4 - $53.01 $80.8 - $106
2 $88K
GEVO
Gevo, Inc.

Basic Materials
40
New
$1.15 - $2.09 $46 - $83.6
40 $78K
EMBC
Embecta Corp.

Healthcare
1
New
$9.58 - $15.31 $9.58 - $15.3
1 $15K
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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