Global Wealth Strategies & Associates Closed Holding Positions

Global Wealth Strategies & Associates

  • $401 Billion
  • Q4 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WEC
Wec Energy Group, Inc.

Utilities
Q4 2025 Filed on Jan 02, 2026
22
$110.61 - $117.5 $2.43K - $2.59K
ADI
Analog Devices Inc

Technology
Q4 2025 Filed on Jan 02, 2026
19
$225.32 - $246.37 $4.28K - $4.68K
FDS
Factset Research Systems Inc

Financial Services
Q4 2025 Filed on Jan 02, 2026
6
$253.62 - $294.11 $1.52K - $1.76K
EMBC
Embecta Corp.

Healthcare
Q4 2025 Filed on Jan 02, 2026
1
$13.34 - $14.71 $13.3 - $14.7
SYY
Sysco Corp

Consumer Defensive
Q4 2025 Filed on Jan 02, 2026
25
$72.9 - $83.27 $1.82K - $2.08K
NSC
Norfolk Southern Corp

Industrials
Q4 2025 Filed on Jan 02, 2026
12
$279.53 - $300.15 $3.35K - $3.6K
BDX
Becton Dickinson & CO

Healthcare
Q4 2025 Filed on Jan 02, 2026
9
$176.39 - $193.93 $1.59K - $1.75K
FLR
Fluor Corp

Industrials
Q4 2024 Filed on Jan 02, 2025
77
$46.92 - $58.93 $3.61K - $4.54K
ISPO
Inspirato Inc

Consumer Cyclical
Q4 2024 Filed on Jan 02, 2025
6
$3.23 - $4.38 $19.4 - $26.3
SNOW
Snowflake Inc.

Technology
Q4 2024 Filed on Jan 02, 2025
14
$109.65 - $186.51 $1.54K - $2.61K
CTRM
Castor Maritime Inc.

Industrials
Q1 2024 Filed on Apr 01, 2024
400
$0.36 - $3.57 $144 - $1.43K
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2024 Filed on Apr 01, 2024
2
$48.05 - $48.63 $96.1 - $97.3
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q1 2024 Filed on Apr 01, 2024
1
$50.62 - $50.84 $50.6 - $50.8
NOK
Nokia Corp

Technology
Q4 2023 Filed on Jan 02, 2024
257
$3.0 - $3.72 $771 - $956
K
Kellogg CO

Consumer Defensive
Q4 2023 Filed on Jan 02, 2024
48
$48.62 - $55.91 $2.33K - $2.68K
HTLF
Heartland Financial Usa Inc

Financial Services
Q2 2023 Filed on Jul 05, 2023
210
$26.69 - $38.3 $5.6K - $8.04K
BEPC
Brookfield Renewable Corp

Utilities
Q1 2023 Filed on Apr 03, 2023
150
$27.76 - $34.95 $4.16K - $5.24K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q1 2023 Filed on Apr 03, 2023
757
$15.19 - $20.52 $11.5K - $15.5K
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