Global Wealth Strategies & Associates Portfolio Holdings

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024

Global Wealth Strategies & Associates has filed its 13F form on January 02, 2025 for Q4 2024 where it was disclosed a total value porftolio of $320 Billion distributed in 453 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $121B, Ishares Tr with a value of $30.7B, Invesco Exchange Traded Fd Tr with a value of $24.7B, Vanguard Bd Index Fd Inc Total with a value of $24.7B, and Vanguard Russell 2000 ETF with a value of $11.9B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $304B to 320B. Also it can be appreciated an additional of 109 stocks purchases and 5 closed positions.

Global Wealth Strategies & Associates is based out at Denver, CO

Below you can find more details about Global Wealth Strategies & Associates portfolio as well as his latest detailed transactions.

Portfolio value $320 Billion
ETFs: $293 Billion
Technology: $7.29 Billion
Basic Materials: $2.79 Billion
Consumer Cyclical: $2.29 Billion
Communication Services: $1.28 Billion
Financial Services: $963 Million
Industrials: $954 Million
Consumer Defensive: $912 Million
Other: $1.63 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.5 Million 0.02% of portfolio
1,533
Q2 2024 Reduced 16.0%
$0
$60.9 Million 0.02% of portfolio
2,230
Q4 2024 Added 214.08%
$0
$61.2 Million 0.02% of portfolio
2,207
Q4 2024 Added 200.27%
$0
$72.4 Million 0.02% of portfolio
413
Q4 2024 Added 1.72%
$0
$79 Million 0.02% of portfolio
2,285
Q4 2024 Reduced 17.92%
$0
$79.2 Million 0.02% of portfolio
193
Q4 2024 Reduced 1.53%
$0
$51.5 Million 0.02% of portfolio
1,092
Q3 2024 Added 628.0%
$0
$76.7 Million 0.02% of portfolio
2,967
Q4 2024 Added 100.47%
$0
$19.2 Million 0.01% of portfolio
646
Q4 2024 Added 100.62%
$0
$17.3 Million 0.01% of portfolio
107
Q2 2024 Reduced 32.28%
$0
$41.8 Million 0.01% of portfolio
882
Q4 2024 Reduced 3.61%
$0
$38.2 Million 0.01% of portfolio
640
Q4 2022 New
$0
$41 Million 0.01% of portfolio
1,731
Q4 2024 Added 201.04%
$0
$18.2 Million 0.01% of portfolio
406
Q1 2024 New
$0
$27.8 Million 0.01% of portfolio
343
Q4 2024 Added 0.88%
$0
$29.4 Million 0.01% of portfolio
133
Q2 2023 Reduced 1.48%
$0
$32.2 Million 0.01% of portfolio
525
Q4 2024 New
$0
$31.2 Million 0.01% of portfolio
437
Q1 2024 New
$0
$25.7 Million 0.01% of portfolio
107
Q4 2024 Reduced 38.51%
$0
$46.5 Million 0.01% of portfolio
524
Q2 2024 Reduced 74.33%
$0
$24.2 Million 0.01% of portfolio
1,065
Q4 2024 Added 200.0%
$0
$39.7 Million 0.01% of portfolio
429
Q4 2024 Added 293.58%
$0
$41.3 Million 0.01% of portfolio
2,117
Q3 2024 Reduced 32.08%
$0
$27.2 Million 0.01% of portfolio
97
Q3 2024 Reduced 11.82%
$0
$22.2 Million 0.01% of portfolio
84
Q4 2024 Reduced 15.15%
$0
$21.2 Million 0.01% of portfolio
160
Q3 2024 Added 60.0%
$0
$16.8 Million 0.01% of portfolio
334
Q4 2024 Added 1,490.48%
$0
$44.6 Million 0.01% of portfolio
320
Q4 2024 Added 113.33%
$0
$16.1 Million 0.01% of portfolio
247
Q4 2024 New
$0
$8.86 Million 0.0% of portfolio
267
Q4 2024 Added 3.09%
$0
$12.2 Million 0.0% of portfolio
182
Q4 2024 Added 0.55%
$0
$0 0.0% of portfolio
0
Q4 2024 New
$0
$126,000 0.0% of portfolio
2
Q4 2022 New
$0
$3.97 Million 0.0% of portfolio
70
Q2 2024 Reduced 20.45%
$0
$0 0.0% of portfolio
0
Q4 2024 New
$0
$5.55 Million 0.0% of portfolio
30
Q4 2024 Reduced 65.12%
$0
$12 Million 0.0% of portfolio
411
Q4 2024 Added 0.24%
$0
$12.6 Million 0.0% of portfolio
369
Q4 2024 Reduced 16.52%
$0
$15.8 Million 0.0% of portfolio
205
Q2 2024 Reduced 2.84%
$0
$0 0.0% of portfolio
0
Q4 2024 New
$0
$755,000 0.0% of portfolio
24
Q1 2024 Reduced 46.67%
$0
$0 0.0% of portfolio
0
Q4 2024 New
$0
$0 0.0% of portfolio
0
Q4 2024 New
$0
$0 0.0% of portfolio
0
Q4 2024 New
$0
$4.98 Million 0.0% of portfolio
50
Q2 2023 Reduced 79.76%
$0
$830,000 0.0% of portfolio
30
Q1 2024 Reduced 61.54%
$0
$2.64 Million 0.0% of portfolio
20
Q1 2023 Reduced 33.33%
$0
$5.82 Million 0.0% of portfolio
60
Q4 2024 Added 7.14%
$0
$502,000 0.0% of portfolio
11
Q1 2023 Reduced 87.78%

Summary

  • Portfolio
  • No. of Stocks 453
  • Current Value $320 Billion
  • Prior Value $304 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 02, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 109 stocks
  • Additional Purchases 90 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 32 stocks
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