Global Wealth Strategies & Associates has filed its 13F form on October 02, 2025 for Q3 2025 where it was disclosed a total value porftolio of $389 Billion distributed in 485 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 $150B, Ishares Tr with a value of $41.1B, Vanguard Bd Index Fd Inc Total with a value of $28.8B, Invesco Exchange Traded Fd Tr with a value of $27.2B, and Ishares Msci Usa Quality Facto with a value of $14.3B.
Examining the 13F form we can see an increase of $39.5B in the current position value, from $349B to 389B.
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
$389 Billion
ETFs: $342 Billion
Technology: $7.53 Billion
Financial Services: $6.84 Billion
Consumer Cyclical: $3.12 Billion
Basic Materials: $2.87 Billion
Communication Services: $1.88 Billion
Industrials: $1.46 Billion
Healthcare: $1.15 Billion
Other: $1.93 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
