Global Wealth Strategies & Associates has filed its 13F form on April 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $330 Billion distributed in 473 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 $35.2B, Vanguard Bd Index Fd Inc Total with a value of $28.1B, Invesco Exchange Traded Fd Tr with a value of $23.6B, and Vanguard Russell 2000 ETF with a value of $11.3B.
Examining the 13F form we can see an increase of $10.3B in the current position value, from $320B to 330B.
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
$330 Billion
ETFs: $293 Billion
Technology: $6.68 Billion
Financial Services: $6.38 Billion
Basic Materials: $2.86 Billion
Consumer Cyclical: $2.34 Billion
Communication Services: $1.4 Billion
Industrials: $1.31 Billion
Healthcare: $1.02 Billion
Other: $1.83 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
