Global Wealth Strategies & Associates has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $349 Billion distributed in 378 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 $136B, Ishares Tr with a value of $38.1B, Vanguard Bd Index Fd Inc Total with a value of $27.6B, Invesco Exchange Traded Fd Tr with a value of $26.7B, and Ishares Msci Usa Quality Facto with a value of $12.8B.
Examining the 13F form we can see an increase of $19.4B in the current position value, from $330B to 349B.
Also it can be appreciated an additional of 12 stocks purchases and 1 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
$349 Billion
ETFs: $311 Billion
Technology: $6.31 Billion
Financial Services: $6.09 Billion
Basic Materials: $2.82 Billion
Consumer Cyclical: $2.44 Billion
Communication Services: $1.56 Billion
Industrials: $1.22 Billion
Healthcare: $898 Million
Other: $1.46 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
