Global Wealth Strategies & Associates Portfolio Holdings

Global Wealth Strategies & Associates

  • $349 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.5B
$14.6 Million 0.0% of portfolio
200
Q1 2025 New
$58.2B
$4.21 Million 0.0% of portfolio
40
Q3 2023 New
$191B
$1.21 Million 0.0% of portfolio
13
Q2 2025 Reduced 40.91%
$54.8B
$5.22 Million 0.0% of portfolio
70
Q3 2023 New
$54.6B
$10.6 Million 0.0% of portfolio
80
Q2 2025 Reduced 58.33%
$133B
$3.7 Million 0.0% of portfolio
30
Q3 2024 New
$37.8B
$4.94 Million 0.0% of portfolio
72
Q3 2023 New
$83.7B
$16 Million 0.0% of portfolio
75
Q4 2024 New
$160B
$15.1 Million 0.0% of portfolio
65
Q2 2025 Reduced 71.74%
$46.7B
$543,000 0.0% of portfolio
50
Q2 2025 Reduced 21.88%
$55.7B
$3.01 Million 0.0% of portfolio
4
Q3 2024 New
$70.3B
$16 Million 0.0% of portfolio
353
Q1 2025 Reduced 41.46%
$37.1B
$15.5 Million 0.0% of portfolio
228
Q4 2022 New
$12.9B
$1.06 Million 0.0% of portfolio
29
Q4 2022 New
$88.7B
$14.8 Million 0.0% of portfolio
327
Q1 2025 Reduced 14.84%
$16B
$1.56 Million 0.0% of portfolio
20
Q1 2024 Reduced 78.95%
$87.5B
$6.48 Million 0.0% of portfolio
94
Q1 2023 Added 11.9%
$91.6B
$14 Million 0.0% of portfolio
207
Q4 2024 Reduced 37.46%
$20B
$10.2 Million 0.0% of portfolio
500
Q4 2024 New
$20.2B
$1.59 Million 0.0% of portfolio
20
Q4 2022 New
$187B
$1.63 Million 0.0% of portfolio
3
Q2 2025 Reduced 72.73%
$148B
$2.37 Million 0.0% of portfolio
6
Q4 2022 New
$174B
$7.35 Million 0.0% of portfolio
19
Q2 2025 Reduced 67.24%

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $349 Billion
  • Prior Value $330 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 32 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 130 stocks
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