Global Wealth Strategies & Associates Portfolio Holdings

Global Wealth Strategies & Associates

  • $389 Billion
  • Q3 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$873M
$64.7 Million 0.02% of portfolio
1,650
Q2 2025 Reduced 18.11%
$473M
$2.91 Million 0.0% of portfolio
235
Q4 2022 New
$311M
$3.87 Million 0.0% of portfolio
1,000
Q2 2024 New
$959M
$667,000 0.0% of portfolio
126
Q2 2025 New
$1.33B
$154,000 0.0% of portfolio
27
Q3 2025 New
$1.81B
$88,000 0.0% of portfolio
2
Q3 2025 New
$1.73B
$1.2 Million 0.0% of portfolio
142
Q4 2023 New
$428M
$150,000 0.0% of portfolio
12
Q4 2022 New
$531M
$78,000 0.0% of portfolio
40
Q3 2025 New
$1.26B
$1.63 Million 0.0% of portfolio
200
Q4 2022 New
$363M
$69,000 0.0% of portfolio
12
Q2 2025 New
$772M
$15,000 0.0% of portfolio
1
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 485
  • Current Value $389 Billion
  • Prior Value $349 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 02, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 125 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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