Global Wealth Strategies & Associates ETFs

Global Wealth Strategies & Associates

$349 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AOA Ishares Tr Core Aggressive All	$0	$1 Million 0.0% of portfolio	12	Q2 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$990,000 0.0% of portfolio	9	Q1 2024 Reduced 35.71%
XLV Select Sector Spdr Fund Health	$0	$944,000 0.0% of portfolio	7	Q2 2025 Reduced 91.95%
XLU Utilities Sector Spdr	$0	$817,000 0.0% of portfolio	10	Q1 2025 New
USDU Wisdomtree Bloomberg U.S. Doll	$0	$773,000 0.0% of portfolio	30	Q1 2024 Reduced 61.54%
IWY Ishares Tr Russell 200 Growth	$0	$740,000 0.0% of portfolio	3	Q1 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$736,000 0.0% of portfolio	24	Q1 2024 Reduced 46.67%
TFI Spdr Nuveen Bloomberg Municipa	$0	$491,000 0.0% of portfolio	11	Q1 2023 Reduced 87.78%
BNDX Vanguard Total International B	$0	$396,000 0.0% of portfolio	8	Q2 2025 Reduced 84.62%
XLP Consumer Staples Sector Spdr	$0	$324,000 0.0% of portfolio	4	Q2 2025 Reduced 97.32%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$199,000 0.0% of portfolio	4	Q2 2025 Reduced 99.06%
IUSB Ishares Core Total Usd Bond Ma	$0	$185,000 0.0% of portfolio	4	Q2 2025 Reduced 97.99%
IWR Ishares Russell Mid Cap ETF	$0	$184,000 0.0% of portfolio	2	Q2 2025 Reduced 88.24%
FTCS First Trust Capital Strength E	$0	$182,000 0.0% of portfolio	2	Q1 2025 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$178,000 0.0% of portfolio	2	Q1 2025 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$174,000 0.0% of portfolio	2	Q1 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$166,000 0.0% of portfolio	4	Q1 2025 New
TFLO Ishares Treasury Floating Rate	$0	$152,000 0.0% of portfolio	3	Q2 2025 Reduced 25.0%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$150,000 0.0% of portfolio	3	Q1 2025 New
FPX First Trust Us Equity Opportun	$0	$145,000 0.0% of portfolio	1	Q1 2025 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$131,000 0.0% of portfolio	2	Q4 2022 New
TAN Invesco ETF Tr Ii Solar ETF	$0	$69,000 0.0% of portfolio	2	Q4 2022 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$50,000 0.0% of portfolio	1	Q2 2024 Reduced 97.78%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.