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Global Wealth Strategies & Associates

Latest statistics and disclosures from Global Wealth Strategies & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IEFA, BND, QQQM, QUAL, and represent 67.73% of Global Wealth Strategies & Associates's stock portfolio.
Added to shares of these 10 stocks: VOO, IEFA, BND, XLK, VIG, MUB, TLT, QUAL, BAI, MCI.
Started 121 new stock positions in VTRS, MMSC, WLK, QYLD, ETHA, HFGM, COPX, EOS, JMID, WCC.
Reduced shares in these 10 stocks: QQQM, MTUM, VTV, FTLS, VUG, QQQ, BSCT, CTA, VO, BSCW.
Sold out of its positions in ARKK, GOLF, ALL, ANET, CDNS, CCI, DDOG, DE, DAL, DFAS.
Global Wealth Strategies & Associates was a net buyer of stock by $7.3M.
Global Wealth Strategies & Associates has $401M in assets under management (AUM), dropping by 3.13%.
Central Index Key (CIK): 0001912297

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Portfolio Holdings for Global Wealth Strategies & Associates

Global Wealth Strategies & Associates holds 549 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Global Wealth Strategies & Associates has 549 total positions. Only the first 250 positions are shown.

Sign up to view all of the Global Wealth Strategies & Associates Dec. 31, 2025 positions
Download the Global Wealth Strategies & Associates December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	38.9	$156M		249k	627.13	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	10.9	$44M	+3%	489k	89.46	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.5	$30M	+4%	404k	74.07	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	6.7	$27M	-3%	106k	252.92	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	3.8	$15M	+3%	76k	198.62	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	3.4	$14M	+3%	62k	219.78	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.9	$12M	+4%	109k	107.11	View chart
Ishares Flexible Income Active Etf Etf (BINC)	2.7	$11M		208k	52.77	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	2.6	$10M	-5%	41k	250.31	View chart
Ishares Gold Trust Etf (IAU)	2.3	$9.4M		115k	81.17	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.7	$6.6M	+7%	76k	87.16	View chart
Barings Corporate Invs Cef (MCI)	1.1	$4.5M	+6%	246k	18.15	View chart
Schwab Crypto Thematic Etf Etf (STCE)	0.8	$3.4M	-2%	56k	59.96	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.8	$3.3M	+8%	11k	301.15	View chart
Columbia Multi-sector Municipal Income Etf Etf (MUST)	0.8	$3.2M	+4%	154k	20.61	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$3.1M	-6%	5.1k	614.27	View chart
Apple Stock (AAPL)	0.8	$3.1M		11k	271.87	View chart
Ishares S&p 100 Etf Etf (OEF)	0.7	$2.8M		8.2k	342.98	View chart
Sherwin Williams Stock (SHW)	0.6	$2.5M		7.7k	324.03	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.6	$2.3M	+15%	69k	33.30	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.6M		3.3k	483.69	View chart
Amazon Stock (AMZN)	0.4	$1.5M	+5%	6.5k	230.83	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.3	$1.2M	+20%	35k	32.62	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$1.0M	+167%	7.2k	143.97	View chart
Nvidia Corporation Stock (NVDA)	0.2	$969k	-2%	5.2k	186.51	View chart
Tesla Stock (TSLA)	0.2	$958k		2.1k	449.72	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$885k	+15%	2.8k	313.05	View chart
First Trust Long/short Equity Etf Etf (FTLS)	0.2	$879k	-23%	12k	70.99	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	0.2	$847k	-18%	31k	27.26	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$727k	-6%	5.3k	136.94	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$631k	+20%	21k	29.61	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$584k	-20%	10k	58.12	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$576k	-4%	841.00	685.03	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.1	$553k	-28%	29k	18.84	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$537k	-14%	7.5k	71.72	View chart
State Street Spdr Nyse Technology Etf Etf (XNTK)	0.1	$535k	-3%	1.9k	277.88	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$525k	-7%	1.6k	322.19	View chart
International Business Machs Stock (IBM)	0.1	$512k	+2%	1.7k	296.21	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	0.1	$496k	-26%	24k	20.87	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$487k	+2%	738.00	659.88	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$486k	-7%	1.3k	373.44	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$476k	-11%	7.2k	66.00	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$472k	-25%	7.6k	62.47	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$466k	+10%	683.00	681.92	View chart
Vanguard Value Etf Etf (VTV)	0.1	$461k	-38%	2.4k	190.96	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$434k	-6%	1.4k	313.70	View chart
Eli Lilly & Co Stock (LLY)	0.1	$428k	+16%	398.00	1074.83	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$424k	-2%	1.3k	335.27	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$417k	-5%	15k	28.48	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$411k		15k	26.91	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$407k	-2%	810.00	502.65	View chart
Johnson & Johnson Stock (JNJ)	0.1	$399k	+6%	1.9k	206.95	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$371k	-7%	15k	24.04	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$351k	-42%	719.00	488.09	View chart
Costco Whsl Corp Stock (COST)	0.1	$332k	+23%	385.00	862.96	View chart
Invesco Bulletshares 2034 Corporate Bond Etf Etf (BSCY)	0.1	$331k	-19%	16k	21.02	View chart
Abbvie Stock (ABBV)	0.1	$328k	+45%	1.4k	228.41	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$311k	-10%	10k	30.07	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$306k	+3%	633.00	483.75	View chart
Ishares 20 Year Treasury Bond Buywrite Strategy Etf Etf (TLTW)	0.1	$279k	-24%	12k	22.67	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$276k		2.4k	113.92	View chart
Rtx Corporation Stock (RTX)	0.1	$260k	+90%	1.4k	183.40	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.1	$256k	NEW	5.3k	48.68	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$248k	-30%	2.5k	99.52	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$240k	-6%	744.00	323.01	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.1	$234k	+60%	6.0k	39.12	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$231k	-24%	4.5k	51.12	View chart
Neos S&p 500 High Income Etf Etf (SPYI)	0.1	$229k	NEW	4.4k	52.53	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$213k	-5%	450.00	473.30	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.1	$209k	-19%	10k	20.60	View chart
Caterpillar Stock (CAT)	0.1	$201k	+6%	351.00	572.96	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$200k	+41%	3.6k	54.77	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$198k	+19%	1.6k	120.34	View chart
Broadcom Stock (AVGO)	0.0	$194k	-5%	560.00	346.30	View chart
Walmart Stock (WMT)	0.0	$179k	-7%	1.6k	111.41	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$174k	-4%	2.3k	74.17	View chart
Proshares Large Cap Core Plus Etf (CSM)	0.0	$167k		2.1k	79.70	View chart
Fortinet Stock (FTNT)	0.0	$163k	+2%	2.1k	79.41	View chart
Advanced Micro Devices Stock (AMD)	0.0	$161k	+200%	750.00	214.16	View chart
Blackstone Secd Lending Cef (BXSL)	0.0	$155k	NEW	5.9k	26.33	View chart
Trane Technologies Stock (TT)	0.0	$154k		395.00	389.20	View chart
3M Stock (MMM)	0.0	$150k		938.00	160.17	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$149k	+77%	557.00	268.30	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$140k		2.8k	50.79	View chart
Chevron Corp Stock (CVX)	0.0	$135k	+10%	884.00	152.41	View chart
Coca Cola Stock (KO)	0.0	$128k	+25%	1.8k	69.89	View chart
Oracle Corp Stock (ORCL)	0.0	$122k	NEW	625.00	194.91	View chart
Cisco Sys Stock (CSCO)	0.0	$118k	-3%	1.5k	77.04	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$116k	+3%	2.3k	49.65	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$113k	+41%	514.00	219.71	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.0	$112k	-32%	2.4k	47.02	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$111k		996.00	111.78	View chart
Visa Inc Com Cl A Stock (V)	0.0	$110k	+126%	313.00	350.71	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$109k	+122%	2.4k	44.71	View chart
Netflix Stock (NFLX)	0.0	$104k	+840%	1.1k	93.76	View chart
Innovator International Developed Power Buffer Etf - April Etf (IAPR)	0.0	$104k		3.4k	30.84	View chart
American Express Stock (AXP)	0.0	$104k	-7%	280.00	369.95	View chart
Applied Matls Stock (AMAT)	0.0	$103k		400.00	256.99	View chart
V F Corp Stock (VFC)	0.0	$102k		5.7k	18.08	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$100k	-37%	5.6k	17.71	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$99k		678.00	146.58	View chart
At&t Stock (T)	0.0	$99k		4.0k	24.84	View chart
Procter And Gamble Stock (PG)	0.0	$98k		686.00	143.27	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$97k	-61%	377.00	257.64	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$95k	+228%	796.00	119.41	View chart
Duke Energy Corp Stock (DUK)	0.0	$95k	+8%	807.00	117.21	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$94k		165.00	570.21	View chart
Pepsico Stock (PEP)	0.0	$94k	+46%	654.00	143.47	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$92k		319.00	287.85	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$91k		1.1k	82.73	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$90k	NEW	1.6k	57.24	View chart
Linde Stock (LIN)	0.0	$90k	-3%	211.00	426.70	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.0	$89k	-13%	2.2k	40.72	View chart
Home Depot Stock (HD)	0.0	$89k	-5%	258.00	344.10	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$87k	-5%	4.1k	21.00	View chart
Philip Morris Intl Stock (PM)	0.0	$85k		530.00	160.40	View chart
Aflac Stock (AFL)	0.0	$84k	-6%	760.00	110.20	View chart
Merck & Co Stock (MRK)	0.0	$83k	+40%	786.00	105.26	View chart
Public Storage Oper Reit (PSA)	0.0	$82k		317.00	259.50	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$82k		950.00	86.29	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$78k		137.00	570.88	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$78k	-46%	4.0k	19.58	View chart
Cummins Stock (CMI)	0.0	$78k		153.00	510.45	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$77k		640.00	120.19	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$76k	+6885%	489.00	155.12	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$75k	+44%	1.4k	53.76	View chart
Ge Aerospace Stock (GE)	0.0	$75k	+11%	242.00	308.03	View chart
Autodesk Stock (ADSK)	0.0	$74k		250.00	296.01	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.0	$72k	-5%	1.7k	41.88	View chart
Southern Stock (SO)	0.0	$72k		821.00	87.20	View chart
Netapp Stock (NTAP)	0.0	$68k		635.00	107.09	View chart
Blackrock Stock (BLK)	0.0	$67k	-4%	62.00	1072.03	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$65k	-73%	225.00	289.85	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$64k		799.00	80.22	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$63k	+2%	1.7k	37.00	View chart
Jacobs Solutions Stock (J)	0.0	$62k		465.00	132.46	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$61k		445.00	136.73	View chart
Workiva Inc Com Cl A Stock (WK)	0.0	$61k		703.00	86.25	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$61k		814.00	74.43	View chart
Enbridge Stock (ENB)	0.0	$61k	+31%	1.3k	47.83	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$60k		942.00	64.10	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.0	$59k	-45%	1.4k	43.25	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$59k	-50%	1.5k	39.60	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$57k	-50%	75.00	755.36	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$56k		985.00	56.81	View chart
Yum Brands Stock (YUM)	0.0	$56k		367.00	151.28	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$54k		562.00	96.88	View chart
Mcdonalds Corp Stock (MCD)	0.0	$54k	-12%	175.00	305.88	View chart
Interdigital Stock (IDCC)	0.0	$54k		168.00	318.38	View chart
Abbott Labs Stock (ABT)	0.0	$53k	+178%	426.00	125.26	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$53k	-11%	791.00	67.22	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$51k	+94%	330.00	154.80	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$51k	+98%	944.00	53.94	View chart
S&p Global Stock (SPGI)	0.0	$51k		97.00	522.59	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.0	$50k	NEW	3.5k	14.18	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$50k	NEW	600.00	82.95	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$49k	+196%	3.0k	16.49	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$48k	-28%	4.0k	12.02	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$47k	+3920%	402.00	117.72	View chart
Starbucks Corp Stock (SBUX)	0.0	$47k	-14%	554.00	84.21	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$45k	+3%	1.7k	27.43	View chart
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT)	0.0	$45k		2.0k	22.82	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$45k		640.00	69.74	View chart
Amgen Stock (AMGN)	0.0	$44k	-11%	135.00	328.51	View chart
Pfizer Stock (PFE)	0.0	$44k	+133%	1.8k	24.90	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$44k	+6%	245.00	177.75	View chart
Intel Corp Stock (INTC)	0.0	$43k		1.2k	36.90	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$42k		263.00	160.97	View chart
Palo Alto Networks Stock (PANW)	0.0	$42k		228.00	184.20	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$42k		202.00	207.55	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$42k		416.00	100.66	View chart
Packaging Corp Amer Stock (PKG)	0.0	$41k		200.00	206.23	View chart
Pimco Mun Income Fd Ii Cef (PML)	0.0	$41k	+106%	5.5k	7.54	View chart
Fedex Corp Stock (FDX)	0.0	$40k	+250%	140.00	288.86	View chart
Phillips 66 Stock (PSX)	0.0	$40k		311.00	129.04	View chart
Nextera Energy Stock (NEE)	0.0	$40k	-9%	493.00	80.25	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$39k	+12475%	503.00	77.68	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$39k		231.00	167.94	View chart
Nuveen Floating Rate Income Cef (JFR)	0.0	$38k		4.9k	7.83	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$37k	-14%	450.00	82.32	View chart
Blackrock Enhanced Equity Divi Cef (BDJ)	0.0	$37k	NEW	3.9k	9.48	View chart
Ge Vernova Stock (GEV)	0.0	$37k	+12%	56.00	653.57	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$37k		388.00	94.16	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.0	$36k	-44%	866.00	41.78	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$36k		437.00	82.50	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$36k	-10%	1.3k	27.21	View chart
Valero Energy Corp Stock (VLO)	0.0	$36k	+9%	219.00	162.79	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$35k		300.00	117.52	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.0	$35k	NEW	887.00	39.50	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$35k	+213%	648.00	53.83	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$35k	-36%	3.0k	11.63	View chart
Qualcomm Stock (QCOM)	0.0	$34k	+34%	201.00	171.05	View chart
Hancock John Tax-advantaged Di Cef (HTD)	0.0	$34k	NEW	1.4k	23.66	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$34k	+53%	72.00	468.76	View chart
Innovator International Developed Power Buffer Etf- June Etf (IJUN)	0.0	$33k		1.1k	29.22	View chart
Ishares Morningstar Small-cap Etf Etf (ISCB)	0.0	$33k	-16%	500.00	65.01	View chart
Colgate Palmolive Stock (CL)	0.0	$32k	+300%	400.00	79.02	View chart
Progressive Corp Stock (PGR)	0.0	$31k		138.00	227.25	View chart
Invesco Bloomberg Pricing Power Etf Etf (POWA)	0.0	$31k	-3%	346.00	89.90	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$31k	+5%	1.3k	23.02	View chart
Putnam Master Inter Income Tr Sh Ben Int Cef (PIM)	0.0	$31k		9.2k	3.34	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$30k		217.00	139.16	View chart
Southern Copper Corp Stock (SCCO)	0.0	$30k		210.00	143.47	View chart
Ingersoll Rand Stock (IR)	0.0	$30k		374.00	79.22	View chart
Cme Group Stock (CME)	0.0	$30k	+1250%	108.00	273.36	View chart
Everus Constr Group Stock (ECG)	0.0	$30k		345.00	85.56	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$29k		97.00	302.11	View chart
Lam Research Corp Stock (LRCX)	0.0	$29k	-7%	170.00	171.18	View chart
Unilever Adr	0.0	$29k	NEW	444.00	65.40	View chart
Oneok Stock (OKE)	0.0	$29k		394.00	73.50	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.0	$29k	-6%	750.00	38.22	View chart
American Tower Corp Reit (AMT)	0.0	$29k	-10%	163.00	175.57	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$29k	-14%	116.00	246.16	View chart
Target Corp Stock (TGT)	0.0	$29k	+192%	292.00	97.72	View chart
Ppl Corp Stock (PPL)	0.0	$28k		800.00	35.02	View chart
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)	0.0	$28k	NEW	1.3k	20.81	View chart
Domo Inc Com Cl B Stock (DOMO)	0.0	$28k	NEW	3.3k	8.43	View chart
The Cigna Group Stock (CI)	0.0	$28k	-13%	100.00	275.23	View chart
Iqvia Hldgs Stock (IQV)	0.0	$27k		118.00	225.41	View chart
Carrier Global Corporation Stock (CARR)	0.0	$26k	+150%	500.00	52.84	View chart
Dte Energy Stock (DTE)	0.0	$26k		200.00	128.98	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$25k	NEW	200.00	125.82	View chart
Lowes Cos Stock (LOW)	0.0	$25k	-15%	103.00	240.74	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$25k		358.00	68.36	View chart
Verizon Communications Stock (VZ)	0.0	$24k	-11%	600.00	40.73	View chart
Automatic Data Processing Stock (ADP)	0.0	$24k	-13%	93.00	258.46	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$24k		35.00	673.83	View chart
Nike Inc Cl B Stock (NKE)	0.0	$23k	-3%	366.00	63.78	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$23k	-55%	493.00	47.05	View chart
Astrazeneca Adr (AZN)	0.0	$23k	NEW	250.00	91.93	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$23k		105.00	214.69	View chart
Bank America Corp Stock (BAC)	0.0	$22k	NEW	400.00	55.00	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$22k		164.00	132.37	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$21k		150.00	142.24	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$20k		161.00	126.67	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$20k		160.00	126.26	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$20k	NEW	200.00	100.89	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.0	$20k		445.00	44.94	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$20k	+2%	288.00	69.42	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$20k		3.1k	6.27	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$19k	+4440%	454.00	42.69	View chart
Boston Scientific Corp Stock (BSX)	0.0	$19k	-22%	200.00	95.35	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$19k	NEW	500.00	38.06	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$19k		406.00	46.86	View chart
Nuveen Dow 30 Dynmc Overwrt Cef (DIAX)	0.0	$19k	NEW	1.2k	15.26	View chart
Welltower Reit (WELL)	0.0	$19k	-50%	100.00	185.61	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$18k		70.00	258.79	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	0.0	$18k		621.00	29.04	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$18k		600.00	29.89	View chart
Altria Group Stock (MO)	0.0	$18k		304.00	57.66	View chart

Past Filings by Global Wealth Strategies & Associates

SEC 13F filings are viewable for Global Wealth Strategies & Associates going back to 2022

Global Wealth Strategies & Associates 2025 Q4 filed Jan. 2, 2026
Global Wealth Strategies & Associates 2025 Q3 filed Oct. 2, 2025
Global Wealth Strategies & Associates 2025 Q2 filed July 7, 2025
Global Wealth Strategies & Associates 2025 Q1 filed April 2, 2025
Global Wealth Strategies & Associates 2024 Q4 filed Jan. 2, 2025
Global Wealth Strategies & Associates 2024 Q3 filed Oct. 1, 2024
Global Wealth Strategies & Associates 2024 Q2 filed July 2, 2024
Global Wealth Strategies & Associates 2024 Q1 filed April 1, 2024
Global Wealth Strategies & Associates 2023 Q4 filed Jan. 2, 2024
Global Wealth Strategies & Associates 2023 Q3 filed Oct. 20, 2023
Global Wealth Strategies & Associates 2023 Q2 filed July 5, 2023
Global Wealth Strategies & Associates 2023 Q1 filed April 3, 2023
Global Wealth Strategies & Associates 2022 Q4 filed Jan. 17, 2023

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