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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 67.11% of Global Wealth Strategies & Associates's stock portfolio.
Added to shares of these 10 stocks: VOO, IEFA, SOXX, MUB, BND, BAI, BSCT, SCHG, QUAL, BSCW.
Started 124 new stock positions in MDY, NBB, WELL, NEOG, DGRO, XLY, SLVM, DFIV, SPGI, SHV.
Reduced shares in these 10 stocks: VTWO, QQQM, MTUM, OEF, ONEQ, STCE, IMTM, AAPL, IJH, AFRM.
Sold out of its positions in AIEQ, Chargepoint Holdings Inc Com Cl A, ONEQ, HAL, THG, IUSV, AOA, IMTM, Lucid Group, LULU. MAT, NOG, NRIM, RDFN, Viper Energy, Wk Kellogg, Walgreen Boots Alliance.
Global Wealth Strategies & Associates was a net buyer of stock by $16M.
Global Wealth Strategies & Associates has $389M in assets under management (AUM), dropping by 11.32%.
Central Index Key (CIK): 0001912297

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Portfolio Holdings for Global Wealth Strategies & Associates

Global Wealth Strategies & Associates holds 485 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	38.5	$150M	+2%	244k	612.38	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	10.6	$41M	+3%	471k	87.31	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.4	$29M	+3%	387k	74.37	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	7.0	$27M	-6%	110k	247.12	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	3.7	$14M	+5%	74k	194.50	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	3.3	$13M	+5%	59k	215.79	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	2.9	$11M	-2%	44k	256.45	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.8	$11M	+9%	104k	106.49	View chart
Ishares Flexible Income Active Etf Etf (BINC)	2.8	$11M	+4%	205k	53.24	View chart
Ishares Gold Trust Etf (IAU)	2.2	$8.4M		116k	72.77	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.6	$6.3M	+4%	71k	89.37	View chart
Barings Corporate Invs Cef (MCI)	1.2	$4.8M	+2%	231k	20.76	View chart
Schwab Crypto Thematic Etf Etf (STCE)	1.2	$4.6M	-2%	58k	78.60	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$3.3M	+15%	5.5k	600.35	View chart
Columbia Multi-sector Municipal Income Etf Etf (MUST)	0.8	$3.0M	+7%	148k	20.53	View chart
Apple Stock (AAPL)	0.7	$2.9M	-3%	11k	254.62	View chart
Ishares S&p 100 Etf Etf (OEF)	0.7	$2.8M	-8%	8.3k	332.84	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.7	$2.7M	+66%	10k	271.12	View chart
Sherwin Williams Stock (SHW)	0.7	$2.7M		7.7k	346.26	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.5	$2.0M	+72%	60k	34.16	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.7M	+14%	3.2k	518.02	View chart
Amazon Stock (AMZN)	0.3	$1.4M	-4%	6.2k	219.58	View chart
First Trust Long/short Equity Etf Etf (FTLS)	0.3	$1.1M		16k	69.95	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	0.3	$1.1M	-3%	38k	27.97	View chart
Nvidia Corporation Stock (NVDA)	0.3	$999k	+4%	5.4k	186.59	View chart
Tesla Stock (TSLA)	0.2	$950k	+56%	2.1k	444.72	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$937k	+404%	29k	31.91	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$810k	-4%	5.7k	142.41	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.2	$774k	NEW	41k	18.81	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$759k	+45%	2.7k	281.86	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$729k	-5%	13k	57.52	View chart
Vanguard Value Etf Etf (VTV)	0.2	$726k	+186%	3.9k	186.48	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	0.2	$672k	NEW	32k	20.88	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$611k	+203%	10k	59.92	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.2	$605k	NEW	8.8k	68.96	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$599k	+774%	1.3k	479.44	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$595k	+4%	2.4k	243.13	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$588k		879.00	669.21	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$554k	+37%	1.8k	315.37	View chart
Spdr Nyse Technology Etf Etf (XNTK)	0.1	$545k		2.0k	272.23	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$530k	-13%	8.1k	65.26	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$529k	+8%	721.00	734.05	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$515k	NEW	18k	29.11	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$512k		1.4k	365.48	View chart
International Business Machs Stock (IBM)	0.1	$476k	+35%	1.7k	282.16	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$430k	+521%	15k	27.90	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$426k	+4%	1.3k	328.17	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$418k		832.00	502.74	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$412k	-10%	618.00	666.18	View chart
Invesco Bulletshares 2034 Corporate Bond Etf Etf (BSCY)	0.1	$411k	NEW	20k	21.02	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$406k	+47%	15k	26.34	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$390k	+471%	17k	23.28	View chart
Ishares 20 Year Treasury Bond Buywrite Strategy Etf Etf (TLTW)	0.1	$382k	-10%	16k	23.38	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$361k	-10%	1.5k	243.60	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$349k	-91%	3.6k	97.81	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$343k	+437%	12k	29.64	View chart
Johnson & Johnson Stock (JNJ)	0.1	$335k	+7%	1.8k	185.42	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$306k		613.00	499.27	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$306k	-3%	6.0k	50.90	View chart
Costco Whsl Corp Stock (COST)	0.1	$289k		312.00	926.13	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$276k	-6%	2.4k	113.88	View chart
Eli Lilly & Co Stock (LLY)	0.1	$261k	-8%	342.00	763.09	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.1	$258k	NEW	13k	20.57	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$256k	-6%	799.00	320.04	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$251k	+2750%	855.00	293.84	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$249k	+4156%	979.00	254.21	View chart
Abbvie Stock (ABBV)	0.1	$228k	+290%	985.00	231.60	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$223k		476.00	468.41	View chart
Broadcom Stock (AVGO)	0.1	$195k	+27%	590.00	330.03	View chart
Walmart Stock (WMT)	0.0	$180k	+30%	1.7k	103.06	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$178k	NEW	9.0k	19.80	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$177k	NEW	2.4k	72.44	View chart
Fortinet Stock (FTNT)	0.0	$168k		2.0k	84.08	View chart
Trane Technologies Stock (TT)	0.0	$167k		395.00	421.96	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.0	$163k	NEW	3.6k	45.79	View chart
Proshares Large Cap Core Plus Etf (CSM)	0.0	$160k	NEW	2.1k	76.59	View chart
Caterpillar Stock (CAT)	0.0	$158k	+11%	331.00	477.22	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$155k	-22%	1.4k	112.72	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$147k	+8%	2.3k	65.00	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$147k	NEW	7.5k	19.56	View chart
3M Stock (MMM)	0.0	$147k	+50%	945.00	155.13	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.0	$143k	NEW	3.7k	38.36	View chart
Netflix Stock (NFLX)	0.0	$142k		118.00	1198.92	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$139k	-9%	2.6k	53.87	View chart
Rtx Corporation Stock (RTX)	0.0	$125k		747.00	167.33	View chart
Chevron Corp Stock (CVX)	0.0	$124k	+299%	798.00	155.29	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$121k		678.00	178.73	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$116k	-5%	3.0k	38.56	View chart
At&t Stock (T)	0.0	$114k	+10%	4.0k	28.24	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$113k	+155%	151.00	747.27	View chart
Home Depot Stock (HD)	0.0	$111k	+3%	273.00	405.19	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$108k		2.8k	39.22	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$108k		996.00	108.70	View chart
Cisco Sys Stock (CSCO)	0.0	$108k	+881%	1.6k	68.42	View chart
Procter And Gamble Stock (PG)	0.0	$107k	+9%	698.00	153.72	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.0	$107k	NEW	2.5k	42.47	View chart
Linde Stock (LIN)	0.0	$104k	+40%	219.00	475.33	View chart
Innovator International Developed Power Buffer Etf - April Etf (IAPR)	0.0	$101k	NEW	3.4k	30.07	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$101k		165.00	609.32	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.0	$100k	NEW	2.5k	39.69	View chart
American Express Stock (AXP)	0.0	$100k		302.00	332.16	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.0	$100k	NEW	2.4k	42.02	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$98k	-26%	1.1k	89.35	View chart
Coca Cola Stock (KO)	0.0	$96k	+4%	1.5k	66.32	View chart
Public Storage Oper Reit (PSA)	0.0	$93k		321.00	288.85	View chart
Duke Energy Corp Stock (DUK)	0.0	$92k	+134%	742.00	123.75	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$92k	NEW	4.4k	20.93	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$91k		1.1k	83.05	View chart
Aflac Stock (AFL)	0.0	$91k	+2440%	813.00	111.74	View chart
Philip Morris Intl Stock (PM)	0.0	$86k		530.00	162.20	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$83k	-15%	319.00	259.60	View chart
Applied Matls Stock (AMAT)	0.0	$82k		400.00	204.74	View chart
V F Corp Stock (VFC)	0.0	$82k	NEW	5.7k	14.43	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$80k	+191%	364.00	220.83	View chart
Autodesk Stock (ADSK)	0.0	$79k		250.00	317.67	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$78k		950.00	82.50	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$78k		137.00	568.81	View chart
Southern Stock (SO)	0.0	$78k	NEW	821.00	94.77	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$77k	-11%	314.00	246.60	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$76k	-7%	640.00	118.84	View chart
Blackrock Stock (BLK)	0.0	$76k		65.00	1167.62	View chart
Netapp Stock (NTAP)	0.0	$75k		635.00	118.46	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.0	$75k	NEW	1.8k	41.15	View chart
Jacobs Solutions Stock (J)	0.0	$70k		465.00	149.86	View chart
Ge Aerospace Stock (GE)	0.0	$66k		218.00	300.82	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$65k		1.7k	39.19	View chart
Cummins Stock (CMI)	0.0	$65k		153.00	422.37	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$65k	NEW	5.5k	11.69	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.0	$64k	NEW	1.6k	41.06	View chart
Pepsico Stock (PEP)	0.0	$63k	+14%	447.00	140.37	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$63k	+5%	799.00	78.34	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$61k	-2%	189.00	322.21	View chart
Workiva Inc Com Cl A Stock (WK)	0.0	$61k		703.00	86.08	View chart
Mcdonalds Corp Stock (MCD)	0.0	$61k	-14%	199.00	303.86	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$61k	NEW	439.00	137.74	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$60k	-50%	814.00	73.08	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$59k	+12%	896.00	65.92	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$58k		942.00	61.94	View chart
Interdigital Stock (IDCC)	0.0	$58k		168.00	345.23	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$58k	NEW	242.00	239.64	View chart
Yum Brands Stock (YUM)	0.0	$56k		367.00	152.00	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$56k		446.00	125.05	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$55k		995.00	55.33	View chart
Starbucks Corp Stock (SBUX)	0.0	$55k	NEW	650.00	84.60	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$54k	NEW	562.00	95.89	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$54k	NEW	4.7k	11.39	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$52k	+1792%	965.00	54.18	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$52k	-31%	1.1k	46.98	View chart
Enbridge Stock (ENB)	0.0	$49k	+194%	964.00	50.46	View chart
S&p Global Stock (SPGI)	0.0	$47k	NEW	97.00	486.71	View chart
Visa Inc Com Cl A Stock (V)	0.0	$47k		138.00	341.38	View chart
Merck & Co Stock (MRK)	0.0	$47k	+369%	559.00	83.97	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$46k		640.00	71.94	View chart
Palo Alto Networks Stock (PANW)	0.0	$46k		226.00	203.62	View chart
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT)	0.0	$44k	NEW	2.0k	22.46	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$44k	-28%	1.6k	27.29	View chart
Packaging Corp Amer Stock (PKG)	0.0	$44k	NEW	200.00	217.93	View chart
Amgen Stock (AMGN)	0.0	$43k	+14%	153.00	282.99	View chart
Phillips 66 Stock (PSX)	0.0	$42k	+13%	311.00	136.02	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$42k	+36%	230.00	182.42	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$41k		525.00	78.90	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$41k		202.00	204.86	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$41k		416.00	99.37	View chart
Nextera Energy Stock (NEE)	0.0	$41k	+10%	542.00	75.50	View chart
Advanced Micro Devices Stock (AMD)	0.0	$40k	+16%	250.00	161.79	View chart
Nuveen Floating Rate Income Cef (JFR)	0.0	$40k	NEW	4.9k	8.18	View chart
Intel Corp Stock (INTC)	0.0	$39k	+214%	1.2k	33.55	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$39k		263.00	148.61	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$39k	+12%	1.5k	26.30	View chart
Ishares Morningstar Small-cap Etf Etf (ISCB)	0.0	$38k		601.00	63.40	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$38k	+54%	231.00	164.54	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$37k		388.00	95.14	View chart
Welltower Reit (WELL)	0.0	$36k	NEW	200.00	178.14	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$35k		437.00	80.65	View chart
American Tower Corp Reit (AMT)	0.0	$35k		182.00	192.32	View chart
Valero Energy Corp Stock (VLO)	0.0	$34k	NEW	200.00	170.26	View chart
Progressive Corp Stock (PGR)	0.0	$34k		138.00	246.39	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$34k		300.00	111.84	View chart
The Cigna Group Stock (CI)	0.0	$33k	-23%	115.00	288.25	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$33k		136.00	241.96	View chart
Invesco Bloomberg Pricing Power Etf Etf (POWA)	0.0	$32k		357.00	90.43	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$32k		358.00	89.77	View chart
Innovator International Developed Power Buffer Etf- June Etf (IJUN)	0.0	$32k	NEW	1.1k	28.40	View chart
Putnam Master Inter Income Tr Sh Ben Int Cef (PIM)	0.0	$32k	NEW	9.2k	3.44	View chart
Automatic Data Processing Stock (ADP)	0.0	$32k	+15%	107.00	294.52	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$31k	NEW	164.00	189.41	View chart
Ingersoll Rand Stock (IR)	0.0	$31k		374.00	82.62	View chart
Ge Vernova Stock (GEV)	0.0	$31k		50.00	614.90	View chart
Lowes Cos Stock (LOW)	0.0	$31k	+25%	122.00	250.68	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$30k	+985%	217.00	140.05	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.0	$30k		800.00	37.70	View chart
Verizon Communications Stock (VZ)	0.0	$30k	+739%	680.00	43.95	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$30k	-11%	592.00	50.29	View chart
Ppl Corp Stock (PPL)	0.0	$30k	NEW	800.00	37.16	View chart
Everus Constr Group Stock (ECG)	0.0	$30k		345.00	85.75	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$30k	-44%	1.3k	23.12	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$29k		97.00	297.62	View chart
Oneok Stock (OKE)	0.0	$29k	NEW	394.00	72.97	View chart
Dte Energy Stock (DTE)	0.0	$28k	NEW	200.00	141.43	View chart
Nike Inc Cl B Stock (NKE)	0.0	$27k	+3%	379.00	69.79	View chart
Knife River Corp Stock (KNF)	0.0	$26k		340.00	76.87	View chart
Southern Copper Corp Stock (SCCO)	0.0	$25k		209.00	121.36	View chart
Boston Scientific Corp Stock (BSX)	0.0	$25k	-8%	259.00	97.63	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$25k		35.00	718.54	View chart
Qualcomm Stock (QCOM)	0.0	$25k		150.00	166.36	View chart
Lam Research Corp Stock (LRCX)	0.0	$25k	+8%	184.00	133.90	View chart
Mdu Res Group Stock (MDU)	0.0	$25k		1.4k	17.81	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$24k	+2328%	170.00	139.17	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	0.0	$24k		621.00	38.02	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$23k		47.00	490.38	View chart
Iqvia Hldgs Stock (IQV)	0.0	$22k		118.00	189.94	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$22k		105.00	209.26	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$22k		70.00	309.74	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$21k	-27%	475.00	45.10	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$21k	NEW	164.00	130.28	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$21k		160.00	132.20	View chart
Pimco Mun Income Fd Ii Cef (PML)	0.0	$21k	NEW	2.7k	7.91	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$21k		163.00	126.03	View chart
Abbott Labs Stock (ABT)	0.0	$21k	+22%	153.00	133.75	View chart
Altria Group Stock (MO)	0.0	$20k		300.00	66.06	View chart
Sm Energy Stock (SM)	0.0	$20k		787.00	24.96	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.0	$20k	NEW	445.00	43.91	View chart
HP Stock (HPQ)	0.0	$20k		715.00	27.23	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$19k	NEW	161.00	120.01	View chart
Pfizer Stock (PFE)	0.0	$19k		756.00	25.49	View chart
Allegion Plc Ord Stock (ALLE)	0.0	$19k		108.00	177.35	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$19k	NEW	281.00	68.08	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$19k	-13%	600.00	31.42	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$19k		406.00	46.32	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$19k	NEW	3.1k	6.04	View chart
Xcel Energy Stock (XEL)	0.0	$18k		228.00	80.65	View chart
Us Bancorp Del Stock (USB)	0.0	$18k	+7%	378.00	48.38	View chart
Eaton Corp Stock (ETN)	0.0	$18k	+26%	48.00	374.25	View chart
Oreilly Automotive Stock (ORLY)	0.0	$18k		165.00	107.81	View chart
Dupont De Nemours Stock (DD)	0.0	$17k	+208%	222.00	77.90	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$17k		1.0k	17.16	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$17k		247.00	68.46	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$17k		684.00	24.56	View chart
Wisdomtree Equity Premium Income Fund Etf (WTPI)	0.0	$17k	-67%	499.00	33.27	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$16k		517.00	31.38	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$16k		205.00	78.91	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.0	$16k	NEW	354.00	45.60	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$16k		369.00	42.79	View chart
Yum China Hldgs Stock (YUMC)	0.0	$16k		365.00	42.92	View chart
Ishares Russell 2500 Etf Etf (SMMD)	0.0	$15k		207.00	73.73	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$15k		150.00	100.09	View chart
Corteva Stock (CTVA)	0.0	$15k	+212%	219.00	67.63	View chart
Firstenergy Corp Stock (FE)	0.0	$14k	NEW	315.00	45.82	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$14k	NEW	24.00	596.04	View chart
Brookfield Real Assets Income Shs Ben Int Cef (RA)	0.0	$14k	NEW	1.1k	13.36	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$14k	+21%	326.00	42.98	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$14k		15.00	933.67	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$14k		717.00	19.43	View chart
Honeywell Intl Stock (HON)	0.0	$14k		65.00	210.51	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$14k	NEW	100.00	134.67	View chart
Dexcom Stock (DXCM)	0.0	$14k		200.00	67.29	View chart
Marvell Technology Stock (MRVL)	0.0	$14k	NEW	160.00	84.07	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$13k		183.00	73.31	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$13k	+12%	185.00	71.53	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$13k	+8%	416.00	31.15	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$13k		207.00	62.47	View chart
Capital One Finl Corp Stock (COF)	0.0	$13k	-20%	60.00	212.58	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$13k		860.00	14.68	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.0	$12k	NEW	676.00	18.23	View chart
Berkley W R Corp Stock (WRB)	0.0	$12k		160.00	76.62	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$12k		750.00	16.01	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$12k		46.00	260.43	View chart
Carrier Global Corporation Stock (CARR)	0.0	$12k		200.00	59.70	View chart
Moodys Corp Stock (MCO)	0.0	$12k		25.00	476.48	View chart
Amentum Holdings Stock (AMTM)	0.0	$12k		493.00	23.95	View chart
Ferrari N V Stock (RACE)	0.0	$12k		24.00	485.21	View chart
Nuveen Taxable Municpal Inm Cef (NBB)	0.0	$12k	NEW	717.00	16.23	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$12k	NEW	600.00	19.37	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$12k	+210%	115.00	100.34	View chart
Kkr Income Opportunities Cef (KIO)	0.0	$11k	NEW	903.00	12.60	View chart
Dt Midstream Stock (DTM)	0.0	$11k	NEW	100.00	113.06	View chart
Samsara Inc Com Cl A Stock (IOT)	0.0	$11k		300.00	37.25	View chart
Ameriprise Finl Stock (AMP)	0.0	$11k	NEW	22.00	491.27	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$11k	-11%	32.00	337.50	View chart
Fortune Brands Innovations Stock (FBIN)	0.0	$11k		200.00	53.39	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	0.0	$11k		171.00	62.22	View chart
Spdr Gold Shares Etf (GLD)	0.0	$10k	+222%	29.00	355.48	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$10k		57.00	174.58	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$9.9k	NEW	108.00	91.75	View chart
Kenvue Stock (KVUE)	0.0	$9.8k	NEW	605.00	16.23	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$9.7k		80.00	121.42	View chart
Ford Mtr Stock (F)	0.0	$9.6k	+1500%	800.00	11.96	View chart
Solventum Corp Stock (SOLV)	0.0	$9.6k	+40%	131.00	73.00	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$9.5k		33.00	287.91	View chart
Bioatla Stock (BCAB)	0.0	$9.5k		14k	0.69	View chart
Fedex Corp Stock (FDX)	0.0	$9.4k		40.00	235.80	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$9.4k	NEW	78.00	120.50	View chart
Mercadolibre Stock (MELI)	0.0	$9.3k		4.00	2337.00	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$9.3k		69.00	134.42	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$9.1k		100.00	91.43	View chart
Unitedhealth Group Stock (UNH)	0.0	$9.0k	-39%	26.00	345.31	View chart
Permian Resources Corp Class A Stock (PR)	0.0	$9.0k	-12%	700.00	12.80	View chart
Target Corp Stock (TGT)	0.0	$8.9k	+16%	100.00	89.48	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$8.9k	NEW	155.00	57.47	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$8.9k	NEW	193.00	46.05	View chart
Verona Pharma Adr (VRNA)	0.0	$8.9k		83.00	106.71	View chart
Clorox Co Del Stock (CLX)	0.0	$8.3k	+21%	68.00	122.53	View chart
Conocophillips Stock (COP)	0.0	$8.2k	-40%	87.00	94.59	View chart
Valmont Inds Stock (VMI)	0.0	$8.1k		21.00	387.71	View chart
Colgate Palmolive Stock (CL)	0.0	$8.0k		100.00	79.94	View chart
Chubb Stock (CB)	0.0	$8.0k	+75%	28.00	284.29	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$7.9k		83.00	95.47	View chart
Ulta Beauty Stock (ULTA)	0.0	$7.7k	-41%	14.00	546.79	View chart
First Intst Bancsystem Stock (FIBK)	0.0	$7.6k		240.00	31.87	View chart
Arista Networks Stock (ANET)	0.0	$7.6k		52.00	145.71	View chart
Pulte Group Stock (PHM)	0.0	$7.5k		57.00	132.12	View chart
Logitech Intl S A Stock (LOGI)	0.0	$7.3k	NEW	67.00	109.69	View chart
Sunrun Stock (RUN)	0.0	$7.2k		419.00	17.29	View chart
Goldman Sachs Group Stock (GS)	0.0	$7.2k		9.00	796.33	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$7.1k		156.00	45.78	View chart
Carmax Stock (KMX)	0.0	$7.1k		159.00	44.87	View chart
Boeing Stock (BA)	0.0	$7.1k	-67%	33.00	215.82	View chart
Cvs Health Corp Stock (CVS)	0.0	$7.1k		94.00	75.39	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.0	$7.1k		50.00	141.12	View chart
L3harris Technologies Stock (LHX)	0.0	$6.8k	+120%	22.00	310.45	View chart
Adobe Stock (ADBE)	0.0	$6.7k		19.00	352.74	View chart
Mfs Govt Mkts Income Tr Sh Ben Int Cef (MGF)	0.0	$6.7k	NEW	2.1k	3.12	View chart
Air Prods & Chems Stock (APD)	0.0	$6.6k	NEW	24.00	276.17	View chart
Morgan Stanley Stock (MS)	0.0	$6.6k	+24%	41.00	160.39	View chart
Hancock John Finl Opptys Fd Sh Ben Int Cef (BTO)	0.0	$6.5k	NEW	180.00	35.98	View chart
T-mobile Us Stock (TMUS)	0.0	$6.5k	+58%	27.00	239.37	View chart
Williams Cos Stock (WMB)	0.0	$6.4k		101.00	63.08	View chart
Novo-nordisk A S Adr (NVO)	0.0	$5.9k	+7%	107.00	55.49	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$5.7k	NEW	150.00	38.22	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$5.7k	NEW	100.00	56.75	View chart
Gilead Sciences Stock (GILD)	0.0	$5.6k	+163%	50.00	111.00	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$5.5k		40.00	138.53	View chart
Wells Fargo Stock (WFC)	0.0	$5.5k		66.00	83.82	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$5.5k		27.00	202.15	View chart
Curiositystream Inc Com Cl A Stock (CURI)	0.0	$5.3k		991.00	5.30	View chart
Medtronic Stock (MDT)	0.0	$5.2k	+66%	55.00	95.24	View chart
Paychex Stock (PAYX)	0.0	$5.2k	+141%	41.00	127.61	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$5.2k		50.00	103.08	View chart
Atlassian Corporation Cl A Stock (TEAM)	0.0	$5.1k	NEW	32.00	159.69	View chart
Travelers Companies Stock (TRV)	0.0	$5.1k		18.00	281.50	View chart
Micron Technology Stock (MU)	0.0	$5.0k		30.00	167.33	View chart
Metlife Stock (MET)	0.0	$4.9k	NEW	60.00	82.37	View chart
Analog Devices Stock (ADI)	0.0	$4.8k	NEW	19.00	252.05	View chart
Lantheus Hldgs Stock (LNTH)	0.0	$4.7k		92.00	51.29	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$4.7k	NEW	181.00	25.71	View chart
Sempra Stock (SRE)	0.0	$4.6k		51.00	90.47	View chart
Otter Tail Corp Stock (OTTR)	0.0	$4.5k		55.00	81.96	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$4.3k		11.00	391.64	View chart
Crocs Stock (CROX)	0.0	$4.2k		50.00	83.56	View chart
American Elec Pwr Stock (AEP)	0.0	$4.1k	NEW	36.00	112.50	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$3.9k		4.00	968.00	View chart
So Young International Adr (SY)	0.0	$3.9k		1.0k	3.87	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$3.8k	NEW	27.00	142.11	View chart
United Rentals Stock (URI)	0.0	$3.8k		4.00	954.75	View chart
Kb Home Stock (KBH)	0.0	$3.8k		59.00	63.64	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$3.7k	NEW	12.00	310.25	View chart
Royal Bk Cda Stock (RY)	0.0	$3.7k	NEW	25.00	147.32	View chart
Deere & Co Stock (DE)	0.0	$3.7k		8.00	457.25	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$3.6k		71.00	50.63	View chart
General Dynamics Corp Stock (GD)	0.0	$3.5k	NEW	10.00	351.50	View chart
Dow Stock (DOW)	0.0	$3.5k	NEW	153.00	22.93	View chart
Allstate Corp Stock (ALL)	0.0	$3.4k		16.00	214.62	View chart
Kkr & Co Stock (KKR)	0.0	$3.2k		25.00	129.96	View chart
Acushnet Hldgs Corp Stock (GOLF)	0.0	$3.2k		41.00	78.49	View chart
Southwest Airls Stock (LUV)	0.0	$3.2k		100.00	31.91	View chart
Block Inc Cl A Stock (XYZ)	0.0	$3.1k		43.00	72.28	View chart
Cybin Stock (CYBN)	0.0	$3.1k		526.00	5.89	View chart
Varex Imaging Corp Stock (VREX)	0.0	$2.9k		235.00	12.40	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.0	$2.9k	NEW	12.00	242.25	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$2.8k	+612%	57.00	49.46	View chart
Newsmax Inc Com Shs Class B Stock (NMAX)	0.0	$2.8k		225.00	12.40	View chart
Servicenow Stock (NOW)	0.0	$2.8k		3.00	920.33	View chart
Millrose Pptys Inc Com Cl A reit (MRP)	0.0	$2.7k		80.00	33.61	View chart
Masterbrand Stock (MBC)	0.0	$2.6k		200.00	13.17	View chart
Crown Castle Reit (CCI)	0.0	$2.6k	NEW	27.00	96.48	View chart
Novartis Adr (NVS)	0.0	$2.6k	NEW	20.00	128.25	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$2.6k		31.00	82.61	View chart
Emerson Elec Stock (EMR)	0.0	$2.6k	NEW	20.00	128.00	View chart
Wec Energy Group Stock (WEC)	0.0	$2.5k	NEW	22.00	115.27	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$2.4k		17.00	142.35	View chart
Illinois Tool Wks Stock (ITW)	0.0	$2.4k		9.00	262.22	View chart
Mckesson Corp Stock (MCK)	0.0	$2.3k		3.00	772.67	View chart
Kroger Stock (KR)	0.0	$2.3k	NEW	34.00	67.41	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$2.3k		7.00	323.14	View chart
Stryker Corporation Stock (SYK)	0.0	$2.2k		6.00	369.67	View chart
Cme Group Stock (CME)	0.0	$2.2k		8.00	272.75	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$2.2k	NEW	14.00	155.43	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$2.1k	NEW	19.00	110.47	View chart
Steel Dynamics Stock (STLD)	0.0	$2.1k	NEW	15.00	139.40	View chart
Sysco Corp Stock (SYY)	0.0	$2.1k	NEW	25.00	82.36	View chart
Lyft Inc Cl A Stock (LYFT)	0.0	$2.0k		90.00	22.01	View chart
Conagra Brands Stock (CAG)	0.0	$2.0k		108.00	18.31	View chart
Harley Davidson Stock (HOG)	0.0	$2.0k		70.00	27.90	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$1.9k	NEW	30.00	63.60	View chart
Salesforce Stock (CRM)	0.0	$1.9k	NEW	8.00	237.00	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$1.9k	NEW	20.00	93.35	View chart
Prudential Finl Stock (PRU)	0.0	$1.9k	+80%	18.00	103.72	View chart
Lamb Weston Hldgs Stock (LW)	0.0	$1.9k		32.00	58.09	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$1.8k	NEW	19.00	95.21	View chart
Joby Aviation Inc Wt Exp 081026 Stock (JOBY.WS)	0.0	$1.8k		300.00	6.00	View chart
Bunge Global Sa Stock (BG)	0.0	$1.8k		22.00	81.27	View chart
Factset Resh Sys Stock (FDS)	0.0	$1.7k	NEW	6.00	291.00	View chart
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$1.7k		36.00	48.22	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$1.7k	NEW	9.00	192.67	View chart
Principal Financial Group Stock (PFG)	0.0	$1.7k		20.00	82.90	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.0	$1.7k		33.00	50.00	View chart
Array Technologies Stock (ARRY)	0.0	$1.6k		200.00	8.15	View chart
Eversource Energy Stock (ES)	0.0	$1.6k	NEW	23.00	69.65	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$1.6k		11.00	142.36	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$1.4k	NEW	33.00	43.88	View chart
Docusign Stock (DOCU)	0.0	$1.4k		20.00	72.10	View chart
Kontoor Brands Stock (KTB)	0.0	$1.4k	NEW	18.00	79.78	View chart
Rocket Cos Inc Com Cl A Stock (RKT)	0.0	$1.4k	NEW	73.00	19.38	View chart
Intuitive Surgical Stock (ISRG)	0.0	$1.3k		3.00	447.33	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	0.0	$1.3k	NEW	20.00	66.30	View chart
Uber Technologies Stock (UBER)	0.0	$1.3k		13.00	98.00	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$1.3k		12.00	104.50	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$1.2k		15.00	82.93	View chart
Brookdale Sr Living Stock (BKD)	0.0	$1.2k		142.00	8.47	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$1.2k		10.00	118.40	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$1.1k		21.00	52.24	View chart
Chargepoint Holdings Stock (CHPT)	0.0	$1.1k	NEW	100.00	10.92	View chart
Manulife Finl Corp Stock (MFC)	0.0	$1.1k	NEW	35.00	31.14	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$1.1k		7.00	154.29	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$1.0k	-90%	5.00	208.80	View chart
Totalenergies Se Adr (TTE)	0.0	$1.0k	NEW	17.00	59.71	View chart
Mosaic Stock (MOS)	0.0	$1.0k		29.00	34.69	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$1.0k		9.00	111.22	View chart
Bausch Health Cos Stock (BHC)	0.0	$884.006200		137.00	6.45	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$872.000000		10.00	87.20	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$872.000000	NEW	10.00	87.20	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$841.000000	NEW	10.00	84.10	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$821.000100		3.00	273.67	View chart
Orix Corp Adr (IX)	0.0	$809.999000	NEW	31.00	26.13	View chart
Wisdomtree Bloomberg Us Dollar Bullish Fund Etf (USDU)	0.0	$792.000000		30.00	26.40	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$759.000000		24.00	31.62	View chart
Dxc Technology Stock (DXC)	0.0	$735.998400		54.00	13.63	View chart
Cadence Design System Stock (CDNS)	0.0	$703.000000	NEW	2.00	351.50	View chart
Atai Life Sciences Nv Stock (ATAI)	0.0	$667.006200		126.00	5.29	View chart
Ares Capital Corp Cef (ARCC)	0.0	$652.998400	NEW	32.00	20.41	View chart
Jpmorgan Betabuilders Developed Asia Pacific Ex-japan Etf Etf (BBAX)	0.0	$619.999600	NEW	11.00	56.36	View chart
Disney Walt Stock (DIS)	0.0	$593.000000		5.00	118.60	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$573.000000	NEW	3.00	191.00	View chart
Polaris Stock (PII)	0.0	$561.000000	NEW	10.00	56.10	View chart
Editas Medicine Stock (EDIT)	0.0	$555.008000	+28%	160.00	3.47	View chart
Texas Instrs Stock (TXN)	0.0	$551.000100	NEW	3.00	183.67	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$517.999200	NEW	24.00	21.58	View chart
Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.0	$501.000500		11.00	45.55	View chart
Lemonade Stock (LMND)	0.0	$428.000000		8.00	53.50	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$422.000100	NEW	3.00	140.67	View chart
Daqo New Energy Corp Spnsrd Ads Adr (DQ)	0.0	$365.999400	NEW	13.00	28.15	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$345.000000	NEW	4.00	86.25	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$313.000000		4.00	78.25	View chart
Kyndryl Hldgs Stock (KD)	0.0	$300.000000		10.00	30.00	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$299.000000	NEW	1.00	299.00	View chart
Tectonic Therapeutic Stock (TECX)	0.0	$282.000600	NEW	18.00	15.67	View chart
Brighthouse Finl Stock (BHF)	0.0	$265.000000		5.00	53.00	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$202.000000		4.00	50.50	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$193.000000		2.00	96.50	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$189.000000		2.00	94.50	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$187.000000		2.00	93.50	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$187.000000		4.00	46.75	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$183.000000		2.00	91.50	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$169.000000		4.00	42.25	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.0	$166.000000		1.00	166.00	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$156.999900		3.00	52.33	View chart
Neogen Corp Stock (NEOG)	0.0	$153.999900	NEW	27.00	5.70	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$152.000100		3.00	50.67	View chart
Cerence Stock (CRNC)	0.0	$150.000000		12.00	12.50	View chart
Emeren Group Adr (SOL)	0.0	$141.997500	NEW	75.00	1.89	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$136.999800	NEW	7.00	19.57	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.0	$134.000000		2.00	67.00	View chart
Lucid Group Stock (LCID)	0.0	$119.000000	NEW	5.00	23.80	View chart
Avita Medical Stock (RCEL)	0.0	$102.000000		20.00	5.10	View chart
Sylvamo Corp Stock (SLVM)	0.0	$88.000000	NEW	2.00	44.00	View chart
Invesco Solar Etf Etf (TAN)	0.0	$87.000000		2.00	43.50	View chart
Gevo Inc Com Par Stock (GEVO)	0.0	$78.000000	NEW	40.00	1.95	View chart
Adma Biologics Stock (ADMA)	0.0	$73.000000		5.00	14.60	View chart
Compass Pathways Adr (CMPS)	0.0	$69.000000		12.00	5.75	View chart
Gamestop Corp New Cl A Stock (GME)	0.0	$55.000000		2.00	27.50	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.0	$52.000000		1.00	52.00	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$51.000000		1.00	51.00	View chart
Amc Entmt Hldgs Inc Cl A Stock (AMC)	0.0	$43.999500		15.00	2.93	View chart
Embecta Corp Stock (EMBC)	0.0	$15.000000	NEW	1.00	15.00	View chart
Titan Pharmaceuticals Inc Del Stock	0.0	$10.000000		2.00	5.00	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 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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