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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, VTWO, and represent 68.10% of Global Wealth Strategies & Associates's stock portfolio.
Added to shares of these 10 stocks: VOO, VTWO, IEFA, QQQM, BND, VIG, MUB, ZM, QUAL, IVV.
Started 39 new stock positions in POWA, MCK, SHOP, DDOG, MU, ADSK, BSX, NOW, SPHQ, MLM.
Reduced shares in these 10 stocks: XLE, WMT, TSLA, PFE, BA, IEMG, LLY, ACN, IWO, PFFD.
Sold out of its positions in AAL, BAC, GOLD, CNDT, DMTKQ, XYLO, NOV, SPEM, SPYV, SCHH. UAL, VIGI, VGSH, VTRS, XRX.
Global Wealth Strategies & Associates was a net buyer of stock by $11M.
Global Wealth Strategies & Associates has $304M in assets under management (AUM), dropping by 9.25%.
Central Index Key (CIK): 0001912297

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Portfolio Holdings for Global Wealth Strategies & Associates

Global Wealth Strategies & Associates holds 373 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	38.4	$117M	+3%	221k	527.67	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	10.7	$33M	+3%	418k	78.05	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.7	$24M	+2%	314k	75.11	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	7.6	$23M	+3%	115k	200.85	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	3.7	$11M	+39%	126k	89.36	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	3.4	$10M	+3%	57k	179.30	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	3.2	$9.8M	+3%	48k	202.76	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	3.1	$9.5M	+4%	48k	198.06	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.6	$7.8M	+5%	72k	108.63	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	2.6	$7.8M	+2%	165k	47.21	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	2.4	$7.4M	+3%	147k	50.22	View chart
Ishares Gold Trust Etf (IAU)	2.1	$6.4M		129k	49.70	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.7	$5.2M	+4%	53k	98.10	View chart
Sherwin Williams Stock (SHW)	1.0	$2.9M		7.7k	381.67	View chart
Ishares S&p 100 Etf Etf (OEF)	0.9	$2.7M		9.7k	276.76	View chart
Apple Stock (AAPL)	0.8	$2.5M	+3%	11k	233.01	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$2.5M		5.0k	488.07	View chart
Columbia Multi-sector Municipal Income Etf Etf (MUST)	0.7	$2.1M	+2%	102k	20.78	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.3M		3.0k	430.30	View chart
Nvidia Corporation Stock (NVDA)	0.4	$1.3M	+4%	10k	121.44	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$1.2M	-68%	14k	87.80	View chart
Amazon Stock (AMZN)	0.3	$766k	+16%	4.1k	186.33	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$752k	+16%	12k	62.32	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$739k		6.3k	117.29	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$525k	+157%	910.00	576.82	View chart
Eli Lilly & Co Stock (LLY)	0.2	$519k	-6%	586.00	885.94	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$440k		1.4k	314.39	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.1	$381k	NEW	5.5k	69.74	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$377k	+29%	657.00	573.76	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$350k		1.6k	225.76	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$323k	-4%	3.0k	107.65	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$305k	+20%	1.8k	165.88	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$300k	+8%	524.00	572.44	View chart
Vanguard Value Etf Etf (VTV)	0.1	$296k	+8%	1.7k	174.57	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$295k		505.00	584.56	View chart
Tesla Stock (TSLA)	0.1	$270k	-27%	1.0k	261.63	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$263k	+11%	572.00	460.26	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$258k	+9%	2.2k	117.22	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$257k	-8%	905.00	284.00	View chart
International Business Machs Stock (IBM)	0.1	$250k		1.1k	221.08	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$240k	+1062%	5.8k	41.12	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$236k		3.5k	67.85	View chart
Costco Whsl Corp Stock (COST)	0.1	$205k	+111%	231.00	887.17	View chart
Home Depot Stock (HD)	0.1	$200k	+2%	493.00	405.20	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$200k	+4%	3.8k	52.81	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$193k	+4%	515.00	375.38	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$186k	+18120%	3.6k	51.12	View chart
Walmart Stock (WMT)	0.1	$181k	-71%	2.2k	80.75	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$177k		627.00	282.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$171k	+21%	1.0k	167.26	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$168k	-13%	475.00	353.48	View chart
Procter And Gamble Stock (PG)	0.1	$162k	+11%	937.00	173.24	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$155k		548.00	283.16	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$152k	+49%	1.3k	116.96	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$151k		1.4k	104.18	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$150k		2.1k	71.60	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$138k		2.8k	49.92	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$137k	+26%	651.00	210.86	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$132k		2.9k	45.32	View chart
Johnson & Johnson Stock (JNJ)	0.0	$118k	+4%	726.00	162.06	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$102k		440.00	230.59	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$100k	+18%	170.00	586.52	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.0	$99k		2.5k	40.38	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$96k	+17%	2.8k	34.29	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$90k	-12%	3.9k	23.45	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$87k		165.00	528.07	View chart
Abbvie Stock (ABBV)	0.0	$87k	+4%	438.00	197.48	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$86k		1.5k	57.62	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$83k	+3%	2.3k	36.13	View chart
Coca Cola Stock (KO)	0.0	$82k	+5%	1.1k	71.83	View chart
Applied Matls Stock (AMAT)	0.0	$81k		400.00	202.05	View chart
At&t Stock (T)	0.0	$80k		3.6k	22.00	View chart
American Express Stock (AXP)	0.0	$80k	+8%	294.00	271.20	View chart
Netapp Stock (NTAP)	0.0	$80k		645.00	123.51	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$76k	+60%	1.5k	51.50	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$75k		196.00	383.93	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$73k	+1745%	406.00	179.16	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$72k		1.8k	40.82	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$72k		678.00	106.12	View chart
Netflix Stock (NFLX)	0.0	$70k	+4%	98.00	709.27	View chart
Autodesk Stock (ADSK)	0.0	$69k	NEW	250.00	275.48	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$68k		137.00	493.80	View chart
Philip Morris Intl Stock (PM)	0.0	$64k		530.00	121.40	View chart
Caterpillar Stock (CAT)	0.0	$64k		164.00	391.12	View chart
Mcdonalds Corp Stock (MCD)	0.0	$62k	+4%	205.00	304.58	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$61k	+28%	735.00	83.09	View chart
Jacobs Solutions Stock (J)	0.0	$61k		465.00	130.90	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$60k		710.00	84.53	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$60k	-40%	1.0k	57.41	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$58k		416.00	139.27	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$57k	+628%	1.1k	52.23	View chart
Broadcom Stock (AVGO)	0.0	$54k	+2000%	315.00	172.50	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$54k	+839%	498.00	109.04	View chart
Gen Digital Stock (GEN)	0.0	$53k		1.9k	27.43	View chart
The Cigna Group Stock (CI)	0.0	$52k	+11%	151.00	346.44	View chart
Occidental Pete Corp Stock (OXY)	0.0	$52k		1.0k	51.52	View chart
Rtx Corporation Stock (RTX)	0.0	$51k	+10%	423.00	121.16	View chart
3M Stock (MMM)	0.0	$51k	NEW	373.00	136.70	View chart
Wisdomtree Putwrite Strategy Fund Etf (PUTW)	0.0	$51k		1.5k	33.10	View chart
Visa Inc Com Cl A Stock (V)	0.0	$49k	+79%	179.00	274.95	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$48k		524.00	91.31	View chart
Honeywell Intl Stock (HON)	0.0	$48k		230.00	206.71	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.0	$44k		915.00	48.14	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$44k	-32%	2.1k	20.78	View chart
Cummins Stock (CMI)	0.0	$41k		128.00	323.79	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$41k		174.00	237.21	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$41k		575.00	71.76	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$41k		750.00	54.93	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.0	$40k		750.00	53.53	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$39k		640.00	60.88	View chart
Mdu Res Group Stock (MDU)	0.0	$38k		1.4k	27.41	View chart
Chevron Corp Stock (CVX)	0.0	$38k	-17%	255.00	147.15	View chart
Roper Technologies Stock (ROP)	0.0	$37k	NEW	67.00	556.43	View chart
Duke Energy Corp Stock (DUK)	0.0	$37k		317.00	115.30	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$36k		181.00	200.78	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$33k	+29%	658.00	50.50	View chart
Palo Alto Networks Stock (PANW)	0.0	$32k	+10%	94.00	341.80	View chart
Unitedhealth Group Stock (UNH)	0.0	$31k	+152%	53.00	584.68	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$31k		437.00	70.06	View chart
Lowes Cos Stock (LOW)	0.0	$31k		113.00	270.85	View chart
Sm Energy Stock (SM)	0.0	$31k		765.00	39.96	View chart
Knife River Corp Stock (KNF)	0.0	$30k		340.00	89.39	View chart
Adobe Stock (ADBE)	0.0	$30k	+11%	58.00	517.78	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$29k		133.00	220.89	View chart
Invesco Bloomberg Pricing Power Etf Etf (POWA)	0.0	$29k	NEW	340.00	84.89	View chart
Iqvia Hldgs Stock (IQV)	0.0	$28k		118.00	236.97	View chart
Boeing Stock (BA)	0.0	$27k	-63%	180.00	152.04	View chart
Pepsico Stock (PEP)	0.0	$27k	+59%	159.00	170.05	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$26k	+32%	99.00	263.83	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$26k	-11%	97.00	267.37	View chart
Automatic Data Processing Stock (ADP)	0.0	$26k		93.00	276.73	View chart
Bhp Group Adr (BHP)	0.0	$26k		413.00	62.11	View chart
HP Stock (HPQ)	0.0	$26k		715.00	35.87	View chart
Cisco Sys Stock (CSCO)	0.0	$25k		467.00	53.22	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$24k	+59%	331.00	73.67	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$24k		355.00	66.52	View chart
Trimble Stock (TRMB)	0.0	$23k		371.00	62.09	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$23k	+125%	180.00	126.81	View chart
Novo-nordisk A S Adr (NVO)	0.0	$23k	+57%	189.00	119.07	View chart
Target Corp Stock (TGT)	0.0	$21k		137.00	155.86	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$21k	+60%	160.00	131.52	View chart
Eaton Corp Stock (ETN)	0.0	$21k	+31%	63.00	331.44	View chart
Fedex Corp Stock (FDX)	0.0	$20k		74.00	273.04	View chart
Conocophillips Stock (COP)	0.0	$20k		190.00	105.28	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$20k		150.00	131.91	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$19k		322.00	59.57	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$19k		406.00	45.51	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$18k	-38%	101.00	178.17	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$18k		107.00	167.67	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$17k		442.00	37.56	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$16k		86.00	189.80	View chart
Us Bancorp Del Stock (USB)	0.0	$16k		353.00	45.73	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$16k		205.00	78.69	View chart
Progressive Corp Stock (PGR)	0.0	$16k		63.00	253.76	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$16k		350.00	45.11	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$16k		105.00	149.64	View chart
Transdigm Group Stock (TDG)	0.0	$16k		11.00	1427.09	View chart
Enbridge Stock (ENB)	0.0	$16k	+17%	384.00	40.61	View chart
Altria Group Stock (MO)	0.0	$15k		300.00	51.04	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$15k		409.00	37.20	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$15k		233.00	65.22	View chart
Xcel Energy Stock (XEL)	0.0	$15k		228.00	65.30	View chart
Pentair Stock (PNR)	0.0	$15k		152.00	97.79	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$15k	-3%	150.00	97.42	View chart
Nike Inc Cl B Stock (NKE)	0.0	$15k		165.00	88.40	View chart
Samsara Inc Com Cl A Stock (IOT)	0.0	$14k		300.00	48.12	View chart
American Tower Corp Reit (AMT)	0.0	$14k	+44%	62.00	232.56	View chart
Hormel Foods Corp Stock (HRL)	0.0	$14k		446.00	31.70	View chart
Ishares Russell 2500 Etf Etf (SMMD)	0.0	$14k		207.00	67.73	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$14k		684.00	20.46	View chart
Lam Research Corp Stock (LRCX)	0.0	$14k		17.00	816.06	View chart
Linde Stock (LIN)	0.0	$14k	NEW	29.00	476.86	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$13k	NEW	15.00	884.73	View chart
Nextera Energy Stock (NEE)	0.0	$13k		157.00	84.53	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.0	$13k	NEW	410.00	32.23	View chart
Ark 21shares Bitcoin Etf Ben Of Int Etf (ARKB)	0.0	$13k		207.00	63.47	View chart
First Ctzns Bancshares Inc N C Cl A Stock (FCNCA)	0.0	$13k		7.00	1841.00	View chart
T-mobile Us Stock (TMUS)	0.0	$13k	+37%	62.00	206.35	View chart
Oreilly Automotive Stock (ORLY)	0.0	$13k		11.00	1151.64	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$13k		190.00	65.95	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$12k		295.00	41.77	View chart
Carmax Stock (KMX)	0.0	$12k		159.00	77.38	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$12k	NEW	181.00	67.27	View chart
Medtronic Stock (MDT)	0.0	$12k	+8%	135.00	90.03	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.0	$12k		357.00	33.86	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$11k	NEW	46.00	248.61	View chart
Ferrari N V Stock (RACE)	0.0	$11k	NEW	24.00	470.12	View chart
Wells Fargo Stock (WFC)	0.0	$11k	+51%	193.00	56.49	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$11k	+212%	147.00	72.63	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$10k		109.00	95.49	View chart
Colgate Palmolive Stock (CL)	0.0	$10k		100.00	103.81	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$10k		200.00	51.74	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$10k		750.00	13.65	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$10k		44.00	232.64	View chart
Lantheus Hldgs Stock (LNTH)	0.0	$10k		92.00	109.75	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$10k		143.00	70.54	View chart
Intel Corp Stock (INTC)	0.0	$9.9k		422.00	23.46	View chart
Astrazeneca Adr (AZN)	0.0	$9.8k		126.00	77.91	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$9.7k		259.00	37.37	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$9.6k		860.00	11.22	View chart
Starbucks Corp Stock (SBUX)	0.0	$9.5k		97.00	97.49	View chart
Ulta Beauty Stock (ULTA)	0.0	$9.3k		24.00	389.12	View chart
Clorox Co Del Stock (CLX)	0.0	$9.1k		56.00	162.91	View chart
Berkley W R Corp Stock (WRB)	0.0	$9.1k	+49%	160.00	56.73	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$8.7k		33.00	264.39	View chart
Mercadolibre Stock (MELI)	0.0	$8.2k		4.00	2052.00	View chart
Pulte Group Stock (PHM)	0.0	$8.2k		57.00	143.53	View chart
Sunrun Stock (RUN)	0.0	$7.6k		419.00	18.06	View chart
Merck & Co Stock (MRK)	0.0	$7.4k	+150%	65.00	113.55	View chart
Pfizer Stock (PFE)	0.0	$7.4k	-91%	255.00	28.94	View chart
First Intst Bancsystem Stock (FIBK)	0.0	$7.4k		240.00	30.68	View chart
Crocs Stock (CROX)	0.0	$7.2k		50.00	144.82	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$7.2k	-24%	151.00	47.85	View chart
Lululemon Athletica Stock (LULU)	0.0	$7.1k		26.00	271.35	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$6.9k		838.00	8.25	View chart
Yum Brands Stock (YUM)	0.0	$6.8k	NEW	49.00	139.71	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$6.8k	+21%	78.00	86.82	View chart
Solventum Corp Stock (SOLV)	0.0	$6.5k	NEW	93.00	69.72	View chart
Dupont De Nemours Stock (DD)	0.0	$6.4k		72.00	89.11	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$6.4k	NEW	80.00	80.14	View chart
Royalty Pharma Plc Shs Class A Stock (RPRX)	0.0	$6.4k		225.00	28.29	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.0	$6.3k		50.00	125.46	View chart
Nice Adr (NICE)	0.0	$6.3k		36.00	173.67	View chart
Valmont Inds Stock (VMI)	0.0	$6.1k		21.00	289.95	View chart
Gartner Stock (IT)	0.0	$6.1k		12.00	506.75	View chart
Marathon Pete Corp Stock (MPC)	0.0	$6.0k		37.00	162.92	View chart
Cf Inds Hldgs Stock (CF)	0.0	$6.0k		70.00	85.80	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	0.0	$5.9k		171.00	34.59	View chart
Cvs Health Corp Stock (CVS)	0.0	$5.9k		94.00	62.88	View chart
Block Inc Cl A Stock (SQ)	0.0	$5.9k	-21%	88.00	67.12	View chart
Blackrock Stock (BLK)	0.0	$5.7k		6.00	949.50	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$5.7k		56.00	101.27	View chart
Uber Technologies Stock (UBER)	0.0	$5.6k		75.00	75.16	View chart
Watts Water Technologies Inc Cl A Stock (WTS)	0.0	$5.6k		27.00	207.19	View chart
Monday Stock (MNDY)	0.0	$5.6k	NEW	20.00	277.75	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$5.4k	NEW	83.00	64.81	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$5.3k		156.00	34.24	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$5.3k		50.00	106.76	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$5.1k	NEW	11.00	465.09	View chart
Kb Home Stock (KBH)	0.0	$5.1k		59.00	85.69	View chart
Arista Networks Stock (ANET)	0.0	$5.0k		13.00	383.85	View chart
First Solar Stock (FSLR)	0.0	$5.0k		20.00	249.45	View chart
Boston Scientific Corp Stock (BSX)	0.0	$4.9k	NEW	59.00	83.80	View chart
L3harris Technologies Stock (LHX)	0.0	$4.8k	-33%	20.00	237.85	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.0	$4.7k	-28%	147.00	32.09	View chart
Cybin Stock	0.0	$4.7k	NEW	526.00	8.89	View chart
Crown Castle Reit (CCI)	0.0	$4.6k		39.00	118.64	View chart
Aes Corp Stock (AES)	0.0	$4.5k		225.00	20.06	View chart
Goldman Sachs Group Stock (GS)	0.0	$4.5k	NEW	9.00	495.11	View chart
Otter Tail Corp Stock (OTTR)	0.0	$4.3k		55.00	78.16	View chart
Sempra Stock (SRE)	0.0	$4.2k		50.00	83.64	View chart
Corteva Stock (CTVA)	0.0	$4.1k		70.00	58.79	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$4.0k		60.00	65.98	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$3.9k		14.00	280.50	View chart
Morgan Stanley Stock (MS)	0.0	$3.9k	+825%	37.00	104.24	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$3.7k		6.00	618.50	View chart
Fluor Corp Stock (FLR)	0.0	$3.7k	NEW	77.00	47.71	View chart
Elevance Health Stock (ELV)	0.0	$3.6k		7.00	520.00	View chart
Verizon Communications Stock (VZ)	0.0	$3.6k		81.00	44.91	View chart
Allstate Corp Stock (ALL)	0.0	$3.6k	+533%	19.00	189.63	View chart
Ebay Stock (EBAY)	0.0	$3.6k		55.00	65.11	View chart
Aflac Stock (AFL)	0.0	$3.6k		32.00	111.81	View chart
Conagra Brands Stock (CAG)	0.0	$3.5k		108.00	32.52	View chart
Deere & Co Stock (DE)	0.0	$3.3k		8.00	417.38	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$3.3k	NEW	4.00	833.25	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$3.3k		70.00	47.53	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$3.3k		35.00	94.29	View chart
Kkr & Co Stock (KKR)	0.0	$3.3k	NEW	25.00	130.60	View chart
Hanover Ins Group Stock (THG)	0.0	$3.3k		22.00	148.09	View chart
United Rentals Stock (URI)	0.0	$3.2k	NEW	4.00	809.75	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$3.2k		55.00	57.84	View chart
Micron Technology Stock (MU)	0.0	$3.1k	NEW	30.00	103.70	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$3.1k		20.00	153.70	View chart
Southwest Airls Stock (LUV)	0.0	$3.0k		100.00	29.63	View chart
Sunnova Energy Intl Stock (NOVA)	0.0	$2.9k		300.00	9.74	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$2.9k		14.00	207.57	View chart
Amgen Stock (AMGN)	0.0	$2.9k	NEW	9.00	322.22	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$2.8k		20.00	142.05	View chart
Ge Aerospace Stock (GE)	0.0	$2.8k		15.00	188.60	View chart
Varex Imaging Corp Stock (VREX)	0.0	$2.8k		235.00	11.92	View chart
Chargepoint Holdings Inc Com Cl A Stock (CHPT)	0.0	$2.7k		2.0k	1.37	View chart
Harley Davidson Stock (HOG)	0.0	$2.7k		70.00	38.53	View chart
Servicenow Stock (NOW)	0.0	$2.7k	NEW	3.00	894.33	View chart
Acushnet Hldgs Corp Stock (GOLF)	0.0	$2.6k		41.00	63.76	View chart
Chubb Stock (CB)	0.0	$2.6k		9.00	288.44	View chart
Gitlab Inc Class A Stock (GTLB)	0.0	$2.6k	NEW	50.00	51.54	View chart
Kraft Heinz Stock (KHC)	0.0	$2.4k		69.00	35.12	View chart
Disney Walt Stock (DIS)	0.0	$2.4k		25.00	96.20	View chart
Arcturus Therapeutics Hldgs Stock (ARCT)	0.0	$2.3k		100.00	23.21	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$2.3k		17.00	136.35	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$2.2k		45.00	48.69	View chart
Stryker Corporation Stock (SYK)	0.0	$2.2k		6.00	361.33	View chart
Bunge Global Sa Stock (BG)	0.0	$2.1k		22.00	96.64	View chart
Lamb Weston Hldgs Stock (LW)	0.0	$2.1k		32.00	64.75	View chart
Intellia Therapeutics Stock (NTLA)	0.0	$2.1k		100.00	20.55	View chart
Annaly Capital Management Reit (NLY)	0.0	$2.0k	NEW	102.00	20.07	View chart
Curiositystream Inc Com Cl A Stock (CURI)	0.0	$1.9k		991.00	1.91	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.0	$1.8k		33.00	53.67	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$1.8k		40.00	44.25	View chart
Cerus Corp Stock (CERS)	0.0	$1.7k	NEW	1.0k	1.74	View chart
Riot Platforms Stock (RIOT)	0.0	$1.7k		234.00	7.42	View chart
Principal Financial Group Stock (PFG)	0.0	$1.7k		20.00	85.90	View chart
Fortinet Stock (FTNT)	0.0	$1.7k		22.00	77.55	View chart
Woodside Energy Group Adr (WDS)	0.0	$1.7k		98.00	17.24	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$1.6k	NEW	14.00	114.86	View chart
Upstart Hldgs Stock (UPST)	0.0	$1.6k	NEW	40.00	40.00	View chart
Gilead Sciences Stock (GILD)	0.0	$1.6k		19.00	83.84	View chart
Mckesson Corp Stock (MCK)	0.0	$1.5k	NEW	3.00	494.33	View chart
Intuitive Surgical Stock (ISRG)	0.0	$1.5k		3.00	491.33	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.0	$1.4k	+125%	9.00	161.00	View chart
Atlantica Sustainable Infr Stock (AY)	0.0	$1.4k		63.00	21.98	View chart
Lightwave Logic Stock (LWLG)	0.0	$1.4k		500.00	2.76	View chart
Array Technologies Stock (ARRY)	0.0	$1.3k		200.00	6.60	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$1.3k	+300%	4.00	324.00	View chart
Widepoint Corp Common Stock	0.0	$1.3k		364.00	3.54	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$1.3k	NEW	11.00	115.09	View chart
Docusign Stock (DOCU)	0.0	$1.2k		20.00	62.10	View chart
Prudential Finl Stock (PRU)	0.0	$1.2k		10.00	121.10	View chart
Redfin Corp Stock (RDFN)	0.0	$1.2k		93.00	12.53	View chart
Lyft Inc Cl A Stock (LYFT)	0.0	$1.1k		90.00	12.76	View chart
Dxc Technology Stock (DXC)	0.0	$1.1k		54.00	20.76	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$1.1k		21.00	52.57	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$993.999600		9.00	110.44	View chart
Brookdale Sr Living Stock (BKD)	0.0	$963.995400		142.00	6.79	View chart
So Young International Adr (SY)	0.0	$940.000000		1.0k	0.94	View chart
Etsy Stock (ETSY)	0.0	$888.000000		16.00	55.50	View chart
Vanguard U.s. Quality Factor Etf Etf (VFQY)	0.0	$856.999800		6.00	142.83	View chart
Marathon Oil Corp Stock (MRO)	0.0	$852.000000		32.00	26.62	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$798.000000		24.00	33.25	View chart
Wisdomtree Bloomberg Us Dollar Bullish Fund Etf (USDU)	0.0	$795.999000		30.00	26.53	View chart
Mosaic Stock (MOS)	0.0	$776.999900		29.00	26.79	View chart
Ge Vernova Stock (GEV)	0.0	$765.000000		3.00	255.00	View chart
Lemonade Stock (LMND)	0.0	$709.001200	NEW	43.00	16.49	View chart
Ford Mtr Stock (F)	0.0	$676.000000		64.00	10.56	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$515.000200		11.00	46.82	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$506.000000		10.00	50.60	View chart
Amc Entmt Hldgs Inc Cl A Stock (AMC)	0.0	$473.002400		104.00	4.55	View chart
Nano X Imaging Ltd Ord Stock (NNOX)	0.0	$456.000000		75.00	6.08	View chart
Walgreens Boots Alliance Stock (WBA)	0.0	$448.000000		50.00	8.96	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$402.000000		8.00	50.25	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$352.000600	+27%	14.00	25.14	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$332.000000		4.00	83.00	View chart
Ocugen Stock (OCGN)	0.0	$297.990000		300.00	0.99	View chart
Penn Entertainment Stock (PENN)	0.0	$283.000500		15.00	18.87	View chart
Discover Finl Svcs Stock (DFS)	0.0	$281.000000		2.00	140.50	View chart
Kyndryl Hldgs Stock (KD)	0.0	$230.000000		10.00	23.00	View chart
Brighthouse Finl Stock (BHF)	0.0	$225.000000		5.00	45.00	View chart
Avita Medical Stock (RCEL)	0.0	$214.000000		20.00	10.70	View chart
Wk Kellogg Stock (KLG)	0.0	$204.999600		12.00	17.08	View chart
Joby Aviation Inc Wt Exp 081026 Stock (JOBY.WS)	0.0	$189.000000		300.00	0.63	View chart
Lucid Group Stock (LCID)	0.0	$177.000000		50.00	3.54	View chart
Castor Maritime Stock (CTRM)	0.0	$169.000000		40.00	4.22	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.0	$165.000000		4.00	41.25	View chart
Cbak Energy Technology Stock (CBAT)	0.0	$150.000000		120.00	1.25	View chart
Bread Financial Holdings Stock (BFH)	0.0	$143.000100		3.00	47.67	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.0	$133.000000		2.00	66.50	View chart
Ww Intl Stock (WW)	0.0	$88.000000		100.00	0.88	View chart
Invesco Solar Etf Etf (TAN)	0.0	$86.000000		2.00	43.00	View chart
United States Stl Corp Stock (X)	0.0	$71.000000		2.00	35.50	View chart
Rent The Runway Inc Cl A Stock (RENT)	0.0	$58.000200		6.00	9.67	View chart
Ballard Pwr Sys Stock (BLDP)	0.0	$54.000000		30.00	1.80	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$49.000000		1.00	49.00	View chart
Cerence Stock (CRNC)	0.0	$38.000400		12.00	3.17	View chart
Organon & Co Stock (OGN)	0.0	$38.000000		2.00	19.00	View chart
Inspirato Incorporated Cl A Stock	0.0	$24.000000	NEW	6.00	4.00	View chart
Titan Pharmaceuticals Inc Del Stock (TTNP)	0.0	$11.000000		2.00	5.50	View chart
Xylo Technologies Adr	0.0	$7.000000	NEW	2.00	3.50	View chart
Burgerfi International Inc Wt Exp 121625 Stock	0.0	$1.000000		250.00	0.00	View chart
Martin Marietta Matls Stock (MLM)	0.0	$0	NEW	0	0.00	View chart
Vaneck Russia Etf Etf	0.0	$0		306.00	0.00	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$0		0	0.00	View chart
Oaktree Specialty Lending Corp Cef (OCSL)	0.0	$0	NEW	0	0.00	View chart
Ideanomics Stock (IDEX)	0.0	$0		1.00	0.00	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 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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