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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, QQQM, BND, VIG, and represent 70.86% of Global Wealth Strategies & Associates's stock portfolio.
Added to shares of these 10 stocks: VOO (+$16M), IEFA (+$12M), QQQM (+$10M), USFR (+$6.0M), VIG (+$5.2M), BND, MUB, VMBS, OEF, AAPL.
Started 22 new stock positions in SGOL, USFR, RDFN, GSLC, VFQY, EDSA, BKD, KLG, LIT, DASH. BG, DAL, JEPQ, VXF, IVLU, SOXX, IVOO, JMST, VNOM, HAL, ONEQ, EAGG.
Reduced shares in these 10 stocks: EFG (-$10M), IEMG (-$7.8M), GOVT (-$6.4M), PUTW (-$5.7M), PFFD (-$5.2M), SMMD, USMV, XLF, BSV, QQQ.
Sold out of its positions in ARKG, Activision Blizzard, BIRD, BLPH, CELH, Crestwood Equity Partners master ltd part, CRWD, HYFM, SPLV, ICLN.
Global Wealth Strategies & Associates was a net buyer of stock by $6.3M.
Global Wealth Strategies & Associates has $240M in assets under management (AUM), dropping by 12.15%.
Central Index Key (CIK): 0001912297

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Portfolio Holdings for Global Wealth Strategies & Associates

Global Wealth Strategies & Associates holds 345 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	36.7	$88M	+21%	202k	436.80	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	14.2	$34M	+55%	485k	70.35	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	7.2	$17M	+139%	103k	168.54	View chart
Vanguard Total Bond Market Etf Etf (BND)	6.6	$16M	+37%	217k	73.55	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	6.1	$15M	+54%	86k	170.40	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	3.2	$7.7M	-4%	53k	147.14	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	2.8	$6.8M	+4%	146k	46.36	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	2.5	$6.0M	NEW	119k	50.24	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.4	$5.7M	+43%	53k	108.41	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	2.0	$4.8M	-56%	210k	23.04	View chart
Ishares Gold Trust Etf (IAU)	2.0	$4.7M		120k	39.03	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.5	$3.5M	-25%	46k	77.02	View chart
Energy Select Sector Spdr Fund Etf (XLE)	1.4	$3.3M	+4%	40k	83.84	View chart
Sherwin Williams Stock (SHW)	1.0	$2.4M		7.7k	311.90	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.0	$2.3M	-21%	5.6k	409.51	View chart
Ishares S&p 100 Etf Etf (OEF)	0.9	$2.1M	+14%	9.6k	223.39	View chart
Apple Stock (AAPL)	0.8	$2.0M	+9%	10k	192.53	View chart
Columbia Multi-sector Municipal Income Etf Etf (MUST)	0.8	$1.9M	+5%	91k	20.87	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.8	$1.9M	-5%	40k	47.79	View chart
Microsoft Corp Stock (MSFT)	0.5	$1.2M		3.1k	376.05	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.3	$686k		6.6k	104.46	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$664k	-8%	2.4k	277.15	View chart
Amazon Stock (AMZN)	0.2	$562k		3.7k	151.94	View chart
Nvidia Corporation Stock (NVDA)	0.2	$552k		1.1k	495.29	View chart
Walmart Stock (WMT)	0.2	$433k		2.7k	157.65	View chart
Tesla Stock (TSLA)	0.2	$409k	+17%	1.6k	248.48	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$373k	-96%	3.9k	96.85	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$367k		1.4k	262.26	View chart
Eli Lilly & Co Stock (LLY)	0.2	$366k	-2%	628.00	582.92	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$298k		1.6k	192.48	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$296k	-96%	5.9k	50.58	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$252k	-21%	997.00	252.22	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$244k		539.00	453.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$238k		1.7k	139.69	View chart
Vanguard Value Etf Etf (VTV)	0.1	$225k	-68%	1.5k	149.49	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$223k	-24%	889.00	250.70	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$218k		459.00	475.43	View chart
Home Depot Stock (HD)	0.1	$207k		596.00	346.55	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$199k	-95%	2.6k	78.04	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$197k		3.5k	56.40	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$187k		532.00	350.91	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$180k		504.00	356.66	View chart
International Business Machs Stock (IBM)	0.1	$173k		1.1k	163.55	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$170k	-94%	4.5k	37.60	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$169k		478.00	353.96	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$158k		330.00	477.63	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$152k	NEW	2.6k	59.24	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$150k	+8%	494.00	303.17	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$147k		1.0k	140.93	View chart
Procter And Gamble Stock (PG)	0.1	$123k	+9%	842.00	146.48	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$120k		1.4k	82.96	View chart
Johnson & Johnson Stock (JNJ)	0.0	$120k		763.00	156.74	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$118k		2.8k	42.57	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$117k		2.5k	47.90	View chart
Boeing Stock (BA)	0.0	$106k	-2%	408.00	260.66	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$101k		471.00	213.33	View chart
Netflix Stock (NFLX)	0.0	$100k		206.00	486.88	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$98k		978.00	99.98	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$91k		843.00	108.25	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$89k	+7590%	1.5k	57.96	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$88k		515.00	170.10	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$86k	NEW	150.00	576.10	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$83k	+100%	267.00	310.88	View chart
Pfizer Stock (PFE)	0.0	$82k		2.8k	28.79	View chart
Coca Cola Stock (KO)	0.0	$81k		1.4k	58.94	View chart
Netapp Stock (NTAP)	0.0	$80k		904.00	88.16	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$77k		164.00	468.14	View chart
Costco Whsl Corp Stock (COST)	0.0	$71k		107.00	660.08	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$70k		2.4k	29.23	View chart
Applied Matls Stock (AMAT)	0.0	$65k		400.00	162.07	View chart
Abbvie Stock (ABBV)	0.0	$65k		418.00	154.97	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$64k	-98%	3.3k	19.40	View chart
At&t Stock (T)	0.0	$61k	-2%	3.6k	16.78	View chart
Jacobs Solutions Stock (J)	0.0	$60k		465.00	129.80	View chart
Occidental Pete Corp Stock (OXY)	0.0	$60k		1.0k	59.71	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$60k		26.00	2286.96	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$59k	-79%	249.00	237.43	View chart
Wisdomtree Putwrite Strategy Fund Etf (PUTW)	0.0	$59k	-98%	1.9k	31.70	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$58k		137.00	426.51	View chart
Mcdonalds Corp Stock (MCD)	0.0	$58k		196.00	295.85	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$54k	+545%	710.00	76.16	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$54k		111.00	484.00	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$53k		678.00	77.51	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$52k		416.00	124.32	View chart
American Express Stock (AXP)	0.0	$51k		272.00	187.34	View chart
Philip Morris Intl Stock (PM)	0.0	$50k		530.00	94.08	View chart
Caterpillar Stock (CAT)	0.0	$49k		164.00	295.67	View chart
Honeywell Intl Stock (HON)	0.0	$48k	+24%	230.00	209.71	View chart
Chevron Corp Stock (CVX)	0.0	$46k		309.00	149.17	View chart
Gen Digital Stock (GEN)	0.0	$44k		1.9k	22.82	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$44k	-2%	924.00	47.25	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$43k		574.00	75.32	View chart
Ishares Russell 2500 Etf Etf (SMMD)	0.0	$42k	-99%	689.00	61.57	View chart
The Cigna Group Stock (CI)	0.0	$42k		141.00	299.45	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$38k		640.00	59.87	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.0	$36k	-22%	575.00	61.94	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$33k		182.00	180.13	View chart
Rtx Corporation Stock (RTX)	0.0	$32k		382.00	84.14	View chart
3M Stock (MMM)	0.0	$32k	+4766%	292.00	109.32	View chart
Adobe Stock (ADBE)	0.0	$31k		52.00	596.60	View chart
Duke Energy Corp Stock (DUK)	0.0	$31k		317.00	97.04	View chart
Cummins Stock (CMI)	0.0	$31k		128.00	239.57	View chart
Sm Energy Stock (SM)	0.0	$29k		755.00	38.71	View chart
Xerox Holdings Corp Stock (XRX)	0.0	$28k		1.5k	18.33	View chart
Mdu Res Group Stock (MDU)	0.0	$28k	-9%	1.4k	19.79	View chart
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$28k	NEW	550.00	49.93	View chart
Iqvia Hldgs Stock (IQV)	0.0	$27k		118.00	231.38	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$27k		133.00	200.71	View chart
Visa Inc Com Cl A Stock (V)	0.0	$26k		100.00	260.35	View chart
Knife River Corp Stock (KNF)	0.0	$25k		384.00	66.18	View chart
Lowes Cos Stock (LOW)	0.0	$25k		113.00	222.55	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$25k	-50%	500.00	49.14	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$24k		137.00	173.92	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$24k		97.00	241.77	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$23k		130.00	174.87	View chart
HP Stock (HPQ)	0.0	$22k		740.00	30.09	View chart
Middleby Corp Stock (MIDD)	0.0	$22k		150.00	147.17	View chart
Conocophillips Stock (COP)	0.0	$22k		190.00	116.07	View chart
Automatic Data Processing Stock (ADP)	0.0	$22k		93.00	232.97	View chart
Red Rock Resorts Inc Cl A Stock (RRR)	0.0	$22k		405.00	53.33	View chart
Intel Corp Stock (INTC)	0.0	$21k		422.00	50.25	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$20k		355.00	55.67	View chart
Trimble Stock (TRMB)	0.0	$20k		371.00	53.20	View chart
Target Corp Stock (TGT)	0.0	$20k		137.00	142.42	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$20k		250.00	77.90	View chart
Nike Inc Cl B Stock (NKE)	0.0	$19k	+6%	175.00	108.57	View chart
Fedex Corp Stock (FDX)	0.0	$19k		73.00	254.38	View chart
Schwab Fundamental Us Small Co. Index Etf Etf (FNDA)	0.0	$18k		322.00	55.35	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$18k		233.00	75.87	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$18k	NEW	107.00	164.42	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$17k		75.00	232.64	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$17k		75.00	229.68	View chart
Pepsico Stock (PEP)	0.0	$17k		100.00	169.84	View chart
Broadcom Stock (AVGO)	0.0	$17k		15.00	1116.27	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$17k		100.00	165.25	View chart
Ulta Beauty Stock (ULTA)	0.0	$16k		32.00	490.00	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$16k		107.00	145.01	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$15k	-14%	207.00	72.43	View chart
Gamestop Corp New Cl A Stock (GME)	0.0	$15k		828.00	17.53	View chart
Hubspot Stock (HUBS)	0.0	$15k		25.00	580.56	View chart
Hormel Foods Corp Stock (HRL)	0.0	$14k		446.00	32.11	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$14k	+7%	113.00	126.60	View chart
Xcel Energy Stock (XEL)	0.0	$14k		228.00	61.91	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$14k		100.00	136.91	View chart
Lam Research Corp Stock (LRCX)	0.0	$13k		17.00	783.24	View chart
Lululemon Athletica Stock (LULU)	0.0	$13k		26.00	511.31	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$13k		295.00	43.85	View chart
Boyd Gaming Corp Stock (BYD)	0.0	$13k		200.00	62.61	View chart
Novo-nordisk A S Adr (NVO)	0.0	$12k		120.00	103.45	View chart
Carmax Stock (KMX)	0.0	$12k		159.00	76.74	View chart
Altria Group Stock (MO)	0.0	$12k		300.00	40.34	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$12k		709.00	16.98	View chart
Enbridge Stock (ENB)	0.0	$12k		327.00	36.02	View chart
Eaton Corp Stock (ETN)	0.0	$12k		48.00	240.81	View chart
Transdigm Group Stock (TDG)	0.0	$11k		11.00	1011.64	View chart
Unitedhealth Group Stock (UNH)	0.0	$11k		21.00	526.48	View chart
Pentair Stock (PNR)	0.0	$11k		152.00	72.71	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$11k		298.00	36.93	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$11k	NEW	350.00	31.38	View chart
Us Bancorp Del Stock (USB)	0.0	$11k		253.00	43.28	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$11k		80.00	136.14	View chart
Palo Alto Networks Stock (PANW)	0.0	$11k		36.00	294.89	View chart
Oreilly Automotive Stock (ORLY)	0.0	$11k		11.00	950.09	View chart
Crown Castle Reit (CCI)	0.0	$10k		90.00	115.19	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$10k		200.00	51.31	View chart
Cisco Sys Stock (CSCO)	0.0	$10k	-7%	199.00	50.52	View chart
Progressive Corp Stock (PGR)	0.0	$10k		63.00	159.29	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$10k		44.00	227.61	View chart
Samsara Inc Com Cl A Stock (IOT)	0.0	$10k		300.00	33.38	View chart
Bhp Group Adr (BHP)	0.0	$9.8k		144.00	68.31	View chart
Nextera Energy Stock (NEE)	0.0	$9.5k		157.00	60.74	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$9.5k		838.00	11.38	View chart
Starbucks Corp Stock (SBUX)	0.0	$9.3k		97.00	96.01	View chart
American Tower Corp Reit (AMT)	0.0	$9.3k		43.00	215.88	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.0	$8.7k		259.00	33.73	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$8.7k		143.00	60.86	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$8.6k		33.00	259.64	View chart
Astrazeneca Adr (AZN)	0.0	$8.5k		126.00	67.35	View chart
Sunrun Stock (RUN)	0.0	$8.2k		419.00	19.63	View chart
Clorox Co Del Stock (CLX)	0.0	$8.0k		56.00	142.59	View chart
Colgate Palmolive Stock (CL)	0.0	$8.0k		100.00	79.71	View chart
Mercadolibre Stock (MELI)	0.0	$7.9k		5.00	1571.60	View chart
Medtronic Stock (MDT)	0.0	$7.6k		92.00	82.38	View chart
Berkley W R Corp Stock (WRB)	0.0	$7.6k		107.00	70.72	View chart
Cvs Health Corp Stock (CVS)	0.0	$7.4k		94.00	78.96	View chart
First Intst Bancsystem Stock (FIBK)	0.0	$7.4k		240.00	30.75	View chart
T-mobile Us Stock (TMUS)	0.0	$7.2k		45.00	160.33	View chart
Trip Com Group Ltd Ads Adr (TCOM)	0.0	$7.2k		200.00	36.01	View chart
Nice Adr (NICE)	0.0	$7.2k		36.00	199.50	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$7.0k		409.00	17.17	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$6.6k	-11%	161.00	41.10	View chart
Vail Resorts Stock (MTN)	0.0	$6.4k		30.00	213.47	View chart
Pulte Group Stock (PHM)	0.0	$5.9k		57.00	103.23	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.0	$5.9k		50.00	117.46	View chart
Masimo Corp Stock (MASI)	0.0	$5.9k		50.00	117.22	View chart
Diageo Adr (DEO)	0.0	$5.7k	-30%	39.00	146.56	View chart
Lantheus Hldgs Stock (LNTH)	0.0	$5.7k		92.00	62.00	View chart
Docusign Stock (DOCU)	0.0	$5.6k		95.00	59.45	View chart
Watts Water Technologies Inc Cl A Stock (WTS)	0.0	$5.6k		27.00	208.33	View chart
Cf Inds Hldgs Stock (CF)	0.0	$5.6k		70.00	79.50	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$5.6k		56.00	99.25	View chart
Dupont De Nemours Stock (DD)	0.0	$5.5k		72.00	76.93	View chart
Gartner Stock (IT)	0.0	$5.4k		12.00	451.08	View chart
Ishares Robotics And Artificial Intelligence Multisector Etf Etf (IRBO)	0.0	$5.4k		156.00	34.50	View chart
Netease Adr (NTES)	0.0	$5.2k		56.00	93.16	View chart
Valmont Inds Stock (VMI)	0.0	$4.9k		21.00	233.52	View chart
Rollins Stock (ROL)	0.0	$4.9k		112.00	43.67	View chart
Blackrock Stock (BLK)	0.0	$4.9k		6.00	811.83	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$4.8k		102.00	47.44	View chart
Varex Imaging Corp Stock (VREX)	0.0	$4.8k		235.00	20.50	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$4.8k		50.00	95.20	View chart
Chargepoint Holdings Inc Com Cl A Stock (CHPT)	0.0	$4.7k		2.0k	2.34	View chart
Otter Tail Corp Stock (OTTR)	0.0	$4.7k		55.00	84.96	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$4.6k		88.00	52.38	View chart
Dow Stock (DOW)	0.0	$4.6k		84.00	54.85	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$4.6k		60.00	76.25	View chart
Conduent Stock (CNDT)	0.0	$4.4k		1.2k	3.65	View chart
Sempra Stock (SRE)	0.0	$3.7k		50.00	74.74	View chart
Amc Entmt Hldgs Inc Cl A Stock (AMC)	0.0	$3.7k	+475%	604.00	6.12	View chart
Kb Home Stock (KBH)	0.0	$3.7k		59.00	62.46	View chart
Viatris Stock (VTRS)	0.0	$3.6k		335.00	10.84	View chart
Riot Platforms Stock (RIOT)	0.0	$3.6k		234.00	15.47	View chart
Block Inc Cl A Stock (SQ)	0.0	$3.6k		46.00	77.35	View chart
Lamb Weston Hldgs Stock (LW)	0.0	$3.5k		32.00	108.09	View chart
Array Technologies Stock (ARRY)	0.0	$3.4k		200.00	16.80	View chart
Corteva Stock (CTVA)	0.0	$3.4k		70.00	47.91	View chart
Elevance Health Stock (ELV)	0.0	$3.3k		7.00	471.57	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$3.2k		20.00	160.95	View chart
Deere & Co Stock (DE)	0.0	$3.2k		8.00	399.88	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$3.2k		6.00	530.83	View chart
Disney Walt Stock (DIS)	0.0	$3.2k		35.00	90.29	View chart
Arcturus Therapeutics Hldgs Stock (ARCT)	0.0	$3.2k		100.00	31.53	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$3.1k		31.00	101.16	View chart
Conagra Brands Stock (CAG)	0.0	$3.1k		108.00	28.66	View chart
Arista Networks Stock (ANET)	0.0	$3.1k		13.00	235.54	View chart
Verizon Communications Stock (VZ)	0.0	$3.1k		81.00	37.70	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$3.1k		47.00	64.94	View chart
Southwest Airls Stock (LUV)	0.0	$2.9k		100.00	28.88	View chart
Merck & Co Stock (MRK)	0.0	$2.8k		26.00	109.04	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$2.7k		17.00	157.24	View chart
Hanover Ins Group Stock (THG)	0.0	$2.7k		22.00	121.41	View chart
Aflac Stock (AFL)	0.0	$2.6k		32.00	82.50	View chart
Acushnet Hldgs Corp Stock (GOLF)	0.0	$2.6k		41.00	63.17	View chart
Harley Davidson Stock (HOG)	0.0	$2.6k		70.00	36.84	View chart
Kraft Heinz Stock (KHC)	0.0	$2.6k	-15%	69.00	36.99	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$2.5k	NEW	50.00	50.94	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$2.5k		14.00	179.07	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$2.5k		20.00	124.95	View chart
Lightwave Logic Stock (LWLG)	0.0	$2.5k		500.00	4.98	View chart
Ebay Stock (EBAY)	0.0	$2.4k		55.00	43.62	View chart
Bunge Global Sa Stock (BG)	0.0	$2.2k	NEW	22.00	100.95	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$2.2k	+56%	94.00	23.46	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$2.1k		45.00	47.56	View chart
Chubb Stock (CB)	0.0	$2.0k		9.00	226.00	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.0	$2.0k		33.00	59.94	View chart
Wisdomtree Bloomberg Us Dollar Bullish Fund Etf (USDU)	0.0	$2.0k	-51%	78.00	25.12	View chart
General Electric Stock (GE)	0.0	$1.9k	-80%	15.00	128.60	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$1.8k		40.00	45.73	View chart
Stryker Corporation Stock (SYK)	0.0	$1.8k		6.00	299.50	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$1.6k	NEW	40.00	40.23	View chart
Gilead Sciences Stock (GILD)	0.0	$1.6k	-35%	20.00	79.25	View chart
Lumen Technologies Stock (LUMN)	0.0	$1.6k		863.00	1.83	View chart
Principal Financial Group Stock (PFG)	0.0	$1.6k		20.00	78.65	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$1.5k	-30%	14.00	107.50	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$1.5k	-92%	29.00	51.28	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$1.4k		35.00	40.51	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$1.4k	-43%	45.00	31.20	View chart
Atlantica Sustainable Infr Stock (AY)	0.0	$1.4k		63.00	21.51	View chart
Lyft Inc Cl A Stock (LYFT)	0.0	$1.3k		90.00	14.99	View chart
Walgreens Boots Alliance Stock (WBA)	0.0	$1.3k		50.00	26.12	View chart
Etsy Stock (ETSY)	0.0	$1.3k		16.00	81.06	View chart
Fortinet Stock (FTNT)	0.0	$1.3k		22.00	58.55	View chart
Dxc Technology Stock (DXC)	0.0	$1.3k		56.00	22.88	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$1.1k	NEW	12.00	94.00	View chart
Prudential Finl Stock (PRU)	0.0	$1.0k		10.00	103.70	View chart
Mosaic Stock (MOS)	0.0	$1.0k		29.00	35.72	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$1.0k	+66%	20.00	51.05	View chart
Intuitive Surgical Stock (ISRG)	0.0	$1.0k		3.00	337.33	View chart
Redfin Corp Stock (RDFN)	0.0	$960.001800	NEW	93.00	10.32	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$936.000000	-97%	13.00	72.00	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$890.000100	NEW	9.00	98.89	View chart
Ww Intl Stock (WW)	0.0	$875.000000		100.00	8.75	View chart
Widepoint Corp Common Stock	0.0	$844.006800		364.00	2.32	View chart
Brookdale Sr Living Stock (BKD)	0.0	$825.999800	NEW	142.00	5.82	View chart
Ford Mtr Co Del Stock (F)	0.0	$621.001500	-84%	51.00	12.18	View chart
Halliburton Stock (HAL)	0.0	$541.999500	NEW	15.00	36.13	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$517.000000		11.00	47.00	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$497.000000	+42%	10.00	49.70	View chart
Organon & Co Stock (OGN)	0.0	$490.001200		34.00	14.41	View chart
Nano Dimension Ltd Sponsord Ads Adr (NNDM)	0.0	$480.000000		200.00	2.40	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$402.000000		8.00	50.25	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$389.000000		1.00	389.00	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$309.000000	-83%	4.00	77.25	View chart
Avita Medical Stock (RCEL)	0.0	$274.000000		20.00	13.70	View chart
Public Storage Reit (PSA)	0.0	$273.000000		1.00	273.00	View chart
Brighthouse Finl Stock (BHF)	0.0	$265.000000		5.00	53.00	View chart
Cerence Stock (CRNC)	0.0	$236.000400		12.00	19.67	View chart
Lucid Group Stock (LCID)	0.0	$211.000000		50.00	4.22	View chart
Kyndryl Hldgs Stock (KD)	0.0	$208.000000		10.00	20.80	View chart
Toro Corp Stock (TORO)	0.0	$197.000000		40.00	4.92	View chart
Ocugen Stock (OCGN)	0.0	$173.010000		300.00	0.58	View chart
Castor Maritime Stock	0.0	$170.000000		400.00	0.42	View chart
Wk Kellogg Stock (KLG)	0.0	$158.000400	NEW	12.00	13.17	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.0	$128.000000		2.00	64.00	View chart
Vanguard U.s. Quality Factor Etf Etf (VFQY)	0.0	$126.000000	NEW	1.00	126.00	View chart
Ballard Pwr Sys Stock (BLDP)	0.0	$111.000000		30.00	3.70	View chart
Invesco Solar Etf Etf (TAN)	0.0	$107.000000		2.00	53.50	View chart
Bread Financial Holdings Stock (BFH)	0.0	$99.000000		3.00	33.00	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$80.000000		2.00	40.00	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$79.000000	NEW	4.00	19.75	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$60.000000		1.00	60.00	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.0	$53.000000		1.00	53.00	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$51.000000	NEW	1.00	51.00	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$49.000000		1.00	49.00	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$45.000000		1.00	45.00	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$39.000000		1.00	39.00	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.0	$36.000000		1.00	36.00	View chart
Edesa Biotech Stock (EDSA)	0.0	$31.999800	NEW	7.00	4.57	View chart
Invitation Homes Reit (INVH)	0.0	$26.000000		1.00	26.00	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$24.000000		1.00	24.00	View chart
Ishares Msci Usa Small-cap Min Vol Factor Etf Etf (SMMV)	0.0	$22.000000		1.00	22.00	View chart
Titan Pharmaceuticals Inc Del Stock	0.0	$17.000000		40.00	0.42	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$12.000000		1.00	12.00	View chart
Burgerfi International Inc Wt Exp 121625 Stock (BFIIW)	0.0	$11.000000		250.00	0.04	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.0	$9.000000		1.00	9.00	View chart
Vistra Corp Wt Exp 020224 Stock	0.0	$2.006400		304.00	0.01	View chart
Tonix Pharmaceuticals Hldg Stock (TNXP)	0.0	$0.999900		3.00	0.33	View chart
Nokia Corp Adr (NOK)	0.0	$0		0	0.00	View chart
Kellanova Stock (K)	0.0	$0		0	0.00	View chart
Wabtec Stock (WAB)	0.0	$0		0	0.00	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$0		0	0.00	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$0		0	0.00	View chart
Spdr S&p Global Infrastructure Etf Etf (GII)	0.0	$0		0	0.00	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.0	$0		0	0.00	View chart
Renaissance Ipo Etf Etf (IPO)	0.0	$0		0	0.00	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$0		0	0.00	View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC)	0.0	$0	NEW	0	0.00	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$0	NEW	0	0.00	View chart
Vaneck Russia Etf Etf	0.0	$0		306.00	0.00	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$0		0	0.00	View chart
Invesco Kbw Premium Yield Equity Reit Etf Etf (KBWY)	0.0	$0		0	0.00	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$0		0	0.00	View chart
Invesco Total Return Bond Etf Etf (GTO)	0.0	$0		0	0.00	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$0	NEW	0	0.00	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$0		0	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 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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