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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, DYNF, and represent 60.41% of Global Wealth Strategies & Associates's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$21M), FSEC (+$8.3M), SCHA (+$7.9M), VIG (+$7.4M), VPL (+$5.9M), VWO (+$5.8M), BND, NLR, BINC, QQQM.
Started 66 new stock positions in SOLS, JTEK, ECL, SPTL, ZYME, MBB, Q, WAT, FCG, IGOV.
Reduced shares in these 10 stocks: VOO (-$26M), QUAL (-$11M), MTUM (-$8.0M), TLT (-$5.3M), BAI, SCHG, SCHV, IEFA, GOOGL, SCHM.
Sold out of its positions in AFRM, BFH, ARCC, AstraZeneca, BCAB, BMNR, BDJ, BTT, BRKR, BC.
Global Wealth Strategies & Associates was a net buyer of stock by $18M.
Global Wealth Strategies & Associates has $407M in assets under management (AUM), dropping by 1.47%.
Central Index Key (CIK): 0001912297

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Portfolio Holdings for Global Wealth Strategies & Associates

Global Wealth Strategies & Associates holds 543 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Global Wealth Strategies & Associates has 543 total positions. Only the first 250 positions are shown.

Sign up to view all of the Global Wealth Strategies & Associates March 31, 2026 positions
Download the Global Wealth Strategies & Associates March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	30.1	$122M	-17%	205k	597.55	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	10.8	$44M		487k	90.53	View chart
Vanguard Total Bond Market Etf Etf (BND)	7.9	$32M	+7%	434k	73.64	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	6.6	$27M	+5%	113k	237.62	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	5.1	$21M	NEW	356k	58.18	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	5.1	$21M	+56%	96k	215.06	View chart
Ishares Flexible Income Active Etf Etf (BINC)	3.2	$13M	+18%	248k	51.93	View chart
Ishares National Muni Bond Etf Etf (MUB)	3.0	$12M	+7%	117k	106.15	View chart
Ishares Gold Trust Etf (IAU)	2.6	$11M	+3%	120k	88.16	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	2.0	$8.3M	+1855%	286k	29.08	View chart
Fidelity Investment Grade Securitized Etf Etf (FSEC)	2.0	$8.3M	NEW	189k	43.84	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.4	$5.9M	+7720%	109k	54.05	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	1.4	$5.9M	NEW	60k	97.73	View chart
Barings Corporate Invs Cef (MCI)	1.2	$4.9M	+16%	287k	17.24	View chart
Ishares Semiconductor Etf Etf (SOXX)	1.1	$4.4M	+23%	13k	328.66	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.0	$4.0M	-72%	21k	191.81	View chart
Columbia Multi-sector Municipal Income Etf Etf (MUST)	0.8	$3.4M	+6%	165k	20.51	View chart
Schwab Crypto Thematic Etf Etf (STCE)	0.8	$3.1M	+4%	59k	51.98	View chart
Apple Stock (AAPL)	0.7	$2.9M		11k	253.80	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$2.9M	-2%	5.0k	577.18	View chart
Ishares S&p 100 Etf Etf (OEF)	0.6	$2.6M		8.0k	318.05	View chart
Sherwin Williams Stock (SHW)	0.6	$2.5M		7.7k	320.55	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.5	$2.1M	+94505%	16k	133.19	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.5	$1.9M	-80%	7.9k	240.00	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$1.4M	+223%	2.2k	650.34	View chart
Microsoft Corp Stock (MSFT)	0.3	$1.4M	+12%	3.7k	370.12	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.3	$1.3M	-79%	15k	86.69	View chart
Nvidia Corporation Stock (NVDA)	0.3	$1.3M	+40%	7.3k	174.41	View chart
Amazon Stock (AMZN)	0.3	$1.2M	-9%	5.9k	208.28	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	0.2	$963k	+2%	32k	30.22	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$915k	-4%	6.9k	132.90	View chart
First Trust Long/short Equity Etf Etf (FTLS)	0.2	$900k	+3%	13k	70.36	View chart
Tesla Stock (TSLA)	0.2	$780k		2.1k	371.75	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$759k	-26%	26k	29.13	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.2	$691k	-69%	21k	32.95	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$681k		5.3k	128.12	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$654k	-19%	2.3k	287.52	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$580k	+3%	11k	55.52	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$556k		851.00	653.35	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$530k	+9%	8.3k	64.08	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$501k	+2%	7.4k	67.53	View chart
First Trust Natural Gas Etf Etf (FCG)	0.1	$498k	NEW	16k	31.69	View chart
State Street Spdr Nyse Technology Etf Etf (XNTK)	0.1	$485k		1.9k	255.28	View chart
Vanguard Value Etf Etf (VTV)	0.1	$483k		2.5k	196.20	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$479k		1.6k	294.15	View chart
Johnson & Johnson Stock (JNJ)	0.1	$474k		1.9k	244.44	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$473k	+2%	1.3k	356.56	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	0.1	$452k	-7%	22k	20.59	View chart
International Business Machs Stock (IBM)	0.1	$443k	+5%	1.8k	242.39	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$439k	+14%	440.00	997.28	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.1	$437k	-20%	23k	18.66	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$436k	+341%	1.7k	261.90	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$430k	-19%	6.0k	71.75	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$414k	-36%	14k	30.50	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$404k	-4%	706.00	572.03	View chart
Qualcomm Stock (QCOM)	0.1	$399k	+1442%	3.1k	128.78	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$390k		15k	25.64	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$384k	-5%	1.2k	320.82	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$383k		633.00	604.52	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$371k	-4%	774.00	479.20	View chart
Eli Lilly & Co Stock (LLY)	0.1	$350k	-4%	380.00	919.94	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$337k	-15%	1.2k	286.78	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$304k	-20%	12k	24.75	View chart
Abbvie Stock (ABBV)	0.1	$298k	-4%	1.4k	217.45	View chart
Invesco Bulletshares 2034 Corporate Bond Etf Etf (BSCY)	0.1	$296k	-9%	14k	20.70	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$285k	+2%	1.7k	169.67	View chart
Ishares 20 Year Treasury Bond Buywrite Strategy Etf Etf (TLTW)	0.1	$273k		12k	22.62	View chart
Rtx Corporation Stock (RTX)	0.1	$273k		1.4k	192.90	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$273k		2.4k	111.37	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.1	$262k	+3%	5.5k	47.98	View chart
Caterpillar Stock (CAT)	0.1	$250k		353.00	708.74	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.1	$243k	+7%	4.8k	50.14	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$234k		744.00	313.81	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$227k	-27%	519.00	436.83	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$224k	+16%	525.00	426.40	View chart
Immunitybio Stock (IBRX)	0.1	$223k	NEW	29k	7.67	View chart
Neos S&p 500 High Income Etf Etf (SPYI)	0.1	$216k		4.4k	49.37	View chart
Coca Cola Stock (KO)	0.1	$215k	+54%	2.8k	76.04	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$205k	-17%	2.0k	100.17	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.0	$203k	-2%	9.9k	20.42	View chart
Walmart Stock (WMT)	0.0	$199k		1.6k	124.29	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.0	$199k	-16%	5.0k	39.80	View chart
3M Stock (MMM)	0.0	$187k	+37%	1.3k	145.27	View chart
Blackstone Secd Lending Cef (BXSL)	0.0	$186k	+34%	7.9k	23.69	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$185k	-42%	6.0k	30.96	View chart
Broadcom Stock (AVGO)	0.0	$182k	+4%	587.00	309.26	View chart
Chevron Corporation Stock (CVX)	0.0	$176k	-4%	848.00	206.90	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	0.0	$175k	NEW	4.3k	41.06	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.0	$173k	+282%	14k	12.80	View chart
Blackrock Stock (BLK)	0.0	$173k	+190%	180.00	962.23	View chart
Trane Technologies Stock (TT)	0.0	$168k	+2%	403.00	416.74	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$164k		2.3k	70.91	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$163k		2.8k	58.78	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$158k	NEW	322.00	491.53	View chart
Proshares Large Cap Core Plus Etf (CSM)	0.0	$156k		2.1k	74.84	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$150k	-16%	3.0k	49.37	View chart
Fortinet Stock (FTNT)	0.0	$147k	-12%	1.8k	81.72	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$143k	NEW	968.00	148.10	View chart
Cisco Sys Stock (CSCO)	0.0	$143k	+20%	1.8k	77.60	View chart
Applied Matls Stock (AMAT)	0.0	$137k		400.00	341.79	View chart
Yum Brands Stock (YUM)	0.0	$135k	+136%	867.00	155.48	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$127k	-15%	2.1k	61.26	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$120k	+6%	176.00	682.24	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$118k		514.00	229.79	View chart
At&t Stock (T)	0.0	$116k		4.0k	28.99	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$115k	+44%	923.00	124.31	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$111k		996.00	111.18	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$110k	+26%	404.00	272.33	View chart
Advanced Micro Devices Stock (AMD)	0.0	$109k	-28%	535.00	203.43	View chart
Linde Stock (LIN)	0.0	$107k	+2%	216.00	496.11	View chart
Duke Energy Corp Stock (DUK)	0.0	$106k		807.00	130.94	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$101k	NEW	2.0k	49.69	View chart
Procter & Gamble Stock (PG)	0.0	$100k		691.00	144.46	View chart
American Tower Corp Reit (AMT)	0.0	$97k	+245%	563.00	172.58	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$97k	-12%	487.00	198.29	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$96k		5.6k	17.11	View chart
V F Corp Stock (VFC)	0.0	$96k		5.7k	16.99	View chart
Pepsico Stock (PEP)	0.0	$96k	-5%	617.00	155.24	View chart
Merck & Co Stock (MRK)	0.0	$95k		787.00	120.24	View chart
Visa Inc Com Cl A Stock (V)	0.0	$95k		313.00	302.24	View chart
Oracle Corp Stock (ORCL)	0.0	$91k		620.00	147.11	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$90k		2.3k	38.42	View chart
Philip Morris Intl Stock (PM)	0.0	$88k		530.00	165.34	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$88k		1.5k	56.68	View chart
American Express Stock (AXP)	0.0	$87k	+2%	286.00	302.48	View chart
Public Storage Oper Reit (PSA)	0.0	$86k		317.00	270.88	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$85k		678.00	125.46	View chart
Home Depot Stock (HD)	0.0	$84k		256.00	328.89	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$84k		4.1k	20.41	View chart
Aflac Stock (AFL)	0.0	$83k		757.00	109.64	View chart
Cummins Stock (CMI)	0.0	$82k		153.00	538.02	View chart
Southern Stock (SO)	0.0	$82k	+2%	844.00	96.52	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$79k	+243%	361.00	218.75	View chart
Netflix Stock (NFLX)	0.0	$78k	-27%	810.00	96.15	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.0	$78k	-29%	1.7k	46.13	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$76k		950.00	80.39	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$75k	-13%	692.00	108.98	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$73k	-6%	3.7k	19.53	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.0	$73k	-17%	1.8k	40.10	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$70k	NEW	354.00	197.50	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.0	$69k	-4%	1.6k	41.83	View chart
Ge Aerospace Stock (GE)	0.0	$69k		242.00	283.77	View chart
Enbridge Stock (ENB)	0.0	$68k		1.3k	54.14	View chart
Cvs Health Corp Stock (CVS)	0.0	$67k	+745%	938.00	71.82	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$67k	-15%	415.00	161.73	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$67k	-27%	800.00	83.43	View chart
Netapp Stock (NTAP)	0.0	$65k		635.00	102.39	View chart
Waters Corp Stock (WAT)	0.0	$65k	NEW	218.00	297.80	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$63k		445.00	142.19	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$63k	+12%	1.1k	56.58	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$62k	-3%	217.00	287.75	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$61k		600.00	102.14	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$61k		799.00	76.54	View chart
Pfizer Stock (PFE)	0.0	$61k	+22%	2.2k	28.08	View chart
Autodesk Stock (ADSK)	0.0	$60k		250.00	239.40	View chart
Jacobs Solutions Stock (J)	0.0	$59k		465.00	127.28	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$59k		942.00	62.64	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$58k		3.0k	19.30	View chart
Phillips 66 Stock (PSX)	0.0	$57k		311.00	182.18	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$57k		562.00	100.62	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$56k	-2%	925.00	60.65	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$56k	-3%	1.4k	38.85	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$54k		779.00	69.75	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$54k	-21%	108.00	499.66	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$53k		75.00	699.44	View chart
Mcdonalds Corp Stock (MCD)	0.0	$52k	-4%	167.00	311.35	View chart
Ge Vernova Stock (GEV)	0.0	$52k	+5%	59.00	872.90	View chart
Nextera Energy Stock (NEE)	0.0	$51k	+11%	551.00	92.92	View chart
Trinity Cap Cef (TRIN)	0.0	$50k	NEW	3.4k	14.71	View chart
Fedex Corp Stock (FDX)	0.0	$50k		140.00	356.18	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$50k	-2%	1.6k	30.68	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$48k	-10%	1.5k	32.01	View chart
Paychex Stock (PAYX)	0.0	$48k	+2777%	518.00	92.10	View chart
Amgen Stock (AMGN)	0.0	$48k		135.00	353.15	View chart
Valero Energy Corp Stock (VLO)	0.0	$47k	-13%	190.00	247.08	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$46k	+4%	669.00	68.15	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$46k		202.00	225.34	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$46k		4.0k	11.50	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$45k		402.00	110.86	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$44k	-8%	302.00	146.61	View chart
Abbott Laboratories Stock (ABT)	0.0	$44k		426.00	102.65	View chart
Intel Corp Stock (INTC)	0.0	$43k	-17%	973.00	44.13	View chart
Disney Walt Stock (DIS)	0.0	$43k	+8740%	442.00	96.42	View chart
S&p Global Stock (SPGI)	0.0	$43k	+3%	100.00	425.34	View chart
Packaging Corp Amer Stock (PKG)	0.0	$42k		200.00	212.22	View chart
Yum China Hldgs Stock (YUMC)	0.0	$42k	+136%	865.00	48.78	View chart
Workiva Inc Com Cl A Stock (WK)	0.0	$42k		703.00	59.63	View chart
Pimco Mun Income Fd Ii Cef (PML)	0.0	$41k		5.5k	7.57	View chart
Zymeworks Stock (ZYME)	0.0	$41k	NEW	1.6k	25.04	View chart
Everus Constr Group Stock (ECG)	0.0	$41k		345.00	118.06	View chart
Starbucks Corp Stock (SBUX)	0.0	$40k	-18%	450.00	89.59	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$40k	+97%	568.00	70.18	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$40k		416.00	94.92	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$39k		300.00	131.01	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$38k		450.00	84.84	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$38k	+2%	661.00	57.64	View chart
Hershey Stock (HSY)	0.0	$38k	NEW	183.00	207.89	View chart
Unitedhealth Group Stock (UNH)	0.0	$38k	+900%	140.00	270.59	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.0	$37k	+2%	906.00	41.16	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$37k		1.3k	27.85	View chart
Palo Alto Networks Stock (PANW)	0.0	$37k		228.00	160.32	View chart
Nuveen Floating Rate Income Cef (JFR)	0.0	$37k		4.9k	7.52	View chart
Lam Research Corp Stock (LRCX)	0.0	$36k		170.00	213.66	View chart
Southern Copper Corp Stock (SCCO)	0.0	$36k		211.00	172.06	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$36k		388.00	92.74	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$36k		231.00	155.11	View chart
Oneok Stock (OKE)	0.0	$36k		394.00	90.39	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$35k	NEW	425.00	82.43	View chart
Target Corp Stock (TGT)	0.0	$35k		287.00	121.17	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$35k		437.00	79.06	View chart
Colgate Palmolive Stock (CL)	0.0	$34k		400.00	85.23	View chart
Innovator International Developed Power Buffer Etf- June Etf (IJUN)	0.0	$33k		1.1k	29.42	View chart
Ishares Morningstar Small-cap Etf Etf (ISCB)	0.0	$33k		500.00	65.09	View chart
Cme Group Stock (CME)	0.0	$32k		108.00	296.20	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$31k		263.00	118.62	View chart
Ppl Corp Stock (PPL)	0.0	$31k		800.00	38.20	View chart
Putnam Master Inter Income Tr Sh Ben Int Cef (PIM)	0.0	$30k		9.2k	3.27	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$30k	-15%	206.00	146.28	View chart
Ingersoll Rand Stock (IR)	0.0	$30k		374.00	80.12	View chart
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)	0.0	$30k	+9%	1.5k	20.52	View chart
Invesco Bloomberg Pricing Power Etf Etf (POWA)	0.0	$30k		346.00	86.11	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$30k	-3%	1.3k	22.91	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$29k		97.00	302.25	View chart
Dte Energy Stock (DTE)	0.0	$29k		200.00	146.22	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$29k		160.00	181.83	View chart
Progressive Corp Stock (PGR)	0.0	$29k	+4%	144.00	197.90	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$28k	-10%	194.00	145.94	View chart
Carrier Global Corporation Stock (CARR)	0.0	$28k		500.00	56.31	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$28k		72.00	390.42	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.0	$27k		750.00	35.59	View chart
The Cigna Group Stock (CI)	0.0	$27k		100.00	266.75	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.0	$26k	-26%	635.00	40.86	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$26k	+2511%	235.00	110.36	View chart
Unilever Adr (UL)	0.0	$25k		444.00	56.97	View chart
Sm Energy Company Stock (SM)	0.0	$25k		810.00	31.17	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$25k	-13%	100.00	248.00	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$24k		200.00	118.21	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$24k	+25%	448.00	52.76	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$23k	NEW	214.00	106.50	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$22k		500.00	44.76	View chart
Bank America Corp Stock (BAC)	0.0	$22k	+13%	455.00	48.75	View chart
Verizon Communications Stock (VZ)	0.0	$21k	-30%	415.00	50.20	View chart
Direxion Daily Junior Gold Miners Index Bull 2x Etf Etf (JNUG)	0.0	$20k	NEW	100.00	199.15	View chart
Altria Group Stock (MO)	0.0	$20k		300.00	65.99	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$20k		406.00	48.32	View chart
Penn Entertainment Stock (PENN)	0.0	$20k	NEW	1.3k	15.03	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$20k		161.00	120.97	View chart
Nike Inc Cl B Stock (NKE)	0.0	$19k		366.00	52.88	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$19k		200.00	96.47	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$19k	NEW	250.00	77.11	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 2026 Q1 filed April 3, 2026
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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