Worth Asset Management »

Strategy shares owned by Worth Asset Management

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Strategy by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $819k 25k 33.02

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Capital Group Core Balanced Etf Etf (CGBL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Growth Etf Etf (VUG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Pgim Ultra Short Bond Etf Etf (PULS)

View all positions for Worth Asset Management

Top funds holding Strategy

Private Advisor
ODonnell Financial Services
LPL Financial
Cambridge Investment Research Advisors
Resources Investment Advisors
Steward Partners Investment Advisory
Worth Asset Management
Envestnet Asset Management
Atlas Wealth Partners
Kestra Private Wealth Services
Jane Street
Advisor Group Holdings
Gts Securities
Cetera Investment Advisers
Moors & Cabot

View all funds holding Strategy