Global Wealth Strategies & Associates
CIK Number: 0001912297
329.98M
Market Value
376
# of Holdings
5 months
Avg. Holding Period
34.53%
Win Rate
33.77%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 493.76 | -4.85% | 224.53K | +1.42% | 120.98M | 389.64 | 37.85% |
| 2 | IEFA | iShares Core MS... | 74.41 | -2.1% | 436.37K | +4.46% | 30.67M | 65.66 | 9.59% |
| 3 | QQQM | Invesco NASDAQ ... | 185.42 | -5.4% | 117.53K | +2.20% | 24.73M | 164.22 | 7.74% |
| 4 | BND | Vanguard Total ... | 73.75 | +0.50% | 343.77K | +9.51% | 24.72M | 72.48 | 7.73% |
| 5 | VTWO | Vanguard Russel... | 76.59 | -6.54% | 133.51K | +6.39% | 11.93M | 85.44 | 3.73% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.