Global Wealth Strategies & Associates

CIK Number: 0001912297

319.63M
Market Value
336
# of Holdings
6 months
Avg. Holding Period
67.51%
Win Rate
37.72%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Vanguard S&P 50...
530.12
-1.27% 221.39K +3.26% 116.82M 387.53 38.37%
2 Ishares Core Ms...
76.28
-0.11% 417.72K +3.33% 32.6M 65.46 10.71%
3
Vanguard Total ...
73.40
-0.29% 313.93K +2.93% 23.58M 72.54 7.75%
4 Invesco Nasdaq ...
203.98
-0.38% 115K +3.71% 23.1M 163.2 7.59%
5 Vanguard Russel...
83.52
-1.07% 125.49K +39.64% 11.21M 85.19 3.68%

Trade Smarter, Not Harder

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
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Up to 30 years financial history
We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.