• 13F History

Global Wealth Strategies & Associates

13F Filings History

Latest 13F report
Q1 2025 - Apr 2, 2025
Value $
$330M
Signature - Title
Christopher Clancy - Compliance Associate
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Global Wealth Strategies & Associates. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Global Wealth Strategies & Associates reported 471 stock holdings with total value $330M as of Q1 2025. Top holdings included VOO, IEFA, BND, QQQM, and VTWO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 471 $330M +$30.8M -$13.6M +$17.2M VOO, IEFA, BND, QQQM, VTWO 13F-HR 4/2/2025, 09:01 AM
Q4 2024 400 $320M +$23.1M -$6.05M +$17M VOO, IEFA, QQQM, BND, VTWO 13F-HR 1/2/2025, 01:40 PM
Q3 2024 368 $304M +$14.5M -$3.57M +$10.9M VOO, IEFA, BND, QQQM, VTWO 13F-HR 10/1/2024, 10:10 AM
Q2 2024 341 $279M +$12.6M -$4.75M +$7.88M VOO, IEFA, BND, QQQM, QUAL 13F-HR 7/2/2024, 11:33 AM
Q1 2024 353 $266M +$31M -$21M +$10.1M VOO, IEFA, BND, QQQM, VIG 13F-HR 4/1/2024, 09:23 AM
Q4 2023 324 $240M +$57M -$50.7M +$6.27M VOO, IEFA, QQQM, BND, VIG 13F-HR 1/2/2024, 01:21 PM
Q3 2023 332 $214M +$33.8M -$24.6M +$9.24M VOO, IEFA, BND, GOVT, EFG 13F-HR 10/20/2023, 10:00 AM
Q2 2023 310 $213M +$12M -$210K +$11.8M VOO, IEFA, VIG, IEMG, BND 13F-HR 7/5/2023, 10:59 AM
Q1 2023 335 $194M +$34.6M -$22.2M +$12.4M VOO, IEFA, IEMG, BND, GOVT 13F-HR 4/3/2023, 12:04 PM
Q4 2022 335 $172M VOO, IEFA, VIG, USMV, GOVT 13F-HR 1/17/2023, 02:27 PM