Global Wealth Strategies & Associates
Top Portfolio Positions
328 positions ·
$43,965,924 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
119,941 | $10,573,998 | 24.05% | |
| MCI |
Barings Corporate Investors
Financial Services
|
286,823 | $4,944,828 | 11.25% | |
| AAPL |
Apple Inc.
Technology
|
11,417 | $2,897,520 | 6.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,019 | $2,896,866 | 6.59% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
7,680 | $2,461,824 | 5.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,208 | $1,435,950 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
3,654 | $1,352,601 | 3.08% | |
| NVDA |
Nvidia Corp
Technology
|
7,286 | $1,270,678 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,872 | $1,222,961 | 2.78% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,097 | $779,559 | 1.77% |
Portfolio Trend
Holdings in CMPS
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66 | 12 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $82 | 12 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $68 | 12 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $33 | 12 | Shares | Sole | 2025-07-07 | |
| No 13F history on record for this holder in this stock. | ||||||