Global Wealth Strategies & Associates
Top Portfolio Positions
329 positions ·
$44,336,824 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
119,941 | $10,573,998 | 23.85% | |
| MCI |
Barings Corporate Investors
Financial Services
|
286,823 | $4,944,828 | 11.15% | |
| AAPL |
Apple Inc.
Technology
|
11,417 | $2,897,520 | 6.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,019 | $2,896,866 | 6.53% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
7,680 | $2,461,824 | 5.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,208 | $1,435,950 | 3.24% | |
| MSFT |
Microsoft Corp
Technology
|
3,654 | $1,352,601 | 3.05% | |
| NVDA |
Nvidia Corp
Technology
|
7,286 | $1,270,678 | 2.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,872 | $1,222,961 | 2.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,097 | $779,559 | 1.76% |
Portfolio Trend
14 quarters · across all stocks
Holdings in RCEL
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74 | 20 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $69 | 20 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $102 | 20 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $105 | 20 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $162 | 20 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $256 | 20 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $214 | 20 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $158 | 20 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $320 | 20 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $274 | 20 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $292 | 20 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $340 | 20 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $279 | 20 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $132 | 20 | Shares | Sole | 2023-01-17 | |
| No 13F history on record for this holder in this stock. | ||||||