Global Wealth Strategies & Associates
Top Portfolio Positions
41 positions ·
$73,303,455 total
· as of Jun 30, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
29,671 | $21,849,724 | 29.81% | |
| IAU |
Ishares Gold Trust
|
126,318 | $9,538,272 | 13.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
33,351 | $7,948,877 | 10.84% | |
| MCI |
Barings Corporate Investors
Financial Services
|
299,749 | $5,281,577 | 7.21% | |
| V |
Visa Inc.
Financial Services
|
11,682 | $4,007,977 | 5.47% | |
| AAPL |
Apple Inc.
Technology
|
11,051 | $3,113,508 | 4.25% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
7,684 | $2,645,754 | 3.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,027 | $2,627,477 | 3.58% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,152 | $1,607,049 | 2.19% | |
| NVDA |
Nvidia Corp
Technology
|
7,548 | $1,510,279 | 2.06% |
Portfolio Trend
15 quarters · across all stocks
Holdings in SY
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,730 | 1,000 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $2,560 | 1,000 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $3,870 | 1,000 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $3,100 | 1,000 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $830 | 1,000 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $830 | 1,000 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $940 | 1,000 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,065 | 1,000 | Shares | Sole | 2024-07-02 | |
| No 13F history on record for this holder in this stock. | ||||||