Global-Wealth-Strategies--Associates

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-02
Total Holdings
473
Total Value
329976701
Accession Number
0001912297-25-000003
Form Type
13F-HR
Manager Name
Global-Wealth-Strategies--Associates
Data Enrichment
76% identified
360 identified113 unidentified

Holdings

473 positions • $330.0M total value
Manager:
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Page 20 of 24
MCKESSON CORP
Shares:3
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$330.0M)
81369Y407
Shares:10
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$330.0M)
CARNIVAL CORP
Shares:100
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$330.0M)
Sunoco LP
Shares:33
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$330.0M)
78468R861
Shares:98
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$330.0M)
UNITED PARCEL SERVICE INC
Shares:17
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$330.0M)
78464A664
Shares:68
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$330.0M)
CADENCE DESIGN SYSTEMS INC
Shares:7
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$330.0M)
HARLEY-DAVIDSON, INC.
Shares:70
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$330.0M)
78468R739
Shares:36
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$330.0M)
Lamb Weston Holdings, Inc.
Shares:32
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$330.0M)
PRINCIPAL FINANCIAL GROUP INC
Shares:20
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$330.0M)
Bunge Global SA
Shares:22
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$330.0M)
Coupang, Inc.
Shares:76
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$330.0M)
DOCUSIGN, INC.
Shares:20
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$330.0M)
Uber Technologies, Inc
Shares:22
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$330.0M)
AXON ENTERPRISE, INC.
Shares:3
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$330.0M)
NOVARTIS AG
Shares:14
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$330.0M)
MANULIFE FINANCIAL CORP
Shares:47
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$330.0M)
DoorDash, Inc.
Shares:8
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$330.0M)