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Portfolio (Quarterly) Guide ↗

Global Wealth Strategies & Associates

· CIK 0001912297
13F Portfolio $407M AUM 543 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 88 Added 119 Reduced 72 Exited
Page 14 of 28  ·  543 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 369.0 $17K 0.00% -124.0 -25.1% $46.95 -0.8%
262 CMCSA COMCAST CORP NEW CL A Communication Services 600.0 $17K 0.00% $28.71 -12.2%
263 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 399.0 $17K 0.00% NEW $42.54 +12.8%
264 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 369.0 $17K 0.00% $45.65 +10.0%
265 KMI KINDER MORGAN INC DEL COM Energy 500.0 $17K 0.00% $33.53 +0.8%
266 LOW LOWES COS INC COM Consumer Cyclical 70.0 $16K 0.00% -33.0 -32.0% $235.69 -8.8%
267 F FORD MTR CO COM Consumer Cyclical 1,414.0 $16K 0.00% +614.0 +76.8% $11.54 +29.4%
268 AJG GALLAGHER ARTHUR J & CO COM Financial Services 75.0 $16K 0.00% +5.0 +7.1% $216.59 -5.5%
269 BSV VANGUARD SHORT-TERM BOND ETF 205.0 $16K 0.00% $78.41 -0.7%
270 FE FIRSTENERGY CORP COM Utilities 315.0 $16K 0.00% $50.66 -8.6%
271 WTPI WISDOMTREE EQUITY PREMIUM INCOME FUND 499.0 $16K 0.00% $31.91 +4.6%
272 MRVL MARVELL TECHNOLOGY INC COM Technology 160.0 $16K 0.00% $99.05 +98.2%
273 SMMD ISHARES RUSSELL 2500 ETF 207.0 $16K 0.00% $76.35 +14.0%
274 ALLE ALLEGION PLC ORD SHS Industrials 108.0 $16K 0.00% $145.29 -10.2%
275 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 165.0 $15K 0.00% $92.31 -0.6%
276 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 46.0 $15K 0.00% $327.07 +12.9%
277 PR PERMIAN RESOURCES CORP CLASS A COM Energy 700.0 $15K 0.00% $21.32 -4.1%
278 MDU MDU RES GROUP INC COM Industrials 690.0 $14K 0.00% $20.72 +6.9%
279 LEN LENNAR CORP CL A Consumer Cyclical 164.0 $14K 0.00% $87.00 +2.1%
280 TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF 321.0 $14K 0.00% NEW $44.18 +16.8%
Page 14 of 28  ·  543 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 49.7%
Technology 17.6%
Basic Materials 6.5%
Consumer Cyclical 6.4%
Industrials 4.6%
Healthcare 4.3%
Communication Services 4.0%
Consumer Defensive 3.1%
Energy 2.1%
Utilities 0.9%