Advertisement
Screener

Global Wealth Strategies & Associates Historic Quarter Change: USA Stocks, Added

Add as a preferred source on Google

Global Wealth Strategies & Associates historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Global Wealth Strategies & Associates opened 337 positions, added to 407, reduced 302 and sold out of 503.

  • Q2 2026: Stock AMZN; Country of operation United States; Class Stock; Shares before 5,872.
  • Q2 2026: Stock V; Country of operation United States; Class Stock; Shares before 313.
  • Q2 2026: Stock JPM; Country of operation United States; Class Stock; Shares before 1,627.
  • Q2 2026: Stock IAU; Country of operation United States; Class ETF; Shares before 119,941.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1912297), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-01); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-03); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-02); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-02); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026AMZN
AMAZON COM INC COM		United StatesStock5,87233,351+27,479$1,222,996$7,948,831+$6,725,8352026-07-01
Q2 2026V
VISA INC COM CL A		United StatesStock31311,682+11,369$94,601$4,007,997+$3,913,3962026-07-01
Q2 2026JPM
JPMORGAN CHASE & CO COM		United StatesStock1,6278,027+6,400$478,578$2,627,495+$2,148,9172026-07-01
Q2 2026IAU
ISHARES GOLD TRUST		United StatesETF119,941126,318+6,377$10,573,999$9,538,272-$1,035,7272026-07-01
Q2 2026ETR
ENTERGY CORP NEW COM		United StatesStock82,194+2,186$899$252,003+$251,1042026-07-01
Q2 2026NVDA
NVIDIA CORPORATION COM		United StatesStock7,2867,548+262$1,270,728$1,510,266+$239,5382026-07-01
Q2 2026AVGO
BROADCOM INC COM		United StatesStock5871,083+496$181,538$408,989+$227,4512026-07-01
Q2 2026AMD
ADVANCED MICRO DEVICES INC COM		United StatesStock535572+37$108,835$332,281+$223,4462026-07-01
Q2 2026GOOGL
ALPHABET INC CAP STK CL A		United StatesStock2,2732,375+102$653,537$848,710+$195,1732026-07-01
Q2 2026SHW
SHERWIN WILLIAMS CO COM		United StatesStock7,6807,684+4$2,461,824$2,645,755+$183,9312026-07-01
Q2 2026QCOM
QUALCOMM INC COM		United StatesStock3,1013,114+13$399,347$575,436+$176,0892026-07-01
Q2 2026AMAT
APPLIED MATLS INC COM		United StatesStock400407+7$136,716$294,261+$157,5452026-07-01
Q2 2026FTNT
FORTINET INC COM		United StatesStock1,8001,956+156$147,096$300,481+$153,3852026-07-01
Q2 2026CAT
CATERPILLAR INC COM		United StatesStock353374+21$250,186$398,453+$148,2672026-07-01
Q2 2026TSLA
TESLA INC COM		United StatesStock2,0972,130+33$779,560$895,878+$116,3182026-07-01
Q2 2026GOOG
ALPHABET INC CAP STK CL C		United StatesStock1,1761,232+56$337,256$435,394+$98,1382026-07-01
Q2 2026CSCO
CISCO SYS INC COM		United StatesStock1,8441,892+48$143,090$222,283+$79,1932026-07-01
Q2 2026IBM
INTERNATIONAL BUSINESS MACHS COM		United StatesStock1,8271,842+15$442,847$517,989+$75,1422026-07-01
Q2 2026XOMXXXX
EXXON MOBIL CORP COM		Stock1,6781,726+48$284,712$236,019-$48,6932026-07-01
Q2 2026JNJ
JOHNSON & JOHNSON COM		United StatesStock1,9372,006+69$473,474$509,536+$36,0622026-07-01
Q2 2026TT
TRANE TECHNOLOGIES PLC SHS		Stock403411+8$167,946$201,867+$33,9212026-07-01
Q2 2026MSFT
MICROSOFT CORP COM		United StatesStock3,6543,694+40$1,352,420$1,378,003+$25,5832026-07-01
Q2 2026KO
COCA COLA CO COM		United StatesStock2,8212,846+25$214,501$231,314+$16,8132026-07-01
Q2 2026COST
COSTCO WHOLESALE CORPORATION COM		United StatesStock440463+23$438,804$432,820-$5,9842026-07-01
Q2 2026RTX
RTX CORPORATION COM		United StatesStock1,4131,433+20$272,568$271,883-$6852026-07-01

Similar Firms

Firm NameCountry13F ValueHoldings
Atlantic Edge Private Wealth Management, LLCUnited States$0.407B601
M & L Capital Management LtdUnited Kingdom$0.407B19
HFR Wealth Management, LLCUnited States$0.407B49
Dodds Wealth, LLCUnited States$0.407B51
WealthTrust Axiom LLCUnited States$0.406B290
Perbak Capital Partners LLPUnited Kingdom$0.406B294
Rothschild Capital Partners, LLCUnited States$0.408B90
Westmount Partners, LLCUnited States$0.406B264
RENAISSANCERE HOLDINGS LTDBermuda$0.406B5
Coleford Investment Management Ltd.Canada$0.408B24
Advertisement