Global Wealth Strategies & Associates

13F Filings History

Latest 13F report
Q4 2024 - Jan 2, 2025
Value $
$320M
Signature - Title
Christopher Clancy - Compliance Associate
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Global Wealth Strategies & Associates. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Global Wealth Strategies & Associates reported 400 stock holdings with total value $320M as of Q4 2024. Top holdings included VOO, IEFA, QQQM, BND, and VTWO.
Holdings Value