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Home > Institutional Investor > Global Wealth Strategies & Associates > Profile

Instuitional Investor - Global Wealth Strategies & Associates

Fund Profile
Filing Period:
Fund Name: Global Wealth Strategies & Associates
Portfolio Value $388,899,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - ETF
 244,257 $149,577,983 38.46%
2.
Ishares Trust
 VLUE 470,985 $41,121,738 10.57%
3.
Vanguard Bond Index Funds
 BND 386,713 $28,759,870 7.4%
4.
Invesco Nasdaq 100 Etf - ETF
 110,167 $27,224,364 7%
5.
Ishares Trust
 VLUE 73,486 $14,293,053 3.68%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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