Christopher Clancy

@Global Wealth Strategies & Associates

Latest period2024 - Q4

Reported16d ago

Managed Assets$319.633M

Total holdings453

Assets growth rate4.99%

Assets growth rate (2-Q avg)7.13%

Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Global Wealth Strategies & Associates's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 453 positions.

Assets under management

The assets under management (AUM) of Global Wealth Strategies & Associates over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 319.633M in assets, with a quarterly growth rate of 4.99% and a 2-quarter average growth rate of 7.13%. The portfolio is managed by Christopher Clancy, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
QQQInvesco Qqq Trust Series I Recent Activity Decreased -1.78%	0.8%	$2.534M 4,957 shares@ $511.25 avg price	Decreased -1.78%
USFRWisdomtree Floating Rate Treasury Fund Recent Activity Decreased -71.44%	0.66%	$2.105M 41,825 shares@ $50.33 avg price	Decreased -71.44%
XLEEnergy Select Sector Spdr Fund Recent Activity Decreased -22.15%	0.29%	$900,102 10,508 shares@ $85.66 avg price	Decreased -22.15%
IWPIshares Russell Mid-cap Growth Etf Recent Activity Decreased -0.33%	0.25%	$795,616 6,277 shares@ $126.76 avg price	Decreased -0.33%
LLYEli Lilly & Co Com Recent Activity Decreased -0.85%	0.15%	$448,532 581 shares@ $772.0 avg price	Decreased -0.85%
SPYSpdr S&p 500 Etf Trust Recent Activity Decreased -5.17%	0.12%	$365,128 623 shares@ $586.09 avg price	Decreased -5.17%
ZMZoom Communications Inc Cl A Recent Activity Decreased -35.92%	0.09%	$285,635 3,500 shares@ $81.61 avg price	Decreased -35.92%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Decreased -1.04%	0.09%	$256,556 566 shares@ $453.28 avg price	Decreased -1.04%
VTVVanguard Value Etf Recent Activity Decreased -15.61%	0.08%	$242,438 1,432 shares@ $169.31 avg price	Decreased -15.61%
IWFIshares Russell 1000 Growth Etf Recent Activity Decreased -4.07%	0.07%	$198,381 494 shares@ $401.59 avg price	Decreased -4.07%