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
FTLSFirst Trust Long Short Equity Etf Recent Activity New Position	0.34%	$1.081M 16,420 shares@ $65.81 avg price	New Position
CTASimplify Managed Futures Strategy Etf Recent Activity New Position	0.34%	$1.075M 38,533 shares@ $27.89 avg price	New Position
TLTWIshares 20 Year Treasury Bond Buywrite Strategy Etf Recent Activity New Position	0.22%	$695,345 29,564 shares@ $23.52 avg price	New Position
HYDVaneck High Yield Muni Etf Recent Activity New Position	0.1%	$290,281 5,592 shares@ $51.92 avg price	New Position
AVUSAvantis U.s. Equity Etf Recent Activity New Position	0.04%	$96,542 996 shares@ $96.93 avg price	New Position
PSAPublic Storage Oper Co Com Recent Activity New Position	0.03%	$94,922 317 shares@ $299.44 avg price	New Position
XNTKSpdr Nyse Technology Etf Recent Activity New Position	0.03%	$80,728 400 shares@ $201.82 avg price	New Position
AVDEAvantis International Equity Etf Recent Activity New Position	0.02%	$32,219 525 shares@ $61.37 avg price	New Position
TCAFT. Rowe Price Capital Appreciation Equity Etf Recent Activity New Position	0.01%	$26,616 800 shares@ $33.27 avg price	New Position
AMDAdvanced Micro Devices Inc Com Recent Activity New Position	0.01%	$25,970 215 shares@ $120.8 avg price	New Position