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Christopher Clancy

@Global Wealth Strategies & Associates

Latest period2024 - Q4ReportedManaged Assets$319.633MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VNQVanguard Real Estate Etf
Recent Activity
Exited
0%
$14,613
150 shares@ $97.42 avg price
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$13,873
17 shares@ $816.06 avg price
RPRXRoyalty Pharma Plc Shs Class A
Recent Activity
Exited
0%
$6,365
225 shares@ $28.29 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$5,697
6 shares@ $949.5 avg price
UBERUber Technologies Inc Com
Recent Activity
Exited
0%
$5,637
75 shares@ $75.16 avg price
ANETArista Networks Inc Com
Recent Activity
Exited
0%
$4,990
13 shares@ $383.85 avg price
FSLRFirst Solar Inc Com
Recent Activity
Exited
0%
$4,989
20 shares@ $249.45 avg price
CCICrown Castle Inc Com
Recent Activity
Exited
0%
$4,627
39 shares@ $118.65 avg price
AESAes Corp Com
Recent Activity
Exited
0%
$4,514
225 shares@ $20.07 avg price
EWEdwards Lifesciences Corp Com
Recent Activity
Exited
0%
$3,959
60 shares@ $65.99 avg price