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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
BINCIshares Flexible Income Active Etf
Recent Activity
Increased 18380.94%
2.26%
$7.21M
138,607 shares@ $52.02 avg price
IAUIshares Gold Trust
Recent Activity
Increased 3.92%
2.07%
$6.61M
133,502 shares@ $49.51 avg price
TLTIshares 20 Year Treasury Bond Etf
Recent Activity
Increased 10.66%
1.62%
$5.163M
59,126 shares@ $87.34 avg price
AAPLApple Inc Com
Recent Activity
Increased 7.86%
0.91%
$2.882M
11,509 shares@ $250.42 avg price
OEFIshares S&p 100 Etf
Recent Activity
Increased 0.21%
0.88%
$2.804M
9,706 shares@ $288.86 avg price
SHWSherwin Williams Co Com
Recent Activity
0.82%
$2.611M
7,680 shares@ $339.93 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Decreased -1.78%
0.8%
$2.534M
4,957 shares@ $511.25 avg price
MUSTColumbia Multi-sector Municipal Income Etf
Recent Activity
Increased 2.53%
0.67%
$2.113M
104,021 shares@ $20.32 avg price
USFRWisdomtree Floating Rate Treasury Fund
Recent Activity
Decreased -71.44%
0.66%
$2.105M
41,825 shares@ $50.33 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 3.76%
0.46%
$1.455M
10,833 shares@ $134.3 avg price