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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
TTTrane Technologies Plc Shs
Recent Activity
New Position
0.01%
$25,855
70 shares@ $369.36 avg price
ETHEGrayscale Ethereum Trust Etf
Recent Activity
New Position
0.01%
$23,817
850 shares@ $28.02 avg price
MSTRMicrostrategy Inc Cl A New
Recent Activity
New Position
0.01%
$20,273
70 shares@ $289.62 avg price
AJGGallagher Arthur J & Co Com
Recent Activity
New Position
0.01%
$19,870
70 shares@ $283.86 avg price
ETEnergy Transfer L P Com Ut Ltd Ptn
Recent Activity
New Position
0.01%
$19,590
1,000 shares@ $19.59 avg price
SCCOSouthern Copper Corp Com
Recent Activity
New Position
0.01%
$18,591
204 shares@ $91.14 avg price
YUMCYum China Hldgs Inc Com
Recent Activity
New Position
0.01%
$17,582
365 shares@ $48.17 avg price
WPMWheaton Precious Metals Corp Com
Recent Activity
New Position
0.01%
$16,872
300 shares@ $56.24 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.01%
$16,402
16 shares@ $1025.13 avg price
DFASDimensional U.s. Small Cap Etf
Recent Activity
New Position
0.01%
$16,075
247 shares@ $65.09 avg price