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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
EBAYEbay Inc. Com
Recent Activity
Exited
0%
$3,581
55 shares@ $65.11 avg price
SESea Ltd Sponsord Ads
Recent Activity
Exited
0%
$3,300
35 shares@ $94.29 avg price
COWZPacer Us Cash Cows 100 Etf
Recent Activity
Exited
0%
$3,181
55 shares@ $57.84 avg price
TTWOTake-two Interactive Software Com
Recent Activity
Exited
0%
$3,074
20 shares@ $153.7 avg price
NOVASunnova Energy Intl Inc. Com
Recent Activity
Exited
0%
$2,922
300 shares@ $9.74 avg price
NTLAIntellia Therapeutics Inc Com
Recent Activity
Exited
0%
$2,055
100 shares@ $20.55 avg price
UPSTUpstart Hldgs Inc Com
Recent Activity
Exited
0%
$1,600
40 shares@ $40.0 avg price
AYAtlantica Sustainable Infr Plc Shs
Recent Activity
Exited
0%
$1,385
63 shares@ $21.99 avg price
MROMarathon Oil Corp Com
Recent Activity
Exited
0%
$852
32 shares@ $26.63 avg price
LMNDLemonade Inc Com
Recent Activity
Exited
0%
$709
43 shares@ $16.49 avg price