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
VOOVanguard S&p 500 Etf Recent Activity Increased 1.42%	37.85%	$120.979M 224,531 shares@ $538.81 avg price	Increased 1.42%
IEFAIshares Core Msci Eafe Etf Recent Activity Increased 4.47%	9.6%	$30.668M 436,369 shares@ $70.28 avg price	Increased 4.47%
QQQMInvesco Nasdaq 100 Etf Recent Activity Increased 2.21%	7.74%	$24.734M 117,530 shares@ $210.46 avg price	Increased 2.21%
BNDVanguard Total Bond Market Etf Recent Activity Increased 9.51%	7.74%	$24.721M 343,775 shares@ $71.92 avg price	Increased 9.51%
VTWOVanguard Russell 2000 Etf Recent Activity Increased 6.4%	3.74%	$11.927M 133,511 shares@ $89.34 avg price	Increased 6.4%
QUALIshares Msci Usa Quality Factor Etf Recent Activity Increased 3.71%	3.32%	$10.59M 59,466 shares@ $178.09 avg price	Increased 3.71%
MTUMIshares Msci Usa Momentum Factor Etf Recent Activity Increased 1.83%	3.19%	$10.173M 49,162 shares@ $206.93 avg price	Increased 1.83%
VIGVanguard Dividend Appreciation Etf Recent Activity Increased 3.23%	3.05%	$9.727M 49,672 shares@ $195.83 avg price	Increased 3.23%
MUBIshares National Muni Bond Etf Recent Activity Increased 6.45%	2.55%	$8.127M 76,274 shares@ $106.56 avg price	Increased 6.45%
VMBSVanguard Mortgage-backed Securities Etf Recent Activity Increased 6.53%	2.49%	$7.943M 175,183 shares@ $45.35 avg price	Increased 6.53%