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Home > Institutional Investor > Global Wealth Strategies & Associates > Profile

Instuitional Investor - Global Wealth Strategies & Associates

Fund Profile
Filing Period:
Fund Name: Global Wealth Strategies & Associates
Portfolio Value $401,091,249
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - ETF
 248,751 $155,999,390 38.89%
2.
Ishares Trust
 VLUE 489,052 $43,750,615 10.91%
3.
Vanguard Bond Index Funds
 BND 404,199 $29,939,029 7.46%
4.
Invesco Nasdaq 100 Etf - ETF
 106,445 $26,922,092 6.71%
5.
Ishares Trust
 VLUE 75,729 $15,041,226 3.75%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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