GLOBAL WEALTH STRATEGIES & ASSOCIATES
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAT | 331 | $157.96K |
 | PSA | 321 | $92.72K |
 | FE | 315 | $14.43K |
 | ACN | 314 | $77.43K |
 | COST | 312 | $288.95K |
 | PSX | 311 | $42.30K |
 | AXP | 302 | $100.31K |
 | IOT | 300 | $11.18K |
 | MO | 300 | $19.82K |
 | WPM | 300 | $33.55K |
 | HD | 273 | $110.62K |
 | SHOP | 263 | $39.08K |
 | BSX | 259 | $25.29K |
 | ADSK | 250 | $79.42K |
 | AMD | 250 | $40.45K |
 | FIBK | 240 | $7.65K |
 | VREX | 235 | $2.91K |
 | PLTR | 230 | $41.96K |
 | XEL | 228 | $18.39K |
 | PANW | 226 | $46.02K |
Caterpillar Inc.
CAT
Shares Held
331
Value
$157.96K
Public Storage
PSA
Shares Held
321
Value
$92.72K
FirstEnergy Corp.
FE
Shares Held
315
Value
$14.43K
Accenture plc
ACN
Shares Held
314
Value
$77.43K
Costco Wholesale Corporation
COST
Shares Held
312
Value
$288.95K
Phillips 66
PSX
Shares Held
311
Value
$42.30K
American Express Company
AXP
Shares Held
302
Value
$100.31K
Samsara Inc.
IOT
Shares Held
300
Value
$11.18K
Altria Group, Inc.
MO
Shares Held
300
Value
$19.82K
Wheaton Precious Metals Corp.
WPM
Shares Held
300
Value
$33.55K
The Home Depot, Inc.
HD
Shares Held
273
Value
$110.62K
Shopify Inc.
SHOP
Shares Held
263
Value
$39.08K
Boston Scientific Corporation
BSX
Shares Held
259
Value
$25.29K
Autodesk, Inc.
ADSK
Shares Held
250
Value
$79.42K
Advanced Micro Devices, Inc.
AMD
Shares Held
250
Value
$40.45K
First Interstate BancSystem, Inc.
FIBK
Shares Held
240
Value
$7.65K
Varex Imaging Corporation
VREX
Shares Held
235
Value
$2.91K
Palantir Technologies Inc.
PLTR
Shares Held
230
Value
$41.96K
Xcel Energy Inc.
XEL
Shares Held
228
Value
$18.39K
Palo Alto Networks, Inc.
PANW
Shares Held
226
Value
$46.02K