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GLOBAL ASSETS ADVISORY, LLC
GLOBAL ASSETS ADVISORY, LLC
Latest filing: 2026-06-30
GLOBAL ASSETS ADVISORY, LLC runs GLOBAL ASSETS ADVISORY, LLC and currently holds 322 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $458.35M. Their top holdings are AAPL, NVDA, XOM, JEPI, VCIT. The top five represent 18.5% of reported portfolio weight. GLOBAL ASSETS ADVISORY, LLC ranks #277 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GLOBAL ASSETS ADVISORY, LLC initiated 11 new positions. They added to 67 existing positions. They trimmed 21 positions. Their current best-performing preview position is MU with returns of +241.67%.
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322 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 6.25% | $225.60 | $309.35 | +37.12% | Added +20.22% |
 NVDA NVIDIA CORPORATION | 5.21% | $113.68 | $214.76 | +88.92% | Trimmed -3.11% |
 XOM EXXON MOBIL CORP | 2.83% | $117.89 | $165.11 | +40.05% | Trimmed -1.81% |
 JEPI J P MORGAN EXCHANGE TRADED F | 2.15% | $57.53 | $57.91 | +0.65% | Added +3.54% |
 VCIT VANGUARD SCOTTSDALE FDS | 2.06% | $82.65 | $81.05 | -1.94% | Added +100.00% |
 LLY ELI LILLY & CO | 2.04% | $1,058.51 | $1,254.77 | +18.54% | Added +155.49% |
 AMZN AMAZON COM INC | 2.01% | $188.67 | $258.63 | +37.08% | Trimmed -20.51% |
 AGG ISHARES TR | 1.73% | $98.69 | $97.36 | -1.35% | Added +4.68% |
 VOO VANGUARD INDEX FDS | 1.64% | $548.20 | $703.77 | +28.38% | Trimmed -45.01% |
 QQQ INVESCO QQQ TR | 1.64% | $490.93 | $713.44 | +45.32% | Added +0.64% |
Showing 1-10 of 322