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GLOBAL ASSETS ADVISORY, LLC 13F portfolio summary

GLOBAL ASSETS ADVISORY, LLC of GLOBAL ASSETS ADVISORY, LLC has 469 current stock holdings with a reported portfolio value of $349.4M. The portfolio 1 year return is +18.35%. Top holdings include EPR-PC (0.00%), AWK (0.00%), BLV (0.00%), BIP (0.00%), NIE (0.00%).

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GLOBAL ASSETS ADVISORY, LLC

GLOBAL ASSETS ADVISORY, LLC
Latest filing: 2026-03-31

GLOBAL ASSETS ADVISORY, LLC runs GLOBAL ASSETS ADVISORY, LLC and currently holds 469 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $349.38M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GLOBAL ASSETS ADVISORY, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GLOBAL ASSETS ADVISORY, LLC's portfolio at GLOBAL ASSETS ADVISORY, LLC has delivered returns of +18.35%. Their 3-year annualized return is +78.64%. Looking at the 5-year horizon, GLOBAL ASSETS ADVISORY, LLC has achieved +95.81% annualized returns at GLOBAL ASSETS ADVISORY, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.35%
#0/1000
3 Year
+78.64%
#0/1000
5 Year
+95.81%
#0/1000

Portfolio Value

$349.38M

Alpha Score

65.4

#0 of 1000

Holdings

469

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change