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GLOBAL TRUST ASSET MANAGEMENT, LLC 13F portfolio summary

GLOBAL TRUST ASSET MANAGEMENT, LLC of GLOBAL TRUST ASSET MANAGEMENT, LLC has 455 current stock holdings with a reported portfolio value of $261.5M. The portfolio 1 year return is +23.32%. Top holdings include BSV (0.00%), BLV (0.00%), BHF (0.00%), APP (0.00%), EP-PC (0.00%).

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GLOBAL TRUST ASSET MANAGEMENT, LLC

GLOBAL TRUST ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31

GLOBAL TRUST ASSET MANAGEMENT, LLC runs GLOBAL TRUST ASSET MANAGEMENT, LLC and currently holds 455 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $261.52M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GLOBAL TRUST ASSET MANAGEMENT, LLC ranks #784 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GLOBAL TRUST ASSET MANAGEMENT, LLC's portfolio at GLOBAL TRUST ASSET MANAGEMENT, LLC has delivered returns of +23.32%. Their 3-year annualized return is +56.00%. Looking at the 5-year horizon, GLOBAL TRUST ASSET MANAGEMENT, LLC has achieved +55.75% annualized returns at GLOBAL TRUST ASSET MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.32%
#530/1000
3 Year
+56.00%
#734/1000
5 Year
+55.75%
#772/1000

Portfolio Value

$261.52M

Alpha Score

43.9

#784 of 1000

Holdings

455

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change