Global Assets Advisory, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Orlando, FL
CIK
0001942932
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 55 77,082 XOM, AAPL, JEPI, AGG RESTATEMENT 2/16/2024 000142050624000497
Q3 2023 134 113,498 XOM, AAPL, AGG, BRK-B 13F-HR 10/4/2023 000142050623001776
Q2 2023 117 109,408 AAPL, XOM, JEPI, RDVY 13F-HR 7/21/2023 000142050623001307
Q1 2023 116 98,064 AAPL, XOM, RDVY, JEPI 13F-HR 4/21/2023 000142050623000803
Q4 2022 135 94,837 XOM, AAPL, AGG, RDVY 13F-HR 1/31/2023 000142050623000182
Q3 2022 149 98,866 XOM, AAPL, RDVY, QQQ 13F-HR 11/10/2022 000142050622002023
Q2 2022 61 46,387 XOM, AAPL, QQQ, AMZN 13F-HR 8/17/2022 000142050622001803
Additional filings from Global Assets Advisory, LLC that have since been restated