Global Assets Advisory, LLC - Portfolio overview

Global Assets Advisory, LLC has 579 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORPORATION, 5.51%
  2. FIS - FIDELITY NATL INFORMATION SV, 4.69%
  3. XOM - EXXON MOBIL CORP, 4.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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