Gem Asset Management, LLC Purchases and Sells in Q1 2025

Gem Asset Management, LLC

$179 Billion
Q1 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	15.2K + 828.06%	$169.43 - $182.84 $2.58M - $2.78M	17.1K $2.96B
DFAI	9.88K + 3.98%	$28.88 - $32.4 $285K - $320K	258K $8.07B
SPSB	14.2K + 95.96%	$29.82 - $30.1 $424K - $428K	29.1K $871M
XLF	7.35K + 153.85%	$47.32 - $52.19 $348K - $383K	12.1K $603M
DIMENSIONAL ETF TRUST	9.9K + 10.87%	N/A	101K $3.08B
DFAE	6.57K + 3.7%	$24.64 - $26.86 $162K - $176K	184K $4.8B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMPLIFY ETF TR	8.37K New	N/A	8.37K $605M
XLE	5.51K New	$85.7 - $93.96 $472K - $518K	5.51K $518M
TSLL	30K New	N/A	30K $306M
DIMENSIONAL ETF TRUST	3.83K New	N/A	3.83K $236M
IWB	716 New	$302.31 - $337.54 $216K - $242K	716 $220M
NFLX	224 New	$828.4 - $1058.6 $186K - $237K	224 $208M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-613 - 2.42%	$551.42 - $612.93 $338K - $376K	24.7K $13.9B
AAPL	-2.06K - 10.9%	$209.68 - $247.1 $433K - $510K	16.9K $3.76B
VONG	-3.04K - 7.09%	$92.71 - $107.38 $281K - $326K	39.8K $3.73B
AMZN	-1.85K - 19.23%	$190.26 - $242.06 $351K - $447K	7.76K $1.49B
SMLF	-3.84K - 5.42%	$60.91 - $71.4 $234K - $274K	67K $4.18B
SYY	-1.63K - 0.37%	$70.0 - $77.13 $114K - $126K	436K $32.9B

Activity Summary All Purchases 53 New Holdings 9 Increased Positions 44 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gem Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gem Asset Management, LLC with notifications on news.