Gds Wealth Management Purchases in Q4 2024

Gds Wealth Management

  • $1.09 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
65K
+ 11.63%
$31.23 - $33.51 $2.03M - $2.18M
624K $19.6M
MLM
Martin Marietta Materials Inc

Basic Materials
2.17K
+ 57.53%
$516.5 - $619.58 $1.12M - $1.34M
5.94K $3.07M
AVAV
Aero Vironment Inc

Industrials
6.95K
+ 327.27%
$153.72 - $235.17 $1.07M - $1.63M
9.07K $1.4M
ALL
Allstate Corp

Financial Services
3.27K
+ 3.81%
$181.25 - $208.2 $593K - $681K
89.2K $17.2M
LGOV
First Tr ETF Iv Long Duration

ETFs
101K
+ 12.97%
$20.75 - $22.49 $2.09M - $2.26M
876K $18.3M
PINS
Pinterest, Inc.

Communication Services
39.3K
+ 50.57%
$28.24 - $34.15 $1.11M - $1.34M
117K $3.4M
AVGO
Broadcom Inc.

Technology
767
+ 7.14%
$159.67 - $250.0 $122K - $192K
11.5K $2.67M
MSFT
Microsoft Corp

Technology
2.36K
+ 5.4%
$406.35 - $454.46 $958K - $1.07M
46K $19.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
18.5K
+ 4.79%
$35.45 - $40.33 $657K - $747K
405K $14.5M
FISV
Fiserv Inc

Technology
3.4K
+ 4.68%
N/A
75.9K $9.5M
SPGI
S&P Global Inc.

Financial Services
1.7K
+ 6.2%
$480.36 - $529.17 $815K - $898K
29.1K $14.5M
TSLA
Tesla, Inc.

Consumer Cyclical
719
New
$213.65 - $479.86 $154K - $345K
719 $290K
VUG
Vanguard Growth ETF

ETFs
617
New
$378.79 - $428.11 $234K - $264K
617 $253K
XLK
Technology Sector Spdr

ETFs
986
New
$220.26 - $241.44 $217K - $238K
986 $229K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.68K
New
$128.36 - $186.0 $215K - $312K
1.68K $215K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.41K
New
$87.25 - $95.52 $211K - $231K
2.41K $213K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
579
New
$340.59 - $380.5 $197K - $220K
579 $211K
WFC
Wells Fargo & Company

Financial Services
2.98K
New
$54.98 - $77.35 $164K - $231K
2.98K $209K
CSCO
Cisco Systems, Inc.

Technology
3.47K
New
$52.45 - $60.02 $182K - $208K
3.47K $205K
BMY
Bristol Myers Squibb CO

Healthcare
3.64K
New
$51.92 - $59.94 $189K - $218K
3.64K $205K
SPY
Spdr S&P 500 ETF Trust

ETFs
346
New
$567.81 - $607.81 $196K - $210K
346 $202K
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
New
$118.38 - $133.06 $199K - $223K
1.68K $202K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.06K
+ 14.61%
$61.68 - $67.87 $127K - $140K
16.2K $1.01M
VTV
Vanguard Value ETF

ETFs
704
+ 45.07%
$168.32 - $181.87 $118K - $128K
2.27K $383K
VTI
Vanguard Total Stock Market Et

ETFs
289
+ 7.61%
$280.04 - $302.45 $80.9K - $87.4K
4.09K $1.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
147
+ 15.98%
$521.84 - $558.82 $76.7K - $82.1K
1.07K $574K
IVW
Ishares S&P 500 Growth ETF

ETFs
315
+ 4.91%
$94.43 - $105.47 $29.7K - $33.2K
6.73K $682K
EMR
Emerson Electric CO

Industrials
79
+ 2.03%
$108.13 - $134.33 $8.54K - $10.6K
3.97K $491K
GOOG
Alphabet Inc.

Communication Services
141
+ 8.33%
$163.08 - $198.16 $23K - $27.9K
1.83K $349K
IVE
Ishares S&P 500 Value ETF

ETFs
295
+ 16.71%
$189.5 - $206.17 $55.9K - $60.8K
2.06K $393K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
166
+ 7.91%
$201.32 - $217.44 $33.4K - $36.1K
2.27K $468K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
392
+ 12.42%
$113.92 - $127.38 $44.7K - $49.9K
3.55K $408K
MA
Mastercard Inc

Financial Services
24
+ 3.24%
$491.3 - $536.15 $11.8K - $12.9K
765 $402K
IEMG
Ishares Inc

ETFs
557
+ 8.96%
N/A
6.77K $363K
IXUS
Ishares Tr

ETFs
690
+ 20.22%
$65.95 - $72.56 $45.5K - $50.1K
4.1K $271K
ETN
Eaton Corp PLC

Industrials
40
+ 0.89%
$326.96 - $377.52 $13.1K - $15.1K
4.54K $1.51M
COP
Conocophillips

Energy
267
+ 12.98%
$95.12 - $114.72 $25.4K - $30.6K
2.32K $230K
IEFA
Ishares Tr

ETFs
1.3K
+ 12.71%
$70.06 - $77.43 $90.8K - $100K
11.5K $807K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
229
+ 8.64%
$96.64 - $101.23 $22.1K - $23.2K
2.88K $279K
ORCL
Oracle Corp

Technology
54
+ 3.73%
$165.41 - $192.43 $8.93K - $10.4K
1.5K $249K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
302
+ 2.89%
$22.39 - $23.45 $6.76K - $7.08K
10.7K $246K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 1.8%
$442.29 - $483.08 $15.9K - $17.4K
2.04K $922K
Lam Research Corp
47.5K
New
N/A
47.5K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.06%
$126.68 - $134.74 $253 - $269
3.09K $394K
ACN
Accenture PLC

Technology
2
+ 0.06%
$343.9 - $376.86 $688 - $754
3.12K $1.1M
RTX
Raytheon Technologies Corp

Industrials
31
+ 1.6%
$114.45 - $127.21 $3.55K - $3.94K
1.97K $227K
UNP
Union Pacific Corp

Industrials
5
+ 0.23%
$223.15 - $249.32 $1.12K - $1.25K
2.21K $504K
FANG
Diamondback Energy, Inc.

Energy
3.74K
+ 3.81%
$153.06 - $199.5 $572K - $745K
102K $16.7M
TT
Trane Technologies PLC

Industrials
979
+ 1.89%
$369.35 - $419.14 $362K - $410K
52.7K $19.5M
Activity Summary
Buys All Purchases 108 New Holdings 14 Increased Positions 94 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gds Wealth Management Portfolio

Follow Gds Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gds Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email