Gds Wealth Management Portfolio Holdings

Gds Wealth Management

  • $1.09 Billion
  • Q4 2024

Gds Wealth Management has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $63.7M, First Tr Enhanced Traded Fd Iv with a value of $50M, Vanguard Intermediate Term Cor with a value of $39.5M, Ishares Core S&P U.S. Value Et with a value of $38.7M, and Vanguard Lg Trm Corp Bd ETF with a value of $38.6M.

Examining the 13F form we can see an increase of $66.1M in the current position value, from $1.02B to 1.09B.

Below you can find more details about Gds Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $1.09 Billion
ETFs: $481 Million
Technology: $147 Million
Financial Services: $108 Million
Healthcare: $81.8 Million
Consumer Cyclical: $71.4 Million
Industrials: $58.2 Million
Consumer Defensive: $46.4 Million
Communication Services: $45 Million
Other: $34.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.86T
$26.7 Million 2.45% of portfolio
121,496
Q4 2024 Added 2.37%
$3.25T
$26.2 Million 2.41% of portfolio
104,647
Q4 2024 Added 12.82%
$257B
$25.4 Million 2.34% of portfolio
281,593
Q4 2024 Added 4.22%
$931B
$22.2 Million 2.04% of portfolio
117,294
Q4 2024 Added 2.84%
$255B
$20.3 Million 1.87% of portfolio
60,766
Q4 2024 Added 3.22%
$80.5B
$19.5 Million 1.79% of portfolio
52,746
Q4 2024 Added 1.89%
$2.89T
$19.4 Million 1.78% of portfolio
46,039
Q4 2024 Added 5.4%
$688B
$19.1 Million 1.76% of portfolio
79,875
Q4 2024 Added 3.18%
$191B
$18.5 Million 1.7% of portfolio
62,468
Q4 2024 Added 3.7%
$52.8B
$17.2 Million 1.58% of portfolio
89,233
Q4 2024 Added 3.81%
$42.6B
$16.7 Million 1.54% of portfolio
79,585
Q4 2024 Added 3.76%
$22.7B
$16.7 Million 1.53% of portfolio
101,900
Q4 2024 Added 3.81%
$29.6B
$15.7 Million 1.44% of portfolio
173,581
Q4 2024 Added 3.79%
$1.17T
$15.5 Million 1.42% of portfolio
26,197
Q4 2024 Added 5.17%
$152B
$15.4 Million 1.41% of portfolio
127,268
Q4 2024 Added 5.19%
$89.2B
$15.3 Million 1.41% of portfolio
102,622
Q4 2024 Reduced 0.76%
$154B
$14.5 Million 1.33% of portfolio
29,055
Q4 2024 Added 6.2%
$548B
$14.3 Million 1.32% of portfolio
45,318
Q4 2024 Added 6.77%
$43.2B
$14.1 Million 1.3% of portfolio
191,013
Q4 2024 Added 46.18%
$26B
$12.4 Million 1.14% of portfolio
159,997
Q4 2024 Added 17.81%
$44.8B
$12.3 Million 1.13% of portfolio
59,308
Q4 2024 Added 6.4%
$22.4B
$12 Million 1.1% of portfolio
58,243
Q4 2024 Added 5.6%
$28B
$11.7 Million 1.08% of portfolio
59,529
Q4 2024 Added 8.45%
$549B
$11.7 Million 1.08% of portfolio
23,144
Q4 2024 Added 7.45%
$153B
$10.6 Million 0.98% of portfolio
88,136
Q4 2024 Added 8.97%
$12.9B
$10.1 Million 0.93% of portfolio
135,339
Q4 2024 Added 119.57%
$79.5B
$9.5 Million 0.87% of portfolio
75,901
Q4 2024 Added 4.68%
$18.4B
$5.78 Million 0.53% of portfolio
270,821
Q4 2024 Added 110.26%
$431B
$5.67 Million 0.52% of portfolio
52,668
Q4 2024 Reduced 5.81%
$433B
$5.32 Million 0.49% of portfolio
5,810
Q4 2024 Added 405.22%
$9.12B
$5.09 Million 0.47% of portfolio
23,735
Q4 2024 Added 845.99%
$13.5B
$4.87 Million 0.45% of portfolio
38,596
Q4 2024 Added 1,162.13%
$25.3B
$4.83 Million 0.44% of portfolio
8,168
Q4 2024 Added 1,527.09%
$2.2B
$4.65 Million 0.43% of portfolio
345,817
Q4 2024 Added 1,545.26%
$2.84B
$4.19 Million 0.38% of portfolio
20,616
Q4 2024 Added 44.52%
$81.3B
$4.09 Million 0.38% of portfolio
11,959
Q4 2024 Added 42.49%
$25.3B
$4.07 Million 0.37% of portfolio
5,844
Q4 2024 Added 44.55%
$401B
$4.01 Million 0.37% of portfolio
23,915
Q4 2024 Added 46.94%
$276B
$3.91 Million 0.36% of portfolio
29,110
Q4 2024 Added 55.6%
$7.05B
$3.95 Million 0.36% of portfolio
41,131
Q4 2024 Added 43.62%
$1.37B
$3.66 Million 0.34% of portfolio
60,624
Q4 2024 Added 599.56%
$14.6B
$3.65 Million 0.34% of portfolio
27,901
Q4 2024 Added 48.85%
$15.2B
$3.4 Million 0.31% of portfolio
117,071
Q4 2024 Added 50.57%
$67.5B
$3.39 Million 0.31% of portfolio
26,903
Q4 2024 Added 688.02%
$16.2B
$3.16 Million 0.29% of portfolio
18,752
Q4 2024 Added 618.47%
$31.4B
$3.07 Million 0.28% of portfolio
5,942
Q4 2024 Added 57.53%
$19.3B
$2.94 Million 0.27% of portfolio
107,955
Q4 2024 Reduced 4.79%
$71.2B
$2.87 Million 0.26% of portfolio
6,204
Q4 2024 Added 83.28%
$72.2B
$2.67 Million 0.25% of portfolio
11,504
Q4 2024 Added 7.14%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $1.09 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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