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
$107B
$2.6 Million 0.24% of portfolio
30,947
Q4 2024 New
$27.7B
$2.19 Million 0.2% of portfolio
33,660
Q4 2024 Reduced 1.88%
$27.2B
$1.94 Million 0.18% of portfolio
9,824
Q4 2024 Added 252.24%
$150B
$1.93 Million 0.18% of portfolio
21,596
Q4 2024 Added 269.23%
$15.7B
$1.97 Million 0.18% of portfolio
12,463
Q4 2024 Added 245.04%
$86.8B
$1.91 Million 0.18% of portfolio
20,237
Q4 2024 Added 253.48%
$117B
$1.98 Million 0.18% of portfolio
4,420
Q4 2024 Added 227.41%
$4.27B
$1.85 Million 0.17% of portfolio
14,277
Q4 2024 Added 253.57%
$123B
$1.77 Million 0.16% of portfolio
8,335
Q4 2024 Added 314.06%
$11.4B
$1.72 Million 0.16% of portfolio
6,347
Q4 2024 Added 281.43%
$6.26B
$1.76 Million 0.16% of portfolio
33,154
Q4 2024 Added 1,707.74%
$118B
$1.51 Million 0.14% of portfolio
4,535
Q4 2024 Added 0.89%
$12.6B
$1.56 Million 0.14% of portfolio
12,419
Q4 2024 Added 297.79%
$3.87B
$1.4 Million 0.13% of portfolio
9,071
Q4 2024 Added 327.27%
$330B
$1.22 Million 0.11% of portfolio
5,515
Q2 2024 Reduced 0.04%
$230B
$1.1 Million 0.1% of portfolio
3,124
Q4 2024 Added 0.06%
$623B
$922,000 0.08% of portfolio
2,036
Q4 2024 Added 1.8%
$74.6B
$767,000 0.07% of portfolio
8,443
Q2 2024 Reduced 0.11%
$224B
$701,000 0.06% of portfolio
2,420
Q4 2024 Reduced 3.35%
$21B
$599,000 0.06% of portfolio
4,306
Q3 2023 New
$89.5B
$659,000 0.06% of portfolio
2,838
Q4 2024 Reduced 10.5%
$116B
$659,000 0.06% of portfolio
1,358
Q4 2024 Reduced 3.14%
$1.4B
$516,000 0.05% of portfolio
19,000
Q4 2021 New
$151B
$504,000 0.05% of portfolio
2,214
Q4 2024 Added 0.23%
$72B
$491,000 0.05% of portfolio
3,965
Q4 2024 Added 2.03%
$424B
$516,000 0.05% of portfolio
3,570
Q4 2024 Reduced 11.46%
$309B
$525,000 0.05% of portfolio
8,441
Q4 2024 Reduced 2.57%
$36.3B
$426,000 0.04% of portfolio
4,096
Q4 2024 Reduced 4.01%
$198B
$427,000 0.04% of portfolio
86
Q4 2024 Reduced 11.34%
$27B
$433,000 0.04% of portfolio
3,627
Q2 2024 Reduced 0.93%
$236B
$469,000 0.04% of portfolio
4,149
Q4 2024 Reduced 0.29%
$1.14B
$443,000 0.04% of portfolio
15,202
Q3 2024 Added 3.32%
$243M
$382,000 0.04% of portfolio
51,338
Q2 2024 Added 8.45%
$532B
$402,000 0.04% of portfolio
765
Q4 2024 Added 3.24%
$64.6B
$394,000 0.04% of portfolio
4,824
Q4 2024 Reduced 3.6%
$357B
$471,000 0.04% of portfolio
2,656
Q4 2024 Reduced 2.53%
$42.8B
$458,000 0.04% of portfolio
6,370
Q4 2024 Reduced 1.09%
$59.9B
$324,000 0.03% of portfolio
16,560
Q4 2023 New
$1.07T
$290,000 0.03% of portfolio
719
Q4 2024 New
$83.8B
$292,000 0.03% of portfolio
310
Q4 2024 Reduced 2.82%
$230B
$325,000 0.03% of portfolio
4,973
Q4 2024 Reduced 12.89%
$1.11T
$349,000 0.03% of portfolio
1,834
Q4 2024 Added 8.33%
$64.6B
$303,000 0.03% of portfolio
2,933
Q2 2024 Reduced 0.1%
$112B
$297,000 0.03% of portfolio
2,814
Q4 2024 Reduced 1.44%
$54.1B
$289,000 0.03% of portfolio
3,144
Q4 2024 Reduced 17.48%
$25.3B
$372,000 0.03% of portfolio
8,045
Q2 2023 New
$307B
$236,000 0.02% of portfolio
1,634
Q4 2024 Reduced 14.0%
$14.9B
$215,000 0.02% of portfolio
1,677
Q4 2024 New
$239B
$202,000 0.02% of portfolio
1,679
Q4 2024 New

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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