Gds Wealth Management has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $909 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $52.2M, Ishares Core S&P U.S. Value Et with a value of $40.2M, First Tr Enhanced Traded Fd Iv with a value of $28.8M, Ishares Msci Usa Min Vol Facto with a value of $28.3M, and Vanguard Intermediate Term Cor with a value of $26.8M.
Examining the 13F form we can see an increase of $58.2M in the current position value, from $851M to 909M.
Below you can find more details about Gds Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$909 Million
ETFs: $469 Million
Technology: $91.7 Million
Financial Services: $80.6 Million
Healthcare: $59.2 Million
Industrials: $52.2 Million
Consumer Cyclical: $47.6 Million
Energy: $37.2 Million
Communication Services: $33.7 Million
Other: $29.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
