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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.7 Million 5.86% of portfolio
596,325
Q4 2024 Added 10.14%
$0
$50 Million 4.6% of portfolio
837,263
Q4 2024 Reduced 43.12%
$0
$39.5 Million 3.63% of portfolio
492,427
Q4 2024 Added 17.81%
$0
$38.7 Million 3.56% of portfolio
418,271
Q4 2024 Reduced 7.57%
$0
$38.6 Million 3.55% of portfolio
515,633
Q4 2024 Added 17.88%
$0
$31.4 Million 2.88% of portfolio
628,410
Q4 2024 Added 9.72%
$0
$27 Million 2.48% of portfolio
303,904
Q4 2024 Reduced 7.07%
$1.99T
$26.7 Million 2.45% of portfolio
121,496
Q4 2024 Added 2.37%
$3.46T
$26.2 Million 2.41% of portfolio
104,647
Q4 2024 Added 12.82%
$234B
$25.4 Million 2.34% of portfolio
281,593
Q4 2024 Added 4.22%
$0
$24 Million 2.2% of portfolio
875,373
Q4 2024 Added 1.07%
$960B
$22.2 Million 2.04% of portfolio
117,294
Q4 2024 Added 2.84%
$279B
$20.3 Million 1.87% of portfolio
60,766
Q4 2024 Added 3.22%
$0
$19.9 Million 1.83% of portfolio
33,747
Q4 2024 Reduced 4.59%
$0
$19.6 Million 1.8% of portfolio
623,570
Q4 2024 Added 11.63%
$81.1B
$19.5 Million 1.79% of portfolio
52,746
Q4 2024 Added 1.89%
$701B
$19.1 Million 1.76% of portfolio
79,875
Q4 2024 Added 3.18%
$0
$18.7 Million 1.72% of portfolio
362,728
Q4 2024 Added 12.51%
$0
$18.7 Million 1.72% of portfolio
905,926
Q4 2024 Added 12.15%
$202B
$18.5 Million 1.7% of portfolio
62,468
Q4 2024 Added 3.7%
$0
$18.3 Million 1.68% of portfolio
876,285
Q4 2024 Added 12.97%
$55.4B
$17.2 Million 1.58% of portfolio
89,233
Q4 2024 Added 3.81%
$40.8B
$16.7 Million 1.54% of portfolio
79,585
Q4 2024 Added 3.76%
$28B
$16.7 Million 1.53% of portfolio
101,900
Q4 2024 Added 3.81%
$0
$16.6 Million 1.53% of portfolio
386,356
Q4 2024 Added 12.67%
$33.1B
$15.7 Million 1.44% of portfolio
173,581
Q4 2024 Added 3.79%
$1.31T
$15.5 Million 1.42% of portfolio
26,197
Q4 2024 Added 5.17%
$137B
$15.4 Million 1.41% of portfolio
127,268
Q4 2024 Added 5.19%
$97B
$15.3 Million 1.41% of portfolio
102,622
Q4 2024 Reduced 0.76%
$0
$15.2 Million 1.4% of portfolio
137,208
Q4 2024 Reduced 6.8%
$362B
$14.6 Million 1.34% of portfolio
37,545
Q4 2024 Added 6.68%
$161B
$14.5 Million 1.33% of portfolio
29,055
Q4 2024 Added 6.2%
$0
$14.5 Million 1.33% of portfolio
404,829
Q4 2024 Added 4.79%
$556B
$14.3 Million 1.32% of portfolio
45,318
Q4 2024 Added 6.77%
$43.8B
$14.1 Million 1.3% of portfolio
191,013
Q4 2024 Added 46.18%
$28.3B
$12.4 Million 1.14% of portfolio
159,997
Q4 2024 Added 17.81%
$54.5B
$12.3 Million 1.13% of portfolio
59,308
Q4 2024 Added 6.4%
$22.5B
$12 Million 1.1% of portfolio
58,243
Q4 2024 Added 5.6%
$34.7B
$11.7 Million 1.08% of portfolio
59,529
Q4 2024 Added 8.45%
$471B
$11.7 Million 1.08% of portfolio
23,144
Q4 2024 Added 7.45%
$0
$10.8 Million 0.99% of portfolio
219,589
Q4 2024 Added 9.81%
$171B
$10.6 Million 0.98% of portfolio
88,136
Q4 2024 Added 8.97%
$15.7B
$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%
$21B
$5.78 Million 0.53% of portfolio
270,821
Q4 2024 Added 110.26%
$481B
$5.67 Million 0.52% of portfolio
52,668
Q4 2024 Reduced 5.81%
$400B
$5.32 Million 0.49% of portfolio
5,810
Q4 2024 Added 405.22%
$9.91B
$5.09 Million 0.47% of portfolio
23,735
Q4 2024 Added 845.99%
$13.8B
$4.87 Million 0.45% of portfolio
38,596
Q4 2024 Added 1,162.13%

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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