Gsb Wealth Management, LLC Purchases in Q1 2025

Gsb Wealth Management, LLC

  • $359 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PREF
Principal Spectrum Pfd Secs Ac

ETFs
127K
+ 193.59%
$18.55 - $18.81 $2.36M - $2.4M
193K $3.62M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
17.8K
+ 143.99%
$106.46 - $114.75 $1.89M - $2.04M
30.1K $3.34M
FNDA
Schwab Fundamental U S Small C

ETFs
62.4K
+ 27.62%
$26.87 - $30.99 $1.68M - $1.93M
288K $7.88M
VDC
Vanguard Consumer Staples ETF

ETFs
4.68K
+ 64.95%
$206.54 - $226.16 $967K - $1.06M
11.9K $2.56M
JNJ
Johnson & Johnson

Healthcare
213
+ 0.7%
$142.06 - $167.7 $30.3K - $35.7K
30.8K $5.11M
ICSH
Blackrock Ultra Short Term Bon

ETFs
12.8K
New
$50.44 - $50.7 $644K - $647K
12.8K $647K
DELL
Dell Technologies Inc.

Technology
6.99K
New
$90.34 - $124.66 $632K - $872K
6.99K $637K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
149
+ 2.36%
$442.66 - $534.52 $66K - $79.6K
6.45K $3.44M
CVX
Chevron Corp

Energy
128
+ 0.66%
$146.71 - $167.97 $18.8K - $21.5K
19.6K $3.28M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.1K
+ 21.18%
$78.0 - $84.37 $476K - $514K
34.9K $2.76M
TRV
Travelers Companies, Inc.

Financial Services
514
+ 5.03%
$232.43 - $265.13 $119K - $136K
10.7K $2.84M
GLD
Spdr Gold Trust

ETFs
1
+ 0.01%
$243.19 - $288.14 $243 - $288
8.02K $2.31M
RTX
Raytheon Technologies Corp

Industrials
92
+ 0.5%
$114.1 - $135.66 $10.5K - $12.5K
18.7K $2.47M
AFL
Aflac Inc

Financial Services
345
+ 0.95%
$100.99 - $111.19 $34.8K - $38.4K
36.8K $4.1M
AMD
Advanced Micro Devices Inc

Technology
7.89K
+ 28.62%
$96.63 - $129.55 $763K - $1.02M
35.5K $3.64M
XOM
Exxon Mobil Corp

Energy
154
+ 0.69%
$105.44 - $118.93 $16.2K - $18.3K
22.3K $2.65M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2.64K
+ 5.11%
$48.13 - $51.78 $127K - $137K
54.3K $2.77M
CB
Chubb LTD

Financial Services
478
+ 13.66%
$257.71 - $301.99 $123K - $144K
3.98K $1.2M
MCD
Mcdonalds Corp

Consumer Cyclical
126
+ 1.55%
$279.74 - $321.29 $35.2K - $40.5K
8.23K $2.57M
UBER
Uber Technologies, Inc

Technology
2.89K
New
$63.17 - $81.49 $183K - $236K
2.89K $210K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.36K
+ 28.06%
$254.58 - $302.92 $346K - $412K
6.2K $1.59M
EPI
Wisdomtree Tr India Earnings F

ETFs
6.63K
+ 7.71%
$40.08 - $45.85 $266K - $304K
92.5K $4.02M
APH
Amphenol Corp

Technology
2.98K
+ 16.26%
$61.62 - $78.55 $183K - $234K
21.3K $1.4M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
900
+ 4.78%
$26.05 - $30.88 $23.4K - $27.8K
19.7K $609K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.29K
New
$27.01 - $28.54 $116K - $122K
4.29K $118K
SO
Southern CO

Utilities
41
+ 0.35%
$80.96 - $92.96 $3.32K - $3.81K
11.6K $1.07M
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 0.05%
$124.46 - $147.4 $622 - $737
9.91K $1.41M
DE
Deere & CO

Industrials
14
+ 0.63%
$408.57 - $509.27 $5.72K - $7.13K
2.22K $1.04M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
558
+ 0.27%
$42.36 - $43.8 $23.6K - $24.4K
207K $8.96M
T
At&T Inc.

Communication Services
1.05K
+ 8.2%
$21.56 - $28.28 $22.6K - $29.6K
13.8K $390K
TJX
Tjx Companies Inc

Consumer Cyclical
585
+ 2.57%
$112.81 - $126.16 $66K - $73.8K
23.4K $2.85M
LLY
Eli Lilly & CO

Healthcare
56
+ 6.83%
$725.72 - $929.72 $40.6K - $52.1K
876 $723K
SBUX
Starbucks Corp

Consumer Cyclical
58
+ 0.52%
$91.75 - $115.81 $5.32K - $6.72K
11.2K $1.1M
C
Citigroup Inc

Financial Services
1.16K
+ 39.49%
$67.23 - $84.63 $77.7K - $97.7K
4.08K $289K
MKC
Mccormick & CO Inc

Consumer Defensive
58
+ 0.45%
$71.24 - $84.73 $4.13K - $4.91K
12.9K $1.06M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.04K
New
$77.33 - $90.16 $80.3K - $93.6K
1.04K $81K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
936
New
$70.96 - $92.65 $66.4K - $86.7K
936 $80K
GD
General Dynamics Corp

Industrials
17
+ 0.22%
$241.94 - $272.58 $4.11K - $4.63K
7.65K $2.08M
IEMG
Ishares Inc

ETFs
1.39K
New
N/A
1.39K $74K
VIG
Vanguard Dividend Appreciation

ETFs
394
+ 9.18%
N/A
4.68K $853K
NKE
Nike, Inc.

Consumer Cyclical
2.31K
+ 37.03%
$63.29 - $81.72 $146K - $189K
8.55K $542K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.41K
+ 2.79%
$62.72 - $71.92 $88.7K - $102K
52.2K $3.29M
ZS
Zscaler, Inc.

Technology
80
+ 3.46%
$181.66 - $216.87 $14.5K - $17.3K
2.4K $475K
TSCO
Tractor Supply CO

Consumer Cyclical
76
+ 0.32%
$51.66 - $57.94 $3.93K - $4.4K
23.7K $1.31M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
663
New
$73.78 - $76.59 $48.9K - $50.8K
663 $50K
V
Visa Inc.

Financial Services
14
+ 1.11%
$306.92 - $362.71 $4.3K - $5.08K
1.27K $445K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
523
+ 2.98%
$27.47 - $30.62 $14.4K - $16K
18.1K $538K
PG
Procter & Gamble CO

Consumer Defensive
32
+ 0.22%
$158.56 - $176.26 $5.07K - $5.64K
14.5K $2.48M
CHD
Church & Dwight CO Inc

Consumer Defensive
9
+ 0.12%
$101.42 - $113.2 $913 - $1.02K
7.72K $850K
Activity Summary
Buys All Purchases 127 New Holdings 22 Increased Positions 105 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gsb Wealth Management, LLC Portfolio

Follow Gsb Wealth Management, LLC 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 Gsb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gsb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email