Gsb Wealth Management, LLC Purchases in Q4 2024

Gsb Wealth Management, LLC

  • $378 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
503
+ 2.59%
$14.28 - $14.81 $7.18K - $7.45K
19.9K $286K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.8K
+ 197.14%
$22.4 - $68.28 $309K - $943K
20.8K $482K
VO
Vanguard Mid Cap ETF

ETFs
15
+ 0.75%
$261.5 - $284.63 $3.92K - $4.27K
2.02K $534K
FAST
Fastenal CO

Industrials
15
+ 0.33%
$69.99 - $84.35 $1.05K - $1.27K
4.58K $329K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.09%
$233.76 - $261.58 $234 - $262
1.17K $279K
VDC
Vanguard Consumer Staples ETF

ETFs
244
+ 3.5%
$210.96 - $223.62 $51.5K - $54.6K
7.21K $1.52M
SYK
Stryker Corp

Healthcare
5
+ 0.62%
$345.14 - $392.15 $1.73K - $1.96K
806 $290K
CHD
Church & Dwight CO Inc

Consumer Defensive
12
+ 0.16%
$99.11 - $112.25 $1.19K - $1.35K
7.72K $807K
Blackrock Inc
202
New
N/A
202 $0
TXN
Texas Instruments Inc

Technology
1
+ 0.03%
N/A
3.3K $642K
OSEA
Harbor ETF Tr Harbor Intl Comp
89.3K
New
N/A
89.3K $0
Pimco ETF Tr
53.8K
New
N/A
53.8K $0
Kenvue Inc
1.32K
+ 0.89%
N/A
149K $0
PM
Philip Morris International Inc.

Consumer Defensive
17
+ 0.68%
$118.38 - $133.06 $2.01K - $2.26K
2.51K $302K
J P Morgan Exchange Traded F
23.4K
New
N/A
23.4K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
24
+ 1.85%
$183.23 - $199.79 $4.4K - $4.79K
1.32K $244K
HIG
Hartford Financial Services Group, Inc.

Financial Services
235
+ 6.58%
$107.06 - $123.74 $25.2K - $29.1K
3.81K $416K
DOV
Dover Corp

Industrials
3
+ 0.26%
$184.72 - $206.51 $554 - $620
1.14K $213K
IWS
Ishares Russell Midcap Value E

ETFs
8
+ 0.42%
$128.08 - $140.32 $1.02K - $1.12K
1.91K $247K
FSTA
Fidelity Covington Tr Msci Con

ETFs
134
+ 1.88%
$49.28 - $52.29 $6.6K - $7.01K
7.27K $359K
GLD
Spdr Gold Trust

ETFs
2
+ 0.02%
$236.59 - $257.5 $473 - $515
8.02K $1.94M
ABT
Abbott Laboratories

Healthcare
41
+ 0.23%
$111.93 - $119.39 $4.59K - $4.89K
18.2K $2.06M
COP
Conocophillips

Energy
5
+ 0.24%
$95.12 - $114.72 $476 - $574
2.05K $203K
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.3K
+ 200.02%
$25.79 - $80.4 $420K - $1.31M
24.4K $636K
TT
Trane Technologies PLC

Industrials
3
+ 0.3%
$369.35 - $419.14 $1.11K - $1.26K
998 $368K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
696
+ 3.55%
$96.64 - $101.23 $67.3K - $70.5K
20.3K $1.97M
EFA
Ishares Tr Msci Eafe ETF

ETFs
31
+ 0.99%
$75.1 - $82.99 $2.33K - $2.57K
3.17K $239K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.2%
$244.52 - $284.07 $489 - $568
1.03K $253K
ADI
Analog Devices Inc

Technology
7
+ 0.48%
$206.35 - $236.48 $1.44K - $1.66K
1.46K $311K
DEO
Diageo PLC

Consumer Defensive
681
+ 8.07%
$118.0 - $139.88 $80.4K - $95.3K
9.12K $1.16M
IVE
Ishares S&P 500 Value ETF

ETFs
253
+ 2.05%
$189.5 - $206.17 $47.9K - $52.2K
12.6K $2.4M
UNP
Union Pacific Corp

Industrials
11
+ 0.64%
$223.15 - $249.32 $2.45K - $2.74K
1.73K $394K
APD
Air Products & Chemicals, Inc.

Basic Materials
16
+ 0.32%
$285.5 - $335.62 $4.57K - $5.37K
5.08K $1.47M
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.17%
$253.56 - $278.5 $1.77K - $1.95K
4.18K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 1.17%
$485.52 - $625.25 $2.91K - $3.75K
517 $261K
DUK
Duke Energy Corp

Utilities
14
+ 0.26%
$105.76 - $120.76 $1.48K - $1.69K
5.33K $574K
OTIS
Otis Worldwide Corp

Industrials
13
+ 0.36%
$92.57 - $106.01 $1.2K - $1.38K
3.59K $332K
EFX
Equifax Inc

Industrials
2
+ 0.19%
$245.03 - $293.5 $490 - $587
1.07K $272K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
44
+ 0.25%
$27.88 - $30.51 $1.23K - $1.34K
17.6K $490K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
178
+ 0.62%
$80.93 - $85.66 $14.4K - $15.2K
28.8K $2.33M
CARR
Carrier Global Corp

Industrials
2
+ 0.04%
$66.69 - $82.65 $133 - $165
4.83K $329K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
67
+ 0.2%
$51.33 - $53.74 $3.44K - $3.6K
34.1K $1.76M
VTV
Vanguard Value ETF

ETFs
687
+ 1.91%
$168.32 - $181.87 $116K - $125K
36.6K $6.2M
MKC
Mccormick & CO Inc

Consumer Defensive
40
+ 0.31%
$73.97 - $84.09 $2.96K - $3.36K
12.8K $976K
RTX
Raytheon Technologies Corp

Industrials
212
+ 1.15%
$114.45 - $127.21 $24.3K - $27K
18.6K $2.15M
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.08%
$90.22 - $102.31 $451 - $512
6.09K $553K
SO
Southern CO

Utilities
10
+ 0.09%
$81.5 - $94.15 $815 - $942
11.6K $955K
CNI
Canadian National Railway CO

Industrials
12
+ 0.21%
$100.62 - $117.12 $1.21K - $1.41K
5.83K $591K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 0.41%
$288.47 - $316.54 $9.52K - $10.4K
8.1K $2.35M
Activity Summary
Buys All Purchases 119 New Holdings 10 Increased Positions 109 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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