Gsb Wealth Management, LLC Reduced Holdings in Q1 2025

Gsb Wealth Management, LLC

  • $359 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-435K
- 74.8%
$18.36 - $20.51 $7.99M - $8.92M
147K $2.92M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.49K
- 12.3%
$554.06 - $615.85 $2.49M - $2.76M
32K $18M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-45.7K
- 96.76%
$48.32 - $51.22 $2.21M - $2.34M
1.53K $76K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-90.3K
- 43.72%
$19.04 - $20.15 $1.72M - $1.82M
116K $2.21M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-33.7K
- 38.03%
$50.39 - $50.66 $1.7M - $1.71M
54.9K $2.78M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-17.5K
- 7.17%
$24.91 - $29.02 $435K - $506K
226K $5.66M
USFR
Wisdomtree Floating Rate Treas

ETFs
-21.3K
- 7.96%
$50.29 - $50.5 $1.07M - $1.08M
247K $12.4M
DEO
Diageo PLC

Consumer Defensive
-6.65K
- 72.88%
$104.79 - $126.12 $697K - $838K
2.47K $259K
MSFT
Microsoft Corp

Technology
-45
- 0.26%
$375.39 - $447.2 $16.9K - $20.1K
17.5K $6.58M
UPS
United Parcel Service Inc

Industrials
-4.91K
- 48.4%
$109.66 - $136.26 $539K - $670K
5.24K $576K
GOOGL
Alphabet Inc.

Communication Services
-544
- 3.72%
$154.33 - $206.19 $84K - $112K
14.1K $2.18M
ORCL
Oracle Corp

Technology
-458
- 2.6%
$139.81 - $186.47 $64K - $85.4K
17.2K $2.4M
MRK
Merck & Co., Inc.

Healthcare
-1.21K
- 3.06%
$83.01 - $101.02 $100K - $122K
38.2K $3.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.4K
- 1.59%
$57.21 - $65.8 $80.3K - $92.4K
86.9K $5.07M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-13.4K
- 62.29%
$30.71 - $30.87 $411K - $413K
8.1K $249K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.32K
- 14.1%
$120.24 - $134.3 $279K - $311K
14.1K $1.72M
HD
Home Depot, Inc.

Consumer Cyclical
-333
- 2.93%
$347.25 - $424.87 $116K - $141K
11K $4.04M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-7.77K
- 5.15%
$50.87 - $51.09 $395K - $397K
143K $7.3M
IEFA
Ishares Tr

ETFs
-4.77K
- 88.93%
$69.57 - $78.65 $332K - $375K
594 $44K
VBK
Vanguard Small Cap Growth ETF

ETFs
-538
- 7.77%
$247.97 - $296.33 $133K - $159K
6.39K $1.62M
LMT
Lockheed Martin Corp

Industrials
-124
- 1.92%
$423.19 - $506.29 $52.5K - $62.8K
6.32K $2.82M
PFE
Pfizer Inc

Healthcare
-8.61K
- 14.26%
$25.01 - $27.13 $215K - $234K
51.8K $1.31M
GIS
General Mills Inc

Consumer Defensive
-3.49K
- 19.73%
$57.56 - $65.3 $201K - $228K
14.2K $849K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-857
- 5.04%
$102.49 - $119.96 $87.8K - $103K
16.1K $1.69M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-989
- 0.9%
$48.02 - $53.02 $47.5K - $52.4K
110K $5.38M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.79K
- 3.62%
$54.25 - $57.64 $205K - $218K
101K $5.56M
BDX
Becton Dickinson & CO

Healthcare
-982
- 20.37%
$222.79 - $249.08 $219K - $245K
3.84K $879K
OMC
Omnicom Group Inc.

Communication Services
-2.1K
- 24.71%
$79.43 - $88.34 $167K - $186K
6.4K $530K
MRNA
Moderna, Inc.

Healthcare
-1.99K
- 19.33%
$28.35 - $47.53 $56.4K - $94.6K
8.31K $235K
VEA
Vanguard Ftse Developed Market

ETFs
-9.87K
- 10.56%
$47.4 - $52.99 $468K - $523K
83.6K $4.28M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-8.41K
- 33.51%
$22.46 - $23.26 $189K - $196K
16.7K $385K
JPM
Jpmorgan Chase & CO

Financial Services
-1.06K
- 6.93%
$225.19 - $279.95 $238K - $295K
14.2K $3.47M
EWA
Ishares Msci Australia ETF

ETFs
-5.7K
- 13.44%
$23.02 - $25.66 $131K - $146K
36.7K $860K
IVW
Ishares S&P 500 Growth ETF

ETFs
-46
- 0.29%
$92.45 - $106.69 $4.25K - $4.91K
15.7K $1.45M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-153
- 12.0%
$522.96 - $601.18 $80K - $92K
1.12K $598K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-112
- 4.08%
$507.05 - $563.67 $56.8K - $63.1K
2.63K $1.35M
VTV
Vanguard Value ETF

ETFs
-886
- 2.42%
$167.73 - $179.21 $149K - $159K
35.7K $6.1M
SNA
Snap On Inc

Industrials
-208
- 2.33%
$324.09 - $358.62 $67.4K - $74.6K
8.73K $2.94M
PLTR
Palantir Technologies Inc.

Technology
-1.88K
- 24.97%
$64.98 - $124.62 $122K - $234K
5.64K $475K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.39K
- 6.98%
$50.82 - $52.7 $121K - $126K
31.8K $1.67M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.49K
- 4.53%
$45.56 - $47.23 $159K - $165K
73.5K $3.46M
MA
Mastercard Inc

Financial Services
-218
- 13.4%
$504.67 - $576.31 $110K - $126K
1.41K $772K
ROST
Ross Stores, Inc.

Consumer Cyclical
-18
- 0.55%
$123.3 - $154.95 $2.22K - $2.79K
3.28K $418K
PFF
Ishares Trust Ishares Pfd And

ETFs
-74
- 0.07%
$30.73 - $32.26 $2.27K - $2.39K
103K $3.16M
CNI
Canadian National Railway CO

Industrials
-495
- 8.49%
$95.46 - $106.79 $47.3K - $52.9K
5.34K $519K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-141
- 1.85%
$77.91 - $92.26 $11K - $13K
7.46K $592K
TD
Toronto Dominion Bank

Financial Services
-1.9K
- 27.24%
$53.12 - $61.15 $101K - $116K
5.07K $304K
DHR
Danaher Corp

Healthcare
-2
- 0.07%
$201.62 - $250.59 $403 - $501
2.68K $549K
VUG
Vanguard Growth ETF

ETFs
-94
- 12.77%
$369.1 - $427.61 $34.7K - $40.2K
642 $237K
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
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