Gsb Wealth Management, LLC Portfolio Holdings
Gsb Wealth Management, LLC
- $359 Million
- Q1 2025
Gsb Wealth Management, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $359 Million distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $18M, Wisdomtree Floating Rate Treas with a value of $12.4M, Apple Inc. with a value of $10.4M, Wisdomtree Yield Enhanced U.S. with a value of $8.96M, and Schwab Fundamental U S Small C with a value of $7.88M.
Examining the 13F form we can see an decrease of $19.2M in the current position value, from $378M to 359M.
Below you can find more details about Gsb Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$359 Million
ETFs: $183 Million
Technology: $41.5 Million
Industrials: $26.8 Million
Healthcare: $24.9 Million
Financial Services: $23.1 Million
Consumer Cyclical: $21.4 Million
Consumer Defensive: $19.3 Million
Communication Services: $8.59 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 227
- Current Value $359 Million
- Prior Value $378 Million
- Filing
- Period Q1 2025
- Filing Date April 18, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 22 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 90 stocks