Gsb Wealth Management, LLC Portfolio Holdings
Gsb Wealth Management, LLC
- $378 Million
- Q4 2024
Gsb Wealth Management, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $378 Million distributed in 216 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 $21.5M, Wisdomtree Floating Rate Treas with a value of $13.5M, Apple Inc. with a value of $11.6M, Schwab Strategic Tr Intl Eqty with a value of $10.8M, and Wisdomtree Yield Enhanced U.S. with a value of $8.85M.
Examining the 13F form we can see an decrease of $8.14M in the current position value, from $387M to 378M.
Below you can find more details about Gsb Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$378 Million
ETFs: $198 Million
Technology: $43.8 Million
Industrials: $28.3 Million
Healthcare: $24.8 Million
Financial Services: $21.6 Million
Consumer Cyclical: $21.3 Million
Consumer Defensive: $20.3 Million
Communication Services: $9.94 Million
Other: $10.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 216
- Current Value $378 Million
- Prior Value $387 Million
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 10 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks