Gds Wealth Management Purchases in Q1 2025

Gds Wealth Management

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
15.6K
+ 8.17%
$67.95 - $76.19 $1.06M - $1.19M
207K $15M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
25.9K
New
$23.27 - $31.93 $602K - $826K
25.9K $602K
FANG
Diamondback Energy, Inc.

Energy
5.75K
+ 5.65%
$139.9 - $180.18 $805K - $1.04M
108K $17.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.61K
New
$49.78 - $53.19 $379K - $405K
7.61K $388K
ABBV
Abb Vie Inc.

Healthcare
1.38K
+ 52.0%
$169.2 - $216.66 $234K - $299K
4.04K $845K
DFIV
Dimensional ETF Tr

ETFs
8.95K
New
$35.33 - $40.77 $316K - $365K
8.95K $352K
UAA
Under Armour, Inc.

Consumer Cyclical
50.4K
New
$6.25 - $8.66 $315K - $437K
50.4K $315K
TMUS
T Mobile Us, Inc.

Communication Services
184
+ 3.34%
$211.3 - $272.83 $38.9K - $50.2K
5.7K $1.52M
META
Meta Platforms, Inc.

Communication Services
1.12K
+ 4.26%
$576.36 - $736.67 $643K - $821K
27.3K $15.7M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
10.6K
New
$24.1 - $27.73 $256K - $294K
10.6K $287K
FISV
Fiserv Inc

Technology
2.25K
+ 2.96%
N/A
78.1K $9.78M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.27K
New
$32.5 - $33.3 $269K - $276K
8.27K $275K
CYBR
Cyber Ark Software Ltd.

Technology
814
New
$312.8 - $414.31 $255K - $337K
814 $275K
MCD
Mcdonalds Corp

Consumer Cyclical
630
+ 26.03%
$279.74 - $321.29 $176K - $202K
3.05K $952K
MA
Mastercard Inc

Financial Services
407
+ 53.2%
$504.67 - $576.31 $205K - $235K
1.17K $642K
ISRG
Intuitive Surgical Inc

Healthcare
458
New
$476.63 - $610.45 $218K - $280K
458 $226K
MDT
Medtronic PLC

Healthcare
2.46K
New
$79.84 - $94.5 $197K - $233K
2.46K $221K
WM
Waste Management Inc

Industrials
948
New
$200.54 - $233.78 $190K - $222K
948 $219K
MAR
Marriott International Inc

Consumer Cyclical
846
New
$237.01 - $304.45 $201K - $258K
846 $201K
RTX
Raytheon Technologies Corp

Industrials
924
+ 46.98%
$114.1 - $135.66 $105K - $125K
2.89K $382K
HD
Home Depot, Inc.

Consumer Cyclical
2.72K
+ 7.24%
$347.25 - $424.87 $944K - $1.15M
40.3K $14.8M
IBM
International Business Machines Corp

Technology
13
+ 0.29%
$217.4 - $264.74 $2.83K - $3.44K
4.48K $1.11M
UNP
Union Pacific Corp

Industrials
461
+ 20.82%
$225.21 - $254.42 $104K - $117K
2.68K $631K
IEFA
Ishares Tr

ETFs
558
+ 4.86%
$69.57 - $78.65 $38.8K - $43.9K
12K $911K
FAST
Fastenal CO

Industrials
766
+ 12.03%
$71.11 - $79.98 $54.5K - $61.3K
7.14K $553K
TSLA
Tesla, Inc.

Consumer Cyclical
768
+ 106.82%
$222.15 - $428.22 $171K - $329K
1.49K $385K
KO
Coca Cola CO

Consumer Defensive
150
+ 1.78%
$60.81 - $72.32 $9.12K - $10.8K
8.59K $615K
AEP
American Electric Power CO Inc

Utilities
35
+ 1.11%
$90.32 - $109.27 $3.16K - $3.82K
3.18K $347K
IVE
Ishares S&P 500 Value ETF

ETFs
282
+ 13.69%
$185.78 - $198.58 $52.4K - $56K
2.34K $446K
AZN
Astrazeneca PLC

Healthcare
174
+ 3.5%
$65.37 - $77.96 $11.4K - $13.6K
5.15K $378K
CVX
Chevron Corp

Energy
72
+ 4.41%
$146.71 - $167.97 $10.6K - $12.1K
1.71K $285K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
255
+ 11.26%
$196.12 - $229.48 $50K - $58.5K
2.52K $509K
IQV
Iqvia Holdings Inc.

Healthcare
6.94K
+ 11.66%
$176.3 - $209.96 $1.22M - $1.46M
66.5K $11.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
140
+ 12.22%
$468.34 - $539.52 $65.6K - $75.5K
1.29K $603K
XLK
Technology Sector Spdr

ETFs
211
+ 21.4%
$206.38 - $242.18 $43.5K - $51.1K
1.2K $247K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
461
+ 4.29%
$22.25 - $23.0 $10.3K - $10.6K
11.2K $257K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.26K
+ 7.81%
$57.21 - $65.8 $72.1K - $83K
17.4K $1.02M
NEE
Nextera Energy Inc

Utilities
120
+ 3.89%
$66.96 - $76.16 $8.04K - $9.14K
3.2K $226K
GOOG
Alphabet Inc.

Communication Services
437
+ 23.83%
$156.06 - $207.71 $68.2K - $90.8K
2.27K $354K
Lam Research Corp
29.8K
+ 62.61%
N/A
77.3K $0
TLRY
Tilray Brands, Inc.

Healthcare
2.4K
+ 13.31%
$0.59 - $1.46 $1.42K - $3.5K
20.4K $13K
PCAR
Paccar Inc

Industrials
104
+ 2.54%
$96.91 - $112.51 $10.1K - $11.7K
4.2K $408K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.56%
$507.05 - $563.67 $3.04K - $3.38K
1.07K $551K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
101
+ 2.85%
$102.49 - $119.96 $10.4K - $12.1K
3.65K $381K
PPBI
Pacific Premier Bancorp Inc

Financial Services
300
+ 3.02%
$21.05 - $26.35 $6.32K - $7.91K
10.2K $218K
VBTX
Veritex Holdings, Inc.

Financial Services
400
+ 2.11%
$23.47 - $27.67 $9.39K - $11.1K
19.4K $484K
IVW
Ishares S&P 500 Growth ETF

ETFs
280
+ 4.16%
$92.45 - $106.69 $25.9K - $29.9K
7.01K $650K
ORCL
Oracle Corp

Technology
25
+ 1.67%
$139.81 - $186.47 $3.5K - $4.66K
1.53K $213K
EMR
Emerson Electric CO

Industrials
68
+ 1.72%
$108.64 - $131.17 $7.39K - $8.92K
4.03K $442K
Activity Summary
Buys All Purchases 111 New Holdings 15 Increased Positions 96 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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