Gds Wealth Management Purchases in Q3 2025

Gds Wealth Management

  • $1.48 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
486
+ 4.03%
$81.7 - $87.53 $39.7K - $42.5K
12.5K $1.09M
IBM
International Business Machines Corp

Technology
8
+ 0.18%
$234.77 - $292.47 $1.88K - $2.34K
4.49K $1.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73
+ 6.8%
$567.77 - $614.76 $41.4K - $44.9K
1.15K $701K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
773
+ 21.18%
$108.46 - $120.63 $83.8K - $93.2K
4.42K $525K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.93K
+ 47.53%
$33.26 - $34.01 $131K - $134K
12.2K $413K
ABBV
Abb Vie Inc.

Healthcare
194
+ 4.81%
$184.85 - $231.54 $35.9K - $44.9K
4.23K $979K
FAST
Fastenal CO

Industrials
6.78K
+ 94.98%
$42.47 - $50.39 $288K - $342K
13.9K $682K
MET
Metlife Inc

Financial Services
1.23K
+ 25.6%
$73.82 - $82.37 $90.5K - $101K
6.02K $495K
RTX
Raytheon Technologies Corp

Industrials
42
+ 1.45%
$144.19 - $167.33 $6.06K - $7.03K
2.93K $490K
GDDY
Go Daddy Inc.

Technology
17K
+ 33.02%
$133.35 - $178.59 $2.27M - $3.04M
68.6K $9.38M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1.89K
+ 17.8%
$28.42 - $30.45 $53.7K - $57.5K
12.5K $367K
WFC
Wells Fargo & Company

Financial Services
450
+ 16.13%
$77.05 - $85.16 $34.7K - $38.3K
3.24K $271K
NEE
Nextera Energy Inc

Utilities
649
+ 20.27%
$69.77 - $77.54 $45.3K - $50.3K
3.85K $290K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
435
+ 5.71%
$52.12 - $55.33 $22.7K - $24.1K
8.05K $445K
MA
Mastercard Inc

Financial Services
34
+ 2.9%
$550.18 - $598.96 $18.7K - $20.4K
1.21K $685K
ABT
Abbott Laboratories

Healthcare
232
+ 5.67%
$120.51 - $136.62 $28K - $31.7K
4.32K $578K
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.46%
$92.26 - $97.51 $1.01K - $1.07K
2.43K $234K
ET
Energy Transfer LP

Energy
2.31K
+ 13.93%
$17.11 - $18.16 $39.5K - $41.9K
18.9K $323K
LLY
Eli Lilly & CO

Healthcare
45
+ 13.12%
$625.65 - $812.69 $28.2K - $36.6K
388 $296K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
115
+ 1.03%
$22.64 - $23.22 $2.6K - $2.67K
11.3K $261K
AFL
Aflac Inc

Financial Services
6
+ 0.24%
$98.09 - $111.7 $589 - $670
2.51K $280K
Lam Research Corp
40.8K
+ 52.82%
N/A
118K $0
Linde PLC
25
+ 2.03%
N/A
1.26K $0
Ge Vernova Inc
22.4K
New
N/A
22.4K $0
KO
Coca Cola CO

Consumer Defensive
529
+ 6.16%
$65.67 - $71.67 $34.7K - $37.9K
9.12K $604K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.43%
$291.67 - $316.99 $3.79K - $4.12K
3.06K $930K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
139
+ 4.13%
$459.11 - $506.91 $63.8K - $70.5K
3.51K $1.76M
TMUS
T Mobile Us, Inc.

Communication Services
48
+ 0.84%
$226.02 - $259.01 $10.8K - $12.4K
5.75K $1.38M
ACN
Accenture PLC

Technology
59
+ 1.9%
$232.56 - $304.78 $13.7K - $18K
3.16K $778K
CRM
Salesforce, Inc.

Technology
6.25K
+ 9.94%
$231.66 - $273.65 $1.45M - $1.71M
69.2K $16.4M
Activity Summary
Buys All Purchases 131 New Holdings 26 Increased Positions 105 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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