Gds Wealth Management Incresed Positions in Q3 2024

Gds Wealth Management

  • $1.02 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
989K
+ 204.86%
$59.61 - $60.15 $59M - $59.5M
1.47M $88.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
318K
+ 7935.77%
$50.85 - $53.88 $16.2M - $17.2M
322K $17.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
53.7K
+ 11.0%
$106.11 - $113.72 $5.7M - $6.1M
541K $61.2M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
86.4K
+ 24.6%
$74.85 - $82.2 $6.46M - $7.1M
437K $35.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
82.1K
+ 24.44%
$79.29 - $84.02 $6.51M - $6.9M
418K $35M
WMT
Walmart Inc.

Consumer Defensive
11.6K
+ 4.48%
$66.91 - $81.4 $775K - $943K
270K $21.8M
TT
Trane Technologies PLC

Industrials
2.12K
+ 4.28%
$314.21 - $388.71 $667K - $826K
51.8K $20.1M
ALL
Allstate Corp

Financial Services
5.12K
+ 6.33%
$158.43 - $192.86 $811K - $988K
86K $16.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46K
+ 8.74%
$49.77 - $51.95 $2.29M - $2.39M
573K $29.7M
AXP
American Express CO

Financial Services
3.46K
+ 6.09%
$225.92 - $271.17 $781K - $938K
60.2K $16.3M
IDV
Ishares Tr

ETFs
28.9K
+ 3.45%
$27.62 - $30.64 $797K - $885K
866K $26.2M
HD
Home Depot, Inc.

Consumer Cyclical
2.43K
+ 7.43%
$333.64 - $405.2 $812K - $986K
35.2K $14.3M
LGOV
First Tr ETF Iv Long Duration

ETFs
89.6K
+ 13.07%
$20.77 - $22.83 $1.86M - $2.05M
776K $17.4M
DXCM
Dexcom Inc

Healthcare
81K
+ 147.97%
$64.0 - $116.06 $5.19M - $9.41M
136K $9.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
61.7K
+ 12.42%
$31.18 - $33.5 $1.92M - $2.07M
559K $18.6M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
91.7K
+ 12.8%
$20.51 - $21.98 $1.88M - $2.01M
808K $17.6M
SPGI
S&P Global Inc.

Financial Services
1.8K
+ 7.05%
$446.32 - $527.38 $804K - $950K
27.4K $14.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
44.8K
+ 13.12%
$32.65 - $36.69 $1.46M - $1.64M
386K $14.1M
AAPL
Apple Inc.

Technology
2.73K
+ 3.03%
$207.23 - $234.82 $565K - $641K
92.8K $21.6M
META
Meta Platforms, Inc.

Communication Services
1.8K
+ 7.8%
$453.41 - $572.44 $817K - $1.03M
24.9K $14.3M
UNH
Unitedhealth Group Inc

Healthcare
1.76K
+ 8.9%
$488.01 - $604.18 $859K - $1.06M
21.5K $12.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
39.2K
+ 12.89%
$42.87 - $45.76 $1.68M - $1.79M
343K $15.5M
IQV
Iqvia Holdings Inc.

Healthcare
4.06K
+ 7.98%
$206.81 - $251.55 $839K - $1.02M
54.9K $13M
STE
Steris PLC

Healthcare
4.06K
+ 7.95%
$213.51 - $247.14 $867K - $1M
55.2K $13.4M
IR
Ingersoll Rand Inc.

Industrials
10.1K
+ 6.41%
$86.9 - $100.4 $876K - $1.01M
167K $16.4M
PG
Procter & Gamble CO

Consumer Defensive
11.8K
+ 260.54%
$160.76 - $177.82 $1.89M - $2.09M
16.3K $2.82M
IVV
Ishares Core S&P 500 ETF

ETFs
1.63K
+ 4.83%
$520.18 - $576.82 $848K - $941K
35.4K $20.4M
CRM
Salesforce, Inc.

Technology
3.49K
+ 6.31%
$238.42 - $276.53 $833K - $966K
58.9K $16.1M
TJX
Tjx Companies Inc

Consumer Cyclical
8.56K
+ 7.61%
$107.93 - $120.23 $924K - $1.03M
121K $14.2M
LHX
L3 Harris Technologies, Inc.

Industrials
3.28K
+ 4.46%
$221.96 - $243.27 $727K - $797K
76.7K $18.2M
JPM
Jpmorgan Chase & CO

Financial Services
4.7K
+ 6.46%
$194.9 - $224.8 $916K - $1.06M
77.4K $16.3M
V
Visa Inc.

Financial Services
3.77K
+ 9.75%
$253.74 - $291.56 $957K - $1.1M
42.4K $11.7M
AMD
Advanced Micro Devices Inc

Technology
7.97K
+ 10.92%
$128.67 - $183.96 $1.02M - $1.47M
80.9K $13.3M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
19.5K
+ 10.8%
$44.46 - $48.11 $867K - $938K
200K $9.62M
NVDA
Nvidia Corp

Technology
8.13K
+ 76.91%
$98.91 - $134.91 $804K - $1.1M
18.7K $2.27M
FISV
Fiserv Inc

Technology
6.42K
+ 9.71%
N/A
72.5K $9.08M
VEA
Vanguard Ftse Developed Market

ETFs
12.3K
+ 261.15%
$47.6 - $53.31 $584K - $654K
17K $896K
MSI
Motorola Solutions, Inc.

Technology
984
+ 40.98%
$385.65 - $450.49 $379K - $443K
3.39K $1.52M
IBM
International Business Machines Corp

Technology
1.76K
+ 54.16%
$175.1 - $223.38 $309K - $394K
5.02K $1.11M
COST
Costco Wholesale Corp

Consumer Defensive
544
+ 89.77%
$801.83 - $917.05 $436K - $499K
1.15K $1.02M
ACN
Accenture PLC

Technology
468
+ 17.63%
$295.44 - $355.81 $138K - $167K
3.12K $1.1M
MSFT
Microsoft Corp

Technology
2.14K
+ 5.16%
$395.15 - $467.56 $846K - $1M
43.7K $18.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
326
+ 39.18%
$434.77 - $502.96 $142K - $164K
1.16K $565K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.15K
+ 59.28%
$117.9 - $128.2 $136K - $147K
3.09K $396K
VTI
Vanguard Total Stock Market Et

ETFs
373
+ 10.88%
$255.18 - $283.2 $95.2K - $106K
3.8K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 5.82%
$405.19 - $478.57 $44.6K - $52.6K
2K $920K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 1.42%
$245.82 - $304.51 $8.6K - $10.7K
2.5K $762K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
433
+ 3.17%
$57.32 - $62.65 $24.8K - $27.1K
14.1K $878K
VTV
Vanguard Value ETF

ETFs
266
+ 20.52%
$159.75 - $174.57 $42.5K - $46.4K
1.56K $272K
Activity Summary
Buys All Purchases 99 New Holdings 34 Increased Positions 65 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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