Gds Wealth Management Incresed Positions in Q4 2024

Gds Wealth Management

  • $1.09 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVAV
Aero Vironment Inc

Industrials
6.95K
+ 327.27%
$153.72 - $235.17 $1.07M - $1.63M
9.07K $1.4M
ALL
Allstate Corp

Financial Services
3.27K
+ 3.81%
$181.25 - $208.2 $593K - $681K
89.2K $17.2M
LGOV
First Tr ETF Iv Long Duration

ETFs
101K
+ 12.97%
$20.75 - $22.49 $2.09M - $2.26M
876K $18.3M
PINS
Pinterest, Inc.

Communication Services
39.3K
+ 50.57%
$28.24 - $34.15 $1.11M - $1.34M
117K $3.4M
AVGO
Broadcom Inc.

Technology
767
+ 7.14%
$159.67 - $250.0 $122K - $192K
11.5K $2.67M
MSFT
Microsoft Corp

Technology
2.36K
+ 5.4%
$406.35 - $454.46 $958K - $1.07M
46K $19.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
18.5K
+ 4.79%
$35.45 - $40.33 $657K - $747K
405K $14.5M
FISV
Fiserv Inc

Technology
3.4K
+ 4.68%
N/A
75.9K $9.5M
HD
Home Depot, Inc.

Consumer Cyclical
2.35K
+ 6.68%
$385.02 - $431.37 $905K - $1.01M
37.5K $14.6M
SPGI
S&P Global Inc.

Financial Services
1.7K
+ 6.2%
$480.36 - $529.17 $815K - $898K
29.1K $14.5M
VTV
Vanguard Value ETF

ETFs
704
+ 45.07%
$168.32 - $181.87 $118K - $128K
2.27K $383K
VTI
Vanguard Total Stock Market Et

ETFs
289
+ 7.61%
$280.04 - $302.45 $80.9K - $87.4K
4.09K $1.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
147
+ 15.98%
$521.84 - $558.82 $76.7K - $82.1K
1.07K $574K
IVW
Ishares S&P 500 Growth ETF

ETFs
315
+ 4.91%
$94.43 - $105.47 $29.7K - $33.2K
6.73K $682K
EMR
Emerson Electric CO

Industrials
79
+ 2.03%
$108.13 - $134.33 $8.54K - $10.6K
3.97K $491K
GOOG
Alphabet Inc.

Communication Services
141
+ 8.33%
$163.08 - $198.16 $23K - $27.9K
1.83K $349K
IVE
Ishares S&P 500 Value ETF

ETFs
295
+ 16.71%
$189.5 - $206.17 $55.9K - $60.8K
2.06K $393K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
166
+ 7.91%
$201.32 - $217.44 $33.4K - $36.1K
2.27K $468K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
392
+ 12.42%
$113.92 - $127.38 $44.7K - $49.9K
3.55K $408K
MA
Mastercard Inc

Financial Services
24
+ 3.24%
$491.3 - $536.15 $11.8K - $12.9K
765 $402K
IEMG
Ishares Inc

ETFs
557
+ 8.96%
N/A
6.77K $363K
IXUS
Ishares Tr

ETFs
690
+ 20.22%
$65.95 - $72.56 $45.5K - $50.1K
4.1K $271K
ETN
Eaton Corp PLC

Industrials
40
+ 0.89%
$326.96 - $377.52 $13.1K - $15.1K
4.54K $1.51M
COP
Conocophillips

Energy
267
+ 12.98%
$95.12 - $114.72 $25.4K - $30.6K
2.32K $230K
IEFA
Ishares Tr

ETFs
1.3K
+ 12.71%
$70.06 - $77.43 $90.8K - $100K
11.5K $807K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
229
+ 8.64%
$96.64 - $101.23 $22.1K - $23.2K
2.88K $279K
ORCL
Oracle Corp

Technology
54
+ 3.73%
$165.41 - $192.43 $8.93K - $10.4K
1.5K $249K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
302
+ 2.89%
$22.39 - $23.45 $6.76K - $7.08K
10.7K $246K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 1.8%
$442.29 - $483.08 $15.9K - $17.4K
2.04K $922K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.06%
$126.68 - $134.74 $253 - $269
3.09K $394K
ACN
Accenture PLC

Technology
2
+ 0.06%
$343.9 - $376.86 $688 - $754
3.12K $1.1M
RTX
Raytheon Technologies Corp

Industrials
31
+ 1.6%
$114.45 - $127.21 $3.55K - $3.94K
1.97K $227K
UNP
Union Pacific Corp

Industrials
5
+ 0.23%
$223.15 - $249.32 $1.12K - $1.25K
2.21K $504K
FANG
Diamondback Energy, Inc.

Energy
3.74K
+ 3.81%
$153.06 - $199.5 $572K - $745K
102K $16.7M
TT
Trane Technologies PLC

Industrials
979
+ 1.89%
$369.35 - $419.14 $362K - $410K
52.7K $19.5M
IR
Ingersoll Rand Inc.

Industrials
6.33K
+ 3.79%
$90.46 - $105.35 $573K - $667K
174K $15.7M
UNH
Unitedhealth Group Inc

Healthcare
1.61K
+ 7.45%
$485.52 - $625.25 $779K - $1M
23.1K $11.7M
NXPI
Nxp Semiconductors N.V.

Technology
3.57K
+ 6.4%
$207.27 - $255.58 $740K - $912K
59.3K $12.3M
IQV
Iqvia Holdings Inc.

Healthcare
4.64K
+ 8.45%
$190.97 - $236.63 $885K - $1.1M
59.5K $11.7M
STE
Steris PLC

Healthcare
3.09K
+ 5.6%
$204.34 - $235.7 $631K - $728K
58.2K $12M
LHX
L3 Harris Technologies, Inc.

Industrials
2.88K
+ 3.76%
$208.94 - $264.22 $603K - $762K
79.6K $16.7M
IDV
Ishares Tr

ETFs
9.27K
+ 1.07%
$27.03 - $29.92 $251K - $277K
875K $24M
AMD
Advanced Micro Devices Inc

Technology
7.25K
+ 8.97%
$118.88 - $172.8 $862K - $1.25M
88.1K $10.6M
Activity Summary
Buys All Purchases 108 New Holdings 14 Increased Positions 94 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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