Gds Wealth Management Reduced Holdings in Q1 2025

Gds Wealth Management

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-278K
- 33.16%
$59.78 - $60.03 $16.6M - $16.7M
560K $33.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-27.6K
- 81.81%
$554.06 - $615.85 $15.3M - $17M
6.14K $3.45M
IYF
Ishares Tr

ETFs
-133K
- 96.61%
$107.69 - $119.37 $14.3M - $15.8M
4.65K $524K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-215K
- 53.0%
$32.49 - $37.99 $6.97M - $8.15M
190K $6.37M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-47.2K
- 11.3%
$90.0 - $96.32 $4.25M - $4.55M
371K $34.2M
AMD
Advanced Micro Devices Inc

Technology
-25.8K
- 29.24%
$96.63 - $129.55 $2.49M - $3.34M
62.4K $6.41M
EL
Estee Lauder Companies Inc

Consumer Defensive
-25.9K
- 19.16%
$64.26 - $85.48 $1.67M - $2.22M
109K $7.22M
ICE
Intercontinental Exchange, Inc.

Financial Services
-24.3K
- 23.68%
$142.8 - $176.36 $3.47M - $4.29M
78.3K $13.5M
VTC
Vanguard Scottsdale Fds Total

ETFs
-17.7K
- 36.85%
$74.74 - $77.39 $1.32M - $1.37M
30.4K $2.33M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-10.8K
- 36.21%
$85.29 - $92.57 $924K - $1M
19.1K $1.74M
AVGO
Broadcom Inc.

Technology
-617
- 5.36%
$167.43 - $244.7 $103K - $151K
10.9K $1.82M
SYF
Synchrony Financial

Financial Services
-1.17K
- 3.48%
$51.9 - $70.63 $60.8K - $82.8K
32.5K $1.72M
HAL
Halliburton CO

Energy
-8.52K
- 7.89%
$24.15 - $29.9 $206K - $255K
99.4K $2.52M
ETN
Eaton Corp PLC

Industrials
-155
- 3.42%
$271.83 - $371.23 $42.1K - $57.5K
4.38K $1.19M
VB
Vanguard Small Cap ETF

ETFs
-1.11K
- 38.02%
$217.89 - $252.64 $242K - $280K
1.81K $400K
VTI
Vanguard Total Stock Market Et

ETFs
-544
- 13.3%
$271.18 - $303.12 $148K - $165K
3.55K $974K
VO
Vanguard Mid Cap ETF

ETFs
-752
- 25.5%
$251.87 - $277.95 $189K - $209K
2.2K $568K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-921
- 17.5%
$126.86 - $146.45 $117K - $135K
4.34K $551K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.1K
- 35.45%
$126.11 - $135.06 $138K - $148K
2K $257K
ACN
Accenture PLC

Technology
-26
- 0.83%
$300.91 - $398.25 $7.82K - $10.4K
3.1K $966K
HDV
Ishares Core High Dividend ETF

ETFs
-1.22K
- 25.57%
$110.86 - $121.12 $135K - $147K
3.54K $428K
LMT
Lockheed Martin Corp

Industrials
-75
- 5.52%
$423.19 - $506.29 $31.7K - $38K
1.28K $573K
EQIX
Equinix Inc

Real Estate
-37
- 11.94%
$803.0 - $959.97 $29.7K - $35.5K
273 $222K
VTV
Vanguard Value ETF

ETFs
-424
- 18.71%
$167.73 - $179.21 $71.1K - $76K
1.84K $318K
IEMG
Ishares Inc

ETFs
-1.09K
- 16.12%
N/A
5.68K $304K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 5.81%
$4295.4 - $5141.88 $21.5K - $25.7K
81 $373K
ACWI
Ishares Msci Acwi ETF

ETFs
-254
- 4.76%
$115.16 - $124.13 $29.3K - $31.5K
5.09K $591K
AFL
Aflac Inc

Financial Services
-432
- 14.73%
$100.99 - $111.19 $43.6K - $48K
2.5K $278K
MET
Metlife Inc

Financial Services
-35
- 0.73%
$77.7 - $87.0 $2.72K - $3.05K
4.79K $384K
WFC
Wells Fargo & Company

Financial Services
-192
- 6.44%
$66.78 - $81.42 $12.8K - $15.6K
2.79K $200K
Linde PLC
-4
- 0.32%
N/A
1.23K $0
IXUS
Ishares Tr

ETFs
-40
- 0.98%
$65.06 - $72.31 $2.6K - $2.89K
4.06K $283K
PLD
Prologis, Inc.

Real Estate
-32
- 1.14%
$103.59 - $124.04 $3.31K - $3.97K
2.78K $310K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-168
- 4.19%
$69.81 - $78.9 $11.7K - $13.3K
3.84K $299K
JNJ
Johnson & Johnson

Healthcare
-199
- 5.57%
$142.06 - $167.7 $28.3K - $33.4K
3.37K $559K
PM
Philip Morris International Inc.

Consumer Defensive
-75
- 4.47%
$117.15 - $158.79 $8.79K - $11.9K
1.6K $254K
CME
Cme Group Inc.

Financial Services
-127
- 4.47%
$225.82 - $266.54 $28.7K - $33.9K
2.71K $719K
ABT
Abbott Laboratories

Healthcare
-59
- 1.42%
$111.1 - $140.22 $6.55K - $8.27K
4.09K $542K
XOM
Exxon Mobil Corp

Energy
-2.82K
- 5.36%
$105.44 - $118.93 $297K - $336K
49.8K $5.93M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-9.81K
- 3.23%
$87.68 - $94.52 $860K - $927K
294K $27.5M
IDV
Ishares Tr

ETFs
-292
- 0.03%
$27.0 - $31.7 $7.88K - $9.26K
875K $27.1M
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
Track This Portfolio

Track Gds Wealth Management Portfolio

Follow Gds Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gds Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Gds Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email