Gds Wealth Management Reduced Holdings in Q4 2024

Gds Wealth Management

  • $1.09 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-635K
- 43.12%
$59.74 - $60.03 $37.9M - $38.1M
837K $50M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-34.2K
- 7.57%
$91.94 - $100.02 $3.15M - $3.42M
418K $38.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-23.1K
- 7.07%
$88.59 - $94.57 $2.05M - $2.19M
304K $27M
VTC
Vanguard Scottsdale Fds Total

ETFs
-22.1K
- 31.44%
$75.59 - $79.31 $1.67M - $1.75M
48.1K $3.64M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-14.5K
- 32.7%
$87.1 - $98.49 $1.27M - $1.43M
29.9K $2.61M
ICE
Intercontinental Exchange, Inc.

Financial Services
-790
- 0.76%
$148.29 - $166.93 $117K - $132K
103K $15.3M
XOM
Exxon Mobil Corp

Energy
-3.25K
- 5.81%
$105.51 - $125.37 $343K - $407K
52.7K $5.67M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.62K
- 4.59%
$570.51 - $610.59 $926K - $991K
33.7K $19.9M
VEA
Vanguard Ftse Developed Market

ETFs
-8.27K
- 48.71%
$47.57 - $52.44 $393K - $433K
8.7K $416K
HAL
Halliburton CO

Energy
-5.43K
- 4.79%
$25.77 - $31.99 $140K - $174K
108K $2.94M
LMT
Lockheed Martin Corp

Industrials
-44
- 3.14%
$479.66 - $614.62 $21.1K - $27K
1.36K $659K
JNJ
Johnson & Johnson

Healthcare
-462
- 11.46%
$143.34 - $165.86 $66.2K - $76.6K
3.57K $516K
IBM
International Business Machines Corp

Technology
-549
- 10.94%
$204.9 - $238.04 $112K - $131K
4.47K $982K
IYF
Ishares Tr

ETFs
-10K
- 6.8%
$102.7 - $119.05 $1.03M - $1.19M
137K $15.2M
AZN
Astrazeneca PLC

Healthcare
-736
- 12.89%
$63.2 - $79.58 $46.5K - $58.6K
4.97K $325K
AEP
American Electric Power CO Inc

Utilities
-666
- 17.48%
$90.91 - $102.21 $60.5K - $68.1K
3.14K $289K
KO
Coca Cola CO

Consumer Defensive
-223
- 2.57%
$61.74 - $71.71 $13.8K - $16K
8.44K $525K
HDV
Ishares Core High Dividend ETF

ETFs
-564
- 10.61%
$110.82 - $121.28 $62.5K - $68.4K
4.75K $533K
ABBV
Abb Vie Inc.

Healthcare
-69
- 2.53%
$164.99 - $203.87 $11.4K - $14.1K
2.66K $471K
VO
Vanguard Mid Cap ETF

ETFs
-249
- 7.79%
$261.5 - $284.63 $65.1K - $70.9K
2.95K $778K
PLD
Prologis, Inc.

Real Estate
-41
- 1.44%
$101.4 - $126.96 $4.16K - $5.21K
2.81K $297K
MCD
Mcdonalds Corp

Consumer Cyclical
-84
- 3.35%
$288.47 - $316.54 $24.2K - $26.6K
2.42K $701K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-66
- 0.22%
$77.86 - $79.27 $5.14K - $5.23K
29.8K $2.33M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-287
- 6.68%
$70.1 - $76.53 $20.1K - $22K
4.01K $283K
CVX
Chevron Corp

Energy
-266
- 14.0%
$141.15 - $162.53 $37.5K - $43.2K
1.63K $236K
CME
Cme Group Inc.

Financial Services
-333
- 10.5%
$221.17 - $246.02 $73.6K - $81.9K
2.84K $659K
XLI
Industrial Sector Spdr

ETFs
-231
- 12.61%
$131.76 - $143.99 $30.4K - $33.3K
1.6K $210K
RDVY
First Trust Rising Dividend Ac

ETFs
-422
- 10.88%
$58.65 - $64.37 $24.8K - $27.2K
3.46K $204K
MET
Metlife Inc

Financial Services
-180
- 3.6%
$78.15 - $88.25 $14.1K - $15.9K
4.82K $394K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1
- 0.01%
$40.38 - $44.35 $40.4 - $44.4
10.5K $429K
ABT
Abbott Laboratories

Healthcare
-12
- 0.29%
$111.93 - $119.39 $1.34K - $1.43K
4.15K $469K
FAST
Fastenal CO

Industrials
-70
- 1.09%
$69.99 - $84.35 $4.9K - $5.9K
6.37K $458K
Linde PLC
-12
- 0.96%
N/A
1.24K $0
VB
Vanguard Small Cap ETF

ETFs
-37
- 1.25%
$233.76 - $261.58 $8.65K - $9.68K
2.92K $700K
PCAR
Paccar Inc

Industrials
-171
- 4.01%
$97.92 - $118.41 $16.7K - $20.2K
4.1K $426K
EQIX
Equinix Inc

Real Estate
-9
- 2.82%
$865.69 - $985.0 $7.79K - $8.87K
310 $292K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11
- 11.34%
$4100.99 - $5300.34 $45.1K - $58.3K
86 $427K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12
- 1.04%
$481.22 - $538.17 $5.77K - $6.46K
1.15K $585K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-71
- 1.33%
$129.96 - $144.97 $9.23K - $10.3K
5.26K $733K
SYF
Synchrony Financial

Financial Services
-645
- 1.88%
$49.01 - $68.55 $31.6K - $44.2K
33.7K $2.19M
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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