Gds Wealth Management Portfolio Holdings

Gds Wealth Management

  • $1.02 Billion
  • Q3 2024

Gds Wealth Management has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.02 Billion distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $88.1M, Ishares Iboxx $ Investment Gra with a value of $61.2M, Ishares Core S&P U.S. Value Et with a value of $43.2M, Vanguard Lg Trm Corp Bd ETF with a value of $35.5M, and Vanguard Intermediate Term Cor with a value of $35M.

Examining the 13F form we can see an increase of $112M in the current position value, from $909M to 1.02B.

Below you can find more details about Gds Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $1.02 Billion
ETFs: $515 Million
Technology: $113 Million
Financial Services: $98.9 Million
Healthcare: $64 Million
Industrials: $60.1 Million
Consumer Cyclical: $56.6 Million
Communication Services: $38.1 Million
Consumer Defensive: $33.3 Million
Other: $32.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.23T
$22.1 Million 2.16% of portfolio
118,678
Q3 2024 Added 2.76%
$252B
$21.8 Million 2.14% of portfolio
270,193
Q3 2024 Added 4.48%
$3.81T
$21.6 Million 2.11% of portfolio
92,753
Q3 2024 Added 3.03%
$87.4B
$20.1 Million 1.97% of portfolio
51,767
Q3 2024 Added 4.28%
$1.15T
$18.9 Million 1.85% of portfolio
114,056
Q3 2024 Added 3.03%
$3.12T
$18.8 Million 1.84% of portfolio
43,681
Q3 2024 Added 5.16%
$39.9B
$18.2 Million 1.79% of portfolio
76,701
Q3 2024 Added 4.46%
$31.1B
$16.9 Million 1.66% of portfolio
98,164
Q3 2024 Added 3.54%
$79.7B
$16.6 Million 1.63% of portfolio
103,412
Q3 2024 Added 5.32%
$35.1B
$16.4 Million 1.61% of portfolio
167,248
Q3 2024 Added 6.41%
$704B
$16.3 Million 1.6% of portfolio
77,416
Q3 2024 Added 6.46%
$219B
$16.3 Million 1.6% of portfolio
60,237
Q3 2024 Added 6.09%
$48.9B
$16.3 Million 1.6% of portfolio
85,962
Q3 2024 Added 6.33%
$318B
$16.1 Million 1.58% of portfolio
58,870
Q3 2024 Added 6.31%
$1.38T
$14.3 Million 1.4% of portfolio
24,910
Q3 2024 Added 7.8%
$399B
$14.3 Million 1.4% of portfolio
35,195
Q3 2024 Added 7.43%
$157B
$14.1 Million 1.38% of portfolio
27,358
Q3 2024 Added 7.05%
$20.6B
$13.4 Million 1.31% of portfolio
55,155
Q3 2024 Added 7.95%
$54.3B
$13.4 Million 1.31% of portfolio
55,740
Q3 2024 Added 7.7%
$187B
$13.3 Million 1.3% of portfolio
80,883
Q3 2024 Added 10.92%
$37.8B
$13 Million 1.27% of portfolio
54,893
Q3 2024 Added 7.98%
$487B
$12.6 Million 1.23% of portfolio
21,539
Q3 2024 Added 8.9%
$503B
$11.7 Million 1.14% of portfolio
42,444
Q3 2024 Added 9.75%
$79.5B
$9.08 Million 0.89% of portfolio
72,506
Q3 2024 Added 9.71%
$30B
$9.1 Million 0.89% of portfolio
135,815
Q3 2024 Added 147.97%
$45.4B
$8.62 Million 0.84% of portfolio
130,674
Q3 2024 Reduced 32.78%
$444B
$6.55 Million 0.64% of portfolio
55,916
Q3 2024 Reduced 3.5%
$17B
$6.14 Million 0.6% of portfolio
61,639
Q3 2024 Reduced 12.52%
$24.5B
$3.29 Million 0.32% of portfolio
113,386
Q3 2024 Reduced 63.32%
$376B
$2.82 Million 0.28% of portfolio
16,275
Q3 2024 Added 260.54%
$28.4B
$2.64 Million 0.26% of portfolio
128,800
Q3 2024 New
$18B
$2.52 Million 0.25% of portfolio
77,751
Q3 2024 New
$8.48B
$2.34 Million 0.23% of portfolio
28,638
Q3 2024 New
$14.6B
$2.32 Million 0.23% of portfolio
18,744
Q3 2024 New
$74.9B
$2.35 Million 0.23% of portfolio
8,393
Q3 2024 New
$339B
$2.27 Million 0.22% of portfolio
18,708
Q3 2024 Added 76.91%
$5.51B
$2.27 Million 0.22% of portfolio
14,265
Q3 2024 New
$33.8B
$2.15 Million 0.21% of portfolio
4,043
Q3 2024 New
$7.4B
$2.17 Million 0.21% of portfolio
21,016
Q3 2024 New
$31.7B
$2.03 Million 0.2% of portfolio
3,772
Q3 2024 New
$90.8B
$1.85 Million 0.18% of portfolio
10,737
Q3 2024 Added 807.61%
$28.7B
$1.71 Million 0.17% of portfolio
34,305
Q3 2024 Reduced 7.38%
$76B
$1.52 Million 0.15% of portfolio
3,385
Q3 2024 Added 40.98%
$136B
$1.49 Million 0.15% of portfolio
4,495
Q3 2024 Reduced 3.58%
$263B
$1.14 Million 0.11% of portfolio
5,515
Q2 2024 Reduced 0.04%
$197B
$1.11 Million 0.11% of portfolio
5,018
Q3 2024 Added 54.16%
$220B
$1.1 Million 0.11% of portfolio
3,122
Q3 2024 Added 17.63%
$415B
$1.02 Million 0.1% of portfolio
1,150
Q3 2024 Added 89.77%
$576B
$920,000 0.09% of portfolio
2,000
Q3 2024 Added 5.82%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $1.02 Billion
  • Prior Value $909 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 34 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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