Gds Wealth Management Portfolio Holdings

Gds Wealth Management

  • $1.16 Billion
  • Q1 2025

Gds Wealth Management has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $71.5M, Vanguard Intermediate Term Cor with a value of $47.6M, Vanguard Lg Trm Corp Bd ETF with a value of $46.8M, Ishares Tr Core Intl Aggregate with a value of $34.4M, and Ishares Core S&P U.S. Value Et with a value of $34.2M.

Examining the 13F form we can see an increase of $71.5M in the current position value, from $1.09B to 1.16B.

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

Portfolio value $1.16 Billion
ETFs: $460 Million
Technology: $192 Million
Financial Services: $116 Million
Healthcare: $98.8 Million
Consumer Cyclical: $88.7 Million
Industrials: $62 Million
Consumer Defensive: $50.8 Million
Communication Services: $50.2 Million
Other: $40.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$265B
$24.9 Million 2.15% of portfolio
283,514
Q1 2025 Added 0.68%
$3.22T
$24.2 Million 2.09% of portfolio
109,019
Q1 2025 Added 4.18%
$2.1T
$23.7 Million 2.05% of portfolio
124,829
Q1 2025 Added 2.74%
$778B
$20.4 Million 1.76% of portfolio
83,349
Q1 2025 Added 4.35%
$3.43T
$19.1 Million 1.65% of portfolio
50,901
Q1 2025 Added 10.56%
$56B
$19.1 Million 1.65% of portfolio
92,352
Q1 2025 Added 3.5%
$1.03T
$18.6 Million 1.6% of portfolio
120,271
Q1 2025 Added 2.54%
$101B
$18.3 Million 1.58% of portfolio
54,382
Q1 2025 Added 3.1%
$47.4B
$17.6 Million 1.52% of portfolio
84,007
Q1 2025 Added 5.56%
$220B
$17.4 Million 1.5% of portfolio
64,621
Q1 2025 Added 3.45%
$24.4B
$17.2 Million 1.48% of portfolio
107,653
Q1 2025 Added 5.65%
$277B
$16.9 Million 1.46% of portfolio
62,939
Q1 2025 Added 3.58%
$587B
$16.8 Million 1.45% of portfolio
47,969
Q1 2025 Added 5.85%
$149B
$16.2 Million 1.4% of portfolio
133,329
Q1 2025 Added 4.76%
$1.44T
$15.7 Million 1.36% of portfolio
27,312
Q1 2025 Added 4.26%
$168B
$15.7 Million 1.35% of portfolio
30,808
Q1 2025 Added 6.03%
$33.3B
$14.8 Million 1.28% of portfolio
185,435
Q1 2025 Added 6.83%
$379B
$14.8 Million 1.27% of portfolio
40,263
Q1 2025 Added 7.24%
$24.6B
$14.2 Million 1.23% of portfolio
62,842
Q1 2025 Added 7.9%
$99.7B
$13.5 Million 1.17% of portfolio
78,325
Q1 2025 Reduced 23.68%
$276B
$13.3 Million 1.14% of portfolio
25,325
Q1 2025 Added 9.42%
$52.2B
$12.3 Million 1.06% of portfolio
64,589
Q1 2025 Added 8.9%
$23.1B
$12.3 Million 1.06% of portfolio
795,384
Q1 2025 Added 193.69%
$33B
$11.9 Million 1.03% of portfolio
174,711
Q1 2025 Added 9.2%
$338B
$11.9 Million 1.02% of portfolio
109,559
Q1 2025 Added 276.36%
$26.1B
$11.7 Million 1.01% of portfolio
66,471
Q1 2025 Added 11.66%
$398B
$9.98 Million 0.86% of portfolio
58,555
Q1 2025 Added 144.85%
$79.5B
$9.78 Million 0.84% of portfolio
78,149
Q1 2025 Added 2.96%
$28.3B
$9.29 Million 0.8% of portfolio
51,552
Q1 2025 Added 424.76%
$17.8B
$8.65 Million 0.75% of portfolio
64,331
Q1 2025 Added 66.68%
$126B
$8.04 Million 0.69% of portfolio
14,611
Q1 2025 Added 230.57%
$32.2B
$8.05 Million 0.69% of portfolio
13,883
Q1 2025 Added 69.97%
$450B
$7.8 Million 0.67% of portfolio
8,250
Q1 2025 Added 42.0%
$4.96B
$7.6 Million 0.66% of portfolio
86,162
Q1 2025 Added 503.5%
$15.2B
$7.51 Million 0.65% of portfolio
53,086
Q1 2025 Added 325.95%
$70.2B
$7.38 Million 0.64% of portfolio
16,868
Q1 2025 Added 171.89%
$152B
$7.28 Million 0.63% of portfolio
72,121
Q1 2025 Added 233.96%
$15.5B
$7.22 Million 0.62% of portfolio
109,403
Q1 2025 Reduced 19.16%
$1.08B
$7.2 Million 0.62% of portfolio
757,970
Q1 2025 New
$8.74B
$6.82 Million 0.59% of portfolio
41,749
Q1 2025 Added 75.9%
$1.41B
$6.82 Million 0.59% of portfolio
135,924
Q1 2025 Added 124.21%
$53B
$6.6 Million 0.57% of portfolio
12,556
Q1 2025 New
$16.2B
$6.53 Million 0.56% of portfolio
43,970
Q1 2025 Added 57.59%
$70.7B
$6.42 Million 0.55% of portfolio
41,894
Q1 2025 Added 55.72%
$185B
$6.41 Million 0.55% of portfolio
62,364
Q1 2025 Reduced 29.24%
$101B
$6.35 Million 0.55% of portfolio
18,018
Q1 2025 Added 50.66%
$12.2B
$6.21 Million 0.54% of portfolio
58,806
Q1 2025 Added 373.52%
$8.55B
$6.01 Million 0.52% of portfolio
68,007
Q1 2025 Added 65.34%
$431B
$5.93 Million 0.51% of portfolio
49,847
Q1 2025 Reduced 5.36%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $1.16 Billion
  • Prior Value $1.09 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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