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
$17.6B
$5.77 Million 0.5% of portfolio
30,816
Q1 2025 Added 64.33%
$18.5B
$5.65 Million 0.49% of portfolio
182,244
Q1 2025 Added 55.67%
$105B
$5.28 Million 0.46% of portfolio
60,719
Q1 2025 Added 96.2%
$29.6B
$5.34 Million 0.46% of portfolio
9,347
Q1 2025 Added 59.94%
$2.77B
$5.35 Million 0.46% of portfolio
47,806
Q1 2025 Added 131.89%
$34.3B
$5.3 Million 0.46% of portfolio
11,083
Q1 2025 Added 86.52%
$5.45B
$4.7 Million 0.41% of portfolio
85,212
Q1 2025 Added 157.02%
$82.4B
$4.78 Million 0.41% of portfolio
49,659
Q1 2025 Added 145.39%
$52.4B
$4.48 Million 0.39% of portfolio
68,279
Q1 2025 New
$111B
$4.4 Million 0.38% of portfolio
21,807
Q1 2025 Added 161.63%
$18B
$2.52 Million 0.22% of portfolio
99,437
Q1 2025 Reduced 7.89%
$97B
$1.82 Million 0.16% of portfolio
10,887
Q1 2025 Reduced 5.36%
$655B
$1.79 Million 0.15% of portfolio
3,367
Q1 2025 Added 65.37%
$26.3B
$1.72 Million 0.15% of portfolio
32,488
Q1 2025 Reduced 3.48%
$300B
$1.52 Million 0.13% of portfolio
5,699
Q1 2025 Added 3.34%
$233B
$1.11 Million 0.1% of portfolio
4,482
Q1 2025 Added 0.29%
$199B
$966,000 0.08% of portfolio
3,098
Q1 2025 Reduced 0.83%
$230B
$952,000 0.08% of portfolio
3,050
Q1 2025 Added 26.03%
$324B
$845,000 0.07% of portfolio
4,037
Q1 2025 Added 52.0%
$549B
$642,000 0.06% of portfolio
1,172
Q1 2025 Added 53.2%
$103B
$719,000 0.06% of portfolio
2,711
Q1 2025 Reduced 4.47%
$21.5B
$665,000 0.06% of portfolio
4,306
Q3 2023 New
$399B
$559,000 0.05% of portfolio
3,371
Q1 2025 Reduced 5.57%
$308B
$615,000 0.05% of portfolio
8,591
Q1 2025 Added 1.78%
$137B
$631,000 0.05% of portfolio
2,675
Q1 2025 Added 20.82%
$123B
$573,000 0.05% of portfolio
1,283
Q1 2025 Reduced 5.52%
$23.8B
$553,000 0.05% of portfolio
7,136
Q1 2025 Added 12.03%
$383M
$602,000 0.05% of portfolio
25,875
Q1 2025 New
$231B
$542,000 0.05% of portfolio
4,090
Q1 2025 Reduced 1.42%
$70.8B
$442,000 0.04% of portfolio
4,033
Q1 2025 Added 1.72%
$1.31B
$484,000 0.04% of portfolio
19,400
Q1 2025 Added 2.11%
$27.9B
$434,000 0.04% of portfolio
8,045
Q2 2023 New
$32.7B
$408,000 0.04% of portfolio
4,200
Q1 2025 Added 2.54%
$218B
$378,000 0.03% of portfolio
5,147
Q1 2025 Added 3.5%
$1.13T
$385,000 0.03% of portfolio
1,487
Q1 2025 Added 106.82%
$52.2B
$347,000 0.03% of portfolio
3,179
Q1 2025 Added 1.11%
$1.32B
$315,000 0.03% of portfolio
50,420
Q1 2025 New
$1.06T
$354,000 0.03% of portfolio
2,271
Q1 2025 Added 23.83%
$99.6B
$310,000 0.03% of portfolio
2,782
Q1 2025 Reduced 1.14%
$195B
$382,000 0.03% of portfolio
2,891
Q1 2025 Added 46.98%
$62.2B
$384,000 0.03% of portfolio
4,789
Q1 2025 Reduced 0.73%
$54.8B
$307,000 0.03% of portfolio
16,560
Q4 2023 New
$26B
$396,000 0.03% of portfolio
3,627
Q2 2024 Reduced 0.93%
$217B
$373,000 0.03% of portfolio
81
Q1 2025 Reduced 5.81%
$280B
$200,000 0.02% of portfolio
2,790
Q1 2025 Reduced 6.44%
$108B
$221,000 0.02% of portfolio
2,463
Q1 2025 New
$684B
$283,000 0.02% of portfolio
343
Q1 2025 New
$1.08B
$267,000 0.02% of portfolio
15,202
Q3 2024 Added 3.32%
$64.4B
$278,000 0.02% of portfolio
2,501
Q1 2025 Reduced 14.73%

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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