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
$15.5B
$275,000 0.02% of portfolio
814
Q1 2025 New
$85.9B
$201,000 0.02% of portfolio
846
Q1 2025 New
$80.2B
$222,000 0.02% of portfolio
273
Q1 2025 Reduced 11.94%
$442B
$213,000 0.02% of portfolio
1,525
Q1 2025 Added 1.67%
$97.3B
$219,000 0.02% of portfolio
948
Q1 2025 New
$108B
$244,000 0.02% of portfolio
2,324
Q4 2024 Added 12.98%
$277B
$254,000 0.02% of portfolio
1,604
Q1 2025 Reduced 4.47%
$195B
$226,000 0.02% of portfolio
458
Q1 2025 New
$2.01B
$218,000 0.02% of portfolio
10,238
Q1 2025 Added 3.02%
$258M
$268,000 0.02% of portfolio
51,338
Q2 2024 Added 8.45%
$266B
$285,000 0.02% of portfolio
1,706
Q1 2025 Added 4.41%
$132B
$226,000 0.02% of portfolio
3,201
Q1 2025 Added 3.89%
$28.3M
$142,000 0.01% of portfolio
42,789
Q3 2024 Reduced 25.96%
$275M
$13,000 0.0% of portfolio
20,426
Q1 2025 Added 13.31%

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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