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 Market Cap. of $10 Billions to $200 Billions
