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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.7B
$437,000 0.04% of portfolio
2,789
Q3 2024 New
$73.2B
$443,000 0.04% of portfolio
5,725
Q3 2024 New
$69.1B
$412,000 0.04% of portfolio
5,004
Q3 2024 Reduced 0.3%
$16.2B
$459,000 0.04% of portfolio
3,612
Q3 2024 New
$85.3B
$283,000 0.03% of portfolio
319
Q3 2024 Reduced 20.84%
$58.9B
$265,000 0.03% of portfolio
16,560
Q4 2023 New
$71B
$327,000 0.03% of portfolio
2,933
Q2 2024 Reduced 0.1%
$115B
$271,000 0.03% of portfolio
3,017
Q3 2024 New
$149B
$260,000 0.03% of portfolio
3,081
Q2 2024 New
$79B
$225,000 0.02% of portfolio
1,384
Q2 2024 Reduced 0.22%
$142B
$216,000 0.02% of portfolio
2,057
Q3 2024 Reduced 3.25%
$178B
$234,000 0.02% of portfolio
1,936
Q3 2024 Reduced 5.24%
$64.4B
$206,000 0.02% of portfolio
2,568
Q3 2024 New

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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