Gds Wealth Management has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $63.7M, First Tr Enhanced Traded Fd Iv with a value of $50M, Vanguard Intermediate Term Cor with a value of $39.5M, Ishares Core S&P U.S. Value Et with a value of $38.7M, and Vanguard Lg Trm Corp Bd ETF with a value of $38.6M.
Examining the 13F form we can see an increase of $66.1M in the current position value, from $1.02B to 1.09B.
Below you can find more details about Gds Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.09 Billion
ETFs: $481 Million
Technology: $147 Million
Financial Services: $108 Million
Healthcare: $81.8 Million
Consumer Cyclical: $71.4 Million
Industrials: $58.2 Million
Consumer Defensive: $46.4 Million
Communication Services: $45 Million
Other: $34.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
