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 Market Cap. of $200 Billions or more
