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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$7.28 Million 0.63% of portfolio
72,121
Q1 2025 Added 233.96%
$20.1B
$7.22 Million 0.62% of portfolio
109,403
Q1 2025 Reduced 19.16%
$1.18B
$7.2 Million 0.62% of portfolio
757,970
Q1 2025 New
$8.88B
$6.82 Million 0.59% of portfolio
41,749
Q1 2025 Added 75.9%
$1.27B
$6.82 Million 0.59% of portfolio
135,924
Q1 2025 Added 124.21%
$51.2B
$6.6 Million 0.57% of portfolio
12,556
Q1 2025 New
$15.4B
$6.53 Million 0.56% of portfolio
43,970
Q1 2025 Added 57.59%
$0
$6.37 Million 0.55% of portfolio
190,277
Q1 2025 Reduced 53.0%
$74.8B
$6.42 Million 0.55% of portfolio
41,894
Q1 2025 Added 55.72%
$262B
$6.41 Million 0.55% of portfolio
62,364
Q1 2025 Reduced 29.24%
$99.3B
$6.35 Million 0.55% of portfolio
18,018
Q1 2025 Added 50.66%
$14.3B
$6.21 Million 0.54% of portfolio
58,806
Q1 2025 Added 373.52%
$8.23B
$6.01 Million 0.52% of portfolio
68,007
Q1 2025 Added 65.34%
$462B
$5.93 Million 0.51% of portfolio
49,847
Q1 2025 Reduced 5.36%
$18.8B
$5.77 Million 0.5% of portfolio
30,816
Q1 2025 Added 64.33%
$22.1B
$5.65 Million 0.49% of portfolio
182,244
Q1 2025 Added 55.67%
$26.5B
$5.34 Million 0.46% of portfolio
9,347
Q1 2025 Added 59.94%
$2.8B
$5.35 Million 0.46% of portfolio
47,806
Q1 2025 Added 131.89%
$36.3B
$5.3 Million 0.46% of portfolio
11,083
Q1 2025 Added 86.52%
$6.59B
$4.7 Million 0.41% of portfolio
85,212
Q1 2025 Added 157.02%
$82.6B
$4.78 Million 0.41% of portfolio
49,659
Q1 2025 Added 145.39%
$62.1B
$4.48 Million 0.39% of portfolio
68,279
Q1 2025 New
$116B
$4.4 Million 0.38% of portfolio
21,807
Q1 2025 Added 161.63%
$0
$3.95 Million 0.34% of portfolio
90,932
Q1 2025 Added 41.5%
$0
$3.45 Million 0.3% of portfolio
6,139
Q1 2025 Reduced 81.81%
$20.4B
$2.52 Million 0.22% of portfolio
99,437
Q1 2025 Reduced 7.89%
$0
$2.33 Million 0.2% of portfolio
30,382
Q1 2025 Reduced 36.85%
$117B
$1.82 Million 0.16% of portfolio
10,887
Q1 2025 Reduced 5.36%
$622B
$1.79 Million 0.15% of portfolio
3,367
Q1 2025 Added 65.37%
$32.4B
$1.72 Million 0.15% of portfolio
32,488
Q1 2025 Reduced 3.48%
$0
$1.74 Million 0.15% of portfolio
19,083
Q1 2025 Reduced 36.21%
$308B
$1.52 Million 0.13% of portfolio
5,699
Q1 2025 Added 3.34%
$0
$1.46 Million 0.13% of portfolio
18,535
Q1 2025 Reduced 37.87%
$234B
$1.11 Million 0.1% of portfolio
4,482
Q1 2025 Added 0.29%
$153B
$1.19 Million 0.1% of portfolio
4,380
Q1 2025 Reduced 3.42%
$0
$1.02 Million 0.09% of portfolio
17,412
Q1 2025 Added 7.81%
$177B
$966,000 0.08% of portfolio
3,098
Q1 2025 Reduced 0.83%
$0
$911,000 0.08% of portfolio
12,048
Q1 2025 Added 4.86%
$0
$974,000 0.08% of portfolio
3,545
Q1 2025 Reduced 13.3%
$217B
$952,000 0.08% of portfolio
3,050
Q1 2025 Added 26.03%
$337B
$845,000 0.07% of portfolio
4,037
Q1 2025 Added 52.0%
$537B
$642,000 0.06% of portfolio
1,172
Q1 2025 Added 53.2%
$0
$650,000 0.06% of portfolio
7,005
Q1 2025 Added 4.16%
$99.6B
$719,000 0.06% of portfolio
2,711
Q1 2025 Reduced 4.47%
$22.1B
$665,000 0.06% of portfolio
4,306
Q3 2023 New
$443B
$559,000 0.05% of portfolio
3,371
Q1 2025 Reduced 5.57%
$299B
$615,000 0.05% of portfolio
8,591
Q1 2025 Added 1.78%
$0
$551,000 0.05% of portfolio
1,073
Q1 2025 Added 0.56%
$0
$568,000 0.05% of portfolio
2,197
Q1 2025 Reduced 25.5%

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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