Gds Wealth Management Portfolio Holdings

Gds Wealth Management

  • $1.09 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.6B
$4.83 Million 0.44% of portfolio
8,168
Q4 2024 Added 1,527.09%
$2.29B
$4.65 Million 0.43% of portfolio
345,817
Q4 2024 Added 1,545.26%
$3.07B
$4.19 Million 0.38% of portfolio
20,616
Q4 2024 Added 44.52%
$79.3B
$4.09 Million 0.38% of portfolio
11,959
Q4 2024 Added 42.49%
$28.7B
$4.07 Million 0.37% of portfolio
5,844
Q4 2024 Added 44.55%
$397B
$4.01 Million 0.37% of portfolio
23,915
Q4 2024 Added 46.94%
$295B
$3.91 Million 0.36% of portfolio
29,110
Q4 2024 Added 55.6%
$7.15B
$3.95 Million 0.36% of portfolio
41,131
Q4 2024 Added 43.62%
$1.36B
$3.66 Million 0.34% of portfolio
60,624
Q4 2024 Added 599.56%
$15.9B
$3.65 Million 0.34% of portfolio
27,901
Q4 2024 Added 48.85%
$0
$3.64 Million 0.33% of portfolio
48,108
Q4 2024 Reduced 31.44%
$18.5B
$3.4 Million 0.31% of portfolio
117,071
Q4 2024 Added 50.57%
$68.5B
$3.39 Million 0.31% of portfolio
26,903
Q4 2024 Added 688.02%
$16.3B
$3.16 Million 0.29% of portfolio
18,752
Q4 2024 Added 618.47%
$30.2B
$3.07 Million 0.28% of portfolio
5,942
Q4 2024 Added 57.53%
$22.7B
$2.94 Million 0.27% of portfolio
107,955
Q4 2024 Reduced 4.79%
$77.2B
$2.67 Million 0.25% of portfolio
11,504
Q4 2024 Added 7.14%
$112B
$2.6 Million 0.24% of portfolio
30,947
Q4 2024 New
$0
$2.61 Million 0.24% of portfolio
29,915
Q4 2024 Reduced 32.7%
$0
$2.59 Million 0.24% of portfolio
64,263
Q4 2024 Reduced 3.61%
$0
$2.33 Million 0.21% of portfolio
29,834
Q4 2024 Reduced 0.22%
$24.3B
$2.19 Million 0.2% of portfolio
33,660
Q4 2024 Reduced 1.88%
$0
$2.08 Million 0.19% of portfolio
40,465
Q4 2024 New
$28.3B
$1.94 Million 0.18% of portfolio
9,824
Q4 2024 Added 252.24%
$145B
$1.93 Million 0.18% of portfolio
21,596
Q4 2024 Added 269.23%
$14.5B
$1.97 Million 0.18% of portfolio
12,463
Q4 2024 Added 245.04%
$77.6B
$1.91 Million 0.18% of portfolio
20,237
Q4 2024 Added 253.48%
$115B
$1.98 Million 0.18% of portfolio
4,420
Q4 2024 Added 227.41%
$3.56B
$1.85 Million 0.17% of portfolio
14,277
Q4 2024 Added 253.57%
$106B
$1.77 Million 0.16% of portfolio
8,335
Q4 2024 Added 314.06%
$10.8B
$1.72 Million 0.16% of portfolio
6,347
Q4 2024 Added 281.43%
$5.75B
$1.76 Million 0.16% of portfolio
33,154
Q4 2024 Added 1,707.74%
$118B
$1.51 Million 0.14% of portfolio
4,535
Q4 2024 Added 0.89%
$12.1B
$1.56 Million 0.14% of portfolio
12,419
Q4 2024 Added 297.79%
$3.13B
$1.4 Million 0.13% of portfolio
9,071
Q4 2024 Added 327.27%
$0
$1.19 Million 0.11% of portfolio
4,089
Q4 2024 Added 7.61%
$320B
$1.22 Million 0.11% of portfolio
5,515
Q2 2024 Reduced 0.04%
$190B
$1.1 Million 0.1% of portfolio
3,124
Q4 2024 Added 0.06%
$218B
$982,000 0.09% of portfolio
4,469
Q4 2024 Reduced 10.94%
$0
$1.01 Million 0.09% of portfolio
16,151
Q4 2024 Added 14.61%
$688B
$922,000 0.08% of portfolio
2,036
Q4 2024 Added 1.8%
$0
$807,000 0.07% of portfolio
11,490
Q4 2024 Added 12.71%
$0
$733,000 0.07% of portfolio
5,263
Q4 2024 Reduced 1.33%
$0
$778,000 0.07% of portfolio
2,949
Q4 2024 Reduced 7.79%
$75.3B
$767,000 0.07% of portfolio
8,443
Q2 2024 Reduced 0.11%
$226B
$701,000 0.06% of portfolio
2,420
Q4 2024 Reduced 3.35%
$21.1B
$599,000 0.06% of portfolio
4,306
Q3 2023 New
$95.8B
$659,000 0.06% of portfolio
2,838
Q4 2024 Reduced 10.5%
$0
$682,000 0.06% of portfolio
6,725
Q4 2024 Added 4.91%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $1.09 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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