Gps Wealth Strategies Group, LLC Incresed Positions in Q4 2024

Gps Wealth Strategies Group, LLC

  • $747 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
1
+ 1.67%
$34.46 - $38.29 $34.5 - $38.3
61 $2K
MET
Metlife Inc

Financial Services
1
+ 0.07%
$78.15 - $88.25 $78.2 - $88.3
1.52K $124K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2
+ 0.18%
$41.09 - $45.94 $82.2 - $91.9
1.13K $47K
SFLR
Innovator Etfs Tr Equity Manag
1
+ 0.1%
N/A
1K $0
EMB
Ishares Tr

ETFs
3
+ 2.34%
$88.94 - $93.46 $267 - $280
131 $11K
Liberty Media
2
+ 8.0%
N/A
27 $0
PIM
Putnam Master Intermediate Income Trust

Financial Services
15
+ 1.94%
$3.21 - $3.42 $48.2 - $51.3
787 $2K
IXC
Ishares Tr Global Energy ETF

ETFs
1
+ 1.35%
$36.95 - $43.06 $37 - $43.1
75 $2K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2
+ 1.74%
$106.56 - $113.11 $213 - $226
117 $12K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
26
+ 6.25%
$79.93 - $88.06 $2.08K - $2.29K
442 $35K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
2
+ 0.15%
$84.54 - $91.18 $169 - $182
1.35K $114K
JPEM
Jp Morgan Diversified Return

ETFs
142
+ 8.07%
$51.88 - $57.84 $7.37K - $8.21K
1.9K $98K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.36%
$58.88 - $64.8 $58.9 - $64.8
278 $16K
TU
Telus Corp

Communication Services
3
+ 1.39%
$13.45 - $16.78 $40.3 - $50.3
219 $2K
CGCP
Capital Group Core Plus Income

ETFs
500
+ 3.88%
$22.13 - $23.17 $11.1K - $11.6K
13.4K $297K
EWC
Ishares Msci Canada ETF

ETFs
4
+ 1.27%
$39.64 - $43.28 $159 - $173
318 $12K
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 17.95%
$1666.0 - $2117.3 $11.7K - $14.8K
46 $78K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3
+ 0.77%
$49.79 - $51.14 $149 - $153
395 $19K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
340
+ 100.89%
$22.63 - $47.53 $7.69K - $16.2K
677 $15K
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 0.76%
$49.38 - $59.52 $49.4 - $59.5
133 $6K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
19
+ 1.94%
$49.87 - $52.46 $948 - $997
996 $49K
PRF
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.47%
$40.15 - $42.9 $683 - $729
3.67K $147K
DVY
Ishares Tr

ETFs
2
+ 0.56%
$129.55 - $143.41 $259 - $287
356 $46K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.23%
$91.94 - $100.02 $91.9 - $100
445 $41K
DD
Du Pont De Nemours, Inc.

Basic Materials
122
+ 13.69%
$75.95 - $88.05 $9.27K - $10.7K
1.01K $77K
VLUE
Ishares Msci Usa Value Factor

ETFs
3
+ 0.42%
$104.01 - $115.38 $312 - $346
715 $75K
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 0.32%
$73.97 - $84.09 $74 - $84.1
311 $23K
HAL
Halliburton CO

Energy
2
+ 0.25%
$25.77 - $31.99 $51.5 - $64
801 $21K
EUSB
Ishares Tr Esg Advanced Total

Technology
1
+ 0.07%
$42.39 - $44.29 $42.4 - $44.3
1.47K $62K
TDIV
First Trust Nasdaq Technology

ETFs
6
+ 0.54%
$78.03 - $82.13 $468 - $493
1.11K $86K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.1%
$77.23 - $82.11 $232 - $246
3.15K $245K
RWO
Spdr Dow Jones Global Real Est

ETFs
5
+ 1.06%
$42.41 - $47.31 $212 - $237
475 $20K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.23%
$174.22 - $187.62 $174 - $188
433 $75K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
17
+ 0.52%
$22.65 - $23.8 $385 - $405
3.26K $74K
CPNG
Coupang, Inc.

Consumer Cyclical
3
+ 0.2%
$21.98 - $26.89 $65.9 - $80.7
1.5K $33K
DNP
Dnp Select Income Fund Inc

Financial Services
1.23K
+ 11.37%
$8.82 - $9.96 $10.8K - $12.2K
12K $105K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
25
+ 1.23%
$19.51 - $21.5 $488 - $538
2.05K $40K
IDV
Ishares Tr

ETFs
3
+ 0.25%
$27.03 - $29.92 $81.1 - $89.8
1.19K $32K
IXJ
Ishares Global Healthcare ETF

ETFs
2
+ 0.78%
$85.65 - $98.34 $171 - $197
257 $22K
FTA
First Tr Large Cap Value

ETFs
4
+ 0.36%
$75.21 - $83.49 $301 - $334
1.12K $85K
EXAS
Exact Sciences Corp

Healthcare
30
+ 7.63%
$49.33 - $71.97 $1.48K - $2.16K
423 $23K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
67
+ 1.31%
$15.43 - $16.42 $1.03K - $1.1K
5.16K $80K
AVDV
American Centy ETF Tr Avantis

ETFs
12
+ 1.61%
$63.85 - $70.4 $766 - $845
758 $49K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
6
+ 0.51%
$30.42 - $36.45 $183 - $219
1.18K $37K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
952
+ 99.9%
$18.41 - $40.87 $17.5K - $38.9K
1.91K $35K
XT
Ishares Tr Exponential Technol

ETFs
38
+ 0.78%
$58.7 - $62.72 $2.23K - $2.38K
4.89K $291K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.18%
$285.5 - $335.62 $286 - $336
563 $163K
JXI
Ishares Tr Global Utils ETF

ETFs
1
+ 0.16%
$63.23 - $71.27 $63.2 - $71.3
613 $39K
EFV
Msci Eafe Value ETF

ETFs
7
+ 0.63%
$51.78 - $57.15 $362 - $400
1.13K $59K
Activity Summary
Buys All Purchases 408 New Holdings 68 Increased Positions 340 Sells All Sells 403 Reductions 403 Sold out 0 Options Calls 0 Puts 0
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