Gps Wealth Strategies Group, LLC Reduced Holdings in Q4 2024

Gps Wealth Strategies Group, LLC

  • $747 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-61.7K
- 99.87%
$81.68 - $82.93 $5.04M - $5.12M
83 $6K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-29.8K
- 18.0%
$96.64 - $101.23 $2.88M - $3.01M
136K $13.1M
MSFT
Microsoft Corp

Technology
-3.62K
- 6.15%
$406.35 - $454.46 $1.47M - $1.65M
55.3K $23.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-30.4K
- 40.68%
$59.74 - $60.03 $1.81M - $1.82M
44.3K $2.65M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-9.27K
- 2.48%
$80.93 - $85.66 $751K - $794K
365K $29.5M
AMD
Advanced Micro Devices Inc

Technology
-3.79K
- 15.05%
$118.88 - $172.8 $451K - $655K
21.4K $2.59M
KO
Coca Cola CO

Consumer Defensive
-12.2K
- 30.71%
$61.74 - $71.71 $756K - $878K
27.6K $1.72M
AFL
Aflac Inc

Financial Services
-9.33K
- 50.3%
$100.37 - $115.27 $936K - $1.07M
9.22K $953K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.7K
- 27.81%
$288.47 - $316.54 $779K - $855K
7.02K $2.03M
VZ
Verizon Communications Inc

Communication Services
-17.1K
- 34.86%
$39.6 - $45.21 $677K - $773K
31.9K $1.28M
PKG
Packaging Corp Of America

Consumer Cyclical
-4.23K
- 51.22%
$211.98 - $248.85 $896K - $1.05M
4.02K $905K
PEP
Pepsico Inc

Consumer Defensive
-3.78K
- 25.3%
$151.29 - $176.1 $572K - $666K
11.2K $1.7M
COST
Costco Wholesale Corp

Consumer Defensive
-1.17K
- 14.09%
$873.59 - $994.69 $1.02M - $1.17M
7.16K $6.56M
JNJ
Johnson & Johnson

Healthcare
-3.97K
- 27.73%
$143.34 - $165.86 $568K - $658K
10.3K $1.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.44K
- 8.52%
$442.29 - $483.08 $636K - $695K
15.4K $7M
MDT
Medtronic PLC

Healthcare
-6.93K
- 47.98%
$79.61 - $92.24 $551K - $639K
7.51K $599K
LOW
Lowes Companies Inc

Consumer Cyclical
-2.04K
- 26.61%
$244.52 - $284.07 $498K - $579K
5.62K $1.39M
TMUS
T Mobile Us, Inc.

Communication Services
-3.68K
- 34.46%
$206.1 - $246.94 $758K - $908K
7K $1.54M
CAG
Conagra Brands Inc.

Consumer Defensive
-15.7K
- 50.75%
$26.48 - $32.72 $417K - $515K
15.3K $424K
COP
Conocophillips

Energy
-5.03K
- 41.94%
$95.12 - $114.72 $478K - $577K
6.96K $689K
MINO
Pimco ETF Tr Municipal Income

ETFs
-12K
- 40.96%
$44.94 - $46.07 $539K - $553K
17.3K $779K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-7.69K
- 44.49%
$83.95 - $99.75 $645K - $767K
9.59K $856K
F
Ford Motor CO

Consumer Cyclical
-46.5K
- 46.97%
$9.69 - $11.4 $450K - $530K
52.5K $519K
ADBE
Adobe Inc.

Technology
-413
- 9.77%
$437.39 - $552.96 $181K - $228K
3.81K $1.7M
IBM
International Business Machines Corp

Technology
-2.15K
- 43.5%
$204.9 - $238.04 $440K - $511K
2.79K $613K
ABBV
Abb Vie Inc.

Healthcare
-763
- 5.68%
$164.99 - $203.87 $126K - $156K
12.7K $2.25M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.67K
- 9.64%
N/A
43.7K $3.75M
DE
Deere & CO

Industrials
-962
- 84.39%
$389.45 - $466.0 $375K - $448K
178 $75K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.11K
- 40.92%
$72.97 - $96.75 $227K - $301K
4.49K $333K
GIS
General Mills Inc

Consumer Defensive
-4K
- 30.03%
$62.78 - $74.62 $251K - $299K
9.33K $594K
XOM
Exxon Mobil Corp

Energy
-2.5K
- 21.46%
$105.51 - $125.37 $263K - $313K
9.14K $982K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-8.44K
- 62.32%
$31.24 - $37.15 $264K - $314K
5.1K $163K
VNLA
Janus Henderson Short Duration

ETFs
-6.76K
- 30.16%
$48.82 - $49.11 $330K - $332K
15.7K $766K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-6.46K
- 43.49%
$50.67 - $50.9 $327K - $329K
8.39K $425K
CAT
Caterpillar Inc

Industrials
-504
- 9.63%
$360.37 - $416.88 $182K - $210K
4.73K $1.72M
PNW
Pinnacle West Capital Corp

Utilities
-3.47K
- 53.05%
$84.03 - $94.52 $292K - $328K
3.07K $260K
NVO
Novo Nordisk A S

Healthcare
-947
- 13.96%
$85.0 - $120.04 $80.5K - $114K
5.84K $502K
VIG
Vanguard Dividend Appreciation

ETFs
-1.65K
- 5.2%
N/A
30.1K $5.47M
XLV
Select Sector Spdr Fund Health

ETFs
-666
- 5.43%
$136.28 - $154.74 $90.8K - $103K
11.6K $1.6M
XLE
Energy Sector Spdr

ETFs
-2.66K
- 8.77%
$83.32 - $97.27 $222K - $259K
27.7K $2.37M
FTCS
First Trust Capital Strength E

ETFs
-643
- 0.82%
$87.62 - $94.03 $56.3K - $60.5K
77.9K $6.84M
TXT
Textron Inc

Industrials
-3.09K
- 89.09%
$75.82 - $90.32 $234K - $279K
378 $28K
ATO
Atmos Energy Corp

Utilities
-1.96K
- 53.77%
$136.41 - $151.43 $268K - $297K
1.69K $235K
BNS
Bank Of Nova Scotia

Financial Services
-4.87K
- 55.03%
$51.5 - $57.02 $251K - $278K
3.98K $213K
UNM
Unum Group

Financial Services
-5.84K
- 50.08%
$58.88 - $77.07 $344K - $450K
5.82K $424K
SHW
Sherwin Williams CO

Basic Materials
-156
- 3.01%
$338.75 - $399.71 $52.8K - $62.4K
5.03K $1.71M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-60
- 9.51%
$701.85 - $1046.91 $42.1K - $62.8K
571 $406K
IYK
Ishares U.S. Consumer Staples

ETFs
-2.91K
- 23.08%
$65.32 - $70.92 $190K - $206K
9.68K $635K
UNH
Unitedhealth Group Inc

Healthcare
-146
- 7.04%
$485.52 - $625.25 $70.9K - $91.3K
1.93K $974K
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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