Gps Wealth Strategies Group, LLC Reduced Holdings in Q1 2025

Gps Wealth Strategies Group, LLC

  • $705 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
-244
- 39.1%
$233.53 - $277.82 $57K - $67.8K
380 $88K
PFE
Pfizer Inc

Healthcare
-2.13K
- 13.25%
$25.01 - $27.13 $53.3K - $57.8K
13.9K $353K
VOT
Vanguard Mid Cap Growth Index

ETFs
-125
- 2.9%
$237.72 - $276.98 $29.7K - $34.6K
4.18K $1.02M
XLP
Consumer Staples Sector Spdr

ETFs
-956
- 8.04%
N/A
10.9K $831K
CION
Cion Investment Corp

Financial Services
-4.83K
- 23.95%
$10.35 - $12.55 $50K - $60.7K
15.4K $158K
BMI
Badger Meter Inc

Technology
-110
- 4.64%
$189.49 - $221.51 $20.8K - $24.4K
2.26K $430K
SWKS
Skyworks Solutions, Inc.

Technology
-341
- 17.48%
$64.12 - $93.96 $21.9K - $32K
1.61K $104K
ITW
Illinois Tool Works Inc

Industrials
-134
- 2.14%
$244.9 - $274.48 $32.8K - $36.8K
6.14K $1.52M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-698
- 15.55%
$69.82 - $78.67 $48.7K - $54.9K
3.79K $266K
MLM
Martin Marietta Materials Inc

Basic Materials
-115
- 53.49%
$460.39 - $552.64 $52.9K - $63.6K
100 $47K
KHC
Kraft Heinz CO

Consumer Defensive
-1.96K
- 46.43%
$28.51 - $32.22 $56K - $63.3K
2.27K $68K
UNH
Unitedhealth Group Inc

Healthcare
-183
- 9.5%
$461.52 - $548.18 $84.5K - $100K
1.74K $913K
COST
Costco Wholesale Corp

Consumer Defensive
-286
- 4.0%
$890.62 - $1076.86 $255K - $308K
6.87K $6.5M
ISRG
Intuitive Surgical Inc

Healthcare
-76
- 9.91%
$476.63 - $610.45 $36.2K - $46.4K
691 $342K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-117
- 0.2%
$29.34 - $31.31 $3.43K - $3.66K
58.1K $1.72M
WFC
Wells Fargo & Company

Financial Services
-889
- 19.72%
$66.78 - $81.42 $59.4K - $72.4K
3.62K $259K
PRI
Primerica, Inc.

Financial Services
-247
- 23.06%
$271.41 - $296.43 $67K - $73.2K
824 $234K
JNJ
Johnson & Johnson

Healthcare
-1.65K
- 15.98%
$142.06 - $167.7 $235K - $277K
8.68K $1.44M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.46K
- 32.4%
$38.99 - $40.37 $57K - $59.1K
3.05K $122K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.74K
- 13.55%
$37.07 - $40.63 $64.6K - $70.8K
11.1K $438K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.4K
- 9.3%
$30.73 - $32.26 $43.1K - $45.2K
13.7K $421K
IWM
Ishares Russell 2000 ETF

ETFs
-178
- 20.18%
$198.1 - $229.79 $35.3K - $40.9K
704 $141K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-350
- 1.15%
$15.97 - $18.5 $5.59K - $6.48K
30.2K $488K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.83K
- 35.9%
$30.38 - $34.94 $55.7K - $64K
3.27K $111K
DFS
Discover Financial Services

Financial Services
-200
- 3.42%
$152.99 - $203.25 $30.6K - $40.7K
5.66K $965K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-28
- 3.66%
$62.41 - $133.91 $1.75K - $3.75K
736 $46K
BEN
Franklin Resources Inc

Financial Services
-2.22K
- 39.2%
$18.92 - $22.24 $42K - $49.4K
3.44K $66K
MRK
Merck & Co., Inc.

Healthcare
-164
- 4.74%
$83.01 - $101.02 $13.6K - $16.6K
3.3K $296K
WSM
Williams Sonoma Inc

Consumer Cyclical
-246
- 78.34%
$158.1 - $217.71 $38.9K - $53.6K
68 $10K
FDN
First Tr Fd Dow Jones

ETFs
-99
- 9.31%
$221.38 - $266.86 $21.9K - $26.4K
964 $215K
QCOM
Qualcomm Inc

Technology
-267
- 5.05%
$151.94 - $175.86 $40.6K - $47K
5.02K $770K
TOST
Toast, Inc.

Technology
-655
- 10.7%
$32.61 - $41.98 $21.4K - $27.5K
5.46K $181K
K
Kellogg CO

Consumer Defensive
-521
- 36.06%
$81.06 - $82.9 $42.2K - $43.2K
924 $76K
SKYY
First Trust Cloud Computing Et

ETFs
-136
- 7.99%
$103.47 - $131.18 $14.1K - $17.8K
1.57K $162K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-538
- 28.14%
$42.58 - $59.5 $22.9K - $32K
1.37K $63K
BIBL
Northern Lts Fd Tr Iv

ETFs
-969
- 35.73%
$37.55 - $41.94 $36.4K - $40.6K
1.74K $66K
URI
United Rentals, Inc.

Industrials
-9
- 2.07%
$594.17 - $789.56 $5.35K - $7.11K
425 $266K
NEAR
Blackrock Short Maturity Bond

ETFs
-700
- 70.0%
$50.4 - $50.89 $35.3K - $35.6K
300 $15K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-197
- 7.88%
$47.79 - $59.89 $9.41K - $11.8K
2.3K $115K
EOG
Eog Resources Inc

Energy
-332
- 22.74%
$120.54 - $138.05 $40K - $45.8K
1.13K $144K
VKTX
Viking Therapeutics, Inc.

Healthcare
-455
- 31.4%
$24.15 - $42.89 $11K - $19.5K
994 $24K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-35
- 1.32%
$102.49 - $119.96 $3.59K - $4.2K
2.62K $272K
AXON
Axon Enterprise, Inc.

Industrials
-54
- 57.45%
$496.65 - $710.01 $26.8K - $38.3K
40 $21K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-6
- 0.65%
$307.43 - $357.48 $1.84K - $2.14K
922 $284K
AVAV
Aero Vironment Inc

Industrials
-15
- 1.57%
$119.19 - $186.12 $1.79K - $2.79K
940 $112K
SQ
Block, Inc.

Technology
-38
- 3.37%
$54.04 - $92.95 $2.05K - $3.53K
1.09K $62K
PPG
Ppg Industries Inc

Basic Materials
-150
- 9.14%
$107.44 - $124.29 $16.1K - $18.6K
1.49K $163K
EBF
Ennis, Inc.

Industrials
-1.3K
- 18.28%
$19.39 - $21.71 $25.2K - $28.2K
5.8K $116K
DTE
Dte Energy CO

Utilities
-325
- 38.06%
$117.6 - $138.27 $38.2K - $44.9K
529 $73K
Activity Summary
Buys All Purchases 608 New Holdings 216 Increased Positions 392 Sells All Sells 368 Reductions 367 Sold out 1 Options Calls 0 Puts 0
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