Gps Wealth Strategies Group, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $726 Million distributed in 1397 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $62.2M, Invesco Exchange Traded Fd Tr with a value of $51.6M, Invesco Qqq Trust, Series 1 with a value of $38.8M, Vanguard Information Technolog with a value of $34.5M, and Apple Inc. with a value of $31.9M.

Examining the 13F form we can see an increase of $72.8M in the current position value, from $653M to 726M. Also it can be appreciated an additional of 104 stocks purchases and 1 closed positions.

Below you can find more details about Gps Wealth Strategies Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $726 Million
ETFs: $375 Million
Technology: $176 Million
Consumer Cyclical: $36.1 Million
Financial Services: $33 Million
Consumer Defensive: $26.3 Million
Healthcare: $20.3 Million
Communication Services: $19.9 Million
Industrials: $16.8 Million
Other: $21.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,397
  • Current Value $726 Million
  • Prior Value $653 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 104 stocks
  • Additional Purchases 400 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 309 stocks
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