Gps Wealth Strategies Group, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $705 Million distributed in 1517 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $56.7M, Nvidia Corp with a value of $55.6M, Invesco Qqq Trust, Series 1 with a value of $32.3M, Vanguard Information Technolog with a value of $27.8M, and Apple Inc. with a value of $27.6M.

Examining the 13F form we can see an decrease of $42.5M in the current position value, from $747M to 705M. Also it can be appreciated an additional of 216 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 $705 Million
ETFs: $396 Million
Technology: $149 Million
Financial Services: $34.5 Million
Consumer Cyclical: $30.8 Million
Consumer Defensive: $19.6 Million
Communication Services: $17.3 Million
Industrials: $17.2 Million
Healthcare: $16.5 Million
Other: $22.7 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 1,517
  • Current Value $705 Million
  • Prior Value $747 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 216 stocks
  • Additional Purchases 392 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 367 stocks
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