Gsb Wealth Management, LLC Portfolio Holdings
Gsb Wealth Management, LLC
- $363 Million
- Q2 2024
Gsb Wealth Management, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $363 Million distributed in 216 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $18.9M, Wisdomtree Floating Rate Treas with a value of $16.2M, Schwab Strategic Tr Intl Eqty with a value of $11.5M, Apple Inc. with a value of $9.89M, and Ishares Tr Fltg Rate Nt ETF with a value of $7.8M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $352M to 363M.
Below you can find more details about Gsb Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$363 Million
ETFs: $183 Million
Technology: $40.5 Million
Healthcare: $28.9 Million
Industrials: $27.3 Million
Consumer Cyclical: $21.6 Million
Consumer Defensive: $21 Million
Financial Services: $19.2 Million
Communication Services: $9.52 Million
Other: $11.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 216
- Current Value $363 Million
- Prior Value $352 Million
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 5 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 56 stocks