Gsb Wealth Management, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $352 Million distributed in 215 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 $17.2M, Wisdomtree Floating Rate Treas with a value of $14.5M, Schwab Strategic Tr Intl Eqty with a value of $10.6M, Apple Inc. with a value of $7.84M, and Ishares Tr Fltg Rate Nt ETF with a value of $7.2M.

Examining the 13F form we can see an increase of $30.1M in the current position value, from $322M to 352M.

Below you can find more details about Gsb Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $352 Million
ETFs: $173 Million
Technology: $36.7 Million
Healthcare: $29.7 Million
Industrials: $28.4 Million
Consumer Cyclical: $22.3 Million
Consumer Defensive: $20.7 Million
Financial Services: $20.2 Million
Communication Services: $8.54 Million
Other: $12.1 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $352 Million
  • Prior Value $322 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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