Gsb Wealth Management, LLC Purchases in Q4 2024

Gsb Wealth Management, LLC

  • $378 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.53K
+ 4.38%
$570.51 - $610.59 $874K - $935K
36.5K $21.5M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
65.8K
New
$18.59 - $18.8 $1.22M - $1.24M
65.8K $1.22M
FNDA
Schwab Fundamental U S Small C

ETFs
132K
+ 139.52%
$29.26 - $59.11 $3.85M - $7.78M
226K $6.71M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
9.45K
+ 327.56%
$105.85 - $112.84 $1M - $1.07M
12.3K $1.36M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
29.4K
+ 16.65%
$42.79 - $44.9 $1.26M - $1.32M
206K $8.85M
SCHG
Schwab Strategic Tr Us Large C

ETFs
185K
+ 319.36%
$25.93 - $105.3 $4.81M - $19.5M
243K $6.79M
NVO
Novo Nordisk A S

Healthcare
12K
+ 96.35%
$85.0 - $120.04 $1.02M - $1.44M
24.4K $2.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
13.8K
+ 21.89%
$46.07 - $48.17 $637K - $666K
77K $3.55M
SNA
Snap On Inc

Industrials
47
+ 0.53%
$285.44 - $371.35 $13.4K - $17.5K
8.94K $3.03M
GOOG
Alphabet Inc.

Communication Services
92
+ 0.51%
$163.08 - $198.16 $15K - $18.2K
18K $3.44M
HON
Honeywell International Inc

Industrials
996
+ 10.16%
$202.84 - $236.0 $202K - $235K
10.8K $2.44M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.53K
+ 6.0%
$50.73 - $51.08 $432K - $435K
151K $7.67M
EPI
Wisdomtree Tr India Earnings F

ETFs
16.8K
+ 24.29%
$45.09 - $50.08 $757K - $841K
85.9K $3.89M
GOOGL
Alphabet Inc.

Communication Services
325
+ 2.27%
$161.86 - $196.66 $52.6K - $63.9K
14.6K $2.77M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.68K
+ 4844.74%
$106.33 - $110.69 $392K - $408K
3.76K $400K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.51K
+ 5.21%
$58.39 - $67.04 $147K - $169K
50.8K $3.22M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.41K
+ 9.13%
$50.37 - $50.6 $373K - $375K
88.6K $4.46M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.8K
+ 16679.22%
$26.63 - $30.23 $342K - $388K
12.9K $344K
FLRN
Spdr Bloomberg Investment Grad

ETFs
9.77K
+ 83.35%
$30.67 - $30.84 $299K - $301K
21.5K $660K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.65K
New
$59.25 - $72.99 $275K - $339K
4.65K $277K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.6K
+ 5.34%
$50.53 - $55.55 $283K - $311K
110K $5.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
80
+ 0.84%
$481.22 - $538.17 $38.5K - $43.1K
9.65K $4.93M
VBK
Vanguard Small Cap Growth ETF

ETFs
621
+ 9.85%
$264.18 - $304.19 $164K - $189K
6.92K $1.94M
DE
Deere & CO

Industrials
573
+ 35.09%
$389.45 - $466.0 $223K - $267K
2.21K $934K
CRM
Salesforce, Inc.

Technology
723
New
$270.87 - $367.87 $196K - $266K
723 $241K
NFLX
Netflix Inc

Communication Services
259
New
$687.65 - $936.56 $178K - $243K
259 $230K
GS
Goldman Sachs Group Inc

Financial Services
387
New
$486.1 - $608.57 $188K - $236K
387 $221K
XOM
Exxon Mobil Corp

Energy
3.67K
+ 19.84%
$105.51 - $125.37 $387K - $460K
22.2K $2.38M
C
Citigroup Inc

Financial Services
2.93K
New
$61.31 - $72.5 $179K - $212K
2.93K $205K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.08K
+ 3.62%
$61.68 - $67.87 $190K - $209K
88.3K $5.5M
LLY
Eli Lilly & CO

Healthcare
230
+ 38.98%
$727.2 - $932.06 $167K - $214K
820 $633K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
242
+ 5.26%
$278.19 - $315.36 $67.3K - $76.3K
4.84K $1.39M
MRNA
Moderna, Inc.

Healthcare
5.01K
+ 94.65%
$36.85 - $63.93 $185K - $320K
10.3K $428K
V
Visa Inc.

Financial Services
23
+ 1.87%
$273.87 - $320.91 $6.3K - $7.38K
1.26K $396K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
1.62K
+ 4.89%
$49.63 - $50.41 $80.5K - $81.8K
34.8K $1.73M
ZS
Zscaler, Inc.

Technology
200
+ 9.46%
$166.99 - $211.99 $33.4K - $42.4K
2.32K $417K
SPMD
Spdr Portfolio

ETFs
1.01K
+ 8.7%
$54.13 - $59.56 $54.7K - $60.2K
12.6K $690K
PYPL
Pay Pal Holdings, Inc.

Financial Services
15
+ 0.2%
$77.25 - $91.3 $1.16K - $1.37K
7.36K $628K
WMT
Walmart Inc.

Consumer Defensive
127
+ 2.88%
$79.1 - $95.7 $10K - $12.2K
4.54K $410K
IJK
Ishares S&P Midcap 400 Growth

ETFs
734
+ 5.11%
$90.66 - $99.46 $66.5K - $73K
15.1K $1.37M
AMD
Advanced Micro Devices Inc

Technology
7.54K
+ 37.65%
$118.88 - $172.8 $897K - $1.3M
27.6K $3.33M
BAC
Bank Of America Corp

Financial Services
81
+ 0.94%
$39.22 - $47.77 $3.18K - $3.87K
8.67K $380K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.09K
+ 2.63%
$51.54 - $52.55 $108K - $110K
81.6K $4.22M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.11%
$370.24 - $418.94 $370 - $419
871 $349K
AXP
American Express CO

Financial Services
7
+ 0.86%
$267.35 - $305.57 $1.87K - $2.14K
822 $243K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.22%
$571.78 - $647.97 $572 - $648
456 $283K
PANW
Palo Alto Networks Inc

Technology
672
+ 101.51%
$181.96 - $405.9 $122K - $273K
1.33K $242K
T
At&T Inc.

Communication Services
89
+ 0.7%
$21.22 - $23.88 $1.89K - $2.13K
12.8K $290K
USB
Us Bancorp \De\

Financial Services
35
+ 0.76%
$43.98 - $53.66 $1.54K - $1.88K
4.62K $220K
Activity Summary
Buys All Purchases 119 New Holdings 10 Increased Positions 109 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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