Gsb Wealth Management, LLC Incresed Positions in Q1 2025

Gsb Wealth Management, LLC

  • $359 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
150
+ 3.25%
$74.7 - $80.27 $11.2K - $12K
4.76K $371K
CL
Colgate Palmolive CO

Consumer Defensive
56
+ 0.92%
$85.68 - $97.5 $4.8K - $5.46K
6.14K $575K
UNP
Union Pacific Corp

Industrials
28
+ 1.62%
$225.21 - $254.42 $6.31K - $7.12K
1.76K $415K
FSTA
Fidelity Covington Tr Msci Con

ETFs
271
+ 3.73%
$48.3 - $52.85 $13.1K - $14.3K
7.54K $379K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1
+ 0.03%
$74.85 - $84.89 $74.9 - $84.9
3.17K $258K
SYK
Stryker Corp

Healthcare
20
+ 2.48%
$355.18 - $399.9 $7.1K - $8K
826 $307K
ZTS
Zoetis Inc.

Healthcare
13
+ 0.15%
$156.48 - $175.67 $2.03K - $2.28K
8.44K $1.39M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.18%
$87.68 - $94.52 $438 - $473
2.79K $261K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
36
+ 0.28%
$25.81 - $28.52 $929 - $1.03K
13K $357K
TXN
Texas Instruments Inc

Technology
59
+ 1.79%
N/A
3.36K $654K
IWD
Ishares Russell 1000 Val ETF

ETFs
18
+ 1.36%
$182.82 - $196.21 $3.29K - $3.53K
1.34K $249K
Kenvue Inc Com
3.44K
+ 2.31%
N/A
153K $0
Jpmorgan Limited Duration Bond ETF
38.3K
+ 164.14%
N/A
61.7K $0
Oragenics Inc Com
10.7K
+ 53.09%
N/A
30.9K $0
Pimco Multisector Bond Active ETF
137K
+ 255.5%
N/A
191K $0
Fidelity Enhanced Large Cap Value ETF
35
+ 0.47%
N/A
7.41K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
235K
+ 263.61%
N/A
325K $0
MCO
Moodys Corp

Financial Services
7
+ 0.88%
$437.8 - $527.48 $3.06K - $3.69K
803 $373K
WMT
Walmart Inc.

Consumer Defensive
103
+ 2.27%
$84.5 - $105.05 $8.7K - $10.8K
4.65K $407K
VB
Vanguard Small Cap ETF

ETFs
73
+ 6.27%
$217.89 - $252.64 $15.9K - $18.4K
1.24K $274K
IWS
Ishares Russell Midcap Value E

ETFs
6
+ 0.31%
$122.59 - $135.24 $736 - $811
1.92K $241K
LOW
Lowes Companies Inc

Consumer Cyclical
28
+ 2.73%
$222.66 - $268.42 $6.23K - $7.52K
1.06K $246K
EFX
Equifax Inc

Industrials
15
+ 1.4%
$235.63 - $278.34 $3.53K - $4.18K
1.09K $264K
SWK
Stanley Black & Decker, Inc.

Industrials
65
+ 1.77%
$76.43 - $90.41 $4.97K - $5.88K
3.74K $287K
PANW
Palo Alto Networks Inc

Technology
34
+ 2.55%
$167.82 - $208.28 $5.71K - $7.08K
1.37K $233K
BAC
Bank Of America Corp

Financial Services
237
+ 2.74%
$39.61 - $47.74 $9.39K - $11.3K
8.9K $371K
DOV
Dover Corp

Industrials
6
+ 0.53%
$174.65 - $206.43 $1.05K - $1.24K
1.14K $200K
ADI
Analog Devices Inc

Technology
17
+ 1.16%
$201.56 - $243.82 $3.43K - $4.14K
1.48K $298K
USB
Us Bancorp \De\

Financial Services
181
+ 3.92%
$40.92 - $50.9 $7.41K - $9.21K
4.8K $202K
PEP
Pepsico Inc

Consumer Defensive
117
+ 0.66%
$142.64 - $156.42 $16.7K - $18.3K
17.7K $2.66M
CARR
Carrier Global Corp

Industrials
47
+ 0.97%
$62.07 - $70.55 $2.92K - $3.32K
4.87K $309K
AXP
American Express CO

Financial Services
3
+ 0.36%
$255.39 - $325.87 $766 - $978
825 $221K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.22%
$542.38 - $646.34 $542 - $646
457 $248K
IJK
Ishares S&P Midcap 400 Growth

ETFs
975
+ 6.46%
$81.62 - $96.63 $79.6K - $94.2K
16.1K $1.34M
DIS
Walt Disney CO

Communication Services
30
+ 0.9%
$96.87 - $114.0 $2.91K - $3.42K
3.35K $330K
SPMD
Spdr Portfolio

ETFs
104
+ 0.82%
$50.21 - $57.73 $5.22K - $6K
12.7K $649K
GWW
W.W. Grainger, Inc.

Industrials
4
+ 0.56%
$953.54 - $1132.42 $3.81K - $4.53K
713 $704K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.06%
$576.36 - $736.67 $1.15K - $1.47K
3.58K $2.06M
CAT
Caterpillar Inc

Industrials
51
+ 2.47%
$326.75 - $407.63 $16.7K - $20.8K
2.12K $698K
BX
Blackstone Inc.

Financial Services
16
+ 0.8%
$136.53 - $186.74 $2.18K - $2.99K
2.03K $283K
HON
Honeywell International Inc

Industrials
423
+ 3.92%
$202.75 - $226.52 $85.8K - $95.8K
11.2K $2.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
363
+ 2.23%
$120.29 - $134.6 $43.7K - $48.9K
16.6K $2.03M
VKTX
Viking Therapeutics, Inc.

Healthcare
907
+ 12.24%
$24.15 - $42.89 $21.9K - $38.9K
8.32K $200K
EMR
Emerson Electric CO

Industrials
38
+ 0.51%
$108.64 - $131.17 $4.13K - $4.98K
7.47K $819K
PYPL
Pay Pal Holdings, Inc.

Financial Services
660
+ 8.97%
$65.15 - $91.81 $43K - $60.6K
8.02K $523K
AMAT
Applied Materials Inc

Technology
36
+ 0.55%
$145.06 - $195.51 $5.22K - $7.04K
6.6K $958K
QQQ
Invesco Qqq Trust, Series 1

ETFs
467
+ 4.84%
$468.34 - $539.52 $219K - $252K
10.1K $4.75M
ACN
Accenture PLC

Technology
35
+ 0.63%
$300.91 - $398.25 $10.5K - $13.9K
5.55K $1.73M
AMZN
Amazon Com Inc

Consumer Cyclical
306
+ 2.82%
$190.26 - $242.06 $58.2K - $74.1K
11.2K $2.12M
Activity Summary
Buys All Purchases 127 New Holdings 22 Increased Positions 105 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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