Gsb Wealth Management, LLC Reduced Holdings in Q4 2024

Gsb Wealth Management, LLC

  • $378 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-45.2K
- 42.8%
$24.8 - $30.19 $1.12M - $1.36M
60.4K $1.6M
DOW
Dow Inc.

Basic Materials
-22.2K
- 66.24%
$39.1 - $55.34 $866K - $1.23M
11.3K $453K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-20.4K
- 30.15%
$49.36 - $53.72 $1.01M - $1.09M
47.2K $2.33M
USFR
Wisdomtree Floating Rate Treas

ETFs
-17.9K
- 6.26%
$50.23 - $50.46 $900K - $904K
268K $13.5M
MRK
Merck & Co., Inc.

Healthcare
-2.41K
- 5.77%
$96.31 - $114.76 $232K - $277K
39.4K $3.92M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-22.9K
- 9.97%
$19.47 - $20.95 $445K - $479K
206K $4.03M
JNJ
Johnson & Johnson

Healthcare
-714
- 2.28%
$143.34 - $165.86 $102K - $118K
30.6K $4.42M
LMT
Lockheed Martin Corp

Industrials
-18
- 0.28%
$479.66 - $614.62 $8.63K - $11.1K
6.45K $3.13M
VEA
Vanguard Ftse Developed Market

ETFs
-1.07K
- 1.13%
$47.57 - $52.44 $50.7K - $55.9K
93.5K $4.47M
GPC
Genuine Parts CO

Consumer Cyclical
-1.59K
- 11.28%
$113.11 - $143.63 $180K - $229K
12.5K $1.46M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.66K
- 4.65%
$63.27 - $70.31 $105K - $117K
34.1K $2.16M
IEFA
Ishares Tr

ETFs
-4.28K
- 44.38%
$70.06 - $77.43 $300K - $332K
5.37K $377K
DNP
Dnp Select Income Fund Inc

Financial Services
-2.49K
- 0.9%
$8.82 - $9.96 $21.9K - $24.8K
275K $2.43M
AFL
Aflac Inc

Financial Services
-208
- 0.57%
$100.37 - $115.27 $20.9K - $24K
36.5K $3.78M
ZTS
Zoetis Inc.

Healthcare
-52
- 0.61%
$162.24 - $194.42 $8.44K - $10.1K
8.43K $1.37M
EWA
Ishares Msci Australia ETF

ETFs
-5.25K
- 11.01%
$23.77 - $26.95 $125K - $141K
42.4K $1.01M
TD
Toronto Dominion Bank

Financial Services
-2.77K
- 28.41%
$51.56 - $63.8 $143K - $177K
6.97K $371K
INDA
Ishares Msci India Index Fund

ETFs
-2.44K
- 12.89%
$52.64 - $58.16 $128K - $142K
16.5K $868K
GNRC
Generac Holdings Inc.

Industrials
-1.47K
- 49.16%
$154.28 - $195.11 $227K - $287K
1.52K $235K
NKE
Nike, Inc.

Consumer Cyclical
-1.77K
- 22.07%
$73.36 - $89.13 $130K - $157K
6.24K $472K
TFLO
Ishares Treasury Floating Rate

ETFs
-4.05K
- 17.84%
$50.37 - $50.63 $204K - $205K
18.7K $941K
ROL
Rollins Inc

Consumer Cyclical
-1.09K
- 3.51%
$46.35 - $51.59 $50.3K - $56K
29.9K $1.39M
SJM
J M Smucker CO

Consumer Defensive
-1.14K
- 24.11%
$106.92 - $121.75 $122K - $139K
3.59K $394K
SMIN
Ishares Msci India Small Cap I

ETFs
-1.47K
- 23.42%
$75.68 - $86.0 $111K - $126K
4.81K $367K
ELV
Elevance Health, Inc.

Healthcare
-58
- 6.12%
$365.96 - $514.62 $21.2K - $29.8K
889 $328K
CVX
Chevron Corp

Energy
-609
- 3.03%
$141.15 - $162.53 $86K - $99K
19.5K $2.83M
SBUX
Starbucks Corp

Consumer Cyclical
-655
- 5.55%
$87.44 - $102.5 $57.3K - $67.1K
11.1K $1.02M
ORCL
Oracle Corp

Technology
-372
- 2.07%
$165.41 - $192.43 $61.5K - $71.6K
17.6K $2.94M
SWK
Stanley Black & Decker, Inc.

Industrials
-149
- 3.9%
$79.07 - $109.36 $11.8K - $16.3K
3.68K $295K
KMB
Kimberly Clark Corp

Consumer Defensive
-89
- 0.89%
$130.37 - $146.09 $11.6K - $13K
9.91K $1.3M
BDX
Becton Dickinson & CO

Healthcare
-179
- 3.58%
$220.02 - $243.75 $39.4K - $43.6K
4.82K $1.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-18
- 1.74%
$501.29 - $612.85 $9.02K - $11K
1.02K $530K
ROP
Roper Technologies Inc

Industrials
-80
- 4.35%
$519.85 - $575.95 $41.6K - $46.1K
1.76K $913K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.07K
- 39.08%
$152.04 - $211.12 $162K - $225K
1.66K $337K
PLTR
Palantir Technologies Inc.

Technology
-10.3K
- 57.76%
$36.46 - $82.38 $374K - $846K
7.51K $567K
IBM
International Business Machines Corp

Technology
-338
- 2.41%
$204.9 - $238.04 $69.3K - $80.5K
13.7K $3.01M
VIG
Vanguard Dividend Appreciation

ETFs
-476
- 9.99%
N/A
4.29K $781K
PG
Procter & Gamble CO

Consumer Defensive
-42
- 0.29%
$161.05 - $179.7 $6.76K - $7.55K
14.5K $2.43M
NEE
Nextera Energy Inc

Utilities
-10
- 0.15%
$69.77 - $85.43 $698 - $854
6.67K $478K
CB
Chubb LTD

Financial Services
-103
- 2.86%
$271.57 - $301.89 $28K - $31.1K
3.5K $966K
ROST
Ross Stores, Inc.

Consumer Cyclical
-475
- 12.6%
$138.59 - $156.61 $65.8K - $74.4K
3.3K $498K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-53
- 0.83%
$442.29 - $483.08 $23.4K - $25.6K
6.31K $2.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-277
- 1.6%
$113.92 - $127.38 $31.6K - $35.3K
17K $1.96M
ACN
Accenture PLC

Technology
-121
- 2.15%
$343.9 - $376.86 $41.6K - $45.6K
5.52K $1.94M
NVS
Novartis Ag

Healthcare
-1
- 0.04%
$96.78 - $117.18 $96.8 - $117
2.57K $249K
VUG
Vanguard Growth ETF

ETFs
-158
- 17.67%
$378.79 - $428.11 $59.8K - $67.6K
736 $302K
XLU
Utilities Sector Spdr

ETFs
-200
- 4.16%
$74.89 - $82.93 $15K - $16.6K
4.61K $348K
FDX
Fedex Corp

Industrials
-157
- 16.17%
$260.5 - $305.15 $40.9K - $47.9K
814 $229K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-592
- 3.51%
$124.26 - $134.12 $73.6K - $79.4K
16.3K $2.09M
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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