Gsb Wealth Management, LLC Reduced Holdings in Q1 2025

Gsb Wealth Management, LLC

  • $359 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-39
- 4.48%
$360.07 - $417.26 $14K - $16.3K
832 $299K
IOO
Ishares Tr Global 100 ETF

ETFs
-240
- 5.31%
$96.2 - $105.12 $23.1K - $25.2K
4.28K $411K
NGG
National Grid PLC

Utilities
-1.13K
- 21.91%
$56.13 - $65.61 $63.1K - $73.8K
4.01K $263K
ITW
Illinois Tool Works Inc

Industrials
-67
- 1.6%
$244.9 - $274.48 $16.4K - $18.4K
4.12K $1.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-23
- 2.26%
$497.6 - $606.74 $11.4K - $14K
996 $495K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-1.1K
- 12.57%
$56.44 - $64.13 $62.1K - $70.5K
7.65K $470K
IVE
Ishares S&P 500 Value ETF

ETFs
-129
- 1.03%
$185.78 - $198.58 $24K - $25.6K
12.5K $2.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1
- -0.0%
$21.75 - $24.28 $21.8 - $24.3
20.8K $456K
VO
Vanguard Mid Cap ETF

ETFs
-15
- 0.74%
$251.87 - $277.95 $3.78K - $4.17K
2.01K $516K
NEE
Nextera Energy Inc

Utilities
-145
- 2.17%
$66.96 - $76.16 $9.71K - $11K
6.53K $462K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-145
- 2.14%
$39.96 - $43.3 $5.79K - $6.28K
6.65K $273K
COST
Costco Wholesale Corp

Consumer Defensive
-122
- 3.22%
$890.62 - $1076.86 $109K - $131K
3.67K $3.47M
FAST
Fastenal CO

Industrials
-294
- 6.42%
$71.11 - $79.98 $20.9K - $23.5K
4.29K $332K
PM
Philip Morris International Inc.

Consumer Defensive
-586
- 23.33%
$117.15 - $158.79 $68.6K - $93.1K
1.93K $305K
TIP
Ishares Tr Tips Bd ETF

ETFs
-90
- 2.39%
$106.22 - $111.09 $9.56K - $10K
3.67K $407K
APD
Air Products & Chemicals, Inc.

Basic Materials
-58
- 1.14%
$283.24 - $338.07 $16.4K - $19.6K
5.03K $1.48M
ADP
Automatic Data Processing Inc

Industrials
-193
- 3.61%
$286.85 - $318.64 $55.4K - $61.5K
5.16K $1.58M
HDB
Hdfc Bank LTD

Financial Services
-15
- 0.17%
$58.06 - $66.85 $871 - $1K
8.8K $584K
CSCO
Cisco Systems, Inc.

Technology
-1.24K
- 3.0%
$58.74 - $64.87 $72.6K - $80.2K
40K $2.47M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-150
- 3.23%
$56.12 - $68.15 $8.42K - $10.2K
4.5K $305K
GPC
Genuine Parts CO

Consumer Cyclical
-11
- 0.09%
$115.91 - $129.02 $1.28K - $1.42K
12.5K $1.49M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-42
- 0.21%
$95.85 - $99.25 $4.03K - $4.17K
20.3K $2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-48
- 1.26%
$106.31 - $123.73 $5.1K - $5.94K
3.76K $465K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-16
- 0.02%
$51.52 - $52.37 $824 - $838
81.6K $4.27M
ELV
Elevance Health, Inc.

Healthcare
-9
- 1.01%
$365.9 - $436.25 $3.29K - $3.93K
880 $382K
DUK
Duke Energy Corp

Utilities
-94
- 1.76%
$105.87 - $121.97 $9.95K - $11.5K
5.24K $638K
PAYX
Paychex Inc

Industrials
-38
- 0.76%
$136.06 - $154.52 $5.17K - $5.87K
4.99K $769K
UL
Unilever PLC

Consumer Defensive
-879
- 1.55%
$54.72 - $60.29 $48.1K - $53K
56K $3.33M
IAU
Ishares Gold Trust

ETFs
-1
- 0.01%
$49.74 - $58.96 $49.7 - $59
11.7K $688K
ROP
Roper Technologies Inc

Industrials
-1
- 0.06%
$502.71 - $593.81 $503 - $594
1.76K $1.04M
KO
Coca Cola CO

Consumer Defensive
-49
- 0.26%
$60.81 - $72.32 $2.98K - $3.54K
18.9K $1.35M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.08K
- 3.16%
$63.07 - $73.5 $67.9K - $79.2K
33K $2.34M
ABBV
Abb Vie Inc.

Healthcare
-117
- 1.69%
$169.2 - $216.66 $19.8K - $25.3K
6.79K $1.42M
ROL
Rollins Inc

Consumer Cyclical
-334
- 1.12%
$45.65 - $54.03 $15.2K - $18K
29.6K $1.6M
DNP
Dnp Select Income Fund Inc

Financial Services
-1.75K
- 0.64%
$8.93 - $9.92 $15.7K - $17.4K
274K $2.71M
ABT
Abbott Laboratories

Healthcare
-419
- 2.31%
$111.1 - $140.22 $46.6K - $58.8K
17.8K $2.36M
IBM
International Business Machines Corp

Technology
-317
- 2.31%
$217.4 - $264.74 $68.9K - $83.9K
13.4K $3.33M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-91
- 4.0%
$1187.71 - $1432.58 $108K - $130K
2.19K $3.13M
AMGN
Amgen Inc

Healthcare
-3
- 0.02%
$258.59 - $327.36 $776 - $982
13K $4.04M
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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