Gsb Wealth Management, LLC Portfolio Holdings
Gsb Wealth Management, LLC
- $384 Million
- Q2 2025
Gsb Wealth Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $384 Million distributed in 242 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 $19.3M, Wisdomtree Floating Rate Treas with a value of $12.5M, Apple Inc. with a value of $9.23M, Wisdomtree Yield Enhanced U.S. with a value of $9.2M, and Schwab Fundamental U S Small C with a value of $8.89M.
Examining the 13F form we can see an increase of $24.3M in the current position value, from $359M to 384M.
Below you can find more details about Gsb Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$384 Million
ETFs: $197 Million
Technology: $50.4 Million
Industrials: $29.7 Million
Financial Services: $23.4 Million
Healthcare: $22.6 Million
Consumer Cyclical: $21.6 Million
Consumer Defensive: $17.8 Million
Communication Services: $11.2 Million
Other: $9.53 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 242
- Current Value $384 Million
- Prior Value $359 Million
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 21 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks