Gsb Wealth Management, LLC Portfolio Holdings
Gsb Wealth Management, LLC
- $411 Million
- Q3 2025
Gsb Wealth Management, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $411 Million distributed in 239 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 $21.8M, Wisdomtree Floating Rate Treas with a value of $16.1M, Apple Inc. with a value of $11.2M, Wisdomtree Yield Enhanced U.S. with a value of $10M, and Schwab Fundamental U S Small C with a value of $9.9M.
Examining the 13F form we can see an increase of $27.3M in the current position value, from $384M to 411M.
Below you can find more details about Gsb Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
ETFs: $215 Million
Technology: $53 Million
Industrials: $30.9 Million
Financial Services: $24.1 Million
Consumer Cyclical: $23.9 Million
Healthcare: $23.1 Million
Consumer Defensive: $16.5 Million
Communication Services: $14 Million
Other: $10.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 239
- Current Value $411 Million
- Prior Value $384 Million
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 9 stocks
- Additional Purchases 94 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks