Gsb Wealth Management, LLC Portfolio Holdings
Gsb Wealth Management, LLC
- $363 Million
- Q2 2024
Gsb Wealth Management, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $363 Million distributed in 216 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 $18.9M, Wisdomtree Floating Rate Treas with a value of $16.2M, Schwab Strategic Tr Intl Eqty with a value of $11.5M, Apple Inc. with a value of $9.89M, and Ishares Tr Fltg Rate Nt ETF with a value of $7.8M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $352M to 363M.
Below you can find more details about Gsb Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 216
- Current Value $363 Million
- Prior Value $352 Million
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 5 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 56 stocks