Gds Wealth Management Top Holdings and 13F Report (2025) About Gds Wealth ManagementInvestment ActivityGds Wealth Management has $1.10 billion in total holdings as of December 31, 2024.Gds Wealth Management owns shares of 171 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 12.48% of the portfolio was purchased this quarter.About 4.94% of the portfolio was sold this quarter.This quarter, Gds Wealth Management has purchased 165 new stocks and bought additional shares in 94 stocks.Gds Wealth Management sold shares of 41 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares iBoxx $ Investment Grade Corporate Bond ETF $63,711,363First Trust Enhanced Short Maturity ETF $50,043,210Vanguard Intermediate-Term Corporate Bond ETF $39,527,115iShares Core S&P U.S. Value ETF $38,727,712Vanguard Long-Term Corporate Bond ETF $38,559,036 Largest New Holdings this Quarter LAM RESEARCH CORP $3,432,875 HoldingMicron Technology $2,604,500 HoldingFT Vest U.S. Equity Buffer ETF - June $2,079,092 HoldingTesla $290,361 HoldingVanguard Growth ETF $253,241 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 74,450 shares (about $5.98M)iShares iBoxx $ Investment Grade Corporate Bond ETF 54,917 shares (about $5.87M)Vanguard Long-Term Corporate Bond ETF 78,215 shares (about $5.85M)Estée Lauder Companies 73,700 shares (about $5.53M)Wix.com 21,226 shares (about $4.55M) Largest Sales this Quarter First Trust Enhanced Short Maturity ETF 634,783 shares (about $37.94M)iShares Core S&P U.S. Value ETF 34,242 shares (about $3.17M)iShares MSCI USA Min Vol Factor ETF 23,130 shares (about $2.05M)Vanguard Total Corporate Bond Fund 22,062 shares (about $1.67M)iShares 20+ Year Treasury Bond ETF 14,536 shares (about $1.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGds Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$63,711,363$5,867,332 ▲10.1%596,3255.8%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$50,043,210$37,940,980 ▼-43.1%837,2634.6%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$39,527,115$5,976,101 ▲17.8%492,4273.6%ETFIUSViShares Core S&P U.S. Value ETF$38,727,712$3,170,467 ▼-7.6%418,2713.5%ManufacturingVCLTVanguard Long-Term Corporate Bond ETF$38,559,036$5,848,918 ▲17.9%515,6333.5%ManufacturingIAGGiShares Core International Aggregate Bond ETF$31,370,227$2,779,196 ▲9.7%628,4102.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$26,983,636$2,053,713 ▼-7.1%303,9042.5%ETFAMZNAmazon.com$26,655,007$618,241 ▲2.4%121,4962.4%Retail/WholesaleAAPLApple$26,205,715$2,978,497 ▲12.8%104,6472.4%Computer and TechnologyWMTWalmart$25,441,928$1,029,990 ▲4.2%281,5932.3%Retail/WholesaleIDViShares International Select Dividend ETF$23,967,713$253,840 ▲1.1%875,3732.2%ETFGOOGLAlphabet$22,203,772$612,954 ▲2.8%117,2942.0%Computer and TechnologyCRMSalesforce$20,315,917$633,890 ▲3.2%60,7661.9%Computer and TechnologyIVViShares Core S&P 500 ETF$19,866,184$955,428 ▼-4.6%33,7471.8%ETFPFFiShares Preferred and Income Securities ETF$19,605,041$2,042,814 ▲11.6%623,5701.8%ETFTTTrane Technologies$19,481,760$361,594 ▲1.9%52,7461.8%ConstructionMSFTMicrosoft$19,405,469$993,899 ▲5.4%46,0391.8%Computer and TechnologyJPMJPMorgan Chase & Co.$19,146,926$589,450 ▲3.2%79,8751.7%FinanceDEEDFirst Trust TCW Securitized Plus ETF$18,734,550$2,029,535 ▲12.1%905,9261.7%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$18,684,119$2,077,553 ▲12.5%362,7281.7%ManufacturingAXPAmerican Express$18,539,878$662,139 ▲3.7%62,4681.7%FinanceLGOVFirst Trust Long Duration Opportunities ETF$18,261,779$2,096,546 ▲13.0%876,2851.7%ETFALLAllstate$17,203,230$630,616 ▲3.8%89,2331.6%FinanceLHXL3Harris Technologies$16,735,134$606,448 ▲3.8%79,5851.5%AerospaceFANGDiamondback Energy$16,694,296$612,070 ▲3.8%101,9001.5%Oils/EnergyFIXDFirst Trust TCW Opportunistic Fixed Income ETF$16,601,717$1,866,660 ▲12.7%386,3561.5%ManufacturingIRIngersoll Rand$15,702,140$572,883 ▲3.8%173,5811.4%Industrial ProductsFIFiserv$15,591,583$697,401 ▲4.7%75,9011.4%Business ServicesTJXTJX Companies$15,375,247$758,566 ▲5.2%127,2681.4%Retail/WholesaleMETAMeta Platforms$15,338,623$753,552 ▲5.2%26,1971.4%Computer and TechnologyICEIntercontinental Exchange$15,291,704$117,718 ▼-0.8%102,6221.4%FinanceIYFiShares U.S. Financials ETF$15,172,461$1,107,790 ▼-6.8%137,2081.4%ETFHDHome Depot$14,604,630$914,127 ▲6.7%37,5451.3%Retail/WholesaleSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$14,513,120$663,978 ▲4.8%404,8291.3%ETFSPGIS&P Global$14,470,262$845,157 ▲6.2%29,0551.3%Business ServicesVVisa$14,322,301$908,299 ▲6.8%45,3181.3%Business ServicesEWEdwards Lifesciences$14,140,692$4,466,896 ▲46.2%191,0131.3%MedicalDXCMDexCom$12,442,967$1,880,634 ▲17.8%159,9971.1%MedicalNXPINXP Semiconductors$12,327,168$741,609 ▲6.4%59,3081.1%Computer and TechnologySTESTERIS$11,972,431$634,769 ▲5.6%58,2431.1%MedicalUNHUnitedHealth Group$11,707,681$811,909 ▲7.5%23,1441.1%MedicalIQVIQVIA$11,698,044$911,020 ▲8.4%59,5291.1%MedicalFJULFT Vest U.S. Equity Buffer ETF - July$10,752,727$960,889 ▲9.8%219,5891.0%ETFAMDAdvanced Micro Devices$10,645,947$876,090 ▲9.0%88,1361.0%Computer and TechnologyELEstée Lauder Companies$10,147,718$5,526,026 ▲119.6%135,3390.9%Consumer StaplesHPEHewlett Packard Enterprise$5,782,028$3,032,148 ▲110.3%270,8210.5%Computer and TechnologyXOMExxon Mobil$5,665,497$349,387 ▼-5.8%52,6680.5%Oils/EnergyCOSTCostco Wholesale$5,323,529$4,269,818 ▲405.2%5,8100.5%Retail/WholesaleWIXWix.com$5,092,344$4,554,038 ▲846.0%23,7350.5%Computer and TechnologyTHCTenet Healthcare$4,871,973$4,485,962 ▲1,162.1%38,5960.4%MedicalMPWRMonolithic Power Systems$4,833,006$4,535,973 ▲1,527.1%8,1680.4%Computer and TechnologyOSCROscar Health$4,647,780$4,365,285 ▲1,545.3%345,8170.4%FinanceDECKDeckers Outdoor$4,186,903$1,289,824 ▲44.5%20,6160.4%Retail/WholesaleCRWDCrowdStrike$4,091,891$1,220,142 ▲42.5%11,9590.4%Computer and TechnologyHUBSHubSpot$4,071,924$1,254,883 ▲44.5%5,8440.4%Computer and TechnologyPGProcter & Gamble$4,009,350$1,280,846 ▲46.9%23,9150.4%Consumer StaplesHQYHealthEquity$3,946,519$1,198,703 ▲43.6%41,1310.4%MedicalNVDANVIDIA$3,909,184$1,396,885 ▲55.6%29,1100.4%Computer and TechnologyCMGChipotle Mexican Grill$3,655,627$3,133,067 ▲599.6%60,6240.3%Retail/WholesaleTWTradeweb Markets$3,652,799$1,198,834 ▲48.9%27,9010.3%FinanceVTCVanguard Total Corporate Bond Fund$3,642,257$1,670,314 ▼-31.4%48,1080.3%ETFLAM RESEARCH CORP$3,432,875$3,432,875 ▲New Holding47,5270.3%COM NEWPINSPinterest$3,395,059$1,140,280 ▲50.6%117,0710.3%Computer and TechnologyWELLWelltower$3,390,585$2,960,319 ▲688.0%26,9030.3%FinanceGWREGuidewire Software$3,161,212$2,721,218 ▲618.5%18,7520.3%Computer and TechnologyMLMMartin Marietta Materials$3,069,043$1,120,805 ▲57.5%5,9420.3%ConstructionHALHalliburton$2,935,296$147,669 ▼-4.8%107,9550.3%Oils/EnergyMSIMotorola Solutions$2,867,675$1,303,026 ▲83.3%6,2040.3%Computer and TechnologyAVGOBroadcom$2,667,087$177,821 ▲7.1%11,5040.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$2,612,477$1,269,429 ▼-32.7%29,9150.2%ETFMUMicron Technology$2,604,500$2,604,500 ▲New Holding30,9470.2%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index$2,587,228$96,906 ▼-3.6%64,2630.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,327,350$5,149 ▼-0.2%29,8340.2%ETFSYFSynchrony Financial$2,187,900$41,925 ▼-1.9%33,6600.2%FinanceFJUNFT Vest U.S. Equity Buffer ETF - June$2,079,092$2,079,092 ▲New Holding40,4650.2%ManufacturingSPOTSpotify Technology$1,977,420$1,373,457 ▲227.4%4,4200.2%Business ServicesNTRANatera$1,972,893$1,401,113 ▲245.0%12,4630.2%MedicalGDDYGoDaddy$1,938,963$1,388,498 ▲252.2%9,8240.2%Computer and TechnologyBSXBoston Scientific$1,928,955$1,406,522 ▲269.2%21,5960.2%MedicalFTNTFortinet$1,911,992$1,371,094 ▲253.5%20,2370.2%Computer and TechnologySHAKShake Shack$1,853,155$1,329,022 ▲253.6%14,2770.2%Retail/WholesaleADIAnalog Devices$1,770,854$1,343,172 ▲314.1%8,3350.2%Computer and TechnologyTSCOTractor Supply$1,759,151$1,661,839 ▲1,707.7%33,1540.2%Retail/WholesaleMANHManhattan Associates$1,715,213$1,265,534 ▲281.4%6,3470.2%Computer and TechnologyTOLToll Brothers$1,564,173$1,170,957 ▲297.8%12,4190.1%ConstructionETNEaton$1,505,030$13,275 ▲0.9%4,5350.1%Industrial ProductsAVAVAeroVironment$1,395,936$1,069,228 ▲327.3%9,0710.1%AerospaceTMUST-Mobile US$1,217,3260.0%5,5150.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,185,033$83,755 ▲7.6%4,0890.1%ETFACNAccenture$1,098,970$704 ▲0.1%3,1240.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,006,369$128,296 ▲14.6%16,1510.1%ETFIBMInternational Business Machines$982,420$120,687 ▼-10.9%4,4690.1%Computer and TechnologyBRK.BBerkshire Hathaway$922,878$16,318 ▲1.8%2,0360.1%FinanceIEFAiShares Core MSCI EAFE ETF$807,517$91,083 ▲12.7%11,4900.1%ETFVOVanguard Mid-Cap ETF$778,919$65,768 ▼-7.8%2,9490.1%ETFCLColgate-Palmolive$767,5530.0%8,4430.1%Consumer StaplesIUSGiShares Core S&P U.S. Growth ETF$733,399$9,894 ▼-1.3%5,2630.1%ManufacturingMCDMcDonald's$701,534$24,351 ▼-3.4%2,4200.1%Retail/WholesaleVBVanguard Small-Cap ETF$700,897$8,890 ▼-1.3%2,9170.1%ETFIVWiShares S&P 500 Growth ETF$682,789$31,982 ▲4.9%6,7250.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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