GW

GDS Wealth Management

13F
GDS Wealth Management
Last update 2025-05-14 167 Stocks (15 new)
Value $1.17 Bil Turnover 17 %
Countries:
Top Holdings: LQD(6.10%)VCIT(4.06%)VCLT(3.99%)IAGG(2.93%)IUSV(2.92%)
Summary Stock Picks Current Portfolio
GDS Wealth Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
658,274
71,547.8
+10.39%
6.100
+0.57%
0.240
+3.49%
+4.16%
27,211.4
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
582,412
47,618.0
+18.27%
4.060
+0.63%
0.090
+3.73%
+5.21%
53,364.2
 
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
616,580
46,804.6
+19.58%
3.990
+0.65%
0.330
+3.74%
+2.98%
10,432.1
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
687,472
34,366.7
+9.40%
2.930
+0.25%
0.480
+0.79%
+2.06%
10,577.1
 
IUSV
ISHARES TRUST
371,027
34,242.1
-11.30%
2.920
-0.40%
0.170
+12.32%
+5.75%
21,409.0
 
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
559,630
33,488.3
-33.16%
2.860
-1.51%
0.510
+1.25%
+2.60%
6,255.0
 
USMV
iShares MSCI USA Min Vol Factor ETF
294,094
27,544.8
-3.23%
2.350
-0.08%
0.110
+4.35%
+6.58%
23,840.5
 
IDV
iShares International Select Dividend ETF
iShares International Select Dividend ETF
875,081
27,145.0
-0.03%
2.310
0%
0.600
+16.64%
+35.54%
5,567.9
 
WMT
Walmart Inc
283,514
24,889.7
+0.68%
2.120
+0.01%
0.000
+1.00%
+6.45%
763,566.4
Retail - Defensive
AAPL
Apple Inc
109,019
24,216.5
+4.18%
2.060
+0.08%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware

GDS Wealth Management's Historical Top Holdings Breakdowns

GDS Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
2025-03-31
Reduce
Reduce
-1.51%
●
59.78 ($59.9) 60.03
$60.00
0.17%
Reduce -33.16%
559,630
-277,633
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.48%
●
554.06 ($590.51) 615.85
$637.33
7.93%
Reduce -81.81%
6,139
-27,608
IYF
iShares U.S. Financials ETF
2025-03-31
Reduce
Reduce
-1.33%
●
107.69 ($114.54) 119.37
$123.65
7.95%
Reduce -96.61%
4,649
-132,559
FJUL
FT Vest U.S. Equity Buffer ETF - July
FT Vest U.S. Equity Buffer ETF - July
2025-03-31
Sold Out
Sold Out
-0.98%
●
47.09 ($49.14) 50.46
$52.92
7.69%
Sold Out
0
-219,589
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.74%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Add 276.36%
109,559
80,449
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Reduce
Reduce
-0.70%
●
32.49 ($35.67) 37.99
$36.62
2.66%
Reduce -53%
190,277
-214,552
HPE
Hewlett Packard Enterprise Co
2025-03-31
Add
Add
+0.69%
●
14.77 ($19.91) 24.42
$20.76
4.27%
Add 193.69%
795,384
524,563
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.65%
●
73.11 ($75.48) 77.43
$74.92
-0.74%
Add 19.58%
616,580
100,947
GDDY
GoDaddy Inc
2025-03-31
Add
Add
+0.64%
●
172.13 ($191.07) 214.35
$167.13
-12.53%
Add 424.76%
51,552
41,728
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.63%
●
79.17 ($80.9) 82.04
$82.53
2.01%
Add 18.27%
582,412
89,985

GDS Wealth Management Total Holding History ($B)

To

GDS Wealth Management's Asset Allocation

To

GDS Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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GDS Wealth Management's Hypothetical Growth since 2025-03-31

GDS Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

GDS Wealth Management's Holdings Heat Map

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GDS Wealth Management's Holdings Bubble Chart

GDS Wealth Management News

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