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GPS Wealth Strategies Group, LLC13F | |
| GPS Wealth Strategies Group, LLC | |
| Last update 2025-04-16 | 1514 Stocks (208 new) |
| Value $741.00 Mil | Turnover 10 % |
GPS Wealth Strategies Group, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLG | Invesco S&P 500 Top 50 ETF | 1,236,013 | 56,881.3 | +5.19% | 7.680 | +0.38% | 0.710 | +21.55% | +7.48% | 9,751.5 | ||
NVDA | NVIDIA Corp | 513,402 | 55,642.4 | -1.44% | 7.510 | -0.13% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
QQQ | INVESCO QQQ Trust | 68,891 | 32,304.4 | -13.47% | 4.360 | -0.70% | 0.010 | +24.17% | +10.57% | 359,485.3 | ||
VGT | Vanguard Information Technology ETF | 51,088 | 27,708.8 | -9.51% | 3.740 | -0.43% | 0.030 | +32.19% | +10.45% | 85,519.5 | ||
AAPL | Apple Inc | 124,397 | 27,632.3 | -5.12% | 3.730 | -0.22% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 325,046 | 25,958.1 | -10.87% | 3.500 | -0.41% | 0.170 | +13.43% | +6.83% | 16,159.9 | ||
AMZN | Amazon.com Inc | 98,831 | 18,803.6 | -0.51% | 2.540 | -0.01% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
VUG | Vanguard Growth ETF | 44,370 | 16,453.3 | +17.55% | 2.220 | +0.33% | 0.010 | +25.10% | +10.01% | 165,393.5 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 151,569 | 14,993.2 | +11.82% | 2.020 | +0.21% | 0.010 | +1.65% | +3.49% | 128,152.2 | ||
MSFT | Microsoft Corp | 38,845 | 14,582.1 | -29.79% | 1.970 | -0.89% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software |
GPS Wealth Strategies Group, LLC's Historical Top Holdings Breakdowns
GPS Wealth Strategies Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.89% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -29.79% | 38,845 | -16,481 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.83% | 57.22 ($60.78) 63.39 | $64.25 | 5.71% | Add 96.78% | 212,404 | 104,465 | |
IEUR | iShares Core MSCI Europe ETF | 2025-03-31 | New Buy New Buy | +0.80% | 53.69 ($58.75) 62.68 | $67.81 | 15.42% | New holding | 98,636 | 98,636 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.70% | 468.34 ($508.07) 539.52 | $563.81 | 10.97% | Reduce -13.47% | 68,891 | -10,720 | |
SPHQ | Invesco S&P 500 Quality ETF | 2025-03-31 | Reduce Reduce | -0.69% | 65.27 ($68.5) 71.22 | $72.48 | 5.81% | Reduce -96.99% | 2,491 | -80,153 | |
FTLS | First Trust Long/Short Equity ETF | 2025-03-31 | New Buy New Buy | +0.62% | 63.42 ($66.15) 68.17 | $66.40 | 0.38% | New holding | 71,987 | 71,987 | |
XLU | Utilities Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -0.54% | 74.7 ($78.14) 80.27 | $84.41 | 8.02% | Reduce -94.67% | 3,140 | -55,772 | |
FDVV | Fidelity High Dividend ETF | 2025-03-31 | New Buy New Buy | +0.53% | 48.86 ($50.59) 52.28 | $53.98 | 6.70% | New holding | 78,644 | 78,644 | |
VST | Vistra Corp | 2025-03-31 | Add Add | +0.51% | 108.49 ($149.41) 191.89 | $200.12 | 33.94% | Add 106.49% | 61,916 | 31,931 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.50% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Add 54.5% | 62,530 | 22,058 |
GPS Wealth Strategies Group, LLC Total Holding History ($B)
GPS Wealth Strategies Group, LLC's Asset Allocation
GPS Wealth Strategies Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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GPS Wealth Strategies Group, LLC's Hypothetical Growth since 2025-03-31
GPS Wealth Strategies Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
GPS Wealth Strategies Group, LLC's Holdings Heat Map
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GPS Wealth Strategies Group, LLC's Holdings Bubble Chart
GPS Wealth Strategies Group, LLC News
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