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
+3.88%
+3.48%
29,732.3
 
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
+4.31%
+4.56%
52,957.1
 
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
+4.12%
+2.20%
10,207.0
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
687,472
34,366.7
+9.40%
2.930
+0.25%
0.480
+1.25%
+1.92%
10,399.5
 
IUSV
ISHARES TRUST
371,027
34,242.1
-11.30%
2.920
-0.40%
0.170
+11.82%
+4.61%
21,210.8
 
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
+1.20%
+2.43%
6,382.3
 
USMV
iShares MSCI USA Min Vol Factor ETF
294,094
27,544.8
-3.23%
2.350
-0.08%
0.110
+3.43%
+5.18%
23,583.0
 
IDV
iShares International Select Dividend ETF
iShares International Select Dividend ETF
875,081
27,145.0
-0.03%
2.310
0%
0.600
+19.40%
+31.78%
5,408.8
 
WMT
Walmart Inc
283,514
24,889.7
+0.68%
2.120
+0.01%
0.000
+1.97%
+5.02%
753,351.5
Retail - Defensive
AAPL
Apple Inc
109,019
24,216.5
+4.18%
2.060
+0.08%
0.000
+6.71%
-15.47%
3,153,849.0
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
$59.91
0.01%
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
$626.44
6.08%
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
$121.29
5.89%
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
$52.26
6.35%
Sold Out
0
-219,589
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.74%
●
106.98 ($126.74) 149.43
$164.92
30.12%
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
$36.10
1.21%
Reduce -53%
190,277
-214,552
HPE
Hewlett Packard Enterprise Co
2025-03-31
Add
Add
+0.69%
●
14.77 ($19.91) 24.42
$20.72
4.07%
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
$74.35
-1.50%
Add 19.58%
616,580
100,947
GDDY
GoDaddy Inc
2025-03-31
Add
Add
+0.64%
●
172.13 ($191.07) 214.35
$167.86
-12.15%
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
$82.02
1.38%
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

  • 1

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

Size field:

GDS Wealth Management's Holdings Bubble Chart

GDS Wealth Management News

  • 1

Discussions on GDS Wealth Management

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.