Gds Wealth Management Top Holdings and 13F Report (2025) About Gds Wealth ManagementInvestment ActivityGds Wealth Management has $1.17 billion in total holdings as of March 31, 2025.Gds Wealth Management owns shares of 167 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 16.63% of the portfolio was purchased this quarter.About 8.38% of the portfolio was sold this quarter.This quarter, Gds Wealth Management has purchased 171 new stocks and bought additional shares in 96 stocks.Gds Wealth Management sold shares of 42 stocks and completely divested from 19 stocks this quarter.Largest Holdings iShares iBoxx $ Investment Grade Corporate Bond ETF $71,547,801Vanguard Intermediate-Term Corporate Bond ETF $47,618,005Vanguard Long-Term Corporate Bond ETF $46,804,588iShares Core International Aggregate Bond ETF $34,366,725iShares Core S&P U.S. Value ETF $34,242,082 Largest New Holdings this Quarter 302492103 - Flywire $7,200,715 Holding05464C101 - Axon Enterprise $6,603,828 Holding032095101 - Amphenol $4,478,420 Holding254423106 - Dine Brands Global $608,835 Holding78464A508 - SPDR Portfolio S&P 500 Value ETF $388,796 Holding Largest Purchases this Quarter NVIDIA 80,449 shares (about $8.72M)Hewlett Packard Enterprise 524,563 shares (about $8.09M)Vanguard Long-Term Corporate Bond ETF 100,947 shares (about $7.66M)GoDaddy 41,728 shares (about $7.52M)Vanguard Intermediate-Term Corporate Bond ETF 89,985 shares (about $7.36M) Largest Sales this Quarter First Trust Enhanced Short Maturity ETF 277,633 shares (about $16.61M)iShares Core S&P 500 ETF 27,608 shares (about $15.51M)iShares U.S. Financials ETF 132,559 shares (about $14.96M)First Trust SMID Cap Rising Dividend Achievers ETF 214,552 shares (about $7.19M)iShares Core S&P U.S. Value ETF 47,244 shares (about $4.36M) 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$71,547,801$6,733,237 ▲10.4%658,2746.1%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$47,618,005$7,357,174 ▲18.3%582,4124.1%ETFVCLTVanguard Long-Term Corporate Bond ETF$46,804,588$7,662,887 ▲19.6%616,5804.0%ManufacturingIAGGiShares Core International Aggregate Bond ETF$34,366,725$2,952,509 ▲9.4%687,4722.9%ETFIUSViShares Core S&P U.S. Value ETF$34,242,082$4,360,149 ▼-11.3%371,0272.9%ManufacturingFTSMFirst Trust Enhanced Short Maturity ETF$33,488,259$16,613,559 ▼-33.2%559,6302.9%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$27,544,844$918,805 ▼-3.2%294,0942.3%ETFIDViShares International Select Dividend ETF$27,145,013$9,058 ▼0.0%875,0812.3%ETFWMTWalmart$24,889,694$168,645 ▲0.7%283,5142.1%Retail/WholesaleAAPLApple$24,216,478$971,156 ▲4.2%109,0192.1%Computer and TechnologyAMZNAmazon.com$23,749,966$634,137 ▲2.7%124,8292.0%Retail/WholesalePFFiShares Preferred and Income Securities ETF$21,531,374$2,369,068 ▲12.4%700,6631.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$21,343,970$2,293,496 ▲12.0%406,3971.8%ManufacturingLGOVFirst Trust Long Duration Opportunities ETF$21,089,995$2,249,868 ▲11.9%980,9301.8%ETFDEEDFirst Trust TCW Securitized Plus ETF$20,984,093$1,832,817 ▲9.6%992,6251.8%ETFJPMJPMorgan Chase & Co.$20,445,627$852,177 ▲4.3%83,3491.7%FinanceALLAllstate$19,123,329$645,851 ▲3.5%92,3521.6%FinanceFIXDFirst Trust TCW Opportunistic Fixed Income ETF$19,114,722$2,176,875 ▲12.9%436,0111.6%ManufacturingMSFTMicrosoft$19,107,762$1,825,150 ▲10.6%50,9011.6%Computer and TechnologyGOOGLAlphabet$18,598,727$460,364 ▲2.5%120,2711.6%Computer and TechnologyTTTrane Technologies$18,322,413$551,202 ▲3.1%54,3821.6%ConstructionLHXL3Harris Technologies$17,583,505$925,569 ▲5.6%84,0071.5%AerospaceAXPAmerican Express$17,386,280$579,265 ▲3.4%64,6211.5%FinanceFIFiserv$17,257,644$496,426 ▲3.0%78,1491.5%Business ServicesFANGDiamondback Energy$17,211,608$919,792 ▲5.6%107,6531.5%EnergyCRMSalesforce$16,890,331$583,147 ▲3.6%62,9391.4%Computer and TechnologyVVisa$16,811,216$929,069 ▲5.8%47,9691.4%Business ServicesTJXTJX Companies$16,239,472$738,230 ▲4.8%133,3291.4%Retail/WholesaleMETAMeta Platforms$15,741,565$642,642 ▲4.3%27,3121.3%Computer and TechnologySPGIS&P Global$15,653,545$890,699 ▲6.0%30,8081.3%Business ServicesEWEdwards Lifesciences$14,975,745$1,131,123 ▲8.2%206,6191.3%MedicalIRIngersoll Rand$14,840,366$948,676 ▲6.8%185,4351.3%IndustrialsHDHome Depot$14,755,987$996,120 ▲7.2%40,2631.3%Retail/WholesaleSTESTERIS$14,243,139$1,042,363 ▲7.9%62,8421.2%MedicalICEIntercontinental Exchange$13,511,063$4,191,233 ▼-23.7%78,3251.2%FinanceUNHUnitedHealth Group$13,264,043$1,142,305 ▲9.4%25,3251.1%MedicalNXPINXP Semiconductors$12,275,785$1,003,707 ▲8.9%64,5891.0%Computer and TechnologyHPEHewlett Packard Enterprise$12,272,775$8,094,007 ▲193.7%795,3841.0%Computer and TechnologyDXCMDexCom$11,931,014$1,004,819 ▲9.2%174,7111.0%MedicalNVDANVIDIA$11,874,006$8,719,064 ▲276.4%109,5591.0%Computer and TechnologyIQVIQVIA$11,718,837$1,223,875 ▲11.7%66,4711.0%MedicalPGProcter & Gamble$9,978,943$5,903,349 ▲144.8%58,5550.9%Consumer StaplesGDDYGoDaddy$9,286,577$7,516,882 ▲424.8%51,5520.8%Computer and TechnologyTHCTenet Healthcare$8,652,520$3,461,358 ▲66.7%64,3310.7%MedicalMPWRMonolithic Power Systems$8,051,862$3,314,586 ▲70.0%13,8830.7%Computer and TechnologySPOTSpotify Technology$8,036,488$5,605,355 ▲230.6%14,6110.7%Business ServicesCOSTCostco Wholesale$7,802,685$2,307,703 ▲42.0%8,2500.7%Retail/WholesaleSHAKShake Shack$7,596,904$6,338,101 ▲503.5%86,1620.6%Retail/WholesaleNTRANatera$7,506,891$5,744,498 ▲325.9%53,0860.6%MedicalMSIMotorola Solutions$7,384,979$4,668,806 ▲171.9%16,8680.6%Computer and TechnologyBSXBoston Scientific$7,275,566$5,096,962 ▲234.0%72,1210.6%MedicalELEstée Lauder Companies$7,220,598$1,711,776 ▼-19.2%109,4030.6%Consumer StaplesFLYWFlywire$7,200,715$7,200,715 ▲New Holding757,9700.6%Computer and TechnologyCMGChipotle Mexican Grill$6,824,744$3,780,813 ▲124.2%135,9240.6%Retail/WholesaleWIXWix.com$6,820,952$2,943,127 ▲75.9%41,7490.6%Computer and TechnologyAXONAxon Enterprise$6,603,828$6,603,828 ▲New Holding12,5560.6%AerospaceTWTradeweb Markets$6,527,786$2,385,604 ▲57.6%43,9700.6%FinanceWELLWelltower$6,418,580$2,296,771 ▲55.7%41,8940.5%FinanceAMDAdvanced Micro Devices$6,407,277$2,647,815 ▼-29.2%62,3640.5%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$6,374,280$7,187,493 ▼-53.0%190,2770.5%ETFCRWDCrowdStrike$6,352,786$2,136,282 ▲50.7%18,0180.5%Computer and TechnologyTOLToll Brothers$6,209,326$4,898,004 ▲373.5%58,8060.5%ConstructionHQYHealthEquity$6,009,779$2,375,032 ▲65.3%68,0070.5%MedicalXOMExxon Mobil$5,928,304$335,502 ▼-5.4%49,8470.5%EnergyGWREGuidewire Software$5,773,686$2,260,311 ▲64.3%30,8160.5%Computer and TechnologyPINSPinterest$5,649,564$2,020,363 ▲55.7%182,2440.5%Computer and TechnologyLAM RESEARCH CORP$5,618,620$2,163,407 ▲62.6%77,2850.5%COM NEWDECKDeckers Outdoor$5,345,189$3,040,114 ▲131.9%47,8060.5%Retail/WholesaleHUBSHubSpot$5,339,848$2,001,229 ▲59.9%9,3470.5%Computer and TechnologyMLMMartin Marietta Materials$5,299,115$2,458,066 ▲86.5%11,0830.5%ConstructionMUMicron Technology$5,275,876$2,586,890 ▲96.2%60,7190.4%Computer and TechnologyFTNTFortinet$4,780,175$2,832,162 ▲145.4%49,6590.4%Computer and TechnologyTSCOTractor Supply$4,695,181$2,868,396 ▲157.0%85,2120.4%Retail/WholesaleAPHAmphenol$4,478,420$4,478,420 ▲New Holding68,2790.4%Computer and TechnologyADIAnalog Devices$4,397,818$2,716,898 ▲161.6%21,8070.4%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index$3,950,086$1,158,501 ▲41.5%90,9320.3%ETFIVViShares Core S&P 500 ETF$3,449,504$15,512,935 ▼-81.8%6,1390.3%ETFHALHalliburton$2,522,717$216,102 ▼-7.9%99,4370.2%EnergyVTCVanguard Total Corporate Bond Fund$2,333,338$1,361,357 ▼-36.8%30,3820.2%ETFAVGOBroadcom$1,822,810$103,304 ▼-5.4%10,8870.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,793,197$708,864 ▲65.4%3,3670.2%FinanceTLTiShares 20+ Year Treasury Bond ETF$1,737,125$986,037 ▼-36.2%19,0830.1%ETFSYFSynchrony Financial$1,719,915$62,046 ▼-3.5%32,4880.1%FinanceTMUST-Mobile US$1,519,980$49,075 ▲3.3%5,6990.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,463,153$891,943 ▼-37.9%18,5350.1%ETFETNEaton$1,190,615$42,134 ▼-3.4%4,3800.1%IndustrialsIBMInternational Business Machines$1,114,494$3,233 ▲0.3%4,4820.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,015,990$73,579 ▲7.8%17,4120.1%ETFVTIVanguard Total Stock Market ETF$974,308$149,513 ▼-13.3%3,5450.1%ETFACNAccenture$966,564$8,112 ▼-0.8%3,0980.1%Computer and TechnologyMCDMcDonald's$952,729$196,793 ▲26.0%3,0500.1%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$911,431$42,213 ▲4.9%12,0480.1%ETFABBVAbbVie$845,832$289,347 ▲52.0%4,0370.1%MedicalCMECME Group$719,201$33,692 ▼-4.5%2,7110.1%FinanceATOAtmos Energy$665,6210.0%4,3060.1%UtilitiesIVWiShares S&P 500 Growth ETF$650,274$25,992 ▲4.2%7,0050.1%ETFMAMastercard$642,397$223,085 ▲53.2%1,1720.1%Business ServicesUNPUnion Pacific$631,942$108,907 ▲20.8%2,6750.1%TransportationKOCoca-Cola$615,279$10,743 ▲1.8%8,5910.1%Consumer StaplesDINDine Brands Global$608,835$608,835 ▲New Holding25,8750.1%Retail/WholesaleShowing largest 100 holdings. 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