Gds Wealth Management Top Holdings and 13F Report (2025) About Gds Wealth ManagementInvestment ActivityGds Wealth Management has $1.37 billion in total holdings as of June 30, 2025.Gds Wealth Management owns shares of 175 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 13.14% of the portfolio was purchased this quarter.About 5.06% of the portfolio was sold this quarter.This quarter, Gds Wealth Management has purchased 167 new stocks and bought additional shares in 100 stocks.Gds Wealth Management sold shares of 43 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares iBoxx $ Investment Grade Corporate Bond ETF $68,272,452Vanguard Intermediate-Term Corporate Bond ETF $47,162,989Vanguard Long-Term Corporate Bond ETF $43,052,150iShares Core International Aggregate Bond ETF $36,682,927iShares Core S&P U.S. Value ETF $29,793,688 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $10,783,042 Holding871607107 - Synopsys $7,707,118 Holding127387108 - Cadence Design Systems $7,415,013 Holding680223104 - Old Republic International $1,979,160 Holding679295105 - Okta $899,730 Holding Largest Purchases this Quarter GE VERNOVA INC 20,378 shares (about $10.78M)Micron Technology 79,988 shares (about $9.86M)Estee Lauder Companies 97,157 shares (about $7.85M)Synopsys 15,033 shares (about $7.71M)UnitedHealth Group 24,224 shares (about $7.56M) Largest Sales this Quarter L3Harris Technologies 83,084 shares (about $20.84M)First Trust Enhanced Short Maturity ETF 281,872 shares (about $16.88M)iShares Core S&P U.S. Value ETF 56,183 shares (about $5.32M)iShares iBoxx $ Investment Grade Corporate Bond ETF 35,407 shares (about $3.88M)Vanguard Long-Term Corporate Bond ETF 49,358 shares (about $3.75M) 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$68,272,452$3,880,961 ▼-5.4%622,8675.0%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$47,162,989$1,130,614 ▼-2.3%568,7773.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$43,052,150$3,746,272 ▼-8.0%567,2223.1%ManufacturingIAGGiShares Core International Aggregate Bond ETF$36,682,927$1,559,982 ▲4.4%718,0062.7%ETFIUSViShares Core S&P U.S. Value ETF$29,793,688$5,316,597 ▼-15.1%314,8442.2%ManufacturingIDViShares International Select Dividend ETF$29,043,581$1,155,464 ▼-3.8%841,5992.1%ETFAMZNAmazon.com$27,976,393$590,159 ▲2.2%127,5192.0%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$27,947,446$340,842 ▲1.2%297,7252.0%ETFWMTWalmart$27,852,340$130,341 ▲0.5%284,8472.0%Retail/WholesaleMSFTMicrosoft$27,546,124$2,227,406 ▲8.8%55,3792.0%Computer and TechnologyJPMJPMorgan Chase & Co.$24,373,489$209,894 ▲0.9%84,0731.8%FinanceTTTrane Technologies$24,066,348$279,068 ▲1.2%55,0201.8%ConstructionPFFiShares Preferred and Income Securities ETF$23,422,799$1,926,459 ▲9.0%763,4551.7%ETFAAPLApple$23,353,700$986,253 ▲4.4%113,8261.7%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$22,640,843$983,947 ▲4.5%424,8611.7%ManufacturingNVDANVIDIA$22,293,498$4,984,269 ▲28.8%141,1071.6%Computer and TechnologyGOOGLAlphabet$21,915,287$719,901 ▲3.4%124,3561.6%Computer and TechnologyLGOVFirst Trust Long Duration Opportunities ETF$21,749,718$738,197 ▲3.5%1,015,3931.6%ETFDEEDFirst Trust TCW Securitized Plus ETF$21,655,097$671,005 ▲3.2%1,024,3661.6%ETFAXPAmerican Express$21,242,154$629,348 ▲3.1%66,5941.5%FinanceMETAMeta Platforms$20,976,549$817,805 ▲4.1%28,4201.5%Computer and TechnologyHPEHewlett Packard Enterprise$20,891,720$4,626,117 ▲28.4%1,021,6001.5%Computer and TechnologyFIXDFirst Trust TCW Opportunistic Fixed Income ETF$20,270,948$1,134,425 ▲5.9%461,8581.5%ManufacturingALLAllstate$18,853,688$262,307 ▲1.4%93,6551.4%FinanceIRIngersoll Rand$18,771,816$3,347,330 ▲21.7%225,6771.4%IndustrialsSHAKShake Shack$18,190,969$6,076,592 ▲50.2%129,3811.3%Retail/WholesaleCRMSalesforce$17,985,569$822,707 ▲4.8%65,9561.3%Computer and TechnologyVVisa$17,401,356$369,962 ▲2.2%49,0111.3%Business ServicesMUMicron Technology$17,342,145$9,858,525 ▲131.7%140,7071.3%Computer and TechnologyEWEdwards Lifesciences$16,967,816$808,144 ▲5.0%216,9521.2%MedicalSPGIS&P Global$16,892,262$647,512 ▲4.0%32,0361.2%FinanceTJXTJX Companies$16,710,667$245,869 ▲1.5%135,3201.2%Retail/WholesaleELEstee Lauder Companies$16,690,048$7,850,286 ▲88.8%206,5601.2%Consumer StaplesFTSMFirst Trust Enhanced Short Maturity ETF$16,629,371$16,875,676 ▼-50.4%277,7581.2%ManufacturingDXCMDexCom$16,525,568$1,275,045 ▲8.4%189,3181.2%MedicalSTESTERIS$15,781,733$685,828 ▲4.5%65,6971.2%MedicalHDHome Depot$15,595,032$833,006 ▲5.6%42,5351.1%Retail/WholesaleUNHUnitedHealth Group$15,457,872$7,557,196 ▲95.7%49,5491.1%MedicalNXPINXP Semiconductors$15,249,947$1,137,896 ▲8.1%69,7971.1%Computer and TechnologyFIFiserv$14,014,002$540,333 ▲4.0%81,2831.0%Business ServicesIQVIQVIA$13,787,707$3,312,542 ▲31.6%87,4911.0%MedicalSPOTSpotify Technology$13,461,446$2,249,841 ▲20.1%17,5431.0%Computer and TechnologyTHCTenet Healthcare$13,220,944$1,898,688 ▲16.8%75,1191.0%MedicalAPHAmphenol$13,095,830$6,353,279 ▲94.2%132,6161.0%Computer and TechnologyAXONAxon Enterprise$12,823,135$2,427,520 ▲23.4%15,4880.9%AerospaceFANGDiamondback Energy$12,817,288$1,974,311 ▼-13.3%93,2840.9%EnergyMPWRMonolithic Power Systems$12,349,351$2,195,603 ▲21.6%16,8850.9%Computer and TechnologyBSXBoston Scientific$12,099,629$4,353,112 ▲56.2%112,6490.9%MedicalICEIntercontinental Exchange$11,999,488$2,370,799 ▼-16.5%65,4030.9%FinanceAMDAdvanced Micro Devices$11,812,040$2,962,588 ▲33.5%83,2420.9%Computer and TechnologyCRWDCrowdStrike$11,735,012$2,558,264 ▲27.9%23,0410.9%Computer and TechnologyFLYWFlywire$11,160,735$2,292,486 ▲25.9%953,9090.8%Computer and TechnologyNTRANatera$10,970,964$2,002,615 ▲22.3%64,9400.8%MedicalGDDYGoDaddy$10,792,796$1,510,343 ▲16.3%59,9400.8%Computer and TechnologyGE VERNOVA INC$10,783,042$10,783,042 ▲New Holding20,3780.8%COMLAM RESEARCH CORP$10,728,328$3,205,406 ▲42.6%110,2150.8%COM NEWPGProcter & Gamble$10,695,152$1,366,169 ▲14.6%67,1300.8%Consumer StaplesCOSTCostco Wholesale$10,547,811$2,380,806 ▲29.2%10,6550.8%Retail/WholesaleWIXWix.com$10,509,067$3,893,521 ▲58.9%66,3200.8%Computer and TechnologyCMGChipotle Mexican Grill$9,737,645$2,105,513 ▲27.6%173,4220.7%Retail/WholesaleGWREGuidewire Software$9,701,246$2,445,619 ▲33.7%41,2030.7%Computer and TechnologyPINSPinterest$9,538,186$3,002,916 ▲45.9%265,9840.7%Computer and TechnologyHUBSHubSpot$9,349,157$4,146,337 ▲79.7%16,7960.7%Computer and TechnologyMSIMotorola Solutions$9,206,392$2,114,073 ▲29.8%21,8960.7%Computer and TechnologyHQYHealthEquity$9,144,186$2,019,773 ▲28.4%87,2870.7%MedicalTOLToll Brothers$9,068,427$2,356,899 ▲35.1%79,4570.7%ConstructionTWTradeweb Markets$8,721,487$2,284,279 ▲35.5%59,5730.6%FinanceADIAnalog Devices$8,689,396$3,498,894 ▲67.4%36,5070.6%Computer and TechnologyWELLWelltower$8,618,719$2,178,354 ▲33.8%56,0640.6%FinanceMLMMartin Marietta Materials$8,575,304$2,491,180 ▲40.9%15,6210.6%ConstructionFTNTFortinet$7,994,018$2,744,068 ▲52.3%75,6150.6%Computer and TechnologySNPSSynopsys$7,707,118$7,707,118 ▲New Holding15,0330.6%Computer and TechnologyCDNSCadence Design Systems$7,415,013$7,415,013 ▲New Holding24,0630.5%Computer and TechnologyTSCOTractor Supply$7,387,694$2,891,057 ▲64.3%139,9980.5%Retail/WholesaleDECKDeckers Outdoor$7,271,382$2,344,018 ▲47.6%70,5480.5%Retail/WholesaleXOMExxon Mobil$5,115,865$257,642 ▼-4.8%47,4570.4%EnergyIVViShares Core S&P 500 ETF$3,864,482$52,777 ▲1.4%6,2240.3%ETFAVGOBroadcom$3,024,432$23,430 ▲0.8%10,9720.2%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index Fund$2,160,534$1,646,789 ▼-43.3%51,6010.2%ETFSYFSynchrony Financial$2,076,281$91,968 ▼-4.2%31,1100.2%FinanceORIOld Republic International$1,979,160$1,979,160 ▲New Holding51,4870.1%FinanceHALHalliburton$1,963,633$62,893 ▼-3.1%96,3510.1%EnergyVTCVanguard Total Corporate Bond ETF$1,866,282$483,158 ▼-20.6%24,1340.1%ETFBRK.BBerkshire Hathaway$1,658,905$23,317 ▲1.4%3,4150.1%FinanceETNEaton$1,556,833$6,783 ▼-0.4%4,3610.1%IndustrialsVTIVanguard Total Stock Market ETF$1,523,601$446,169 ▲41.4%5,0130.1%ETFTMUST-Mobile US$1,360,226$2,383 ▲0.2%5,7090.1%Computer and TechnologyIBMInternational Business Machines$1,324,152$2,948 ▲0.2%4,4920.1%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,308,659$375,415 ▼-22.3%14,8290.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,152,146$72,253 ▲6.7%18,5770.1%ETFIEFAiShares Core MSCI EAFE ETF$1,039,326$33,559 ▲3.3%12,4500.1%ETFACNAccenture$918,053$7,770 ▼-0.8%3,0720.1%Computer and TechnologyOKTAOkta$899,730$899,730 ▲New Holding9,0000.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$890,559$582,974 ▼-39.6%11,2020.1%ETFMCDMcDonald's$847,001$44,118 ▼-5.0%2,8990.1%Retail/WholesaleQQQInvesco QQQ$841,803$132,394 ▲18.7%1,5260.1%FinanceIVWiShares S&P 500 Growth ETF$825,530$54,279 ▲7.0%7,4980.1%ETFABBVAbbVie$754,360$5,012 ▲0.7%4,0640.1%MedicalCMECME Group$742,245$4,961 ▼-0.7%2,6930.1%FinanceIUSGiShares Core S&P U.S. Growth ETF$725,379$72,342 ▲11.1%4,8230.1%ManufacturingShowing 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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