GDS Wealth Management
Latest statistics and disclosures from GDS Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LQD, MU, VCIT, VCLT, AMD, and represent 20.02% of GDS Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LQD (+$21M), NEM (+$15M), LLY (+$11M), PH (+$10M), ISRG (+$9.5M), VCLT (+$8.8M), ULTA (+$8.8M), VCIT (+$8.6M), PODD (+$8.1M), AVGO (+$7.8M).
- Started 40 new stock positions in SCHV, CARR, HUBS, JEPI, JLL, MUB, UPRO, VTV, SCHD, MS.
- Reduced shares in these 10 stocks: MU (-$52M), FTSM (-$30M), MSI (-$12M), BSX (-$8.5M), TW (-$7.1M), TSCO (-$6.3M), GWRE, IUSV, DECK, ICE.
- Sold out of its positions in SGOL, BSX, EL, LGH, RH, ROL, WEN, MDT.
- GDS Wealth Management was a net buyer of stock by $138M.
- GDS Wealth Management has $2.1B in assets under management (AUM), dropping by 26.29%.
- Central Index Key (CIK): 0001940869
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Portfolio Holdings for GDS Wealth Management
GDS Wealth Management holds 232 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 6.2 | $130M | +19% | 1.2M | 109.07 |
|
| Micron Technology (MU) | 4.2 | $89M | -36% | 77k | 1154.29 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.5 | $74M | +13% | 900k | 82.65 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 3.4 | $72M | +14% | 951k | 75.25 |
|
| Advanced Micro Devices (AMD) | 2.7 | $56M | +2% | 96k | 580.91 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 2.5 | $53M | +11% | 1.0M | 50.60 |
|
| Lam Research Corp Com New (LRCX) | 2.4 | $50M | 116k | 433.33 |
|
|
| Hewlett Packard Enterprise (HPE) | 2.3 | $48M | 1.1M | 45.11 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $46M | +3% | 128k | 357.37 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 1.9 | $40M | +3% | 966k | 41.43 |
|
| Apple (AAPL) | 1.9 | $39M | +5% | 135k | 289.36 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 1.7 | $36M | +12% | 1.2M | 30.49 |
|
| Wal-Mart Stores (WMT) | 1.7 | $36M | +4% | 316k | 113.26 |
|
| Amazon (AMZN) | 1.7 | $36M | +6% | 149k | 238.34 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 1.6 | $34M | +14% | 784k | 43.61 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $33M | +7% | 167k | 200.09 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $31M | +5% | 96k | 327.33 |
|
| Ge Vernova (GEV) | 1.5 | $31M | +6% | 27k | 1174.86 |
|
| Trane Technologies SHS (TT) | 1.5 | $31M | +5% | 62k | 491.16 |
|
| Synopsys (SNPS) | 1.4 | $30M | +4% | 66k | 446.07 |
|
| Cadence Design Systems (CDNS) | 1.4 | $29M | +6% | 78k | 375.32 |
|
| Applied Materials (AMAT) | 1.3 | $28M | +15% | 39k | 723.00 |
|
| Microsoft Corporation (MSFT) | 1.3 | $28M | +15% | 75k | 373.02 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 1.3 | $28M | +4% | 290k | 96.46 |
|
| Monolithic Power Systems (MPWR) | 1.3 | $28M | +4% | 20k | 1382.36 |
|
| Amphenol Corp Cl A (APH) | 1.3 | $27M | +7% | 155k | 176.32 |
|
| Allstate Corporation (ALL) | 1.3 | $27M | +6% | 112k | 237.94 |
|
| American Express Company (AXP) | 1.2 | $26M | +7% | 77k | 338.25 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $25M | +10% | 33k | 763.14 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.2 | $25M | +4% | 468k | 53.17 |
|
| First Tr Exchng Traded Fd Vi Secur Plus Etf (DEED) | 1.2 | $25M | +4% | 1.1M | 21.38 |
|
| Nxp Semiconductors N V (NXPI) | 1.2 | $24M | +6% | 87k | 281.03 |
|
| First Tr Exchange-traded Lng Dur Oprtun (LGOV) | 1.2 | $24M | +4% | 1.1M | 21.40 |
|
| Edwards Lifesciences (EW) | 1.1 | $24M | +7% | 266k | 90.46 |
|
| TJX Companies (TJX) | 1.1 | $24M | +6% | 159k | 151.50 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.1 | $23M | -6% | 213k | 110.15 |
|
| salesforce (CRM) | 1.1 | $23M | +6% | 146k | 156.66 |
|
| Natera (NTRA) | 1.1 | $22M | +4% | 83k | 271.45 |
|
| Home Depot (HD) | 1.1 | $22M | +25% | 63k | 352.68 |
|
| Ingersoll Rand (IR) | 1.0 | $22M | +4% | 262k | 81.99 |
|
| Analog Devices (ADI) | 1.0 | $21M | +9% | 54k | 397.17 |
|
| Visa Com Cl A (V) | 1.0 | $21M | +9% | 62k | 343.09 |
|
| Diamondback Energy (FANG) | 1.0 | $21M | +6% | 119k | 175.78 |
|
| Chipotle Mexican Grill (CMG) | 1.0 | $21M | +24% | 615k | 34.00 |
|
| Fortinet (FTNT) | 1.0 | $21M | +15% | 135k | 153.62 |
|
| Iqvia Holdings (IQV) | 1.0 | $21M | +8% | 106k | 193.22 |
|
| Meta Platforms Cl A (META) | 0.9 | $20M | +10% | 35k | 563.29 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $20M | +117% | 17k | 1199.43 |
|
| Dex (DXCM) | 0.9 | $19M | +29% | 285k | 67.35 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $19M | +39% | 20k | 935.47 |
|
| Welltower Inc Com reit (WELL) | 0.9 | $19M | +11% | 82k | 226.97 |
|
| Toll Brothers (TOL) | 0.9 | $19M | +11% | 113k | 164.75 |
|
| Flywire Corporation Com Vtg (FLYW) | 0.9 | $19M | +12% | 1.1M | 17.57 |
|
| Tenet Healthcare Corp Com New (THC) | 0.9 | $18M | +10% | 97k | 187.08 |
|
| Steris Shs Usd (STE) | 0.8 | $18M | +10% | 84k | 210.57 |
|
| Spotify Technology S A SHS (SPOT) | 0.8 | $17M | +9% | 38k | 459.13 |
|
| S&p Global (SPGI) | 0.8 | $17M | +11% | 42k | 407.26 |
|
| Procter & Gamble Company (PG) | 0.8 | $17M | +19% | 114k | 146.64 |
|
| Martin Marietta Materials (MLM) | 0.7 | $16M | +28% | 27k | 576.70 |
|
| Newmont Mining Corporation (NEM) | 0.7 | $15M | NEW | 162k | 93.40 |
|
| Constellation Energy (CEG) | 0.7 | $15M | +41% | 60k | 248.37 |
|
| Broadcom (AVGO) | 0.6 | $13M | +138% | 35k | 377.75 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.6 | $13M | -70% | 210k | 59.73 |
|
| Healthequity (HQY) | 0.6 | $12M | +9% | 137k | 90.32 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $10M | NEW | 11k | 978.12 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $9.5M | NEW | 24k | 397.68 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $8.8M | NEW | 20k | 450.98 |
|
| Insulet Corporation (PODD) | 0.4 | $8.1M | NEW | 53k | 152.25 |
|
| Shake Shack Cl A (SHAK) | 0.4 | $8.1M | +17% | 144k | 56.02 |
|
| Hubspot (HUBS) | 0.3 | $6.8M | NEW | 37k | 182.51 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $5.6M | 41k | 136.72 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $5.4M | NEW | 18k | 309.95 |
|
| Intercontinental Exchange (ICE) | 0.2 | $5.1M | -13% | 41k | 123.11 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $4.8M | +2% | 6.4k | 748.89 |
|
| Coeur Mng Com New (CDE) | 0.2 | $4.7M | NEW | 289k | 16.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.8M | +52% | 5.5k | 500.39 |
|
| Halliburton Company (HAL) | 0.1 | $2.5M | -5% | 75k | 33.95 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.3M | +35% | 6.3k | 370.04 |
|
| Old Republic International Corporation (ORI) | 0.1 | $2.1M | 52k | 40.92 |
|
|
| Synchrony Financial (SYF) | 0.1 | $2.0M | -4% | 27k | 76.05 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.8M | NEW | 5.4k | 341.02 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.8M | +5% | 23k | 77.11 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.7M | +23% | 4.8k | 353.35 |
|
| Tesla Motors (TSLA) | 0.1 | $1.6M | +5% | 3.7k | 420.60 |
|
| International Business Machines (IBM) | 0.1 | $1.5M | +17% | 5.3k | 281.21 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.5M | -8% | 3.5k | 426.12 |
|
| Abbvie (ABBV) | 0.1 | $1.3M | +12% | 5.2k | 251.64 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $1.3M | -10% | 17k | 76.80 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | +2% | 1.7k | 736.40 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | +8% | 9.0k | 137.53 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.2M | +6% | 13k | 96.58 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.2M | +35% | 4.6k | 253.97 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | +7% | 1.7k | 686.81 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.1M | +5% | 3.3k | 342.83 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $1.0M | -6% | 12k | 86.42 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $1.0M | -45% | 10k | 99.29 |
|
| Metropcs Communications (TMUS) | 0.0 | $960k | 5.7k | 167.73 |
|
|
| Caterpillar (CAT) | 0.0 | $952k | NEW | 894.00 | 1064.90 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $948k | -3% | 5.0k | 188.09 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $937k | +31% | 4.9k | 189.73 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $870k | -6% | 2.0k | 437.64 |
|
| McDonald's Corporation (MCD) | 0.0 | $853k | 3.2k | 270.31 |
|
|
| Guidewire Software (GWRE) | 0.0 | $838k | -85% | 6.8k | 123.05 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $835k | +9% | 5.6k | 148.31 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $824k | +92% | 414.00 | 1989.44 |
|
| Applied Industrial Technologies (AIT) | 0.0 | $817k | 2.4k | 338.15 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $807k | +505% | 9.4k | 86.14 |
|
| Coca-Cola Company (KO) | 0.0 | $794k | +20% | 9.8k | 81.27 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $779k | 5.0k | 156.97 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $776k | 4.5k | 172.27 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $763k | +6% | 6.5k | 116.67 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $752k | -94% | 1.8k | 415.29 |
|
| Linde SHS (LIN) | 0.0 | $746k | +13% | 1.4k | 518.94 |
|
| Chevron Corporation (CVX) | 0.0 | $739k | +30% | 4.5k | 165.76 |
|
| Tradeweb Mkts Cl A (TW) | 0.0 | $737k | -90% | 7.4k | 99.66 |
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.0 | $734k | +69% | 23k | 32.14 |
|
| Union Pacific Corporation (UNP) | 0.0 | $733k | +9% | 2.7k | 272.00 |
|
| Dell Technologies CL C (DELL) | 0.0 | $717k | NEW | 1.7k | 431.46 |
|
| Fastenal Company (FAST) | 0.0 | $710k | +4% | 15k | 48.03 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $707k | +9% | 3.1k | 227.06 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $705k | -6% | 8.9k | 79.03 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $702k | 3.8k | 185.14 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $661k | +6% | 5.2k | 127.51 |
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| Corning Incorporated (GLW) | 0.0 | $646k | 2.5k | 255.43 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $641k | NEW | 2.7k | 236.62 |
|
| Orion Marine (ORN) | 0.0 | $627k | -56% | 37k | 16.82 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $613k | +87% | 1.3k | 477.57 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $604k | +130% | 542.00 | 1114.03 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $594k | -11% | 1.2k | 509.46 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $590k | 16k | 36.87 |
|
|
| Emerson Electric (EMR) | 0.0 | $588k | 4.1k | 143.15 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $586k | 11k | 55.01 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $578k | +6% | 3.7k | 158.03 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $574k | NEW | 18k | 31.71 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $571k | 32k | 17.73 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $570k | 14k | 40.21 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $559k | +822% | 4.7k | 119.52 |
|
| Cme (CME) | 0.0 | $546k | 2.5k | 220.83 |
|
|
| Information Services (III) | 0.0 | $534k | 130k | 4.11 |
|
|
| Philip Morris International (PM) | 0.0 | $514k | +15% | 2.8k | 180.91 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.0 | $506k | +19% | 15k | 33.46 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $502k | +45% | 8.0k | 62.89 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $496k | +284% | 6.2k | 80.57 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $493k | +21% | 4.0k | 124.76 |
|
| Paccar (PCAR) | 0.0 | $491k | 4.1k | 120.12 |
|
|
| Goldman Sachs (GS) | 0.0 | $491k | NEW | 485.00 | 1011.37 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $490k | 8.1k | 60.79 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $461k | -23% | 898.00 | 513.60 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $454k | +519% | 17k | 27.41 |
|
| Oracle Corporation (ORCL) | 0.0 | $451k | +88% | 3.1k | 146.55 |
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| PPG Industries (PPG) | 0.0 | $441k | 3.6k | 121.29 |
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|
| Altria (MO) | 0.0 | $438k | +24% | 6.1k | 71.95 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $434k | -2% | 1.4k | 303.12 |
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| Nextera Energy (NEE) | 0.0 | $432k | +4% | 4.9k | 87.77 |
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| UnitedHealth (UNH) | 0.0 | $430k | -14% | 1.0k | 415.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $429k | -3% | 1.4k | 300.45 |
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| Abbott Laboratories (ABT) | 0.0 | $420k | 4.6k | 90.74 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $420k | +6% | 3.4k | 124.43 |
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| Astrazeneca Ord (AZN) | 0.0 | $418k | NEW | 2.2k | 189.62 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $395k | NEW | 1.3k | 298.07 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $393k | -4% | 1.1k | 344.32 |
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| Cisco Systems (CSCO) | 0.0 | $390k | +24% | 3.3k | 117.46 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $386k | -2% | 4.7k | 82.84 |
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| Morgan Stanley Com New (MS) | 0.0 | $381k | NEW | 1.8k | 209.04 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $380k | 4.0k | 95.44 |
|
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| Prologis (PLD) | 0.0 | $374k | +4% | 2.8k | 135.47 |
|
| American Electric Power Company (AEP) | 0.0 | $374k | +3% | 2.7k | 136.81 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $371k | +2% | 19k | 19.12 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $362k | 6.7k | 54.02 |
|
|
| Merck & Co (MRK) | 0.0 | $359k | +66% | 2.8k | 128.50 |
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| MetLife (MET) | 0.0 | $350k | -3% | 4.1k | 84.61 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $344k | 3.3k | 103.05 |
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|
| Cummins (CMI) | 0.0 | $340k | -17% | 476.00 | 713.21 |
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| Tractor Supply Company (TSCO) | 0.0 | $339k | -94% | 11k | 31.61 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $338k | 4.1k | 82.34 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $337k | NEW | 10k | 33.84 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $334k | +3% | 1.3k | 255.67 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $330k | +2% | 4.6k | 71.25 |
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| Marriott Intl Cl A (MAR) | 0.0 | $327k | 881.00 | 370.59 |
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| Booking Holdings (BKNG) | 0.0 | $326k | +2182% | 1.8k | 178.24 |
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| Okta Cl A (OKTA) | 0.0 | $323k | NEW | 2.4k | 136.45 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $323k | +9% | 4.3k | 75.79 |
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| Pfizer (PFE) | 0.0 | $322k | NEW | 13k | 24.08 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $314k | -6% | 6.2k | 50.58 |
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| Citigroup Com New (C) | 0.0 | $313k | NEW | 2.2k | 139.96 |
|
| Wells Fargo & Company (WFC) | 0.0 | $311k | +18% | 3.8k | 82.64 |
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| Intel Corporation (INTC) | 0.0 | $310k | NEW | 2.2k | 139.63 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $309k | 1.5k | 212.77 |
|
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $308k | 3.5k | 87.71 |
|
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $306k | NEW | 2.2k | 141.79 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $302k | +3% | 13k | 22.78 |
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| Lowe's Companies (LOW) | 0.0 | $299k | +2% | 1.4k | 220.49 |
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| AFLAC Incorporated (AFL) | 0.0 | $294k | 2.5k | 117.25 |
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| Paycom Software (PAYC) | 0.0 | $292k | -8% | 2.3k | 125.68 |
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| Ge Aerospace Com New (GE) | 0.0 | $287k | NEW | 769.00 | 373.53 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $286k | NEW | 5.1k | 56.48 |
|
| Public Service Enterprise (PEG) | 0.0 | $282k | NEW | 3.5k | 81.16 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $277k | +303% | 2.2k | 124.17 |
|
| At&t (T) | 0.0 | $275k | +6% | 13k | 20.70 |
|
| Oneok (OKE) | 0.0 | $272k | +5% | 3.1k | 86.94 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $271k | 3.9k | 69.90 |
|
|
| McKesson Corporation (MCK) | 0.0 | $271k | +10% | 358.00 | 755.60 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $267k | 1.8k | 152.18 |
|
|
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.0 | $262k | -12% | 7.2k | 36.53 |
|
| Anteris Technologies Global (AVR) | 0.0 | $257k | 26k | 9.85 |
|
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| Waste Management (WM) | 0.0 | $248k | -5% | 1.1k | 222.88 |
|
| Deere & Company (DE) | 0.0 | $248k | NEW | 391.00 | 634.33 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $242k | NEW | 8.7k | 27.70 |
|
| Equinix (EQIX) | 0.0 | $242k | -14% | 232.00 | 1042.39 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $241k | NEW | 6.9k | 34.81 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $241k | +5% | 2.5k | 96.44 |
|
| Capital One Financial (COF) | 0.0 | $240k | NEW | 1.2k | 200.62 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $238k | NEW | 1.1k | 217.93 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $236k | 3.1k | 75.63 |
|
|
| Columbia Banking System (COLB) | 0.0 | $235k | 7.3k | 32.05 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $235k | NEW | 4.7k | 49.56 |
|
| Boeing Company (BA) | 0.0 | $230k | NEW | 1.1k | 216.47 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $225k | -5% | 3.3k | 68.34 |
|
| Enterprise Products Partners (EPD) | 0.0 | $224k | NEW | 6.1k | 36.76 |
|
| L3harris Technologies (LHX) | 0.0 | $223k | -7% | 767.00 | 290.59 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $222k | NEW | 4.7k | 46.81 |
|
| Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) | 0.0 | $219k | -40% | 2.6k | 85.60 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $216k | 8.9k | 24.27 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $213k | NEW | 3.4k | 61.76 |
|
| LeMaitre Vascular (LMAT) | 0.0 | $212k | 2.2k | 95.96 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $209k | NEW | 1.6k | 126.58 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $205k | NEW | 1.9k | 107.62 |
|
| WESCO International (WCC) | 0.0 | $201k | NEW | 583.00 | 345.43 |
|
| Carrier Global Corporation (CARR) | 0.0 | $201k | NEW | 2.7k | 73.35 |
|
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $173k | 15k | 11.40 |
|
|
| Lightwave Logic Inc C ommon (LWLG) | 0.0 | $95k | 10k | 9.46 |
|
|
| Biote Corp Class A Com (BTMD) | 0.0 | $81k | 43k | 1.89 |
|
Past Filings by GDS Wealth Management
SEC 13F filings are viewable for GDS Wealth Management going back to 2021
- GDS Wealth Management 2026 Q2 filed Aug. 13, 2026
- GDS Wealth Management 2026 Q1 filed April 27, 2026
- GDS Wealth Management 2025 Q4 filed Feb. 2, 2026
- GDS Wealth Management 2025 Q3 filed Oct. 31, 2025
- GDS Wealth Management 2025 Q2 filed Aug. 12, 2025
- GDS Wealth Management 2025 Q1 filed May 14, 2025
- GDS Wealth Management 2024 Q4 filed Jan. 24, 2025
- GDS Wealth Management 2024 Q3 filed Nov. 4, 2024
- GDS Wealth Management 2024 Q2 filed Aug. 9, 2024
- GDS Wealth Management 2024 Q1 filed April 24, 2024
- GDS Wealth Management 2023 Q4 filed Feb. 7, 2024
- GDS Wealth Management 2023 Q3 filed Oct. 19, 2023
- GDS Wealth Management 2023 Q2 filed July 27, 2023
- GDS Wealth Management 2023 Q1 filed May 10, 2023
- GDS Wealth Management 2022 Q4 filed Jan. 26, 2023
- GDS Wealth Management 2022 Q3 filed Oct. 20, 2022