GDS Wealth Management

13F Filings History

Latest 13F report
Q2 2024 - Aug 9, 2024
Value $
$912M
Signature - Title
Erica Dore - Chief Compliance Officer
Location
Flower Mound, TX
Summary
This page shows a list of all the recent 13F filings made by GDS Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GDS Wealth Management reported 141 stock holdings with total value $912M as of Q2 2024. Top holdings included LQD, IUSV, FTSM, USMV, and VCIT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 141 $912M +$125M -$63.5M +$61.5M LQD, IUSV, FTSM, USMV, VCIT 13F-HR 8/9/2024, 05:06 PM
Q1 2024 137 $854M +$107M -$40.4M +$66.1M LQD, IUSV, IVV, USMV, IDV 13F-HR 4/24/2024, 10:42 AM
Q4 2023 130 $742M +$107M -$64M +$43.1M IUSV, LQD, IVV, VTC, USMV 13F-HR 2/6/2024, 05:45 PM
Q3 2023 122 $636M +$65.7M -$23.7M +$42.1M FIXD, IUSV, LQD, USMV, IVV 13F-HR 10/19/2023, 04:45 PM
Q2 2023 122 $616M +$68.8M -$38.3M +$30.5M FIXD, IUSV, LQD, IVV, VCSH 13F-HR 7/27/2023, 04:44 PM
Q1 2023 110 $566M +$88.7M -$62.5M +$26.2M FIXD, LQD, IUSV, FTGC, IVV 13F-HR 5/10/2023, 12:29 PM
Q4 2022 117 $524M +$121M -$80.5M +$40.4M IUSV, FIXD, LQD, IVV, FVD 13F-HR 1/26/2023, 02:09 PM
Q3 2022 104 $449M +$63.1M -$26.7M +$36.4M IUSV, IVV, FVD, IEMG, IAGG 13F-HR 10/20/2022, 11:42 AM
Q2 2022 101 $446M +$110M -$66.1M +$44.2M IUSV, IVV, ISTB, FVD, IEMG 13F-HR 8/5/2022, 01:26 PM
Q1 2022 102 $454M +$34.2M -$3.67M +$30.6M IUSV, IVV, IEFA, AGG, ISTB 13F-HR 8/5/2022, 01:24 PM
Q4 2021 101 $447M $0 $0 IVV, IUSV, IEFA, AGG, ISTB 13F-HR 8/5/2022, 01:56 PM