GDS Wealth Management

13F Filings History

Latest 13F report: Q4 2024 - Jan 24, 2025
Value $: $1.1B
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 171 stock holdings with total value $1.1B as of Q4 2024. Top holdings included LQD, FTSM, VCIT, IUSV, and VCLT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	171	$1.1B	+$137M	-$54.2M	+$82.8M	LQD, FTSM, VCIT, IUSV, VCLT	13F-HR	1/24/2025, 05:25 PM
Q3 2024	165	$1.03B	+$178M	-$108M	+$69.5M	FTSM, LQD, IUSV, VCLT, VCIT	13F-HR	11/4/2024, 04:33 PM
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

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