• 13F History

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 -$14.6M +$51.1M FIXD, IUSV, LQD, USMV, IVV 13F-HR 10/19/2023, 04:45 PM
Q2 2023 122 $616M +$68.8M -$30.5M +$38.3M FIXD, IUSV, LQD, IVV, VCSH 13F-HR 7/27/2023, 04:44 PM
Q1 2023 109 $558M +$80.8M -$44.9M +$35.9M FIXD, LQD, IUSV, FTGC, IVV 13F-HR 5/10/2023, 12:29 PM
Q4 2022 117 $524M +$121M -$80.3M +$40.7M IUSV, FIXD, LQD, IVV, FVD 13F-HR 1/26/2023, 01:09 PM
Q3 2022 104 $449M +$63.1M -$24.8M +$38.3M IUSV, IVV, FVD, IEMG, IAGG 13F-HR 10/20/2022, 11:42 AM
Q2 2022 101 $446M +$110M -$60.9M +$49.4M IUSV, IVV, ISTB, FVD, IEMG 13F-HR 8/5/2022, 01:26 PM
Q1 2022 102 $454M +$34.2M -$1.11M +$33.1M IUSV, IVV, IEFA, AGG, ISTB 13F-HR 8/5/2022, 01:24 PM
Q4 2021 101 $447M IVV, IUSV, IEFA, AGG, ISTB 13F-HR 8/5/2022, 01:56 PM