GDS Wealth Management
201 holdingsFiling period: 2026-03-31Current AUM: $1.91Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | 994.1K | $108.3M | $105.6M | 5.52% | +143.0K | 2026-03-31 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 796.3K | $65.9M | $64.7M | 3.38% | +79.2K | 2026-03-31 |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | 834.2K | $62.3M | $60.1M | 3.14% | +91.8K | 2026-03-31 |
| 4 | IAGG | ISHARES TR | 928.7K | $46.5M | $46.2M | 2.42% | +83.2K | 2026-03-31 |
| 5 | FTSM | FIRST TR EXCHANGE-TRADED FD | 709.8K | $42.4M | $42.4M | 2.22% | -149,294 | 2026-03-31 |
| 6 | MU | MICRON TECHNOLOGY INC | 122.1K | $41.2M | $100.5M | 5.25% | -9,962 | 2026-03-31 |
| 7 | IDV | ISHARES TR | 932.5K | $39.7M | $41.4M | 2.16% | +40.5K | 2026-03-31 |
| 8 | WMT | WALMART INC | 303.1K | $37.7M | $33.7M | 1.76% | +8.8K | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 124.1K | $35.7M | $44.2M | 2.31% | +1.6K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 127.5K | $32.4M | $39.4M | 2.06% | +7.3K | 2026-03-31 |
| 11 | PFF | ISHARES TR | 1.06M | $32.0M | $32.1M | 1.68% | +106.3K | 2026-03-31 |
| 12 | FIXD | FIRST TR EXCHNG TRADED FD VI | 685.7K | $29.9M | $29.4M | 1.54% | +77.6K | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 139.7K | $29.1M | $37.9M | 1.98% | +7.0K | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 155.6K | $27.1M | $31.2M | 1.63% | +8.5K | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 90.9K | $26.7M | $32.0M | 1.67% | +4.3K | 2026-03-31 |
| 16 | USMV | ISHARES TR | 278.1K | $25.8M | $27.2M | 1.42% | +13.5K | 2026-03-31 |
| 17 | CRM | SALESFORCE INC | 136.7K | $25.5M | $25.2M | 1.32% | +65.0K | 2026-03-31 |
| 18 | HPE | HEWLETT PACKARD ENTERPRISE C | 1.06M | $25.2M | $50.8M | 2.66% | +39.4K | 2026-03-31 |
| 19 | SNPS | SYNOPSYS INC | 63.2K | $25.1M | $24.6M | 1.29% | +29.0K | 2026-03-31 |
| 20 | LRCX | LAM RESEARCH CORP | 116.3K | $24.8M | $34.1M | 1.78% | +1.1K | 2026-03-31 |
| 21 | — | TRANE TECHNOLOGIES PLC | 58.9K | $24.5M | $24.5M | 1.28% | +2.8K | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 65.3K | $24.2M | $30.3M | 1.59% | +6.2K | 2026-03-31 |
| 23 | TJX | TJX COS INC NEW | 149.5K | $23.9M | $23.5M | 1.23% | +6.5K | 2026-03-31 |
| 24 | IGIB | ISHARES TR | 447.0K | $23.8M | $23.4M | 1.22% | +18.7K | 2026-03-31 |
| 25 | LGOV | FIRST TR EXCHANGE-TRADED FD | 1.09M | $23.4M | $22.6M | 1.18% | +40.8K | 2026-03-31 |
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