Sponsored

The Analysis of GDS Wealth Management's Holdings & P&L

Currently, GDS Wealth Management holds 200 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in LQD (+143.0K shares, valued at $15.6M), CRM (+65.0K shares, valued at $12.1M), CEG (+42.0K shares, valued at $11.7M); decreased their positions in UNH (-37.8K shares, valued at $10.2M), FTSM (-149.3K shares, valued at $8.9M), DECK (-73.7K shares, valued at $7.4M); initiated new positions in CEG (+42.0K shares, valued at $11.7M), AMAT (+33.8K shares, valued at $11.5M), PLTR (+6.1K shares, valued at $897.9K).

1M P&L

+73.5M+4.35%

3M P&L

+97.0M+5.83%

HY P&L

+161.5M+10.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A575.4M

36.6%

2Semiconductors140.5M

8.9%

3Software - Infrastructure82.6M

5.2%

Top Industries by Stock Count

1N/A61 stocks

33.0%

2Semiconductors7 stocks

3.8%

3Software - Infrastructure7 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LQD ISHARES TR994.1K shares16.80%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS796.3K shares11.05%2026-03-312026-04-27

VCLT VANGUARD SCOTTSDALE FDS834.2K shares12.37%2026-03-312026-04-27

IAGG ISHARES TR928.7K shares9.84%2026-03-312026-04-27

FTSM FIRST TR EXCHANGE-TRADED FD709.8K shares-17.38%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC122.1K shares-7.54%2026-03-312026-04-27

IDV ISHARES TR932.5K shares4.54%2026-03-312026-04-27

WMT WALMART INC303.1K shares2.99%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC124.1K shares1.27%2026-03-312026-04-27

AAPL APPLE INC127.5K shares6.05%2026-03-312026-04-27

PFF ISHARES TR1.1M shares11.20%2026-03-312026-04-27

FIXD FIRST TR EXCHNG TRADED FD VI685.7K shares12.76%2026-03-312026-04-27

AMZN AMAZON COM INC139.7K shares5.31%2026-03-312026-04-27

NVDA NVIDIA CORPORATION155.6K shares5.81%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO90.9K shares4.93%2026-03-312026-04-27

USMV ISHARES TR278.1K shares5.10%2026-03-312026-04-27

Sponsored

CRM SALESFORCE INC136.7K shares90.55%2026-03-312026-04-27

HPE HEWLETT PACKARD ENTERPRISE C1.1M shares3.86%2026-03-312026-04-27

SNPS SYNOPSYS INC63.2K shares84.95%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP116.3K shares0.92%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC58.9K shares5.06%2026-03-312026-04-27

MSFT MICROSOFT CORP65.3K shares10.42%2026-03-312026-04-27

TJX TJX COS INC NEW149.5K shares4.52%2026-03-312026-04-27

IGIB ISHARES TR447.0K shares4.36%2026-03-312026-04-27

Sponsored

LGOV FIRST TR EXCHANGE-TRADED FD1.1M shares3.91%2026-03-312026-04-27

DEED FIRST TR EXCHNG TRADED FD VI1.1M shares3.86%2026-03-312026-04-27

IUSV ISHARES TR228.1K shares-5.55%2026-03-312026-04-27

FANG DIAMONDBACK ENERGY INC111.6K shares6.03%2026-03-312026-04-27

GEV GE VERNOVA INC25.2K shares7.04%2026-03-312026-04-27

ALL ALLSTATE CORP105.0K shares5.94%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO71.6K shares5.43%2026-03-312026-04-27

MPWR MONOLITHIC PWR SYS INC19.3K shares5.44%2026-03-312026-04-27

Sponsored

CDNS CADENCE DESIGN SYSTEM INC73.0K shares128.66%2026-03-312026-04-27

IR INGERSOLL RAND INC251.0K shares5.08%2026-03-312026-04-27

EW EDWARDS LIFESCIENCES CORP247.6K shares6.33%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC93.9K shares7.14%2026-03-312026-04-27

META META PLATFORMS INC32.1K shares8.52%2026-03-312026-04-27

APH AMPHENOL CORP144.5K shares5.72%2026-03-312026-04-27

V VISA INC56.8K shares7.47%2026-03-312026-04-27

STERIS PLC STERIS PLC76.0K shares7.04%2026-03-312026-04-27

Sponsored

IQV IQVIA HLDGS INC98.4K shares6.34%2026-03-312026-04-27

SPOT SPOTIFY TECHNOLOGY S A34.2K shares71.50%2026-03-312026-04-27

THC TENET HEALTHCARE CORP87.6K shares6.74%2026-03-312026-04-27

HD HOME DEPOT INC50.2K shares7.85%2026-03-312026-04-27

NXPI NXP SEMICONDUCTORS N V81.3K shares7.08%2026-03-312026-04-27

SPGI S&P GLOBAL INC37.6K shares8.43%2026-03-312026-04-27

CMG CHIPOTLE MEXICAN GRILL INC493.0K shares125.48%2026-03-312026-04-27

NTRA NATERA INC78.8K shares7.45%2026-03-312026-04-27

Sponsored

ADI ANALOG DEVICES INC49.5K shares9.01%2026-03-312026-04-27

WELL WELLTOWER INC73.9K shares8.97%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION14.6K shares10.67%2026-03-312026-04-27

DXCM DEXCOM INC221.0K shares8.91%2026-03-312026-04-27

TOL TOLL BROTHERS INC101.7K shares9.61%2026-03-312026-04-27

PG PROCTER & GAMBLE CO95.6K shares10.52%2026-03-312026-04-27

MSI MOTOROLA SOLUTIONS INC30.3K shares11.26%2026-03-312026-04-27

MLM MARTIN MARIETTA MATLS INC21.2K shares10.76%2026-03-312026-04-27

Sponsored

CEG CONSTELLATION ENERGY CORP42.0K sharesnew addition2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC29.9K shares11.57%2026-03-312026-04-27

AMAT APPLIED MATLS INC33.8K sharesnew addition2026-03-312026-04-27

FLYW FLYWIRE CORPORATION940.2K shares13.67%2026-03-312026-04-27

SHAK SHAKE SHACK INC122.3K shares13.22%2026-03-312026-04-27

HQY HEALTHEQUITY INC125.6K shares14.06%2026-03-312026-04-27

FTNT FORTINET INC117.3K shares16.86%2026-03-312026-04-27

TSCO TRACTOR SUPPLY CO209.5K shares14.88%2026-03-312026-04-27

Sponsored

TW TRADEWEB MKTS INC78.6K shares18.08%2026-03-312026-04-27

BSX BOSTON SCIENTIFIC CORP136.0K shares5.13%2026-03-312026-04-27

ICE INTERCONTINENTAL EXCHANGE IN48.1K shares-8.97%2026-03-312026-04-27

XOM EXXON MOBIL CORP42.1K shares-4.30%2026-03-312026-04-27

LLY ELI LILLY & CO7.6K shares759.55%2026-03-312026-04-27

GWRE GUIDEWIRE SOFTWARE INC46.3K shares32.58%2026-03-312026-04-27

BROADCOM INC BROADCOM INC14.8K shares38.79%2026-03-312026-04-27

IVV ISHARES TR6.3K shares3.92%2026-03-312026-04-27

Sponsored

HAL HALLIBURTON CO79.0K shares-6.78%2026-03-312026-04-27

ORI OLD REP INTL CORP51.5K shares0.00%2026-03-312026-04-27

SYF SYNCHRONY FINANCIAL28.1K shares-4.59%2026-03-312026-04-27

DECK DECKERS OUTDOOR CORP18.4K shares-80.02%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares3.88%2026-03-312026-04-27

VTI VANGUARD INDEX FDS4.7K shares-8.19%2026-03-312026-04-27

IJH ISHARES TR22.0K shares7.60%2026-03-312026-04-27

VTC VANGUARD SCOTTSDALE FDS18.6K shares-6.85%2026-03-312026-04-27

Sponsored

EATON CORP PLC EATON CORP PLC3.8K shares-8.29%2026-03-312026-04-27

TSLA TESLA INC3.5K shares30.75%2026-03-312026-04-27

TMUS T-MOBILE US INC5.7K shares-0.14%2026-03-312026-04-27

TLT ISHARES TR13.0K shares0.02%2026-03-312026-04-27

ALPHABET INC ALPHABET INC3.9K shares24.93%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS4.5K shares0.53%2026-03-312026-04-27

IEFA ISHARES TR11.9K shares-7.52%2026-03-312026-04-27

ABBV ABBVIE INC4.6K shares9.78%2026-03-312026-04-27

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI2.1K shares-20.04%2026-03-312026-04-27

MCD MCDONALDS CORP3.1K shares2.52%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR1.7K shares-2.37%2026-03-312026-04-27

IVW ISHARES TR8.3K shares8.26%2026-03-312026-04-27

ORN ORION GROUP HLDGS INC85.9K shares0.00%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares22.07%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC6.1K sharesnew addition2026-03-312026-04-27

ATO ATMOS ENERGY CORP4.5K shares4.67%2026-03-312026-04-27

Sponsored

JNJ JOHNSON & JOHNSON3.4K shares3.86%2026-03-312026-04-27

IUSG ISHARES TR5.2K shares-1.12%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP1.3K shares-2.82%2026-03-312026-04-27

MTUM ISHARES TR3.1K shares9.88%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS9.5K shares0.37%2026-03-312026-04-27

CME CME GROUP INC2.5K shares-1.53%2026-03-312026-04-27

RTX RTX CORPORATION3.8K shares26.89%2026-03-312026-04-27

CVX CHEVRON CORPORATION3.4K shares-21.27%2026-03-312026-04-27

Sponsored

ACWI ISHARES TR5.0K shares-0.18%2026-03-312026-04-27

VUG VANGUARD INDEX FDS1.5K shares67.06%2026-03-312026-04-27

FAST FASTENAL CO14.2K shares2.45%2026-03-312026-04-27

AIT APPLIED INDL TECHNOLOGIES IN2.4K sharesnew addition2026-03-312026-04-27

IJR ISHARES TR5.1K shares10.74%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.2K shares0.00%2026-03-312026-04-27

LINDE PLC LINDE PLC1.3K shares1.61%2026-03-312026-04-27

KO COCA COLA CO8.1K shares-10.87%2026-03-312026-04-27

Sponsored

IVE ISHARES TR2.8K shares3.99%2026-03-312026-04-27

UNP UNION PAC CORP2.5K shares-2.22%2026-03-312026-04-27

CINF CINCINNATI FINL CORP3.8K shares0.00%2026-03-312026-04-27

MA MASTERCARD INCORPORATED1.2K shares2.89%2026-03-312026-04-27

IYF ISHARES TR4.9K shares5.70%2026-03-312026-04-27

EMR EMERSON ELEC CO4.0K shares0.70%2026-03-312026-04-27

DFUV DIMENSIONAL ETF TRUST10.7K shares25.60%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS3.4K shares2.39%2026-03-312026-04-27

Sponsored

HBAN HUNTINGTON BANCSHARES INC32.2K shares0.00%2026-03-312026-04-27

III INFORMATION SVCS GROUP INC130.0K shares-10.04%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR16.0K sharesnew addition2026-03-312026-04-27

ABT ABBOTT LABORATORIES4.7K shares7.16%2026-03-312026-04-27

DFAE DIMENSIONAL ETF TRUST14.2K sharesnew addition2026-03-312026-04-27

PCAR PACCAR INC4.0K shares-2.05%2026-03-312026-04-27

VO VANGUARD INDEX FDS1.6K shares1.33%2026-03-312026-04-27

SPYV SPDR SERIES TRUST8.1K shares0.10%2026-03-312026-04-27

Sponsored

NEE NEXTERA ENERGY INC4.7K shares-4.81%2026-03-312026-04-27

HDEF DBX ETF TR13.4K shares-3.79%2026-03-312026-04-27

SPIB SPDR SERIES TRUST12.6K shares-3.10%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC2.5K shares-12.99%2026-03-312026-04-27

LGH NORTHERN LTS FD TR III7.0K sharesnew addition2026-03-312026-04-27

PPG PPG INDS INC3.6K shares0.00%2026-03-312026-04-27

VB VANGUARD INDEX FDS1.5K shares26.48%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO1.2K shares12.58%2026-03-312026-04-27

Sponsored

RH RH2.7K sharesnew addition2026-03-312026-04-27

IWM ISHARES TR1.5K sharesnew addition2026-03-312026-04-27

ET ENERGY TRANSFER L P18.9K shares0.00%2026-03-312026-04-27

HDV ISHARES TR2.7K shares-1.87%2026-03-312026-04-27

T AT&T INC12.4K sharesnew addition2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR3.2K sharesnew addition2026-03-312026-04-27

VGT VANGUARD WORLD FD507 shares8.80%2026-03-312026-04-27

DFIV DIMENSIONAL ETF TRUST6.7K sharesnew addition2026-03-312026-04-27

Sponsored

PLD PROLOGIS INC.2.6K shares-1.23%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T235 shares-35.62%2026-03-312026-04-27

GLW CORNING INC2.6K shares-19.97%2026-03-312026-04-27

IXUS ISHARES TR4.0K shares0.03%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC2.6K shares-14.85%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC80 shares1.27%2026-03-312026-04-27

AVDV AMERICAN CENTY ETF TR3.3K sharesnew addition2026-03-312026-04-27

IEMG ISHARES INC4.8K shares-5.29%2026-03-312026-04-27

Sponsored

VTEB VANGUARD MUN BD FDS6.7K sharesnew addition2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC1.2K shares-96.91%2026-03-312026-04-27

MO ALTRIA GROUP INC4.9K shares1.45%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC5.5K shares2.13%2026-03-312026-04-27

EFAV ISHARES TR3.5K shares-0.68%2026-03-312026-04-27

LOW LOWES COS INC1.3K shares5.85%2026-03-312026-04-27

PAYC PAYCOM SOFTWARE INC2.5K shares0.00%2026-03-312026-04-27

MPC MARATHON PETE CORP1.3K shares2.60%2026-03-312026-04-27

Sponsored

CMI CUMMINS INC574 shares10.38%2026-03-312026-04-27

MET METLIFE INC4.3K shares-28.47%2026-03-312026-04-27

QQH NORTHERN LTS FD TR III4.3K sharesnew addition2026-03-312026-04-27

GOVT ISHARES TR12.8K shares8.37%2026-03-312026-04-27

DFAS DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS4.5K shares6.58%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC828 shares-4.83%2026-03-312026-04-27

ASML ASML HLDG NV215 shares6.97%2026-03-312026-04-27

Sponsored

MAR MARRIOTT INTL INC NEW865 shares2.25%2026-03-312026-04-27

MCK MCKESSON CORP325 shares-2.69%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.5K sharesnew addition2026-03-312026-04-27

BUFR FIRST TR EXCHNG TRADED FD VI8.2K sharesnew addition2026-03-312026-04-27

AFL AFLAC INC2.5K shares0.00%2026-03-312026-04-27

DGRO ISHARES TR3.9K shares-1.32%2026-03-312026-04-27

WM WASTE MGMT INC DEL1.2K shares5.77%2026-03-312026-04-27

OKE ONEOK INC NEW3.0K shares0.79%2026-03-312026-04-27

Sponsored

EQIX EQUINIX INC271 shares0.37%2026-03-312026-04-27

SDY SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-04-27

WFC WELLS FARGO & CO3.2K shares-2.28%2026-03-312026-04-27

DFAT DIMENSIONAL ETF TRUST3.9K shares0.00%2026-03-312026-04-27

EL LAUDER ESTEE COS INC3.4K shares13.36%2026-03-312026-04-27

LMAT LEMAITRE VASCULAR INC2.2K sharesnew addition2026-03-312026-04-27

ORCL ORACLE CORP1.6K shares14.58%2026-03-312026-04-27

IWF ISHARES TR552 sharesnew addition2026-03-312026-04-27

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC685 shares-5.12%2026-03-312026-04-27

FDLO FIDELITY COVINGTON TRUST3.5K sharesnew addition2026-03-312026-04-27

ETFS GOLD TR ETFS GOLD TR5.0K sharesnew addition2026-03-312026-04-27

EMB ISHARES TR2.4K shares12.61%2026-03-312026-04-27

PAGP PLAINS GP HLDGS L P8.9K sharesnew addition2026-03-312026-04-27

ROL ROLLINS INC4.0K shares-50.01%2026-03-312026-04-27

WEN WENDYS CO29.8K sharesnew addition2026-03-312026-04-27

LRGF ISHARES TR3.1K shares0.00%2026-03-312026-04-27

Sponsored

CSCO CISCO SYS INC2.7K shares-26.08%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC2.4K shares-0.84%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-04-27

COLB COLUMBIA BKG SYS INC7.3K shares0.00%2026-03-312026-04-27

PLAY DAVE & BUSTERS ENTMT INC15.2K shares0.00%2026-03-312026-04-27

AVR ANTERIS TECHNOLOGIES GLOBAL26.1K sharesnew addition2026-03-312026-04-27

LWLG LIGHTWAVE LOGIC INC10.0K sharesnew addition2026-03-312026-04-27

BTMD BIOTE CORP42.8K shares0.00%2026-03-312026-04-27

Sponsored

LQD

ISHARES TR

16.80%

Shares994.1K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

11.05%

Shares796.3K

Event2026-03-31

Filed2026-04-27

VCLT

VANGUARD SCOTTSDALE FDS

12.37%

Shares834.2K

Event2026-03-31

Filed2026-04-27

IAGG

ISHARES TR

9.84%

Shares928.7K

Event2026-03-31

Filed2026-04-27

FTSM

FIRST TR EXCHANGE-TRADED FD

-17.38%

Shares709.8K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

-7.54%

Shares122.1K

Event2026-03-31

Filed2026-04-27

IDV

ISHARES TR

4.54%

Shares932.5K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

2.99%

Shares303.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

1.27%

Shares124.1K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

6.05%

Shares127.5K

Event2026-03-31

Filed2026-04-27

PFF

ISHARES TR

11.20%

Shares1.1M

Event2026-03-31

Filed2026-04-27

FIXD

FIRST TR EXCHNG TRADED FD VI

12.76%

Shares685.7K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

5.31%

Shares139.7K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

5.81%

Shares155.6K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

4.93%

Shares90.9K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

5.10%

Shares278.1K

Event2026-03-31

Filed2026-04-27

CRM

SALESFORCE INC

90.55%

Shares136.7K

Event2026-03-31

Filed2026-04-27

HPE

HEWLETT PACKARD ENTERPRISE C

3.86%

Shares1.1M

Event2026-03-31

Filed2026-04-27

SNPS

SYNOPSYS INC

84.95%

Shares63.2K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

0.92%

Shares116.3K

Event2026-03-31

Filed2026-04-27

TRANE TECHNOLOGIES PLC

5.06%

Shares58.9K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

10.42%

Shares65.3K

Event2026-03-31

Filed2026-04-27

TJX

TJX COS INC NEW

4.52%

Shares149.5K

Event2026-03-31

Filed2026-04-27

IGIB

ISHARES TR

4.36%

Shares447.0K

Event2026-03-31

Filed2026-04-27

LGOV

FIRST TR EXCHANGE-TRADED FD

3.91%

Shares1.1M

Event2026-03-31

Filed2026-04-27

DEED

FIRST TR EXCHNG TRADED FD VI

3.86%

Shares1.1M

Event2026-03-31

Filed2026-04-27

IUSV

ISHARES TR

-5.55%

Shares228.1K

Event2026-03-31

Filed2026-04-27

FANG

DIAMONDBACK ENERGY INC

6.03%

Shares111.6K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

7.04%

Shares25.2K

Event2026-03-31

Filed2026-04-27

ALL

ALLSTATE CORP

5.94%

Shares105.0K

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

5.43%

Shares71.6K

Event2026-03-31

Filed2026-04-27

MPWR

MONOLITHIC PWR SYS INC

5.44%

Shares19.3K

Event2026-03-31

Filed2026-04-27

CDNS

CADENCE DESIGN SYSTEM INC

128.66%

Shares73.0K

Event2026-03-31

Filed2026-04-27

INGERSOLL RAND INC

5.08%

Shares251.0K

Event2026-03-31

Filed2026-04-27

EDWARDS LIFESCIENCES CORP

6.33%

Shares247.6K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

7.14%

Shares93.9K

Event2026-03-31

Filed2026-04-27