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Darla Douglas

@Gps Wealth Strategies Group, Llc

Latest period2024 - Q3ReportedManaged Assets$750.526MTotal holdings1397
Assets growth rate12.72%Assets growth rate (2-Q avg)10.28%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gps Wealth Strategies Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1397 positions.

Assets under management

The assets under management (AUM) of Gps Wealth Strategies Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 750.526M in assets, with a quarterly growth rate of 12.72% and a 2-quarter average growth rate of 10.28%. The portfolio is managed by Darla Douglas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHYIshares 1-3yr
Recent Activity
New Position
0.69%
$5.14M
61,810 shares@ $83.16 avg price
XMHQInvesco S&p
Recent Activity
New Position
0.22%
$1.59M
15,499 shares@ $102.59 avg price
AHRAmerican Healthcare
Recent Activity
New Position
0.2%
$1.467M
56,193 shares@ $26.11 avg price
BUFDFirst Trust
Recent Activity
New Position
0.19%
$1.386M
55,279 shares@ $25.08 avg price
MARMFirst Trust
Recent Activity
New Position
0.14%
$1.044M
34,297 shares@ $30.45 avg price
FTCBFirst Trust
Recent Activity
New Position
0.12%
$827,128
38,687 shares@ $21.38 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.11%
$771,125
28,957 shares@ $26.64 avg price
HELOJp Morgan
Recent Activity
New Position
0.09%
$669,826
10,956 shares@ $61.14 avg price
CGBLCapital Group Core Balanced
Recent Activity
New Position
0.09%
$649,648
20,889 shares@ $31.11 avg price
BUFTFirst Trust
Recent Activity
New Position
0.08%
$549,284
24,832 shares@ $22.13 avg price