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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
NVDANvidia Corp
Recent Activity
Increased 0.83%
8.3%
$62.225M
512,110 shares@ $121.51 avg price
XLGInvesco S&p
Recent Activity
Increased 17%
6.88%
$51.598M
1.086M shares@ $47.53 avg price
QQQInvesco Qqq
Recent Activity
Increased 7.92%
5.17%
$38.802M
79,501 shares@ $488.08 avg price
AAPLApple Inc
Recent Activity
Increased 1.64%
4.25%
$31.869M
136,934 shares@ $232.74 avg price
AMZNAmazon Com
Recent Activity
Increased 1.61%
2.47%
$18.484M
99,197 shares@ $186.34 avg price
AGGIshares Core
Recent Activity
Increased 4535.73%
2.24%
$16.741M
165,310 shares@ $101.27 avg price
QQQMInvesco Nasdaq
Recent Activity
Increased 1.88%
1.64%
$12.306M
61,271 shares@ $200.86 avg price
VUGVanguard Growth
Recent Activity
Increased 65.72%
1.38%
$10.327M
26,898 shares@ $383.93 avg price
JAAAJanus Detroit
Recent Activity
Increased 2444.76%
1.08%
$8.046M
158,131 shares@ $50.89 avg price
FTCSFirst Trust
Recent Activity
Increased 33.96%
0.95%
$7.128M
78,545 shares@ $90.75 avg price