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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
MOATVaneck Morningstar
Recent Activity
Decreased -9.49%
0.63%
$4.691M
48,381 shares@ $96.96 avg price
CRWDCrowdstrike Holdings
Recent Activity
Decreased -12.3%
0.62%
$4.608M
16,431 shares@ $280.48 avg price
FTSMFirst Trust
Recent Activity
Decreased -11.98%
0.6%
$4.469M
74,645 shares@ $59.88 avg price
AMDAdvanced Micro
Recent Activity
Decreased -19.84%
0.56%
$4.136M
25,206 shares@ $164.08 avg price
USMVIshares Msci
Recent Activity
Decreased -3.52%
0.52%
$3.866M
42,342 shares@ $91.31 avg price
LMTLockheed Martin
Recent Activity
Decreased -2.53%
0.42%
$3.13M
5,354 shares@ $584.57 avg price
XLKSector Technology
Recent Activity
Decreased -1.77%
0.41%
$3.005M
13,311 shares@ $225.76 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -27.91%
0.4%
$2.959M
9,717 shares@ $304.51 avg price
KOCoca Cola Company
Recent Activity
Decreased -31.73%
0.39%
$2.866M
39,886 shares@ $71.86 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2%
0.36%
$2.655M
13,444 shares@ $197.49 avg price