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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
MPWRMonolithic Power
Recent Activity
New Position
0.08%
$532,519
576 shares@ $924.52 avg price
AIRRFirst Trust
Recent Activity
New Position
0.07%
$493,322
6,607 shares@ $74.67 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.06%
$427,581
15,425 shares@ $27.72 avg price
TBILRbb Fd Inc
Recent Activity
New Position
0.06%
$398,491
7,989 shares@ $49.88 avg price
AUGMFirst Trust
Recent Activity
New Position
0.05%
$321,965
10,205 shares@ $31.55 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.04%
$295,181
12,890 shares@ $22.9 avg price
CGUSCapital Group Core Equity Et
Recent Activity
New Position
0.04%
$288,207
8,405 shares@ $34.29 avg price
PYLDPimco Enhanced
Recent Activity
New Position
0.04%
$256,544
9,626 shares@ $26.66 avg price
MINTPimco Etf Tr
Recent Activity
New Position
0.03%
$217,193
2,165 shares@ $100.33 avg price
FABFirst Trust
Recent Activity
New Position
0.03%
$207,594
2,465 shares@ $84.22 avg price