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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
PEPPepsico Inc
Recent Activity
Decreased -27.61%
0.34%
$2.543M
14,955 shares@ $170.06 avg price
NOBLProshares Trust
Recent Activity
Decreased -5%
0.33%
$2.46M
23,042 shares@ $106.77 avg price
VVisa Inc
Recent Activity
Decreased -4.31%
0.33%
$2.41M
8,766 shares@ $274.95 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -25.66%
0.31%
$2.317M
14,300 shares@ $162.06 avg price
VTVVanguard Value
Recent Activity
Decreased -9.82%
0.31%
$2.275M
13,033 shares@ $174.58 avg price
SPDWSpdr Portfolio
Recent Activity
Decreased -1.05%
0.31%
$2.27M
60,437 shares@ $37.56 avg price
TMUST-mobile Us
Recent Activity
Decreased -23.62%
0.3%
$2.202M
10,673 shares@ $206.36 avg price
VZVerizon Communications
Recent Activity
Decreased -29.83%
0.3%
$2.201M
49,017 shares@ $44.92 avg price
ADBEAdobe Inc
Recent Activity
Decreased -7.36%
0.3%
$2.188M
4,226 shares@ $517.79 avg price
SPTISpdr Intermediate
Recent Activity
Decreased -8.39%
0.29%
$2.162M
74,396 shares@ $29.07 avg price