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Erica Dore

@Gds Wealth Management

Latest period2024 - Q3ReportedManaged Assets$1.026BTotal holdings165
Assets growth rate12.57%Assets growth rate (2-Q avg)9.67%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Gds Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Gds Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.026B in assets, with a quarterly growth rate of 12.57% and a 2-quarter average growth rate of 9.67%. The portfolio is managed by Erica Dore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLESelect Sector Spdr Tr
Recent Activity
Exited
0%
$6.32M
69,335 shares@ $91.15 avg price
LLYEli Lilly & Co
Recent Activity
Exited
0%
$239,946
265 shares@ $905.46 avg price
QUALIshares Tr
Recent Activity
Exited
0%
$231,551
1,356 shares@ $170.77 avg price
ASMLAsml Holding N V
Recent Activity
Exited
0%
$219,887
215 shares@ $1022.74 avg price
BABoeing Co
Recent Activity
Exited
0%
$218,776
1,202 shares@ $182.01 avg price
HYGIshares Tr
Recent Activity
Exited
0%
$206,504
2,677 shares@ $77.15 avg price
AALAmerican Airls Group Inc
Recent Activity
Exited
0%
$200,382
17,686 shares@ $11.33 avg price
FFord Mtr Co Del
Recent Activity
Exited
0%
$157,114
12,529 shares@ $12.55 avg price
JPCNuveen Pfd & Income Opportun
Recent Activity
Exited
0%
$87,152
11,667 shares@ $7.47 avg price
6707⤦Nutex Health Inc
Recent Activity
Exited
0%
$44,025
74,004 shares@ $0.6 avg price