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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
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -31.46%
0.24%
$2.375M
29,900 shares@ $79.42 avg price
SYFSynchrony Financial
Recent Activity
Decreased -7.38%
0.17%
$1.711M
34,305 shares@ $49.88 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -3.58%
0.15%
$1.49M
4,495 shares@ $331.45 avg price
VOVanguard Index Fds
Recent Activity
Decreased -94.86%
0.09%
$843,728
3,198 shares@ $263.83 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -3.57%
0.08%
$819,553
1,402 shares@ $584.56 avg price
IUSGIshares Tr
Recent Activity
Decreased -92.76%
0.07%
$703,608
5,334 shares@ $131.92 avg price
VBVanguard Index Fds
Recent Activity
Decreased -95.39%
0.07%
$700,718
2,954 shares@ $237.21 avg price
CMECme Group Inc
Recent Activity
Decreased -4.48%
0.07%
$699,681
3,171 shares@ $220.65 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.15%
0.07%
$653,426
4,032 shares@ $162.07 avg price
HDVIshares Tr
Recent Activity
Decreased -96.91%
0.07%
$625,150
5,315 shares@ $117.62 avg price