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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
FANGDiamondback Energy Inc
Recent Activity
Increased 3.55%
1.65%
$16.923M
98,164 shares@ $172.4 avg price
ICEIntercontinental Exchange In
Recent Activity
Increased 5.33%
1.62%
$16.612M
103,412 shares@ $160.65 avg price
IRIngersoll Rand Inc
Recent Activity
Increased 6.42%
1.6%
$16.417M
167,248 shares@ $98.17 avg price
AXPAmerican Express Co
Recent Activity
Increased 6.1%
1.6%
$16.336M
60,237 shares@ $271.2 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 6.47%
1.6%
$16.324M
77,416 shares@ $210.87 avg price
ALLAllstate Corp
Recent Activity
Increased 6.34%
1.59%
$16.303M
85,962 shares@ $189.65 avg price
CRMSalesforce Inc
Recent Activity
Increased 6.31%
1.58%
$16.113M
58,870 shares@ $273.72 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 12.9%
1.52%
$15.513M
342,915 shares@ $45.25 avg price
IYFIshares Tr
Recent Activity
Decreased -0.35%
1.5%
$15.297M
147,226 shares@ $103.9 avg price
HDHome Depot Inc
Recent Activity
Increased 7.43%
1.39%
$14.261M
35,195 shares@ $405.2 avg price