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CIK: 0001940869
Total reported value
$2.1B
$2.1B
167 檔
11.2%
In Q1 2025, GDS Wealth Management's U.S. equity holdings reached a combined market value of $2.1B, distributed across 167 disclosed stock positions.
In Q1 2025, GDS Wealth Management displayed an active expansion posture, initiating 15 new positions and adding to 96 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 6.10% | -0.34% | +10.39% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.06% | -0.42% | +18.27% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.99% | -0.34% | +19.58% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.93% | -0.29% | +9.40% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.92% | -0.28% | -11.30% | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.86% | -1.95% | -33.16% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.35% | -0.22% | -3.23% | |
| 8 | IDV | Ishares International Select | ETF-Other | 2.31% | -0.48% | -0.03% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.12% | -0.56% | +0.68% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.06% | -0.08% | +4.18% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | -0.06% | +2.74% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 1.84% | -0.20% | +12.36% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.82% | -0.25% | +12.04% | |
| 14 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.80% | -0.25% | +11.94% | |
| 15 | DEED | First Trust Securitized Plus | ETF-Other | 1.79% | -0.24% | +9.57% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.12% | +4.35% | |
| 17 | ALL | Allstate CORP | Stock-Financials | 1.63% | -0.04% | +3.50% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.63% | -0.17% | +12.85% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | -0.12% | +10.56% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.03% | +2.54% | |
| 21 | TT | Trane Technologies plc | Stock-Industrials | 1.56% | -0.03% | +3.10% | |
| 22 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.50% | -0.01% | +5.56% | |
| 23 | AXP | American Express Co | Stock-Financials | 1.48% | -0.06% | +3.45% | |
| 24 | FISV | Fiserv Inc | Stock-Other | 1.47% | — | +2.96% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 1.47% | -0.33% | +5.65% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.44% | -0.44% | +3.58% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | -0.01% | +5.85% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.38% | -0.29% | +4.76% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.15% | +4.26% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 1.33% | -0.15% | +6.03% | |
| 31 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.28% | -0.04% | +8.17% | |
| 32 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.27% | -0.19% | +6.83% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | +0.07% | +7.24% | |
| 34 | STE | STERIS plc | Stock-Healthcare | 1.21% | -0.17% | +7.90% | |
| 35 | ICE | Intercontinental Exchange In | Stock-Financials | 1.15% | -0.21% | -23.68% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.13% | — | +9.42% | |
| 37 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.05% | +0.20% | +8.90% | |
| 38 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.05% | +0.78% | +193.69% | |
| 39 | DXCM | Dexcom Inc | Stock-Healthcare | 1.02% | +0.08% | +9.20% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.04% | +276.36% | |
| 41 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.00% | -0.03% | +11.66% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.03% | +144.85% | |
| 43 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.79% | — | +424.76% | |
| 44 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.74% | -0.13% | +66.68% | |
| 45 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.69% | +0.06% | +69.97% | |
| 46 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.69% | -0.18% | +230.57% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | +0.03% | +42.00% | |
| 48 | SHAK | Shake Shack Inc - Class A | Stock-Consumer Disc | 0.65% | -0.27% | +503.50% | |
| 49 | NTRA | Natera Inc | Stock-Healthcare | 0.64% | +0.12% | +325.95% | |
| 50 | MSI | Motorola Solutions Inc | Stock-Tech | 0.63% | -0.75% | +171.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +276.36% | Add |
| 2 | GDDY | Godaddy Inc - Class A | +0.6% | +424.76% | Add |
| 3 | FLYW | Flywire Corp-voting | +0.6% | NEW | New buy |
| 4 | AXON | Axon Enterprise Inc | +0.6% | NEW | New buy |
| 5 | HPE | Hewlett Packard Enterprise | +0.5% | +193.69% | Add |
| 6 | SPOT | Spotify Technology S.A. | +0.5% | +230.57% | Add |
| 7 | VCLT | Vanguard Long-term CORP Bond | +0.5% | +19.58% | Add |
| 8 | PG | Procter & Gamble Co/the | +0.5% | +144.85% | Add |
| 9 | SHAK | Shake Shack Inc - Class A | +0.5% | +503.50% | Add |
| 10 | VCIT | Vanguard Int-term Corporate | +0.5% | +18.27% | Add |
| 11 | NTRA | Natera Inc | +0.5% | +325.95% | Add |
| 12 | BSX | Boston Scientific CORP | +0.4% | +233.96% | Add |
| 13 | TOL | Toll Brothers Inc | +0.4% | +373.52% | Add |
| 14 | APH | Amphenol Corp-cl A | +0.4% | NEW | New buy |
| 15 | MSI | Motorola Solutions Inc | +0.4% | +171.89% | Add |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +10.39% | Add |
| 17 | THC | Tenet Healthcare CORP | +0.3% | +66.68% | Add |
| 18 | MPWR | Monolithic Power Systems Inc | +0.3% | +69.97% | Add |
| 19 | CMG | Chipotle Mexican Grill Inc | +0.3% | +124.21% | Add |
| 20 | WELL | Welltower Inc | +0.2% | +55.72% | Add |
| 21 | TSCO | Tractor Supply Company | +0.2% | +157.02% | Add |
| 22 | FTNT | Fortinet Inc | +0.2% | +145.39% | Add |
| 23 | TW | Tradeweb Markets Inc-class A | +0.2% | +57.59% | Add |
| 24 | ADI | Analog Devices Inc | +0.2% | +161.63% | Add |
| 25 | MU | Micron Technology Inc | +0.2% | +96.20% | Add |
| 26 | GWRE | Guidewire Software Inc | +0.2% | +64.33% | Add |
| 27 | COST | Costco Wholesale CORP | +0.2% | +42.00% | Add |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +50.66% | Add |
| 29 | PINS | Pinterest Inc- Class A | +0.2% | +55.67% | Add |
| 30 | MLM | Martin Marietta Materials | +0.2% | +86.52% | Add |
| 31 | LRCX | Lam Research CORP | +0.2% | +62.61% | Add |
| 32 | HQY | Healthequity Inc | +0.2% | +65.34% | Add |
| 33 | LGOV | First Tr Long Duration O-etf | +0.1% | +11.94% | Add |
| 34 | IDV | Ishares International Select | +0.1% | -0.03% | Trim |
| 35 | V | Visa Inc-class A Shares | +0.1% | +5.85% | Add |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +12.04% | Add |
| 37 | FIXD | First Trust Smith Opportunis | +0.1% | +12.85% | Add |
| 38 | STE | STERIS plc | +0.1% | +7.90% | Add |
| 39 | WIX | Wix.com Ltd. | +0.1% | +75.90% | Add |
| 40 | FDL | First Trust Morn Dvd Lead In | +0.1% | +41.50% | Add |
| 41 | HUBS | Hubspot Inc | +0.1% | +59.94% | Add |
| 42 | DEED | First Trust Securitized Plus | +0.1% | +9.57% | Add |
| 43 | DECK | Deckers Outdoor CORP | +0.1% | +131.89% | Add |
| 44 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +9.40% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +65.37% | Add |
| 46 | ALL | Allstate CORP | +0.1% | +3.50% | Add |
| 47 | UNH | Unitedhealth Group Inc | +0.1% | +9.42% | Add |
| 48 | PFF | Ishares Preferred & Income S | +0.1% | +12.36% | Add |
| 49 | FISV | Fiserv Inc | +0.1% | +2.96% | Add |
| 50 | DIN | Dine Brands Global Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, GDS Wealth Management reported a total U.S. public equity portfolio value of $2.1B across 167 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LQD, VCIT, VCLT) accounted for 11.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
FLYW
市值: $7.2M
Top Position Liquidated / Trimmed
FJUL
前期市值: $10.8M
During Q1 2025, GDS Wealth Management's top holdings by market value included LQD (6.1%)、VCIT (4.1%)、VCLT (4.0%). The largest single position, LQD, represented 6.1% of total portfolio value.
In Q1 2025, GDS Wealth Management made 172 total portfolio adjustments, initiating 15 new buys, adding to 96 positions, trimming 42 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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