Gds-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "MPWR",
  "FLYW",
  null,
  "MU",
  "ACN",
  "ABT",
  "PPBI",
  "ABBV",
  "ALL",
  "GOOGL",
  "AXP",
  null,
  "AVGO",
  "BSX",
  "HD",
  "AZN",
  null,
  "MCD",
  null,
  "UNP",
  "ISRG",
  "HUBS",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "IVW",
  "IJH",
  null,
  "IQV",
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  "TLRY",
  "MA",
  "MDT",
  "MSFT",
  "TMUS",
  "EQIX",
  "HQY",
  "GWRE",
  "PCAR",
  "FAST",
  "IJR",
  "ORCL",
  null,
  null,
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "EFAV",
  "NVDA",
  "HPE",
  "LMT",
  "PG",
  "PPG",
  "IEFA",
  "SPGI",
  "RTX",
  null,
  "IBM",
  "TJX",
  "TW",
  "VO",
  "MET",
  null,
  "VCIT",
  null,
  null,
  "TSCO",
  "GDDY",
  "VYM",
  "EW",
  "TT",
  "ATO",
  "THC",
  "HAL",
  "UAA",
  "TOL",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "EL",
  "FI",
  "NTRA",
  "DECK",
  "WM",
  "FTNT",
  "IWR",
  "IR",
  "AEP",
  "AMZN",
  "MSI",
  "IVE",
  null,
  null,
  null,
  null,
  "VB",
  "VOO",
  "VBTX",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WIX",
  "IUSG",
  "ORN",
  "ET",
  null,
  "NXPI",
  "ROL",
  "CRM",
  "SHAK",
  "SPOT",
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  "DGRO",
  "SPYV",
  null,
  null,
  "SYF",
  "STE",
  "BRK-B",
  "BTMD",
  "CVX",
  "CMG",
  "CME",
  "KO",
  "COP",
  "COST",
  "CRWD",
  "CYBR",
  "PLAY",
  "FANG",
  "DXCM",
  null,
  null,
  "DIN",
  null,
  "ADI",
  "USMV",
  "NEE",
  "MAR",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "MLM",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 167
Total Value: 1172867444
Accession Number: 0001221073-25-000055
Form Type: 13F-HR
CIK: gds-wealth-management
Manager Name: Gds-Wealth-Management

Data Enrichment

84% identified

141 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

167 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:18.0K

Value:$6.4M

% of Portfolio:0.5% ($6.4M/$1.2B)

Toll Brothers, Inc.

TOL|889478103

Shares:58.8K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.2B)

HEALTHEQUITY, INC.

HQY|42226A107

Shares:68.0K

Value:$6.0M

% of Portfolio:0.5% ($6.0M/$1.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:49.8K

Value:$5.9M

% of Portfolio:0.5% ($5.9M/$1.2B)

Guidewire Software, Inc.

GWRE|40171V100

Shares:30.8K

Value:$5.8M

% of Portfolio:0.5% ($5.8M/$1.2B)

PINTEREST, INC.

PINS|72352L106

Shares:182.2K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

LAM RESEARCH CORP

LRCX|512807306

Shares:77.3K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:47.8K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.2B)

HUBSPOT INC

HUBS|443573100

Shares:9.3K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.2B)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:11.1K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.2B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:60.7K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.2B)

Fortinet, Inc.

FTNT|34959E109

Shares:49.7K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:85.2K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.2B)

AMPHENOL CORP /DE/

APH|032095101

Shares:68.3K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

ANALOG DEVICES INC

ADI|032654105

Shares:21.8K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

336917109

Shares:90.9K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

464287200

IVV|464287200

Shares:6.1K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

HALLIBURTON CO

HAL|406216101

Shares:99.4K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.2B)

92206C573

Shares:30.4K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$1.2B)

Broadcom Inc.

AVGO|11135F101

Shares:10.9K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	18.0K	QoQ +50.66% (+6.1K) YoY NEW(+18.0K)	All Managers (Combined)	$6.4M	0.5% ($6.4M/$1.2B)	QoQ +55.25% (+$2.3M) YoY NEW(+$6.4M)
Toll Brothers, Inc.(TOLcusip889478103)	58.8K	QoQ +373.51% (+46.4K) YoY NEW(+58.8K)	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.2B)	QoQ +296.97% (+$4.6M) YoY NEW(+$6.2M)
HEALTHEQUITY, INC.(HQYcusip42226A107)	68.0K	QoQ +65.34% (+26.9K) YoY NEW(+68.0K)	All Managers (Combined)	$6.0M	0.5% ($6.0M/$1.2B)	QoQ +52.28% (+$2.1M) YoY NEW(+$6.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	49.8K	QoQ -5.35% (-2.8K) YoY +838.56% (+44.5K)	All Managers (Combined)	$5.9M	0.5% ($5.9M/$1.2B)	QoQ +4.63% (-$262.8K) YoY +860.28% (+$5.3M)
Guidewire Software, Inc.(GWREcusip40171V100)	30.8K	QoQ +64.33% (+12.1K) YoY NEW(+30.8K)	All Managers (Combined)	$5.8M	0.5% ($5.8M/$1.2B)	QoQ +82.64% (+$2.6M) YoY NEW(+$5.8M)
PINTEREST, INC.(PINScusip72352L106)	182.2K	QoQ +55.66% (+65.2K) YoY NEW(+182.2K)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +66.40% (+$2.3M) YoY NEW(+$5.6M)
LAM RESEARCH CORP(LRCXcusip512807306)	77.3K	QoQ +62.61% (+29.8K) YoY NEW(+77.3K)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +63.67% (+$2.2M) YoY NEW(+$5.6M)
DECKERS OUTDOOR CORP(DECKcusip243537107)	47.8K	QoQ +131.88% (+27.2K) YoY NEW(+47.8K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.2B)	QoQ +27.66% (+$1.2M) YoY NEW(+$5.3M)
HUBSPOT INC(HUBScusip443573100)	9.3K	QoQ +59.94% (+3.5K) YoY NEW(+9.3K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.2B)	QoQ +31.13% (+$1.3M) YoY NEW(+$5.3M)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	11.1K	QoQ +86.51% (+5.1K) YoY NEW(+11.1K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.2B)	QoQ +72.66% (+$2.2M) YoY NEW(+$5.3M)
MICRON TECHNOLOGY INC(MUcusip595112103)	60.7K	QoQ +96.20% (+29.8K) YoY NEW(+60.7K)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.2B)	QoQ +102.56% (+$2.7M) YoY NEW(+$5.3M)
Fortinet, Inc.(FTNTcusip34959E109)	49.7K	QoQ +145.38% (+29.4K) YoY NEW(+49.7K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ +150.01% (+$2.9M) YoY NEW(+$4.8M)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	85.2K	QoQ +157.01% (+52.1K) YoY NEW(+85.2K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.2B)	QoQ +166.90% (+$2.9M) YoY NEW(+$4.7M)
AMPHENOL CORP /DE/(APHcusip032095101)	68.3K	QoQ NEW(+68.3K) YoY NEW(+68.3K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
ANALOG DEVICES INC(ADIcusip032654105)	21.8K	QoQ +161.63% (+13.5K) YoY NEW(+21.8K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ +148.34% (+$2.6M) YoY NEW(+$4.4M)
(cusip336917109)✕	90.9K	QoQ +41.49% (+26.7K) YoY +13.57% (+10.9K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ +52.67% (+$1.4M) YoY +28.21% (+$869.2K)
(IVVcusip464287200)	6.1K	QoQ -81.80% (-27.6K) YoY -89.45% (-52.1K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ -82.63% (-$16.4M) YoY -88.73% (-$27.2M)
HALLIBURTON CO(HALcusip406216101)	99.4K	QoQ -7.89% (-8.5K) YoY -64.20% (-178.3K)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.2B)	QoQ -14.05% (-$412.6K) YoY -76.95% (-$8.4M)
(cusip92206C573)✕	30.4K	QoQ -36.84% (-17.7K) YoY -86.07% (-187.8K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$1.2B)	QoQ -35.93% (-$1.3M) YoY -86.04% (-$14.4M)
Broadcom Inc.(AVGOcusip11135F101)	10.9K	QoQ -5.36% (-617) YoY +871.18% (+9.8K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$1.2B)	QoQ -31.65% (-$844.3K) YoY +22.68% (+$337.0K)