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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.4K

Value:$1.8M

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

464287432

Shares:19.1K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

Synchrony Financial

SYF|87165B103

Shares:32.5K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

T-Mobile US, Inc.

TMUS|872590104

Shares:5.7K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.2B)

92206C409

Shares:18.5K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.2B)

Eaton Corp plc

ETN|G29183103

Shares:4.4K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.2B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.2B)

464287507

IJH|464287507

Shares:17.4K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

922908769

VTI|922908769

Shares:3.5K

Value:$974.3K

% of Portfolio:0.1% ($974.3K/$1.2B)

Accenture plc

ACN|G1151C101

Shares:3.1K

Value:$966.6K

% of Portfolio:0.1% ($966.6K/$1.2B)

MCDONALDS CORP

MCD|580135101

Shares:3.0K

Value:$952.7K

% of Portfolio:0.1% ($952.7K/$1.2B)

46432F842

IEFA|46432F842

Shares:12.0K

Value:$911.4K

% of Portfolio:0.1% ($911.4K/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:4.0K

Value:$845.8K

% of Portfolio:0.1% ($845.8K/$1.2B)

CME GROUP INC.

CME|12572Q105

Shares:2.7K

Value:$719.2K

% of Portfolio:0.1% ($719.2K/$1.2B)

ATMOS ENERGY CORP

ATO|049560105

Shares:4.3K

Value:$665.6K

% of Portfolio:0.1% ($665.6K/$1.2B)

464287309

IVW|464287309

Shares:7.0K

Value:$650.3K

% of Portfolio:0.1% ($650.3K/$1.2B)

Mastercard Inc

MA|57636Q104

Shares:1.2K

Value:$642.4K

% of Portfolio:0.1% ($642.4K/$1.2B)

UNION PACIFIC CORP

UNP|907818108

Shares:2.7K

Value:$631.9K

% of Portfolio:0.1% ($631.9K/$1.2B)

COCA COLA CO

KO|191216100

Shares:8.6K

Value:$615.3K

% of Portfolio:0.1% ($615.3K/$1.2B)

Dine Brands Global, Inc.

DIN|254423106

Shares:25.9K

Value:$608.8K

% of Portfolio:0.1% ($608.8K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.4K	QoQ +65.37% (+1.3K) YoY +94.39% (+1.6K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$1.2B)	QoQ +94.30% (+$870.3K) YoY +146.20% (+$1.1M)
(cusip464287432)✕	19.1K	QoQ -36.20% (-10.8K) YoY -84.57% (-104.6K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ -33.50% (-$875.4K) YoY -85.16% (-$10.0M)
Synchrony Financial(SYFcusip87165B103)	32.5K	QoQ -3.48% (-1.2K) YoY -16.41% (-6.4K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ -21.38% (-$468.0K) YoY +2.62% (-$44.0K)
T-Mobile US, Inc.(TMUScusip872590104)	5.7K	QoQ +3.33% (+184) YoY +3.29% (+182)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.2B)	QoQ +24.86% (+$302.7K) YoY +68.79% (+$619.5K)
(cusip92206C409)✕	18.5K	QoQ -37.87% (-11.3K) YoY -72.75% (-49.5K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.2B)	QoQ -37.13% (-$864.2K) YoY -72.18% (-$3.8M)
Eaton Corp plc(ETNcusipG29183103)	4.4K	QoQ -3.41% (-155) YoY -12.10% (-603)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.2B)	QoQ -20.89% (-$314.4K) YoY -23.58% (-$367.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.5K	QoQ +0.29% (+13) YoY +34.11% (+1.1K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.2B)	QoQ +13.44% (+$132.1K) YoY +74.63% (+$476.3K)
(IJHcusip464287507)	17.4K	QoQ +7.80% (+1.3K) YoY +25.07% (+3.5K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ +0.95% (+$9.6K) YoY +20.15% (+$170.4K)
(VTIcusip922908769)	3.5K	QoQ -13.30% (-544) YoY -1.44% (-52)	All Managers (Combined)	$974.3K	0.1% ($974.3K/$1.2B)	QoQ -17.78% (-$210.7K) YoY +4.21% (-$39.4K)
Accenture plc(ACNcusipG1151C101)	3.1K	QoQ -0.83% (-26) YoY +15.51% (+416)	All Managers (Combined)	$966.6K	0.1% ($966.6K/$1.2B)	QoQ -12.04% (-$132.4K) YoY +3.96% (+$36.9K)
MCDONALDS CORP(MCDcusip580135101)	3.0K	QoQ +26.03% (+630) YoY +20.50% (+519)	All Managers (Combined)	$952.7K	0.1% ($952.7K/$1.2B)	QoQ +35.80% (+$251.2K) YoY +33.50% (+$239.1K)
(IEFAcusip46432F842)	12.0K	QoQ +4.85% (+558) YoY +13.32% (+1.4K)	All Managers (Combined)	$911.4K	0.1% ($911.4K/$1.2B)	QoQ +12.86% (+$103.9K) YoY +15.51% (+$122.4K)
AbbVie Inc.(ABBVcusip00287Y109)	4.0K	QoQ +51.99% (+1.4K) YoY +48.14% (+1.3K)	All Managers (Combined)	$845.8K	0.1% ($845.8K/$1.2B)	QoQ +79.21% (+$373.9K) YoY +70.45% (+$349.6K)
CME GROUP INC.(CMEcusip12572Q105)	2.7K	QoQ -4.47% (-127) YoY -21.23% (-731)	All Managers (Combined)	$719.2K	0.1% ($719.2K/$1.2B)	QoQ +9.12% (-$60.1K) YoY -2.94% (-$21.8K)
ATMOS ENERGY CORP(ATOcusip049560105)	4.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$665.6K	0.1% ($665.6K/$1.2B)	QoQ +10.99% (+$65.9K) YoY +30.04% (+$153.8K)
(IVWcusip464287309)	7.0K	QoQ +4.16% (-280) YoY +7.80% (+507)	All Managers (Combined)	$650.3K	0.1% ($650.3K/$1.2B)	QoQ -4.76% (-$32.5K) YoY +18.51% (+$101.6K)
Mastercard Inc(MAcusip57636Q104)	1.2K	QoQ +53.20% (+407) YoY +59.45% (+437)	All Managers (Combined)	$642.4K	0.1% ($642.4K/$1.2B)	QoQ +59.47% (+$239.6K) YoY +81.49% (+$288.4K)
UNION PACIFIC CORP(UNPcusip907818108)	2.7K	QoQ +20.82% (+461) YoY +11.97% (+286)	All Managers (Combined)	$631.9K	0.1% ($631.9K/$1.2B)	QoQ +25.16% (+$127.1K) YoY +7.55% (+$44.4K)
COCA COLA CO(KOcusip191216100)	8.6K	QoQ +1.77% (+150) YoY -9.46% (-898)	All Managers (Combined)	$615.3K	0.1% ($615.3K/$1.2B)	QoQ +17.07% (+$89.8K) YoY +5.98% (-$34.7K)
Dine Brands Global, Inc.(DINcusip254423106)	25.9K	QoQ NEW(+25.9K) YoY NEW(+25.9K)	All Managers (Combined)	$608.8K	0.1% ($608.8K/$1.2B)	QoQ NEW(+$608.8K) YoY NEW(+$608.8K)