$339 Million is the total value of GPS Wealth Strategies Group, LLC's 980 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ | 16 | Q2 2024 | 15.4% |
| VANGUARD INFORMATION | 16 | Q2 2024 | 8.5% |
| APPLE INC | 16 | Q2 2024 | 7.3% |
| MICROSOFT CORP | 16 | Q2 2024 | 4.3% |
| AMAZON COM | 16 | Q2 2024 | 7.2% |
| ISHARES EXPANDED | 16 | Q2 2024 | 6.9% |
| NVIDIA CORP | 16 | Q2 2024 | 9.4% |
| WISDOMTREE TRUST | 16 | Q2 2024 | 7.5% |
| SPDR S&P | 16 | Q2 2024 | 4.0% |
| ISHARES MSCI | 16 | Q2 2024 | 3.6% |
View GPS Wealth Strategies Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-19 |
View GPS Wealth Strategies Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.