Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 8.9% |
ISHARES TR | 8 | Q3 2023 | 9.3% |
FIRST TR EXCHNG TRADED FD VI | 8 | Q3 2023 | 7.0% |
FIRST TR VALUE LINE DIVID IN | 8 | Q3 2023 | 4.6% |
ISHARES TR | 8 | Q3 2023 | 6.5% |
ISHARES TR | 8 | Q3 2023 | 3.2% |
ISHARES TR | 8 | Q3 2023 | 3.1% |
ISHARES TR | 8 | Q3 2023 | 4.5% |
FIRST TR EXCHANGE TRAD FD VI | 8 | Q3 2023 | 5.0% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 2.1% |
View GDS Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-10 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-20 |
13F-HR | 2022-08-05 |
13F-HR | 2022-08-05 |
13F-HR | 2022-08-05 |
View GDS Wealth Management'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.