News + Filings Holdings
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GDS Wealth Management
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 326,553 | 326,553 | 24,707,000,000 | 24,707,000,000 | 4.01 | |
Hist
| 06/30/2023 |
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FIRST TR EXCHNG TRADED FD VI
| FJUL | Common | 72,158 | 72,158 | 2,814,162,000 | 2,814,162,000 | 0.46 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VIII
| FOCT | Common | 74,485 | 74,485 | 2,810,975,000 | 2,810,975,000 | 0.46 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VIII
| FJAN | Common | 74,774 | 74,774 | 2,780,845,000 | 2,780,845,000 | 0.45 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VIII
| FAPR | Common | 84,661 | 84,661 | 2,777,727,000 | 2,777,727,000 | 0.45 | |
Hist
| 06/30/2023 |
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ROLLINS INC
| ROL | Common | 8,045 | 8,045 | 344,567,000 | 344,567,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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CONOCOPHILLIPS
| COP | Common | 3,207 | 3,207 | 332,277,000 | 332,277,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 1,949 | 1,949 | 306,675,000 | 306,675,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 2,120 | 2,120 | 252,471,000 | 252,471,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHF | Common | 6,874 | 6,874 | 245,058,000 | 245,058,000 | 0.04 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 594 | 594 | 241,924,000 | 241,924,000 | 0.04 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 1,999 | 1,999 | 241,819,000 | 241,819,000 | 0.04 | |
Hist
| 06/30/2023 |
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Crestwood Equity Partners LP
| CEQP | Common | 8,000 | 8,000 | 211,840,000 | 211,840,000 | 0.03 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCIT | Common | 2,587 | 2,587 | 204,451,000 | 204,451,000 | 0.03 | |
Hist
| 06/30/2023 |
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