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Asset Manager ← All Institutions

GTS SECURITIES LLC

Q2 2025 · Filed 2025-08-08
Market Value
$2.2B
-3.4%
Holdings
1,622
+23
New Purchases
456
Added To
275
Closed
482
Reduced
401
Top 10 Concentration
30.2%
Turnover
57.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWM 4.60% 1.90% +2.70% $102M
QQQ 5.93% 3.72% +2.21% $131M
IVV 2.50% 0.68% +1.82% $55M
STNC 1.77% 0.04% +1.73% $39M
IJR 1.40% 0.00% +1.40% $31M
IWD 1.20% 0.06% +1.14% $27M
VOOV 1.05% 0.00% +1.05% $23M
TQQQ 0.94% 0.00% +0.94% $21M
BAMA 0.88% 0.05% +0.83% $19M
BBJP 0.77% 0.00% +0.77% $17M
SPXL 0.94% 0.22% +0.72% $21M
BRK-A 0.96% 0.24% +0.71% $21M
IWF 0.78% 0.10% +0.68% $17M
QTEC 0.62% 0.00% +0.62% $14M
FAS 0.87% 0.27% +0.59% $19M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 0.50% 7.03% -6.53% $11M
NVDA 0.91% 3.90% -2.99% $20M
XLK 0.16% 2.11% -1.96% $3M
TLT 0.00% 1.11% -1.11% $0
XLP 0.11% 1.16% -1.05% $2M
XLY 0.00% 1.00% -1.00% $0
USHY 0.00% 0.89% -0.89% $0
XLB 0.00% 0.86% -0.86% $0
XLRE 0.00% 0.76% -0.76% $0
VOO 1.00% 1.64% -0.63% $22M
IYR 0.00% 0.61% -0.61% $0
MSFT 0.68% 1.21% -0.53% $15M
AAPL 0.67% 1.16% -0.49% $15M
XLI 0.18% 0.65% -0.47% $4M
BIL 0.41% 0.87% -0.45% $9M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $667M 30.2%
Large Cap 591 $694M 31.4%
Mid Cap 300 $336M 15.2%
Small Cap 257 $210M 9.5%
Micro Cap 399 $304M 13.8%

Portfolio Analytics

Avg Market Cap
$57.7B
Median Market Cap
$4.8B
Avg P/E
32.8
Median P/E
22.1
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
691
# ETFs / Funds
931

Top Holdings (1,622 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 9.76% 349,343 $216M $617.85 -$15M -62,936 -15.3%
2 QQQ 5.93% 237,713 $131M $551.72 $46M +55,848 +30.7%
3 IWM 4.60% 471,762 $102M $215.84 $58M +253,258 +115.9%
4 IVV 2.50% 88,839 $55M $621.06 $40M +61,198 +221.4%
5 STNC 1.77% 1,266,514 $39M $30.87 $38M +1,233,893 +3782.5%
6 IJR 1.40% 283,015 $31M $109.29 +283,015 NEW
7 IWD 1.20% 136,583 $27M $194.23 $25M +129,040 +1710.7%
8 VOOV 1.05% 122,893 $23M $188.71 +122,893 NEW
9 VOO 1.00% 39,097 $22M $568.03 -$15M -33,840 -46.4%
10 META 0.99% 29,526 $22M $738.09 $10M +8,838 +42.7%
11 BRK-A 0.96% 29 $21M $728,800.00 $16M +22 +314.3%
12 SPXL 0.94% 120,092 $21M $173.76 $16M +83,719 +230.2%
13 TQQQ 0.94% 249,013 $21M $83.05 +249,013 NEW
14 NVDA 0.91% 127,348 $20M $157.99 -$69M -696,262 -84.5%
15 BAMA 0.88% 609,717 $19M $31.93 $18M +568,732 +1387.7%
16 FAS 0.87% 113,391 $19M $168.90 $13M +74,069 +188.4%
17 IWF 0.78% 40,602 $17M $424.58 $15M +34,163 +530.6%
18 BBJP 0.77% 276,157 $17M $61.78 +276,157 NEW
19 AVGO 0.77% 61,399 $17M $275.65 $4M -14,782 -19.4%
20 AMZN 0.71% 71,136 $16M $219.39 $7M +25,176 +54.8%
21 MSFT 0.68% 30,045 $15M $497.41 -$13M -43,525 -59.2%
22 AAPL 0.67% 72,533 $15M $205.17 -$12M -47,077 -39.4%
23 EWJ 0.64% 187,692 $14M $74.97 $12M +162,967 +659.1%
24 GOOGL 0.63% 78,621 $14M $176.23 $2M +990 +1.3%
25 QQEW 0.62% 100,489 $14M $136.49 $8M +55,202 +121.9%
26 QTEC 0.62% 64,181 $14M $213.09 +64,181 NEW
27 SPLV 0.57% 172,986 $13M $72.83 $9M +123,855 +252.1%
28 NOBL 0.56% 122,325 $12M $100.71 $10M +96,167 +367.6%
29 HYG 0.55% 151,082 $12M $80.65 -$270K -6,795 -4.3%
30 NFLX 0.50% 8,270 $11M $1,339.13 $4M +686 +9.1%
31 XBI 0.50% 132,820 $11M $82.93 $4M +52,344 +65.0%
32 TSLA 0.50% 34,496 $11M $317.66 -$150M -586,478 -94.4%
33 DIA 0.48% 24,025 $11M $440.79 $366K -325 -1.3%
34 FLJP 0.47% 324,654 $10M $32.15 +324,654 NEW
35 CRWD 0.45% 19,650 $10M $509.31 $7M +10,383 +112.0%
36 NOW 0.44% 9,436 $10M $1,028.08 $6M +4,676 +98.2%
37 IJH 0.44% 156,365 $10M $62.02 +156,365 NEW
38 TECL 0.41% 97,833 $9M $93.60 +97,833 NEW
39 BIL 0.41% 99,364 $9M $91.73 -$11M -117,023 -54.1%
40 CMF 0.40% 160,618 $9M $55.74 +160,618 NEW
41 SNPE 0.40% 161,089 $9M $55.25 $6M +107,583 +201.1%
42 SHV 0.39% 78,549 $9M $110.42 $7M +63,483 +421.4%
43 IHI 0.39% 137,742 $9M $62.64 $7M +118,754 +625.4%
44 DHI 0.39% 66,674 $9M $128.92 $8M +58,841 +751.2%
45 COWZ 0.38% 151,166 $8M $55.10 $8M +137,463 +1003.2%
46 SHY 0.37% 99,783 $8M $82.86 $7M +81,640 +450.0%
47 CALF 0.37% 203,461 $8M $39.82 $6M +153,029 +303.4%
48 QQQM 0.35% 33,802 $8M $227.12 -$6M -36,411 -51.9%
49 IWB 0.34% 22,049 $7M $339.57 $7M +18,997 +622.4%
50 SGOV 0.34% 73,661 $7M $100.69 -$7M -74,023 -50.1%
51 VB 0.33% 30,915 $7M $236.98 $2M +7,015 +29.4%
52 XOP 0.32% 56,264 $7M $125.80 +56,264 NEW
53 IWO 0.32% 24,586 $7M $285.67 $1M +2,644 +12.1%
54 KBWB 0.31% 97,156 $7M $71.62 $5M +71,694 +281.6%
55 IWN 0.31% 42,813 $7M $157.75 -$2M -18,276 -29.9%
56 DAX 0.30% 145,907 $7M $44.93 $6M +126,453 +650.0%
57 SHEL 0.29% 90,436 $6M $70.41 $5M +78,484 +656.7%
58 IVES 0.28% 232,391 $6M $27.11 +232,391 NEW
59 LEN 0.28% 56,870 $6M $110.61 $6M +51,074 +881.2%
60 AIQ 0.28% 143,214 $6M $43.69 +143,214 NEW
61 IWC 0.27% 47,097 $6M $127.66 $4M +28,919 +159.1%
62 XRT 0.26% 74,720 $6M $77.06 -$598K -17,271 -18.8%
63 TMF 0.26% 146,502 $6M $39.24 -$9M -182,133 -55.4%
64 UDOW 0.26% 59,672 $6M $94.55 $5M +54,763 +1115.6%
65 SPYD 0.25% 132,552 $6M $42.46 +132,552 NEW
66 MOAT 0.25% 59,441 $6M $93.79 $3M +33,542 +129.5%
67 PICK 0.25% 146,052 $5M $37.60 +146,052 NEW
68 EWG 0.24% 125,493 $5M $42.31 -$2M -84,558 -40.3%
69 NVR 0.23% 700 $5M $7,385.66 $5M +635 +976.9%
70 PHM 0.23% 48,365 $5M $105.46 $5M +43,969 +1000.2%
71 VTI 0.23% 16,700 $5M $303.93 +16,700 NEW
72 ZROZ 0.23% 75,153 $5M $67.07 $3M +41,987 +126.6%
73 SPSB 0.23% 164,998 $5M $30.19 +164,998 NEW
74 DDM 0.22% 50,153 $5M $98.11 +50,153 NEW
75 MGK 0.22% 13,079 $5M $366.17 +13,079 NEW
76 EWZ 0.21% 164,115 $5M $28.85 -$4M -186,884 -53.2%
77 PLTR 0.21% 34,125 $5M $136.32 $2M +7,763 +29.4%
78 EXI 0.21% 28,049 $5M $165.38 -$123K -4,702 -14.4%
79 HD 0.21% 12,539 $5M $366.64 $2M +6,325 +101.8%
80 XLF 0.21% 87,625 $5M $52.37 -$593K -16,395 -15.8%
81 GDX 0.20% 85,147 $4M $52.06 $3M +57,553 +208.6%
82 UPRO 0.20% 47,814 $4M $91.56 $4M +40,497 +553.5%
83 VGT 0.20% 6,523 $4M $663.28 $4M +5,124 +366.3%
84 QUAL 0.20% 23,622 $4M $182.82 +23,622 NEW
85 EINC 0.19% 43,474 $4M $98.70 $3M +30,498 +235.0%
86 DSI 0.19% 36,508 $4M $116.16 $3M +23,737 +185.9%
87 XLI 0.18% 27,489 $4M $147.52 -$11M -85,997 -75.8%
88 SPHQ 0.18% 56,827 $4M $71.26 +56,827 NEW
89 VNQ 0.17% 43,087 $4M $89.06 $3M +30,543 +243.5%
90 JSTC 0.17% 189,594 $4M $19.79 -$2M -109,139 -36.5%
91 BILS 0.17% 37,703 $4M $99.43 +37,703 NEW
92 SSO 0.17% 38,176 $4M $97.80 +38,176 NEW
93 FLEE 0.17% 111,483 $4M $33.49 $148K -4,467 -3.9%
94 SLYV 0.16% 44,809 $4M $79.76 +44,809 NEW
95 USMC 0.16% 56,475 $4M $62.56 $3M +38,941 +222.1%
96 GMOI 0.16% 120,832 $4M $29.19 $3M +109,071 +927.4%
97 XLK 0.16% 13,742 $3M $253.23 -$45M -220,702 -94.1%
98 IYM 0.16% 24,796 $3M $140.01 $2M +14,743 +146.7%
99 DOG 0.16% 135,108 $3M $25.47 +135,108 NEW
100 IAK 0.15% 25,040 $3M $134.46 -$543K -3,333 -11.8%

New Positions

SymbolValue% Port
IJR $31M 1.40%
VOOV $23M 1.05%
TQQQ $21M 0.94%
BBJP $17M 0.77%
QTEC $14M 0.62%
FLJP $10M 0.47%
IJH $10M 0.44%
TECL $9M 0.41%
CMF $9M 0.40%
XOP $7M 0.32%
IVES $6M 0.28%
AIQ $6M 0.28%
SPYD $6M 0.25%
PICK $5M 0.25%
VTI $5M 0.23%

Sold Out Positions

SymbolValue% Port
AME —%
BDX —%
AMP —%
RH —%
AIZ —%
HPE —%
PB —%
UAA —%
LHX —%
AEM —%
BBVA —%
DDD —%
AUB —%
AIG —%
MAIN —%
View SEC EDGAR Filings for GTS SECURITIES LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms