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Asset Manager ← All Institutions

GPS Wealth Strategies Group, LLC

Q2 2025 · Filed 2025-08-05
Market Value
$865M
+16.9%
Holdings
1,642
+94
New Purchases
158
Added To
529
Closed
42
Reduced
339
Top 10 Concentration
40.4%
Turnover
12.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 8.95% 7.52% +1.43% $77M
AVGO 2.34% 1.41% +0.93% $20M
IPKW 0.76% 0.00% +0.76% $7M
VST 1.59% 0.98% +0.61% $14M
SPHQ 0.62% 0.02% +0.60% $5M
VUG 2.58% 2.22% +0.36% $22M
XLG 8.03% 7.68% +0.34% $69M
CRWD 1.22% 0.97% +0.25% $11M
PLTR 0.73% 0.49% +0.24% $6M
GEV 0.42% 0.20% +0.22% $4M
VRT 0.53% 0.32% +0.22% $5M
RDVY 1.85% 1.68% +0.18% $16M
IVV 1.49% 1.32% +0.17% $13M
FDVV 0.67% 0.53% +0.14% $6M
JMST 0.32% 0.18% +0.14% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.87% 3.73% -0.87% $25M
BIL 0.00% 0.69% -0.68% $25K
FTLS 0.00% 0.62% -0.62% $14K
DGRW 2.99% 3.51% -0.52% $26M
AGG 1.71% 2.03% -0.31% $15M
UCON 0.38% 0.58% -0.20% $3M
QQQ 4.17% 4.36% -0.19% $36M
IBTF 0.85% 1.03% -0.18% $7M
BRK-B 0.88% 1.06% -0.18% $8M
BOND 0.00% 0.17% -0.17% $12K
JAAA 1.04% 1.20% -0.16% $9M
FVD 0.45% 0.60% -0.16% $4M
DFS 0.00% 0.13% -0.13% $0
XLE 0.13% 0.24% -0.11% $1M
COST 0.77% 0.88% -0.11% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $332M 38.3%
Large Cap 739 $384M 44.4%
Mid Cap 401 $108M 12.4%
Small Cap 307 $38M 4.3%
Micro Cap 117 $4M 0.5%

Portfolio Analytics

Avg Market Cap
$60.9B
Median Market Cap
$9.8B
Avg P/E
31.6
Median P/E
21.6
Avg Dividend Yield
0.03%
Avg Beta
1.00
# Stocks
984
# ETFs / Funds
659

Top Holdings (1,642 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 8.95% 490,025 $77M $157.99 $22M -23,377 -4.5%
2 XLG 8.03% 1,333,341 $69M $52.10 $13M +97,328 +7.9%
3 QQQ 4.17% 65,437 $36M $551.64 $4M -3,454 -5.0%
4 VGT 3.89% 50,693 $34M $663.28 $6M -395 -0.8%
5 DGRW 2.99% 308,776 $26M $83.74 -$101K -16,270 -5.0%
6 AAPL 2.87% 120,858 $25M $205.17 -$3M -3,539 -2.8%
7 VUG 2.58% 50,965 $22M $438.40 $6M +6,595 +14.9%
8 AMZN 2.51% 99,074 $22M $219.39 $3M +243 +0.2%
9 AVGO 2.34% 73,571 $20M $275.65 $10M +11,041 +17.7%
10 MSFT 2.06% 35,760 $18M $497.41 $3M -3,085 -7.9%
11 RDVY 1.85% 255,823 $16M $62.74 $4M +43,419 +20.4%
12 QGRW 1.73% 284,339 $15M $52.55 $3M +17,217 +6.5%
13 AGG 1.71% 149,335 $15M $99.20 -$179K -2,234 -1.5%
14 QQQM 1.68% 63,977 $15M $227.10 $2M +108 +0.2%
15 VST 1.59% 70,919 $14M $193.81 $6M +9,003 +14.5%
16 IVV 1.49% 20,737 $13M $620.89 $3M +3,366 +19.4%
17 CRWD 1.22% 20,741 $11M $509.30 $3M +288 +1.4%
18 PANW 1.13% 47,599 $10M $204.64 $2M -2
19 JAAA 1.04% 177,156 $9M $50.75 $98K +1,793 +1.0%
20 BRK-B 0.88% 15,668 $8M $485.76 -$239K +929 +6.3%
21 SPY 0.87% 12,163 $8M $617.87 $807K +171 +1.4%
22 IBTF 0.85% 313,328 $7M $23.36 -$281K -11,895 -3.7%
23 IEUR 0.80% 105,157 $7M $66.20 $1M +6,521 +6.6%
24 FTCS 0.80% 75,890 $7M $90.89 $401K +3,417 +4.7%
25 COST 0.77% 6,748 $7M $989.87 $183K -121 -1.8%
26 IPKW 0.76% 134,810 $7M $48.65 +134,810 NEW
27 PLTR 0.73% 46,319 $6M $136.32 $3M +3,649 +8.6%
28 IHDG 0.72% 138,769 $6M $45.05 $1M +23,812 +20.7%
29 SPYV 0.71% 117,355 $6M $52.34 $355K +4,033 +3.6%
30 NOW 0.70% 5,854 $6M $1,028.08 $804K -695 -10.6%
31 FDVV 0.67% 111,442 $6M $52.02 $2M +32,798 +41.7%
32 XSMO 0.66% 83,672 $6M $68.02 $1M +14,556 +21.1%
33 SPHQ 0.62% 75,487 $5M $71.26 $5M +72,996 +2930.4%
34 VIG 0.60% 25,405 $5M $204.67 $156K -593 -2.3%
35 SPYG 0.56% 50,577 $5M $95.32 $912K +1,945 +4.0%
36 META 0.55% 6,394 $5M $738.12 $1M +61 +1.0%
37 NFLX 0.53% 3,455 $5M $1,339.13 $1M +8 +0.2%
38 VRT 0.53% 36,021 $5M $128.41 $2M +3,695 +11.4%
39 SDVY 0.53% 129,779 $5M $35.28 $334K +3,069 +2.4%
40 GOOGL 0.49% 24,297 $4M $176.23 $557K +211 +0.9%
41 AIRR 0.45% 48,115 $4M $81.40 $1M +8,708 +22.1%
42 TSLA 0.45% 12,218 $4M $317.66 $958K +940 +8.3%
43 FVD 0.45% 86,288 $4M $44.70 -$607K -13,827 -13.8%
44 GEV 0.42% 6,830 $4M $529.12 $2M +2,021 +42.0%
45 ETY 0.42% 233,555 $4M $15.47 $264K -1,287 -0.6%
46 USMV 0.39% 36,218 $3M $93.87 -$209K -2,310 -6.0%
47 ARM 0.39% 20,950 $3M $161.74 $989K -1,517 -6.8%
48 UCON 0.38% 132,105 $3M $24.89 -$971K -39,981 -23.2%
49 USFR 0.37% 63,996 $3M $50.31 $882K +17,545 +37.8%
50 FTSM 0.36% 52,536 $3M $59.87 $201K +3,334 +6.8%
51 LMT 0.35% 6,488 $3M $463.16 -$141K -555 -7.9%
52 GOOG 0.33% 16,239 $3M $177.39 $323K -133 -0.8%
53 MOAT 0.32% 29,927 $3M $93.79 -$181K -4,025 -11.8%
54 XLK 0.32% 11,080 $3M $253.23 $391K -617 -5.3%
55 V 0.32% 7,899 $3M $355.07 -$21K -164 -2.0%
56 JMST 0.32% 54,918 $3M $50.92 $1M +28,676 +109.3%
57 AHR 0.32% 74,884 $3M $36.74 $542K +1,979 +2.7%
58 BX 0.31% 17,653 $3M $149.58 $171K -14 -0.1%
59 BUFR 0.30% 80,304 $3M $31.80 $828K +22,176 +38.1%
60 WMT 0.28% 24,843 $2M $97.78 $233K -168 -0.7%
61 ANET 0.27% 22,886 $2M $102.31 $621K +687 +3.1%
62 ABBV 0.27% 12,382 $2M $185.61 -$329K -159 -1.3%
63 NOBL 0.27% 22,783 $2M $100.70 -$49K -148 -0.7%
64 LRCX 0.26% 23,335 $2M $97.34 $649K +1,014 +4.5%
65 VTV 0.25% 12,272 $2M $176.74 $189K +810 +7.1%
66 LLY 0.25% 2,735 $2M $779.41 -$53K +89 +3.4%
67 JPM 0.24% 7,122 $2M $289.92 $305K -51 -0.7%
68 MRVL 0.23% 26,190 $2M $77.40 $818K +6,546 +33.3%
69 XMHQ 0.23% 19,895 $2M $98.24 $218K +918 +4.8%
70 PG 0.22% 11,968 $2M $159.32 -$344K -1,240 -9.4%
71 SPHY 0.22% 78,295 $2M $23.80 $134K +4,472 +6.1%
72 XOM 0.21% 16,979 $2M $107.80 $49K +2,003 +13.4%
73 BITB 0.21% 31,119 $2M $58.59 $764K +7,514 +31.8%
74 SHOP 0.20% 15,379 $2M $115.35 $303K -37 -0.2%
75 BUFD 0.20% 66,202 $2M $26.56 $329K +8,895 +15.5%
76 SPDW 0.20% 43,325 $2M $40.49 $63K -3,123 -6.7%
77 CAT 0.20% 4,412 $2M $388.25 $291K +101 +2.3%
78 SHW 0.19% 4,884 $2M $343.38 -$27K +5 +0.1%
79 IGV 0.19% 15,153 $2M $109.50 $255K -631 -4.0%
80 SPSM 0.19% 38,683 $2M $42.60 $33K -926 -2.3%
81 CGBL 0.19% 49,010 $2M $33.44 $441K +10,332 +26.7%
82 MCD 0.19% 5,601 $2M $292.15 -$183K -224 -3.9%
83 SPAB 0.18% 60,021 $2M $25.60 $504K +19,595 +48.5%
84 ITW 0.17% 6,107 $2M $247.25 -$12K -30 -0.5%
85 KO 0.17% 20,834 $1M $70.75 -$117K -1,384 -6.2%
86 RDVI 0.17% 58,683 $1M $24.71 $254K +8,278 +16.4%
87 ADBE 0.16% 3,663 $1M $386.88 -$3K -39 -1.1%
88 WM 0.16% 6,011 $1M $228.80 -$56K -170 -2.8%
89 CRM 0.15% 4,913 $1M $272.69 $72K +187 +4.0%
90 SPMB 0.15% 59,625 $1M $22.10 -$7K -448 -0.8%
91 JNJ 0.15% 8,326 $1M $152.75 -$168K -357 -4.1%
92 COF 0.14% 5,760 $1M $212.75 $1M +5,759 +575900.0%
93 AMD 0.14% 8,463 $1M $141.90 $212K -1,163 -12.1%
94 MA 0.14% 2,107 $1M $561.87 $31K +3 +0.1%
95 SMH 0.14% 4,202 $1M $278.89 -$175K -2,165 -34.0%
96 XLF 0.13% 22,241 $1M $52.37 $26K -618 -2.7%
97 GLD 0.13% 3,820 $1M $304.82 $696K +2,193 +134.8%
98 PEP 0.13% 8,513 $1M $132.03 -$264K -744 -8.0%
99 XLV 0.13% 8,281 $1M $134.78 -$390K -2,032 -19.7%
100 XLE 0.13% 12,758 $1M $84.81 -$676K -6,056 -32.2%

New Positions

SymbolValue% Port
IPKW $7M 0.76%
SPMO $541K 0.06%
BUFZ $333K 0.04%
IGLD $260K 0.03%
CRPT $258K 0.03%
DFII $254K 0.03%
CRWV $92K 0.01%
IQLT $81K 0.01%
RKLB $78K 0.01%
SPXT $77K 0.01%
UTES $71K 0.01%
FSTA $68K 0.01%
BKSY $57K 0.01%
AOA $55K 0.01%
IDMO $39K —%

Sold Out Positions

SymbolValue% Port
STLA —%
FMC —%
ETO —%
BCE —%
KFRC —%
DG —%
HRL —%
UBS —%
LW —%
FNKO —%
ENPH —%
DMLP —%
CHRD —%
GEVO —%
AVDE —%
View SEC EDGAR Filings for GPS Wealth Strategies Group, LLC →

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