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| Happy Holidays!! thanks for using AUM13F!! |
| GPS Wealth Strategies Group LLC
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| CRD # | 285507 |
| SEC # | 801-108848 |
| CIK # | 0001731837 |
| AUM | $1.4 B (2025-03-12) |
| Employees | 48 (54% Investors, 58% Brokers) |
| Phone | 720-414-5412 |
| Address | 6484 South Quebec Street Centennial, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001731837 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 77.4 | ||
| Apple Inc | 24.8 | ||
| Amazon Com Inc | 21.7 | ||
| Broadcom Inc | 20.3 | ||
| Microsoft Corp | 17.8 | ||
| Vistra Energy Corp | 13.7 | ||
| CrowdStrike Holdings Inc | 10.6 | ||
| Palo Alto Networks Inc | 9.7 | ||
| Costco Wholesale Corp /NEW | 6.7 | ||
| Palantir Technologies Inc | 6.3 | ||
| ServiceNow Inc | 6.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,197 | 465.2 |
| (b) Individuals (high net worth individuals) | 979 | 917.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 6.3 |
| (h) Charitable organizations | 11 | 16.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,385 | 1,415.5 |
| By Discretionary | ||
| Discretionary | 5,277 | 1,351.0 |
| Non-Discretionary | 108 | 64.6 |
| Total | 5,385 | 1,415.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,415.5 | |
| Total | 5,385 | 1,415.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731837] |
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