GFS Private Wealth, LLC current holdings: USA Stocks
GFS Private Wealth, LLC reported $0.00 billion in share positions in stocks (listed in the US), 5 positions, in its Form 13F for the quarter ended 2017-12-31; the largest are UPS, AAPL, HD.
- UPS: Country of operation United States; Class CL B; Shares 8,982; Value $1,070,000.
- AAPL: Country of operation United States; Class COM; Shares 3,637; Value $616,000.
- HD: Country of operation United States; Class COM; Shares 3,248; Value $615,000.
- MCD: Country of operation United States; Class COM; Shares 1,900; Value $327,000.
Form 13F-HR as filed (SEC CIK 1728122): quarter ended 2017-12-31, filed 2018-01-29. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2017-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 8,982 | $1,070,000 | 37.19% | 2017-12-31 | 2018-01-29 | -21.17% |
| AAPL APPLE INC | United States | COM | 3,637 | $616,000 | 21.41% | 2017-12-31 | 2018-01-29 | |
| HD HOME DEPOT INC | United States | COM | 3,248 | $615,000 | 21.38% | 2017-12-31 | 2018-01-29 | +51.98% |
| MCD MCDONALDS CORP | United States | COM | 1,900 | $327,000 | 11.37% | 2017-12-31 | 2018-01-29 | +35.94% |
| XOMXXXX EXXON MOBIL CORP | COM | 2,975 | $249,000 | 8.65% | 2017-12-31 | 2018-01-29 |
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