GSB Wealth Management, LLC
GSB Wealth Management, LLC is an SEC-registered investment adviser headquartered in Guilford, Connecticut. The firm manages assets for individuals (including high net worth), pension and profit-sharing plans, charitable organizations, and corporations. With approximately 14 employees, GSB Wealth Management, LLC specializes in providing personalized investment management and advisory services tailored to the goals of both individual and institutional clients.
Investment Strategy
GSB Wealth Management, LLC focuses its investment management on building diversified portfolios for its clients, balancing domestic and international equities, fixed income, and alternative investments based on individual risk tolerance and long-term objectives. The firm emphasizes personalized financial planning and asset allocation, leveraging a disciplined, research-driven investment process to help clients achieve sustainable, long-term growth.
Top Holdings
Equity Positions (239)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 4.94% | $21.8M | 32,584 | $446.74 | $669.30 | +$2.6M |
U USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 3.64% | $16.1M | 319,934 | $50.30 | $50.27 | +$3.5M |
O OSEA | Harbor International Compounders Ret | 2.96% | $13.1M | 538,968 | $27.60 | $29.57 | +$2.2M |
A AAPL | APPLE INC COM | 2.54% | $11.2M | 44,096 | $115.66 | $254.63 | +$2.0M |
A AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | 2.27% | $10.0M | 226,627 | $43.39 | $44.27 | +$829.4K |