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CIK: 0002011169
Total reported value
$1.7B
$1.7B
272 檔
9.2%
During the Q1 2024 filing period, GC Wealth Management RIA, LLC (CIK: 0002011169) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 272 reported positions.
During Q1 2024, GC Wealth Management RIA, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | Stock-Tech | 15.89% | -1.41% | +2981.69% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.96% | +0.46% | +289.69% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.57% | +0.34% | +43.31% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.43% | -2.88% | +823.88% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.96% | +0.27% | +71.56% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.84% | +0.17% | +51.07% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.73% | +170.12% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.57% | +0.17% | +2564.96% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.54% | +0.11% | +9903.54% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | -2.14% | +40.93% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.70% | +8.18% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.43% | +0.01% | +2.87% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.35% | +0.20% | +603.44% | |
| 14 | PSA | Public Storage | Stock-Real Estate | 1.30% | — | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.55% | +115.37% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.25% | +0.04% | +14.10% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.18% | +0.18% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.14% | +0.07% | +856.80% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.08% | +0.06% | -2.46% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.06% | — | +79.57% | |
| 21 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.97% | +0.04% | +9.28% | |
| 22 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.88% | -0.03% | -1.44% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.88% | — | +0.57% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.31% | +33.16% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.16% | +41.92% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +1.04% | +256.34% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.11% | +17.70% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.73% | +0.06% | +4.29% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -6.88% | +24.34% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | +0.09% | +786.03% | |
| 31 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.58% | -0.09% | EXIT | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.55% | +0.06% | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.54% | +0.01% | +8.83% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.53% | +0.07% | — | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | +0.08% | +23.27% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.09% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.51% | +36.85% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | +0.05% | +25.60% | |
| 39 | AZPN1USD | Aspen Technology Inc | Stock-Other | 0.48% | — | — | |
| 40 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.48% | — | +36.28% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | +0.08% | +61.89% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.44% | — | +9.81% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +1.91% | +36.07% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.10% | +303.20% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.43% | +0.04% | +89.51% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.32% | +14.40% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.38% | +657.06% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.41% | — | — | |
| 49 | WRKUSD | Westrock Co | Stock-Other | 0.41% | — | -20.00% | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.41% | +0.08% | — |
According to official SEC Form 13F filings, GC Wealth Management RIA, LLC reported a total U.S. public equity portfolio value of $1.7B across 272 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CRM, MSFT, AAPL) accounted for 9.2% of total reported equity market value during Q1 2024.
During Q1 2024, GC Wealth Management RIA, LLC's top holdings by market value included CRM (15.9%)、MSFT (6.0%)、AAPL (3.6%). The largest single position, CRM, represented 15.9% of total portfolio value.
In Q1 2024, GC Wealth Management RIA, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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