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CIK: 0002011169
Total reported value
$1.7B
$1.7B
268 檔
8.8%
In Q2 2024, GC Wealth Management RIA, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 268 disclosed stock positions.
During Q2 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 268 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | Stock-Tech | 12.26% | -1.41% | -8.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.51% | +0.46% | +4.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.42% | +0.34% | +2.20% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.73% | -2.88% | -8.26% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.05% | +0.27% | +0.58% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.85% | +0.17% | +1.82% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | -2.14% | +0.98% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.70% | +790.97% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.73% | +0.41% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | +0.55% | +21.82% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.59% | +0.17% | -0.15% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.48% | — | +42.66% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.46% | +0.11% | -0.39% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.46% | +0.20% | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.43% | +0.18% | +13.12% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.37% | +0.01% | -0.13% | |
| 17 | PSA | Public Storage | Stock-Real Estate | 1.30% | — | +1.84% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.17% | +0.04% | -2.78% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +1.04% | +21.12% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | +0.07% | -1.97% | |
| 21 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.93% | +0.04% | -0.05% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.92% | +0.16% | +7.14% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.31% | +7.07% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.83% | — | -0.21% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.11% | +0.39% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.81% | -0.03% | -1.49% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.77% | +0.06% | +1.94% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -6.88% | -4.46% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.67% | +0.09% | +6.56% | |
| 30 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.60% | -0.09% | EXIT | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.51% | -4.33% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.56% | +0.06% | -48.51% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.55% | +0.07% | +7.17% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.54% | +0.11% | +38.07% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.53% | +0.06% | +0.27% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.53% | +0.01% | +0.13% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | +0.08% | +9.91% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.52% | — | +10.27% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.10% | +7.33% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +1.91% | +10.02% | |
| 41 | AZPN1USD | Aspen Technology Inc | Stock-Other | 0.48% | — | +9.13% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | +0.09% | -3.78% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | +0.09% | +104.76% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | +0.04% | +14.56% | |
| 45 | RELY | Remitly Global Inc | Stock-Other | 0.46% | — | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | +0.38% | +3.97% | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.44% | +0.08% | -0.18% | |
| 48 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.44% | — | +26.64% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | +0.08% | +3.94% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.32% | +6.49% |
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 268 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CRM, MSFT, AAPL) accounted for 8.8% of total reported equity market value during Q2 2024.
During Q2 2024, GC Wealth Management RIA, LLC's top holdings by market value included CRM (12.3%)、MSFT (6.5%)、AAPL (4.4%). The largest single position, CRM, represented 12.3% of total portfolio value.
In Q2 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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