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CIK: 0002011169
Total reported value
$1.7B
$1.7B
296 檔
8.7%
The Q3 2024 SEC filing reveals that GC Wealth Management RIA, LLC held a total portfolio value of $1.7B, covering 296 public equity positions.
During Q3 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 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | Stock-Tech | 11.50% | -1.41% | -0.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.75% | +0.34% | +9.98% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | +0.46% | -24.90% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.94% | -2.88% | -2.51% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.86% | +0.27% | +0.59% | |
| 6 | GRW | Tcw Durable Growth ETF | ETF-Other | 2.40% | — | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.70% | +50.21% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | -2.14% | +22.16% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.74% | +0.17% | -2.35% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +0.73% | +11.25% | |
| 11 | PSA | Public Storage | Stock-Real Estate | 1.51% | — | +3.96% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.45% | +0.17% | -2.49% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.37% | +0.11% | -0.46% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.33% | +0.20% | +0.08% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | +0.55% | -11.89% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.32% | +0.01% | -0.27% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.23% | +0.18% | -5.47% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.08% | +0.04% | -3.72% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.11% | +43.51% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.03% | +0.07% | +0.00% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.02% | — | -24.18% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.16% | +8.82% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | +1.04% | -12.24% | |
| 24 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.83% | +0.04% | -0.22% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.82% | — | -0.39% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.75% | -0.03% | -5.91% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.73% | +0.06% | +0.88% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -6.88% | +0.47% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.31% | -12.61% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | +0.11% | +33.07% | |
| 31 | TT | Trane Technologies plc | Stock-Industrials | 0.67% | +0.08% | +44.48% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.64% | +0.04% | +38.85% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | +0.08% | +15.13% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | +0.09% | -8.94% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | +0.09% | +62.91% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.10% | +3.90% | |
| 37 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.56% | -0.09% | EXIT | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.53% | — | +13.83% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.52% | +0.06% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.51% | +2.33% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.50% | +0.07% | -0.16% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.32% | +15.57% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.49% | +0.06% | -2.11% | |
| 44 | AZPN1USD | Aspen Technology Inc | Stock-Other | 0.48% | — | -5.48% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +1.91% | +1.05% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.46% | +0.15% | +67.20% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.09% | -0.07% | |
| 48 | RELY | Remitly Global Inc | Stock-Other | 0.45% | — | — | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | +0.07% | +7.03% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.44% | — | -4.22% |
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 296 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including CRM, AAPL, MSFT) accounted for 8.7% of total reported equity market value during Q3 2024.
During Q3 2024, GC Wealth Management RIA, LLC's top holdings by market value included CRM (11.5%)、AAPL (4.8%)、MSFT (4.2%). The largest single position, CRM, represented 11.5% of total portfolio value.
In Q3 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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