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CIK: 0002069222
Total reported value
$190.5M
$190.5M
127 檔
10.0%
According to the latest 13F quarterly dataset, GK Wealth Management LLC managed an equity portfolio of $190.5M at the end of Q4 2024, spanning 127 distinct U.S. exchange-listed positions.
During Q4 2024, GK Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.10% | +2.33% | NEW | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.64% | +2.66% | — | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.76% | +3.14% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | +1.30% | — | |
| 5 | LAC | Lithium Americas CORP | Stock-Other | 3.67% | +2.73% | NEW | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.51% | -4.50% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.87% | +1.87% | — | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.70% | +2.31% | NEW | |
| 9 | SLV | Ishares Silver Trust | ETF-Commodities | 2.06% | +2.40% | NEW | |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.76% | +0.64% | NEW | |
| 11 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.75% | +0.48% | NEW | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.63% | +1.98% | NEW | |
| 13 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.44% | +0.41% | NEW | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | +0.93% | — | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | +0.47% | NEW | |
| 16 | GM | General Motors Co | Stock-Consumer Disc | 1.35% | +0.26% | NEW | |
| 17 | MTBA | Simplify Mbs ETF | ETF-Other | 1.28% | +0.64% | NEW | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.19% | +0.57% | NEW | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | +1.00% | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.17% | +1.22% | NEW | |
| 21 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.17% | — | — | |
| 22 | SECT | Main Sector Rotation ETF | ETF-Other | 1.06% | — | — | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.03% | +0.61% | NEW | |
| 24 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 1.03% | +0.30% | NEW | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.00% | +0.37% | NEW | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.96% | -0.66% | — | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.96% | +0.28% | NEW | |
| 28 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.92% | +0.32% | NEW | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.87% | +0.75% | NEW | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -12.95% | — | |
| 31 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.80% | +0.16% | NEW | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.78% | — | — | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.97% | NEW | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.77% | +0.20% | NEW | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.62% | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.21% | EXIT | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | +0.02% | — | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.65% | +0.48% | NEW | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.63% | +0.63% | NEW | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.60% | — | — | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | +0.12% | NEW | |
| 42 | SKYW | Skywest Inc | Stock-Industrials | 0.57% | +0.14% | NEW | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.56% | — | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.42% | — | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | — | — | |
| 46 | DXCM | Dexcom Inc | Stock-Healthcare | 0.54% | — | — | |
| 47 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.54% | — | — | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.53% | +0.20% | NEW | |
| 49 | INDA | Ishares Msci India ETF | ETF-Other | 0.53% | — | — | |
| 50 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.51% | — | — |
According to official SEC Form 13F filings, GK Wealth Management LLC reported a total U.S. public equity portfolio value of $190.5M across 127 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPST, AMZN, TSLA) accounted for 10.0% of total reported equity market value during Q4 2024.
During Q4 2024, GK Wealth Management LLC's top holdings by market value included JPST (6.1%)、AMZN (5.6%)、TSLA (4.8%). The largest single position, JPST, represented 6.1% of total portfolio value.
In Q4 2024, GK Wealth Management 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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