GW

GC Wealth Management RIA, LLC

13F
GC Wealth Management RIA, LLC
Last update 2025-05-12 305 Stocks (41 new)
Value $545.00 Mil Turnover 7 %
Countries:
Top Holdings: CRM(10.52%)AAPL(4.52%)MSFT(3.56%)GOOG(2.85%)SPY(2.82%)
Summary Stock Picks Current Portfolio
GC Wealth Management RIA, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CRM 		Salesforce Inc
213,600
57,321.7
+0.25%
10.520
+0.03%
0.020
-10.76%
-20.50%
253,693.7
Software
AAPL 		Apple Inc
110,935
24,642.0
+1.63%
4.520
+0.07%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
MSFT 		Microsoft Corp
51,633
19,382.4
-4.20%
3.560
-0.17%
0.000
+16.18%
+9.64%
3,421,645.9
Software
GOOG 		Alphabet Inc
99,389
15,527.5
-1.31%
2.850
-0.04%
0.000
+0.48%
-9.13%
2,090,081.7
Interactive Media
SPY 		SPDR S&P 500 ETF Trust
27,497
15,381.5
+0.96%
2.820
+0.03%
0.000
-0.51%
+0.87%
603,465.9
 
AMZN 		Amazon.com Inc
45,604
8,676.6
-4.38%
1.590
-0.08%
0.000
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical
GRW 		TCW ETF TRUST
254,471
8,432.2
-21.71%
1.550
-0.41%
6.270
-0.52%
+4.72%
139.8
 
NVDA 		NVIDIA Corp
77,592
8,409.4
-13.43%
1.540
-0.28%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
VIG 		Vanguard Dividend Appreciation FTF
42,255
8,197.0
-3.81%
1.500
-0.06%
0.010
-2.09%
+1.56%
88,208.2
 
VTI 		Vanguard Total Stock Market ETF
29,340
8,063.8
+3.21%
1.480
+0.05%
0.000
-0.70%
+0.38%
449,786.3
 

GC Wealth Management RIA, LLC's Historical Top Holdings Breakdowns

GC Wealth Management RIA, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AZPN Unlock Delisted Aspen Technology Inc2025-03-31Sold Out
-0.51%
●
249.06 ($260.82) 274.8
$264.33
1.35%
Sold Out
0
-11,549
HIMU 		iShares High Yield Muni Active ETF2025-03-31New Buy
+0.49%
●
49.18 ($50.01) 50.72
$48.19
-3.64%
New holding
53,557
53,557
BITB 		Bitwise Bitcoin ETF Beneficial Interest2025-03-31Sold Out
-0.47%
●
42.99 ($50.68) 57.82
$56.93
12.33%
Sold Out
0
-52,528
ANET 		Arista Networks Inc2025-03-31Add
+0.43%
●
77.48 ($101.39) 129.82
$86.64
-14.55%
Add 715.23%
34,688
30,433
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31New Buy
+0.43%
●
85.29 ($89.02) 92.57
$86.28
-3.08%
New holding
25,437
25,437
GRW 		TCW ETF TRUST2025-03-31Reduce
-0.41%
●
32.13 ($33.66) 34.88
$34.41
2.23%
Reduce -21.71%
254,471
-70,546
IBIT 		ISHARES BITCOIN TR2025-03-31New Buy
+0.40%
●
44.91 ($52.94) 60.42
$59.46
12.32%
New holding
46,849
46,849
VUSB 		Vanguard Ultra-Short Bond ETF2025-03-31New Buy
+0.30%
●
49.61 ($49.73) 49.89
$49.78
0.10%
New holding
32,386
32,386
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.28%
●
106.98 ($126.74) 149.43
$135.13
6.62%
Reduce -13.43%
77,592
-12,038
MSFT 		Microsoft Corp2025-03-31Reduce
-0.17%
●
375.39 ($407.71) 447.2
$460.36
12.91%
Reduce -4.2%
51,633
-2,262

GC Wealth Management RIA, LLC Total Holding History ($B)

To

GC Wealth Management RIA, LLC's Asset Allocation

To

GC Wealth Management RIA, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GC Wealth Management RIA, LLC's Hypothetical Growth since 2025-03-31

GC Wealth Management RIA, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

GC Wealth Management RIA, LLC's Holdings Heat Map

Size field:

GC Wealth Management RIA, LLC's Holdings Bubble Chart

GC Wealth Management RIA, LLC News

  • 1

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