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GC Wealth Management RIA, LLC13F | |
GC Wealth Management RIA, LLC | |
Last update 2025-07-17 | 526 Stocks (231 new) |
Value $1.22 Bil | Turnover 54 % |
GC Wealth Management RIA, LLC Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 95,033 | 70,143.1 | +871.81% | 5.730 | +5.14% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
CRM | Salesforce Inc | 226,080 | 61,649.8 | +5.84% | 5.040 | +0.28% | 0.020 | +6.85% | -19.82% | 255,462.3 | Software | |
MSFT | Microsoft Corp | 118,675 | 59,029.9 | +129.84% | 4.820 | +2.72% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
NVDA | NVIDIA Corp | 347,789 | 54,947.2 | +348.23% | 4.490 | +3.49% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AAPL | Apple Inc | 228,720 | 46,926.5 | +106.17% | 3.840 | +1.98% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
GOOG | Alphabet Inc | 214,392 | 38,030.9 | +115.71% | 3.110 | +1.67% | 0.000 | +21.57% | +0.80% | 2,315,381.3 | Interactive Media | |
AMZN | Amazon.com Inc | 140,560 | 30,837.5 | +208.22% | 2.520 | +1.70% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 163,146 | 28,751.2 | +230.11% | 2.350 | +1.64% | 0.000 | +22.60% | +0.73% | 2,315,381.3 | Interactive Media | |
SPY | SPDR S&P 500 ETF Trust | 29,500 | 18,226.4 | +7.28% | 1.490 | +0.10% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
V | Visa Inc | 39,994 | 14,199.9 | +315.65% | 1.160 | +0.88% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services |
GC Wealth Management RIA, LLC's Historical Top Holdings Breakdowns
GC Wealth Management RIA, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2025-06-30 | Add Add | +5.14% | 484.66 ($617.26) 738.09 | $713.58 | 15.60% | Add 871.81% | 95,033 | 85,254 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +3.49% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Add 348.23% | 347,789 | 270,197 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +2.72% | 354.56 ($433.34) 497.45 | $505.87 | 16.74% | Add 129.84% | 118,675 | 67,042 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +1.98% | 172.42 ($202.27) 223.89 | $214.15 | 5.87% | Add 106.17% | 228,720 | 117,785 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +1.70% | 167.32 ($197.77) 223.3 | $228.29 | 15.43% | Add 208.22% | 140,560 | 94,956 | |
GOOG | Alphabet Inc | 2025-06-30 | Add Add | +1.67% | 146.58 ($165.11) 180.01 | $191.51 | 15.99% | Add 115.71% | 214,392 | 115,003 | |
GOOGL | Alphabet Inc | 2025-06-30 | Add Add | +1.64% | 144.7 ($163.55) 178.6 | $190.23 | 16.31% | Add 230.11% | 163,146 | 113,724 | |
AVGO | Broadcom Inc | 2025-06-30 | Add Add | +1.02% | 146.29 ($216.36) 275.65 | $283.69 | 31.12% | Add 783.87% | 51,114 | 45,331 | |
V | Visa Inc | 2025-06-30 | Add Add | +0.88% | 308.27 ($348.58) 373.31 | $355.29 | 1.92% | Add 315.65% | 39,994 | 30,372 | |
RDDT | Reddit Inc | 2025-06-30 | New Buy New Buy | +0.65% | 86.91 ($113.24) 150.57 | $146.10 | 29.02% | New holding | 52,957 | 52,957 |
GC Wealth Management RIA, LLC Total Holding History ($B)
GC Wealth Management RIA, LLC's Asset Allocation
GC Wealth Management RIA, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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GC Wealth Management RIA, LLC's Hypothetical Growth since 2025-06-30
GC Wealth Management RIA, LLC's Yearly Returns
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GC Wealth Management RIA, LLC's Holdings Heat Map
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GC Wealth Management RIA, LLC's Holdings Bubble Chart
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