Catalytic Wealth RIA
Latest statistics and disclosures from GC Wealth Management RIA's latest quarterly 13F-HR filing:
- Top 5 stock holdings are META, NVDA, GOOGL, MSFT, AAPL, and represent 28.09% of GC Wealth Management RIA's stock portfolio.
- Added to shares of these 10 stocks: META (+$227M), NVDA (+$114M), GOOGL (+$95M), ABNB (+$72M), MSFT (+$64M), AAPL (+$60M), GOOG (+$58M), TEAM (+$57M), AMZN (+$49M), IOT (+$38M).
- Started 332 new stock positions in RGEF, EPR, SMCI, SNDR, EXPE, JEPQ, CLS, MIDD, TTD, PPG.
- Reduced shares in these 10 stocks: GRW (-$8.7M), RDDT, VTIP, FTSM, RSP, , SPGP, VOE, SPHQ, OPPE.
- Sold out of its positions in AVSC, BAC.PL, GRW, FTSM, HONE, HES, FLOT, FALN, VV, WFC.PL.
- GC Wealth Management RIA was a net buyer of stock by $1.7B.
- GC Wealth Management RIA has $3.0B in assets under management (AUM), dropping by 148.38%.
- Central Index Key (CIK): 0002011169
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Portfolio Holdings for GC Wealth Management RIA
GC Wealth Management RIA holds 848 positions in its portfolio as reported in the September 2025 quarterly 13F filing
GC Wealth Management RIA has 848 total positions. Only the first 250 positions are shown.
- Sign up to view all of the GC Wealth Management RIA Sept. 30, 2025 positions
- Download the GC Wealth Management RIA September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 9.8 | $296M | +324% | 404k | 734.38 |
|
| NVIDIA Corporation (NVDA) | 5.9 | $179M | +175% | 958k | 186.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $135M | +239% | 554k | 243.10 |
|
| Microsoft Corporation (MSFT) | 4.1 | $126M | +104% | 243k | 517.95 |
|
| Apple (AAPL) | 3.9 | $118M | +102% | 463k | 254.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $110M | +110% | 452k | 243.55 |
|
| Amazon (AMZN) | 2.6 | $80M | +159% | 364k | 219.57 |
|
| Airbnb Com Cl A (ABNB) | 2.4 | $74M | +3703% | 613k | 121.42 |
|
| salesforce (CRM) | 2.3 | $69M | +29% | 292k | 237.00 |
|
| Atlassian Corporation Cl A (TEAM) | 1.9 | $57M | NEW | 357k | 159.70 |
|
| Broadcom (AVGO) | 1.3 | $40M | +138% | 122k | 329.91 |
|
| Samsara Com Cl A (IOT) | 1.3 | $38M | +7334% | 1.0M | 37.25 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $30M | +181% | 60k | 502.74 |
|
| Visa Com Cl A (V) | 0.9 | $28M | +106% | 83k | 341.38 |
|
| Doordash Cl A (DASH) | 0.8 | $24M | +419% | 89k | 271.99 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $24M | +58% | 76k | 315.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $24M | +20% | 36k | 666.17 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $23M | +129% | 38k | 600.36 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $22M | +391% | 61k | 355.47 |
|
| Public Storage (PSA) | 0.7 | $21M | +191% | 73k | 288.85 |
|
| Servicenow (NOW) | 0.7 | $21M | +212% | 23k | 920.28 |
|
| Oracle Corporation (ORCL) | 0.7 | $20M | +77% | 71k | 281.24 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $20M | +119% | 26k | 763.00 |
|
| Tesla Motors (TSLA) | 0.6 | $19M | +157% | 43k | 444.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $17M | +106% | 25k | 669.31 |
|
| Netflix (NFLX) | 0.5 | $17M | +184% | 14k | 1198.92 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $16M | +109% | 17k | 925.63 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $14M | +66% | 25k | 568.81 |
|
| Abbvie (ABBV) | 0.5 | $14M | +102% | 61k | 231.54 |
|
| Arista Networks Com Shs (ANET) | 0.5 | $14M | +56% | 96k | 145.71 |
|
| Home Depot (HD) | 0.4 | $13M | +112% | 33k | 405.19 |
|
| TJX Companies (TJX) | 0.4 | $13M | +59% | 88k | 144.54 |
|
| Wal-Mart Stores (WMT) | 0.4 | $13M | +72% | 121k | 103.06 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $12M | +18% | 25k | 479.61 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $12M | +35% | 54k | 215.79 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.4 | $12M | +111% | 82k | 143.18 |
|
| Upstart Hldgs (UPST) | 0.4 | $12M | +1779% | 230k | 50.80 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $12M | +3% | 35k | 328.17 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $11M | +36% | 15.00 | 754200.00 |
|
| Tidal Trust Iii Rockefeller Glob (RGEF) | 0.3 | $11M | NEW | 360k | 29.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $11M | 17k | 612.33 |
|
|
| UnitedHealth (UNH) | 0.3 | $10M | +69% | 30k | 345.30 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $10M | +124% | 13k | 758.15 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $9.9M | +69% | 54k | 183.73 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $9.7M | +96% | 86k | 112.75 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $9.6M | 80k | 120.72 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $9.6M | NEW | 26k | 365.48 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $9.6M | +100% | 20k | 485.02 |
|
| Booking Holdings (BKNG) | 0.3 | $9.5M | +70% | 1.8k | 5399.27 |
|
| Chevron Corporation (CVX) | 0.3 | $9.3M | +126% | 60k | 155.29 |
|
| Johnson & Johnson (JNJ) | 0.3 | $9.3M | +121% | 50k | 185.42 |
|
| Cisco Systems (CSCO) | 0.3 | $9.1M | +102% | 133k | 68.42 |
|
| Reddit Cl A (RDDT) | 0.3 | $9.0M | -25% | 39k | 229.99 |
|
| Palo Alto Networks (PANW) | 0.3 | $9.0M | +152% | 44k | 203.62 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $8.9M | +123% | 20k | 447.23 |
|
| Abbott Laboratories (ABT) | 0.3 | $8.9M | +144% | 67k | 133.94 |
|
| Pepsi (PEP) | 0.3 | $8.7M | +69% | 62k | 140.44 |
|
| Uber Technologies (UBER) | 0.3 | $8.5M | +155% | 87k | 97.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $8.2M | 126k | 65.26 |
|
|
| Linde SHS (LIN) | 0.3 | $8.2M | +93% | 17k | 475.00 |
|
| Bank of America Corporation (BAC) | 0.3 | $8.2M | +71% | 159k | 51.59 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $8.1M | +29% | 29k | 279.29 |
|
| Intercontinental Exchange (ICE) | 0.3 | $8.0M | +145% | 48k | 168.48 |
|
| Morgan Stanley Com New (MS) | 0.3 | $8.0M | +132% | 50k | 158.96 |
|
| Duolingo Cl A Com (DUOL) | 0.3 | $8.0M | +132% | 25k | 321.84 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $7.9M | +206% | 16k | 490.38 |
|
| Quanta Services (PWR) | 0.3 | $7.9M | +106% | 19k | 414.42 |
|
| Prologis (PLD) | 0.3 | $7.8M | +64% | 68k | 114.52 |
|
| Chubb (CB) | 0.3 | $7.7M | +56% | 27k | 282.25 |
|
| Synopsys (SNPS) | 0.2 | $7.4M | +13% | 15k | 493.39 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $7.2M | +139% | 40k | 182.42 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $7.2M | +146% | 54k | 133.90 |
|
| Eaton Corp SHS (ETN) | 0.2 | $7.0M | +112% | 19k | 374.24 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $6.9M | +342% | 47k | 148.61 |
|
| Procter & Gamble Company (PG) | 0.2 | $6.9M | +84% | 45k | 153.65 |
|
| Capital One Financial (COF) | 0.2 | $6.9M | +154% | 32k | 212.58 |
|
| Analog Devices (ADI) | 0.2 | $6.7M | +93% | 27k | 245.70 |
|
| Wells Fargo & Company (WFC) | 0.2 | $6.7M | +108% | 80k | 83.82 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $6.4M | +73% | 39k | 167.33 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $6.3M | +411% | 28k | 225.55 |
|
| Union Pacific Corporation (UNP) | 0.2 | $6.0M | +93% | 26k | 236.37 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $6.0M | +237% | 138k | 43.30 |
|
| Autodesk (ADSK) | 0.2 | $5.8M | +676% | 18k | 317.67 |
|
| McKesson Corporation (MCK) | 0.2 | $5.8M | +90% | 7.6k | 772.54 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $5.8M | +18% | 33k | 178.14 |
|
| Cintas Corporation (CTAS) | 0.2 | $5.8M | +115% | 28k | 205.26 |
|
| Goldman Sachs (GS) | 0.2 | $5.8M | +105% | 7.2k | 796.33 |
|
| Blackrock (BLK) | 0.2 | $5.7M | +152% | 4.9k | 1165.87 |
|
| Intuit (INTU) | 0.2 | $5.7M | +127% | 8.4k | 682.91 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $5.7M | +942% | 244k | 23.28 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $5.7M | +37% | 12k | 468.42 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $5.7M | +96% | 8.1k | 698.00 |
|
| Medtronic SHS (MDT) | 0.2 | $5.7M | +77% | 60k | 95.24 |
|
| Qualcomm (QCOM) | 0.2 | $5.7M | +83% | 34k | 166.36 |
|
| Block Cl A (XYZ) | 0.2 | $5.6M | +88% | 78k | 72.27 |
|
| Merck & Co (MRK) | 0.2 | $5.6M | +194% | 66k | 83.93 |
|
| Coca-Cola Company (KO) | 0.2 | $5.5M | +108% | 83k | 66.32 |
|
| Metropcs Communications (TMUS) | 0.2 | $5.4M | +50% | 23k | 239.38 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $5.4M | NEW | 141k | 38.57 |
|
| Asana Cl A (ASAN) | 0.2 | $5.4M | +557% | 405k | 13.36 |
|
| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.2 | $5.3M | NEW | 170k | 31.26 |
|
| McDonald's Corporation (MCD) | 0.2 | $5.3M | +89% | 17k | 303.89 |
|
| Kkr & Co (KKR) | 0.2 | $5.2M | +128% | 40k | 129.95 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.1M | +177% | 15k | 352.75 |
|
| Ge Aerospace Com New (GE) | 0.2 | $5.1M | +127% | 17k | 300.82 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $5.0M | +102% | 84k | 59.92 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $5.0M | +1073% | 73k | 68.08 |
|
| Danaher Corporation (DHR) | 0.2 | $5.0M | +94% | 25k | 198.26 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.9M | -22% | 26k | 189.70 |
|
| Warby Parker Cl A Com (WRBY) | 0.2 | $4.9M | NEW | 179k | 27.58 |
|
| Walt Disney Company (DIS) | 0.2 | $4.9M | +145% | 43k | 114.50 |
|
| Lowe's Companies (LOW) | 0.2 | $4.9M | +152% | 20k | 251.31 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $4.8M | +1077% | 107k | 45.10 |
|
| Progressive Corporation (PGR) | 0.2 | $4.7M | +82% | 19k | 246.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.7M | 16k | 293.74 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $4.6M | NEW | 70k | 65.92 |
|
| Corteva (CTVA) | 0.2 | $4.6M | +118% | 68k | 67.63 |
|
| Advanced Micro Devices (AMD) | 0.1 | $4.5M | +122% | 28k | 161.79 |
|
| Equinix (EQIX) | 0.1 | $4.4M | +59% | 5.7k | 783.24 |
|
| Wisdomtree Tr European Opportu (OPPE) | 0.1 | $4.4M | -12% | 90k | 48.88 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $4.3M | +931% | 13k | 337.49 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $4.3M | +82% | 20k | 219.53 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.2M | -11% | 30k | 140.95 |
|
| Trane Technologies SHS (TT) | 0.1 | $4.2M | +15% | 9.9k | 422.00 |
|
| Nextera Energy (NEE) | 0.1 | $4.1M | +154% | 54k | 75.49 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $4.1M | +745% | 41k | 99.53 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.0M | +56% | 64k | 62.47 |
|
| S&p Global (SPGI) | 0.1 | $4.0M | +215% | 8.1k | 486.71 |
|
| American Express Company (AXP) | 0.1 | $4.0M | +121% | 12k | 332.16 |
|
| Applied Materials (AMAT) | 0.1 | $3.9M | +174% | 19k | 204.74 |
|
| Lindblad Expeditions Hldgs I (LIND) | 0.1 | $3.8M | 297k | 12.80 |
|
|
| Tidal Trust Iii Rockefeller Us S (RSMC) | 0.1 | $3.8M | NEW | 144k | 26.33 |
|
| Philip Morris International (PM) | 0.1 | $3.7M | +130% | 23k | 162.20 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $3.7M | -21% | 33k | 113.62 |
|
| Boeing Company (BA) | 0.1 | $3.6M | +471% | 17k | 215.83 |
|
| Citigroup Com New (C) | 0.1 | $3.6M | +60% | 36k | 101.50 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.6M | +94% | 66k | 54.18 |
|
| Amgen (AMGN) | 0.1 | $3.6M | +52% | 13k | 282.20 |
|
| MercadoLibre (MELI) | 0.1 | $3.6M | +66% | 1.5k | 2336.94 |
|
| Micron Technology (MU) | 0.1 | $3.6M | +121% | 21k | 167.32 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $3.5M | +788% | 25k | 138.52 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $3.4M | -18% | 47k | 73.29 |
|
| Honeywell International (HON) | 0.1 | $3.4M | +35% | 16k | 210.50 |
|
| Automatic Data Processing (ADP) | 0.1 | $3.3M | +44% | 11k | 293.50 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.3M | -6% | 28k | 118.83 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $3.2M | -22% | 19k | 174.58 |
|
| Illumina (ILMN) | 0.1 | $3.2M | +41% | 34k | 94.97 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.2M | +25% | 17k | 186.49 |
|
| Phillips 66 (PSX) | 0.1 | $3.2M | +101% | 24k | 136.02 |
|
| Remitly Global (RELY) | 0.1 | $3.1M | 193k | 16.30 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $3.1M | -12% | 23k | 137.80 |
|
| International Business Machines (IBM) | 0.1 | $3.1M | +41% | 11k | 282.17 |
|
| Intel Corporation (INTC) | 0.1 | $3.1M | +195% | 92k | 33.55 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.0M | 13k | 241.95 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $3.0M | +4% | 32k | 92.98 |
|
| American Homes 4 Rent Cl A (AMH) | 0.1 | $3.0M | +4% | 90k | 33.25 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.9M | +41% | 12k | 254.28 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $2.9M | +112% | 5.3k | 546.75 |
|
| Verizon Communications (VZ) | 0.1 | $2.9M | +211% | 65k | 44.00 |
|
| American Tower Reit (AMT) | 0.1 | $2.9M | +12% | 15k | 192.32 |
|
| Caterpillar (CAT) | 0.1 | $2.8M | +73% | 5.9k | 477.15 |
|
| Roper Industries (ROP) | 0.1 | $2.8M | +66% | 5.6k | 498.69 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $2.8M | NEW | 48k | 57.52 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.8M | +87% | 29k | 95.47 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.8M | +121% | 57k | 48.33 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.7M | +65% | 2.5k | 1078.60 |
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.1 | $2.7M | +6% | 55k | 49.19 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.7M | +50% | 22k | 123.75 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.7M | NEW | 86k | 31.62 |
|
| Ge Vernova (GEV) | 0.1 | $2.7M | +130% | 4.4k | 614.90 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.7M | -49% | 53k | 50.63 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.6M | +40% | 3.5k | 746.63 |
|
| Southern Company (SO) | 0.1 | $2.6M | +110% | 28k | 94.67 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.6M | +42% | 11k | 246.59 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $2.6M | -2% | 52k | 51.28 |
|
| At&t (T) | 0.1 | $2.6M | +138% | 93k | 28.29 |
|
| Digital Turbine Com New (APPS) | 0.1 | $2.6M | NEW | 406k | 6.40 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $2.6M | +482% | 23k | 115.01 |
|
| Sunrun (RUN) | 0.1 | $2.6M | 149k | 17.29 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.6M | -4% | 27k | 95.89 |
|
| D.R. Horton (DHI) | 0.1 | $2.5M | +369% | 15k | 169.47 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $2.5M | -4% | 8.6k | 293.79 |
|
| Crown Castle Intl (CCI) | 0.1 | $2.5M | +32% | 26k | 96.49 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $2.5M | +73% | 26k | 97.63 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $2.5M | +5% | 33k | 76.72 |
|
| Digital Realty Trust (DLR) | 0.1 | $2.5M | +15% | 14k | 172.88 |
|
| Cue Biopharma (CUE) | 0.1 | $2.5M | +3% | 3.4M | 0.72 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.4M | +60% | 13k | 194.50 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $2.4M | +46% | 5.3k | 457.29 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $2.4M | -2% | 27k | 89.37 |
|
| Deere & Company (DE) | 0.1 | $2.4M | +60% | 5.3k | 457.26 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.4M | +445% | 7.3k | 326.36 |
|
| General Dynamics Corporation (GD) | 0.1 | $2.4M | +177% | 7.0k | 341.00 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $2.4M | 24k | 99.81 |
|
|
| Hldgs (UAL) | 0.1 | $2.4M | +547% | 25k | 96.50 |
|
| Gilead Sciences (GILD) | 0.1 | $2.4M | +124% | 21k | 111.00 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $2.3M | +113% | 16k | 142.40 |
|
| Dell Technologies CL C (DELL) | 0.1 | $2.2M | +15% | 16k | 141.77 |
|
| Fastenal Company (FAST) | 0.1 | $2.2M | +269% | 46k | 49.04 |
|
| Norfolk Southern (NSC) | 0.1 | $2.2M | +65% | 7.4k | 300.41 |
|
| Vistra Energy (VST) | 0.1 | $2.2M | +127% | 11k | 195.92 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $2.2M | 44k | 49.99 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.2M | +151% | 13k | 170.85 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.2M | +165% | 2.2k | 968.09 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.1M | 24k | 91.42 |
|
|
| Stryker Corporation (SYK) | 0.1 | $2.1M | +69% | 5.7k | 369.67 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.1M | +205% | 28k | 75.40 |
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.1 | $2.1M | NEW | 91k | 22.65 |
|
| PNC Financial Services (PNC) | 0.1 | $2.0M | +65% | 10k | 200.93 |
|
| Simon Property (SPG) | 0.1 | $2.0M | +41% | 11k | 187.67 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $2.0M | +60% | 2.8k | 718.54 |
|
| Monster Beverage Corp (MNST) | 0.1 | $2.0M | +290% | 29k | 67.31 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $2.0M | +352% | 21k | 95.14 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $2.0M | -4% | 19k | 103.07 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.9M | +450% | 71k | 27.30 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.9M | +78% | 3.9k | 499.25 |
|
| Emerson Electric (EMR) | 0.1 | $1.9M | +110% | 15k | 131.18 |
|
| Constellation Energy (CEG) | 0.1 | $1.9M | +166% | 5.7k | 329.07 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.9M | +60% | 60k | 31.42 |
|
| Ecolab (ECL) | 0.1 | $1.9M | +127% | 6.9k | 273.86 |
|
| Barclays Adr (BCS) | 0.1 | $1.9M | +38% | 91k | 20.67 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.9M | +61% | 5.4k | 346.26 |
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $1.9M | 6.0k | 310.07 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.8M | -10% | 14k | 129.72 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.8M | +101% | 17k | 107.81 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $1.8M | +39% | 112k | 16.01 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.8M | +16% | 6.3k | 281.86 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.8M | -24% | 6.0k | 297.62 |
|
| Hca Holdings (HCA) | 0.1 | $1.8M | +113% | 4.2k | 426.20 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.7M | +42% | 12k | 146.32 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.7M | -2% | 17k | 100.69 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.7M | +30% | 9.7k | 178.73 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | +189% | 14k | 123.75 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.7M | -2% | 4.5k | 378.94 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.7M | +152% | 20k | 84.60 |
|
| Williams Companies (WMB) | 0.1 | $1.7M | +73% | 27k | 63.35 |
|
| Pfizer (PFE) | 0.1 | $1.7M | +180% | 67k | 25.47 |
|
| Docusign (DOCU) | 0.1 | $1.7M | +183% | 24k | 72.09 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.7M | +318% | 12k | 138.24 |
|
| Cummins (CMI) | 0.1 | $1.6M | +124% | 3.9k | 422.40 |
|
| Kinder Morgan (KMI) | 0.1 | $1.6M | +6% | 58k | 28.31 |
|
| ConocoPhillips (COP) | 0.1 | $1.6M | +35% | 17k | 94.59 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.6M | +157% | 4.6k | 351.26 |
|
| AFLAC Incorporated (AFL) | 0.1 | $1.6M | +53% | 14k | 111.70 |
|
| Moody's Corporation (MCO) | 0.1 | $1.6M | +51% | 3.3k | 476.48 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.6M | +111% | 5.1k | 309.77 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $1.6M | +117% | 1.2k | 1318.02 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.6M | +157% | 2.6k | 609.32 |
|
| Paychex (PAYX) | 0.1 | $1.5M | +89% | 12k | 126.76 |
|
| Apollo Global Mgmt (APO) | 0.0 | $1.5M | +129% | 11k | 133.27 |
|
Past Filings by GC Wealth Management RIA
SEC 13F filings are viewable for GC Wealth Management RIA going back to 2023
- GC Wealth Management RIA 2025 Q3 filed Nov. 13, 2025
- GC Wealth Management RIA 2025 Q2 filed July 17, 2025
- GC Wealth Management RIA 2025 Q1 filed May 12, 2025
- GC Wealth Management RIA 2024 Q4 filed Feb. 7, 2025
- Catalytic Wealth RIA 2024 Q3 filed Nov. 4, 2024
- Catalytic Wealth RIA 2024 Q2 filed July 31, 2024
- Catalytic Wealth RIA 2024 Q1 filed May 10, 2024
- Catalytic Wealth RIA 2023 Q4 filed Feb. 12, 2024