Catalytic Wealth RIA
Latest statistics and disclosures from GC Wealth Management RIA's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TEM, NVDA, AAPL, GOOGL, IVV, and represent 25.80% of GC Wealth Management RIA's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$17M), IWF (+$10M), VUG (+$8.7M), BKNG (+$5.5M), GLDM, VOO, DGRO, VO, TLT, QQQ.
- Started 49 new stock positions in BNDX, OTF, LYG, BAR, IEI, XLB, BBJP, VMBS, STM, GVA.
- Reduced shares in these 10 stocks: TEM (-$243M), META (-$174M), GOOGL (-$114M), GOOG (-$104M), NVDA (-$45M), TSLA (-$39M), AAPL (-$32M), CRM (-$31M), PRCH (-$29M), TEAM (-$23M).
- Sold out of its positions in AFRM, BABA, OKLO, AVEM, AVDV, AMH, AM, MT, ASAN, ALAB.
- GC Wealth Management RIA was a net seller of stock by $-985M.
- GC Wealth Management RIA has $1.7B in assets under management (AUM), dropping by -28.21%.
- Central Index Key (CIK): 0002011169
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Portfolio Holdings for GC Wealth Management RIA
GC Wealth Management RIA holds 483 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tempus Ai Cl A (TEM) | 8.1 | $140M | -63% | 2.4M | 57.93 |
|
| NVIDIA Corporation (NVDA) | 6.2 | $108M | -29% | 539k | 200.09 |
|
| Apple (AAPL) | 4.1 | $71M | -31% | 244k | 289.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $69M | -62% | 192k | 357.37 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $61M | +37% | 81k | 748.89 |
|
| Microsoft Corporation (MSFT) | 3.2 | $55M | -16% | 147k | 373.02 |
|
| Amazon (AMZN) | 2.9 | $50M | -15% | 209k | 238.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $38M | +7% | 52k | 736.41 |
|
| Broadcom (AVGO) | 1.8 | $31M | -9% | 82k | 377.75 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.7 | $29M | -25% | 38k | 746.77 |
|
| Meta Platforms Cl A (META) | 1.6 | $28M | -86% | 50k | 563.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $26M | -79% | 74k | 353.33 |
|
| Samsara Com Cl A (IOT) | 1.5 | $26M | 788k | 32.43 |
|
|
| Eli Lilly & Co. (LLY) | 1.3 | $22M | -7% | 18k | 1199.43 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $20M | +19% | 29k | 686.81 |
|
| Visa Com Cl A (V) | 1.0 | $18M | -9% | 53k | 343.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $17M | 45k | 368.38 |
|
|
| Lam Research Corp Com New (LRCX) | 0.9 | $15M | 35k | 433.33 |
|
|
| Quanta Services (PWR) | 0.8 | $14M | 20k | 720.04 |
|
|
| salesforce (CRM) | 0.8 | $13M | -69% | 85k | 156.66 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $13M | -24% | 39k | 327.33 |
|
| Palo Alto Networks (PANW) | 0.7 | $12M | -7% | 36k | 341.02 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $12M | +434% | 100k | 124.17 |
|
| Servicenow (NOW) | 0.7 | $11M | +2% | 114k | 99.28 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $11M | -33% | 23k | 477.57 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $11M | -13% | 30k | 370.04 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $11M | +416% | 126k | 86.14 |
|
| Parker-Hannifin Corporation (PH) | 0.6 | $10M | 11k | 978.12 |
|
|
| Micron Technology (MU) | 0.6 | $10M | -11% | 9.0k | 1154.33 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $10M | -8% | 11k | 935.48 |
|
| TJX Companies (TJX) | 0.6 | $10M | -7% | 68k | 151.50 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $10M | +5% | 25k | 409.50 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $9.8M | -5% | 41k | 236.62 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $9.7M | -8% | 71k | 137.53 |
|
| Doordash Cl A (DASH) | 0.6 | $9.7M | -10% | 53k | 184.53 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $9.4M | +47% | 124k | 75.79 |
|
| Abbvie (ABBV) | 0.5 | $9.3M | -6% | 37k | 251.64 |
|
| Advanced Micro Devices (AMD) | 0.5 | $9.2M | -2% | 16k | 580.91 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $8.3M | -14% | 11k | 763.14 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $8.3M | -14% | 28k | 298.07 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $8.2M | -8% | 11.00 | 748850.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $8.0M | -59% | 16k | 500.39 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $8.0M | -17% | 103k | 77.11 |
|
| Eaton Corp SHS (ETN) | 0.4 | $7.8M | -6% | 18k | 426.12 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $7.5M | -61% | 44k | 169.88 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $7.4M | +5% | 104k | 71.25 |
|
| Analog Devices (ADI) | 0.4 | $7.3M | 18k | 397.17 |
|
|
| Tesla Motors (TSLA) | 0.4 | $7.3M | -84% | 17k | 420.61 |
|
| Capital One Financial (COF) | 0.4 | $7.1M | +43% | 35k | 200.62 |
|
| 2023 Etf Series Trust Eagl Cap Sel Etf (EAGL) | 0.4 | $7.0M | -12% | 218k | 32.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $7.0M | -13% | 14k | 513.58 |
|
| Snowflake Com Shs (SNOW) | 0.4 | $7.0M | +6% | 27k | 254.50 |
|
| Chubb (CB) | 0.4 | $6.8M | -12% | 20k | 340.74 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $6.7M | -21% | 13k | 501.36 |
|
| Bank of America Corporation (BAC) | 0.4 | $6.6M | -16% | 116k | 56.98 |
|
| UnitedHealth (UNH) | 0.4 | $6.6M | -18% | 16k | 415.63 |
|
| Applied Materials (AMAT) | 0.4 | $6.5M | -10% | 9.0k | 723.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $6.4M | -3% | 16k | 397.67 |
|
| Morgan Stanley Com New (MS) | 0.4 | $6.4M | -14% | 31k | 209.04 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $5.9M | +8% | 71k | 82.84 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $5.7M | +20% | 8.7k | 655.89 |
|
| Booking Holdings (BKNG) | 0.3 | $5.7M | +2388% | 32k | 178.24 |
|
| Home Depot (HD) | 0.3 | $5.7M | -15% | 16k | 352.68 |
|
| Wal-Mart Stores (WMT) | 0.3 | $5.7M | -39% | 50k | 113.26 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $5.6M | -32% | 56k | 100.28 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $5.5M | -7% | 40k | 136.72 |
|
| Chevron Corporation (CVX) | 0.3 | $5.4M | -5% | 33k | 165.76 |
|
| Cisco Systems (CSCO) | 0.3 | $5.4M | -47% | 46k | 117.46 |
|
| Oracle Corporation (ORCL) | 0.3 | $5.1M | -10% | 35k | 146.55 |
|
| Linde SHS (LIN) | 0.3 | $5.0M | 9.7k | 518.94 |
|
|
| Merck & Co (MRK) | 0.3 | $5.0M | -5% | 39k | 128.50 |
|
| Netflix (NFLX) | 0.3 | $5.0M | -26% | 70k | 71.40 |
|
| Corteva (CTVA) | 0.3 | $4.9M | 58k | 84.69 |
|
|
| McKesson Corporation (MCK) | 0.3 | $4.9M | 6.4k | 755.60 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $4.8M | -13% | 19k | 253.97 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $4.6M | NEW | 57k | 79.42 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $4.5M | -8% | 15k | 300.45 |
|
| Wells Fargo & Company (WFC) | 0.3 | $4.5M | -3% | 54k | 82.64 |
|
| Caterpillar (CAT) | 0.3 | $4.5M | -5% | 4.2k | 1064.90 |
|
| Union Pacific Corporation (UNP) | 0.3 | $4.5M | -6% | 17k | 272.00 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $4.5M | -15% | 2.2k | 1989.58 |
|
| Intercontinental Exchange (ICE) | 0.3 | $4.4M | -9% | 36k | 123.11 |
|
| Pepsi (PEP) | 0.2 | $4.3M | -14% | 32k | 135.40 |
|
| Uber Technologies (UBER) | 0.2 | $4.3M | -36% | 60k | 72.16 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.2M | +2% | 70k | 59.69 |
|
| Cintas Corporation (CTAS) | 0.2 | $4.1M | 24k | 170.08 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.1M | 19k | 217.93 |
|
|
| Goldman Sachs (GS) | 0.2 | $4.1M | -13% | 4.0k | 1011.37 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $3.9M | +57% | 21k | 190.52 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.8M | -20% | 24k | 158.03 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $3.8M | +320% | 47k | 80.57 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $3.6M | -15% | 19k | 189.73 |
|
| Trane Technologies SHS (TT) | 0.2 | $3.5M | 7.1k | 491.16 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $3.4M | -6% | 22k | 156.95 |
|
| Astrazeneca Ord (AZN) | 0.2 | $3.4M | -11% | 18k | 189.62 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $3.4M | -2% | 33k | 102.81 |
|
| Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) | 0.2 | $3.3M | +3% | 67k | 49.80 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $3.3M | -13% | 37k | 90.10 |
|
| Coca-Cola Company (KO) | 0.2 | $3.3M | -11% | 40k | 81.27 |
|
| Danaher Corporation (DHR) | 0.2 | $3.2M | -8% | 17k | 190.48 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $3.2M | -12% | 28k | 114.18 |
|
| Phillips 66 (PSX) | 0.2 | $3.2M | 19k | 169.05 |
|
|
| Airbnb Com Cl A (ABNB) | 0.2 | $3.2M | +69% | 22k | 143.10 |
|
| Blackrock (BLK) | 0.2 | $3.2M | -8% | 3.3k | 961.56 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $3.1M | -31% | 15k | 212.77 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $3.1M | +341% | 29k | 107.50 |
|
| Ge Aerospace Com New (GE) | 0.2 | $3.1M | -18% | 8.3k | 373.73 |
|
| Barclays Adr (BCS) | 0.2 | $3.1M | -30% | 115k | 26.86 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $3.0M | +138% | 227k | 13.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $3.0M | +9% | 20k | 148.31 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $3.0M | 7.0k | 426.40 |
|
|
| American Express Company (AXP) | 0.2 | $3.0M | -4% | 8.8k | 338.25 |
|
| Kkr & Co (KKR) | 0.2 | $2.9M | 32k | 91.78 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $2.9M | 25k | 117.50 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.2 | $2.9M | -17% | 24k | 122.29 |
|
| Mongodb Cl A (MDB) | 0.2 | $2.9M | +350% | 8.5k | 335.90 |
|
| Qualcomm (QCOM) | 0.2 | $2.8M | -18% | 15k | 184.79 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.8M | +763% | 36k | 79.03 |
|
| Nextera Energy (NEE) | 0.2 | $2.8M | -3% | 32k | 87.77 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $2.8M | NEW | 32k | 86.42 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $2.7M | -2% | 98k | 27.70 |
|
| Medtronic SHS (MDT) | 0.2 | $2.7M | -19% | 35k | 78.23 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.7M | -16% | 26k | 103.88 |
|
| Progressive Corporation (PGR) | 0.2 | $2.6M | 12k | 218.45 |
|
|
| Intel Corporation (INTC) | 0.2 | $2.6M | -39% | 19k | 139.63 |
|
| Lowe's Companies (LOW) | 0.2 | $2.6M | +2% | 12k | 220.49 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $2.6M | -4% | 8.4k | 306.30 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.5M | -8% | 12k | 219.43 |
|
| Wisdomtree Tr Europ Oppor Fd (OPPE) | 0.1 | $2.5M | -47% | 45k | 55.81 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.4M | +437% | 20k | 119.52 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.4M | +4% | 8.0k | 303.12 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.4M | NEW | 21k | 117.45 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $2.4M | +692% | 32k | 75.17 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $2.4M | +172% | 44k | 53.61 |
|
| Procter & Gamble Company (PG) | 0.1 | $2.4M | -13% | 16k | 146.64 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.3M | -17% | 8.7k | 270.31 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $2.3M | +2% | 12k | 188.09 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.3M | -31% | 12k | 197.61 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.3M | -19% | 25k | 90.74 |
|
| Us Bancorp Com New (USB) | 0.1 | $2.3M | 37k | 60.40 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $2.2M | -2% | 25k | 90.60 |
|
| Walt Disney Company (DIS) | 0.1 | $2.2M | -8% | 23k | 96.25 |
|
| Amgen (AMGN) | 0.1 | $2.2M | -4% | 6.1k | 362.12 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.2M | +38% | 20k | 107.62 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $2.1M | NEW | 54k | 39.53 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.1M | +3% | 21k | 96.43 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $2.1M | -13% | 5.6k | 365.70 |
|
| Boeing Company (BA) | 0.1 | $2.0M | -9% | 9.4k | 216.47 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $2.0M | +32% | 13k | 154.11 |
|
| Intuit (INTU) | 0.1 | $2.0M | -32% | 7.7k | 261.00 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.9M | -19% | 12k | 167.73 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.9M | 13k | 147.73 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.9M | +38% | 40k | 47.94 |
|
| Autodesk (ADSK) | 0.1 | $1.9M | -15% | 9.6k | 194.42 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.9M | NEW | 22k | 83.75 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.9M | -8% | 27k | 69.45 |
|
| Reddit Cl A (RDDT) | 0.1 | $1.9M | -66% | 11k | 173.58 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $1.9M | +14% | 93k | 19.89 |
|
| D.R. Horton (DHI) | 0.1 | $1.8M | 11k | 162.88 |
|
|
| S&p Global (SPGI) | 0.1 | $1.8M | -19% | 4.5k | 407.26 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $1.8M | -32% | 11k | 158.66 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $1.8M | -2% | 8.8k | 201.61 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $1.7M | -10% | 18k | 96.46 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.7M | -13% | 15k | 116.67 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.7M | +409% | 18k | 94.57 |
|
| Fortive (FTV) | 0.1 | $1.7M | -2% | 28k | 61.09 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.7M | -17% | 53k | 31.71 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.7M | -5% | 29k | 57.84 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.7M | -5% | 10k | 163.67 |
|
| Ge Vernova (GEV) | 0.1 | $1.6M | -11% | 1.4k | 1174.86 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $1.6M | -51% | 3.5k | 459.13 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.6M | 28k | 56.48 |
|
|
| Teleflex Incorporated (TFX) | 0.1 | $1.6M | 13k | 126.76 |
|
|
| American Centy Etf Tr International Lr (AVIV) | 0.1 | $1.6M | -2% | 20k | 77.42 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $1.5M | +19% | 56k | 27.19 |
|
| Carnival Corp Common Shares (CCL) | 0.1 | $1.5M | NEW | 54k | 28.57 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $1.4M | +5% | 45k | 31.67 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $1.4M | NEW | 19k | 74.89 |
|
| Hldgs (UAL) | 0.1 | $1.4M | -5% | 10k | 135.99 |
|
| Maplebear (CART) | 0.1 | $1.4M | +27% | 30k | 47.35 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.4M | +2% | 3.3k | 415.29 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $1.4M | +11% | 17k | 80.38 |
|
| Northwest Pipe Company (NWPX) | 0.1 | $1.4M | 9.2k | 149.94 |
|
|
| Twilio Cl A (TWLO) | 0.1 | $1.4M | -66% | 6.6k | 206.33 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.4M | 18k | 76.70 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.4M | -5% | 3.0k | 450.98 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.3M | 3.7k | 365.91 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.3M | 12k | 110.15 |
|
|
| Duolingo Cl A Com (DUOL) | 0.1 | $1.3M | -36% | 11k | 115.02 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.3M | +6% | 3.9k | 334.82 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.3M | -15% | 8.2k | 156.97 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.3M | +11% | 13k | 96.58 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.3M | +23% | 25k | 50.58 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $1.3M | +14% | 71k | 17.63 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.2M | -4% | 12k | 109.07 |
|
| Deutsche Bk Namen Akt (DB) | 0.1 | $1.2M | +45% | 37k | 33.77 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $1.2M | 14k | 91.21 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $1.2M | -78% | 9.6k | 124.76 |
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $1.2M | +4% | 46k | 25.87 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $1.2M | 47k | 25.58 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $1.2M | 46k | 25.64 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.2M | 47k | 25.42 |
|
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $1.2M | +2% | 47k | 25.39 |
|
| Ubs Group SHS (UBS) | 0.1 | $1.2M | 24k | 49.57 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $1.2M | NEW | 16k | 73.66 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.2M | +7% | 22k | 52.41 |
|
| Citigroup Com New (C) | 0.1 | $1.2M | -31% | 8.3k | 139.97 |
|
| Kinder Morgan (KMI) | 0.1 | $1.1M | -22% | 36k | 31.97 |
|
| Microchip Technology (MCHP) | 0.1 | $1.1M | 12k | 91.20 |
|
|
| Deere & Company (DE) | 0.1 | $1.1M | -26% | 1.8k | 634.33 |
|
| Smurfit Westrock SHS (SW) | 0.1 | $1.1M | +9% | 24k | 46.26 |
|
| Fastenal Company (FAST) | 0.1 | $1.1M | -2% | 23k | 48.03 |
|
| PNC Financial Services (PNC) | 0.1 | $1.1M | -6% | 4.5k | 246.22 |
|
| Southern Company (SO) | 0.1 | $1.1M | 12k | 95.71 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $1.1M | -17% | 7.5k | 144.61 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.1M | -15% | 21k | 50.23 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.1M | -7% | 11k | 96.12 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.1M | -25% | 1.7k | 623.54 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.0M | 17k | 61.46 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $1.0M | +11% | 33k | 31.38 |
|
| Norfolk Southern (NSC) | 0.1 | $1.0M | -9% | 3.3k | 314.59 |
|
| Honeywell Aerospace (HONA) | 0.1 | $1.0M | NEW | 4.6k | 221.08 |
|
| Ishares Tr Ibonds Dec 2031 (IBMT) | 0.1 | $1.0M | +27% | 39k | 25.80 |
|
| Ecolab (ECL) | 0.1 | $997k | 3.6k | 278.61 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $997k | +2% | 13k | 74.90 |
|
| Tower Semiconductor Shs New (TSEM) | 0.1 | $996k | NEW | 3.8k | 260.64 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $995k | +26% | 6.3k | 156.72 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $990k | +10% | 8.3k | 118.99 |
|
| Honeywell International (HON) | 0.1 | $988k | NEW | 4.4k | 223.90 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $987k | -38% | 11k | 86.65 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $974k | -2% | 9.4k | 103.45 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $973k | NEW | 9.1k | 107.13 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $973k | +9% | 12k | 82.87 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $968k | -42% | 8.8k | 110.32 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $965k | NEW | 73k | 13.28 |
|
| Sentinelone Cl A (S) | 0.1 | $959k | 57k | 16.97 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $946k | -10% | 17k | 56.16 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $945k | +32% | 5.4k | 174.26 |
|
| Starbucks Corporation (SBUX) | 0.1 | $933k | -4% | 9.1k | 102.19 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $923k | +23% | 9.4k | 98.20 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $919k | -15% | 10k | 92.27 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $915k | 19k | 47.41 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $914k | 40k | 23.15 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $907k | -5% | 1.8k | 509.46 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $906k | -30% | 2.3k | 393.96 |
|
| Travelers Companies (TRV) | 0.1 | $891k | -5% | 2.7k | 330.12 |
|
| Prudential Adr (PUK) | 0.1 | $876k | 33k | 26.81 |
|
|
| Moog Cl A (MOG.A) | 0.1 | $876k | 2.1k | 423.84 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $875k | -9% | 12k | 76.40 |
|
| Vistra Energy (VST) | 0.1 | $869k | +10% | 5.5k | 158.63 |
|
| MercadoLibre (MELI) | 0.1 | $867k | -51% | 511.00 | 1697.39 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $866k | NEW | 897.00 | 965.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $864k | 7.3k | 117.67 |
|
|
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $855k | +111% | 30k | 28.81 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $844k | +21% | 15k | 57.64 |
|
| Dell Technologies CL C (DELL) | 0.0 | $841k | -21% | 1.9k | 431.46 |
|
| CSX Corporation (CSX) | 0.0 | $839k | -9% | 18k | 47.53 |
|
| Illumina (ILMN) | 0.0 | $821k | -82% | 4.7k | 175.83 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $815k | 11k | 77.91 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $812k | 6.9k | 118.31 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $805k | 10k | 77.76 |
|
|
| Dover Corporation (DOV) | 0.0 | $801k | -3% | 3.6k | 224.28 |
|
| Ametek (AME) | 0.0 | $799k | +2% | 3.3k | 241.94 |
|
| Bio-techne Corporation (TECH) | 0.0 | $786k | 11k | 70.65 |
|
|
| Philip Morris International (PM) | 0.0 | $760k | -5% | 4.2k | 180.91 |
|
| Allstate Corporation (ALL) | 0.0 | $759k | -2% | 3.2k | 237.94 |
|
| Corning Incorporated (GLW) | 0.0 | $758k | -65% | 3.0k | 255.43 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $757k | -19% | 18k | 42.66 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $749k | -9% | 12k | 61.76 |
|
| Roper Industries (ROP) | 0.0 | $745k | -17% | 2.2k | 338.35 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $735k | +4% | 37k | 20.06 |
|
| Advisorshares Tr Advisorshs Etf (CWS) | 0.0 | $729k | -40% | 11k | 68.19 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $725k | 9.6k | 75.51 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $720k | +111% | 6.1k | 117.28 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $716k | -18% | 3.5k | 205.02 |
|
| Cummins (CMI) | 0.0 | $713k | 1.0k | 713.21 |
|
|
| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.0 | $696k | -36% | 25k | 27.74 |
|
| Spdr Index Shs Fds St Str Nat Etf (GNR) | 0.0 | $686k | NEW | 10k | 67.31 |
|
| Rbc Cad (RY) | 0.0 | $686k | -6% | 3.3k | 206.97 |
|
| Emerson Electric (EMR) | 0.0 | $684k | -10% | 4.8k | 143.15 |
|
| Ameriprise Financial (AMP) | 0.0 | $679k | -7% | 1.5k | 458.76 |
|
| Waste Management (WM) | 0.0 | $678k | +29% | 3.0k | 222.89 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $671k | -51% | 8.1k | 82.40 |
|
| Stryker Corporation (SYK) | 0.0 | $668k | -2% | 2.1k | 314.77 |
|
| Block Cl A (XYZ) | 0.0 | $668k | -80% | 8.8k | 76.00 |
|
| Nucor Corporation (NUE) | 0.0 | $664k | -8% | 3.0k | 222.75 |
|
| Carrier Global Corporation (CARR) | 0.0 | $658k | -6% | 9.0k | 73.35 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $655k | +80% | 28k | 23.58 |
|
| Shell Spon Ads (SHEL) | 0.0 | $647k | +10% | 8.3k | 77.54 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $644k | -5% | 965.00 | 666.90 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $643k | -21% | 3.9k | 164.26 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $641k | -2% | 2.6k | 242.41 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $637k | -7% | 478.00 | 1332.04 |
|
| Western Digital (WDC) | 0.0 | $634k | -55% | 993.00 | 638.72 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $634k | +17% | 7.1k | 89.20 |
|
| Marvell Technology (MRVL) | 0.0 | $634k | -48% | 2.1k | 297.89 |
|
| General Dynamics Corporation (GD) | 0.0 | $632k | 1.8k | 354.24 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $630k | -11% | 14k | 46.15 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $630k | -4% | 3.4k | 185.14 |
|
| Steel Dynamics (STLD) | 0.0 | $628k | +6% | 2.7k | 229.46 |
|
| Flex Ord (FLEX) | 0.0 | $627k | +4% | 3.9k | 162.07 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $621k | -52% | 1.2k | 515.23 |
|
| Reinsurance Group Amer Com New (RGA) | 0.0 | $612k | -5% | 2.9k | 212.65 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $606k | 5.0k | 121.42 |
|
|
| Ishares Tr Esg Advan Etf (EUSB) | 0.0 | $602k | 14k | 43.45 |
|
|
| Nuveen Ny Divid Advntg Mun F (NAN) | 0.0 | $581k | 50k | 11.73 |
|
|
| Natera (NTRA) | 0.0 | $580k | -33% | 2.1k | 271.45 |
|
| Paychex (PAYX) | 0.0 | $579k | -11% | 5.9k | 98.33 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $574k | NEW | 3.0k | 190.19 |
|
| Vera Therapeutics Cl A (VERA) | 0.0 | $573k | -44% | 13k | 42.91 |
|
| Automatic Data Processing (ADP) | 0.0 | $564k | -29% | 2.5k | 223.95 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $556k | -54% | 11k | 51.05 |
|
| Martin Marietta Materials (MLM) | 0.0 | $544k | 943.00 | 576.70 |
|
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $538k | NEW | 11k | 50.83 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $535k | -12% | 1.1k | 509.31 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $531k | NEW | 3.2k | 163.58 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $526k | -86% | 8.4k | 62.63 |
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.0 | $521k | -53% | 11k | 47.71 |
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.0 | $510k | NEW | 5.6k | 90.76 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $504k | -13% | 2.0k | 255.67 |
|
| Ingersoll Rand (IR) | 0.0 | $502k | 6.1k | 81.99 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $502k | -17% | 1.5k | 344.32 |
|
| General Motors Company (GM) | 0.0 | $500k | -24% | 6.5k | 77.08 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $495k | -11% | 5.5k | 90.49 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $492k | -50% | 5.4k | 91.63 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $491k | 7.1k | 68.93 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $489k | -11% | 1.7k | 293.18 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $486k | -51% | 14k | 33.84 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $485k | NEW | 5.6k | 86.75 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $485k | -2% | 17k | 28.96 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $485k | -9% | 928.00 | 522.39 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $485k | NEW | 11k | 45.34 |
|
| Ralliant Corp (RAL) | 0.0 | $481k | -18% | 6.5k | 73.63 |
|
| American Electric Power Company (AEP) | 0.0 | $479k | -22% | 3.5k | 136.81 |
|
| Ishares Tr Invt Grad Sy Etf (IGEB) | 0.0 | $473k | -22% | 11k | 45.11 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $469k | NEW | 9.7k | 48.43 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $464k | 3.0k | 156.30 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $461k | -20% | 15k | 30.20 |
|
| O'reilly Automotive (ORLY) | 0.0 | $460k | -8% | 5.0k | 92.09 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $458k | 2.7k | 172.27 |
|
|
| Williams Companies (WMB) | 0.0 | $457k | +10% | 6.2k | 74.34 |
|
| Xcel Energy (XEL) | 0.0 | $452k | 5.6k | 80.30 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $450k | -10% | 2.0k | 229.57 |
|
| International Business Machines (IBM) | 0.0 | $448k | -10% | 1.6k | 281.21 |
|
| American Water Works (AWK) | 0.0 | $447k | +5% | 3.4k | 131.58 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $443k | NEW | 2.5k | 176.32 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $442k | +3% | 4.0k | 111.31 |
|
| Verizon Communications (VZ) | 0.0 | $439k | -56% | 10k | 42.34 |
|
| Cameco Corporation (CCJ) | 0.0 | $439k | 4.3k | 101.86 |
|
|
| EOG Resources (EOG) | 0.0 | $436k | -5% | 3.4k | 129.73 |
|
| Icici Bank Adr (IBN) | 0.0 | $435k | -2% | 15k | 29.03 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $435k | -6% | 7.9k | 54.69 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $429k | -13% | 815.00 | 526.44 |
|
| Cardinal Health (CAH) | 0.0 | $427k | -14% | 1.8k | 237.56 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $426k | NEW | 4.9k | 86.31 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $423k | -25% | 18k | 23.94 |
|
| Gilead Sciences (GILD) | 0.0 | $421k | +2% | 3.3k | 126.34 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $420k | NEW | 1.2k | 354.57 |
|
| Target Corporation (TGT) | 0.0 | $418k | -10% | 3.2k | 130.61 |
|
| Sandisk Corp (SNDK) | 0.0 | $416k | NEW | 183.00 | 2273.73 |
|
| Casey's General Stores (CASY) | 0.0 | $414k | NEW | 521.00 | 794.79 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $412k | -25% | 8.9k | 46.05 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $411k | 6.8k | 60.79 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $409k | -2% | 8.7k | 46.92 |
|
| Gold Fields Sponsored Adr (GFI) | 0.0 | $409k | +37% | 12k | 33.59 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $403k | +7% | 2.3k | 178.60 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $402k | -39% | 30k | 13.22 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $401k | 570.00 | 703.34 |
|
|
| Esab Corporation (ESAB) | 0.0 | $398k | 4.0k | 98.63 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $397k | 2.7k | 146.41 |
|
|
| Listed Fds Tr Roun Ma Seve Etf (MAGS) | 0.0 | $394k | -36% | 6.1k | 64.30 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $391k | -22% | 788.00 | 496.73 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $391k | -46% | 1.4k | 273.63 |
|
| Paccar (PCAR) | 0.0 | $388k | -3% | 3.2k | 120.12 |
|
| Embraer Sponsored Ads (EMBJ) | 0.0 | $387k | +35% | 6.1k | 63.80 |
|
| Hershey Company (HSY) | 0.0 | $387k | -2% | 2.2k | 175.45 |
|
| L3harris Technologies (LHX) | 0.0 | $387k | +6% | 1.3k | 290.59 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $384k | NEW | 3.5k | 109.43 |
|
| PPL Corporation (PPL) | 0.0 | $380k | -4% | 11k | 36.35 |
|
| National Presto Industries (NPK) | 0.0 | $379k | 3.0k | 124.99 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $368k | NEW | 3.2k | 115.69 |
|
| Dropbox Cl A (DBX) | 0.0 | $368k | -47% | 13k | 27.47 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.0 | $363k | -6% | 2.5k | 142.39 |
|
| Box Cl A (BOX) | 0.0 | $361k | 14k | 26.54 |
|
|
| Msa Safety Inc equity (MSA) | 0.0 | $361k | 2.1k | 174.58 |
|
|
| Republic Services (RSG) | 0.0 | $360k | -14% | 1.7k | 213.08 |
|
| Xylem (XYL) | 0.0 | $354k | -2% | 3.0k | 118.21 |
|
| Sea Sponsord Ads (SE) | 0.0 | $354k | 3.7k | 95.83 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $353k | 4.7k | 74.53 |
|
|
| Coherent Corp (COHR) | 0.0 | $346k | -18% | 878.00 | 394.47 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $339k | -14% | 1.8k | 188.34 |
|
| M&T Bank Corporation (MTB) | 0.0 | $339k | -20% | 1.4k | 238.01 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $338k | -84% | 5.9k | 57.62 |
|
| Fluor Corporation (FLR) | 0.0 | $338k | -14% | 6.4k | 52.39 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $337k | 1.9k | 177.47 |
|
|
| Pfizer (PFE) | 0.0 | $336k | -2% | 14k | 24.08 |
|
| Espey Manufacturing & Electronics (ESP) | 0.0 | $334k | 5.0k | 67.35 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $334k | 2.4k | 140.49 |
|
|
| Boyd Gaming Corporation (BYD) | 0.0 | $332k | NEW | 3.8k | 88.33 |
|
| Sixth Street Specialty Lending (TSLX) | 0.0 | $328k | 19k | 17.17 |
|
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $328k | +3% | 2.3k | 145.78 |
|
| RPM International (RPM) | 0.0 | $325k | 2.9k | 111.15 |
|
|
| American Centy Etf Tr Avan Us Smal Etf (AVSC) | 0.0 | $322k | +7% | 4.4k | 73.33 |
|
| Devon Energy Corporation (DVN) | 0.0 | $319k | NEW | 7.7k | 41.32 |
|
| Viatris (VTRS) | 0.0 | $319k | 20k | 15.88 |
|
|
| Cullen/Frost Bankers (CFR) | 0.0 | $316k | 2.0k | 154.52 |
|
|
| Oshkosh Corporation (OSK) | 0.0 | $313k | -4% | 2.0k | 153.48 |
|
| Moody's Corporation (MCO) | 0.0 | $310k | -6% | 685.00 | 452.92 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $308k | 3.9k | 78.82 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $304k | 1.2k | 246.21 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $302k | +545% | 1.0k | 301.71 |
|
| Dex (DXCM) | 0.0 | $302k | 4.5k | 67.35 |
|
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $301k | NEW | 4.0k | 75.31 |
|
| Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) | 0.0 | $299k | +23% | 5.9k | 50.53 |
|
| ConocoPhillips (COP) | 0.0 | $297k | -28% | 2.9k | 103.96 |
|
| Becton, Dickinson and (BDX) | 0.0 | $297k | -18% | 2.0k | 151.33 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $297k | 6.0k | 49.82 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $292k | -27% | 1.6k | 185.23 |
|
| Cme (CME) | 0.0 | $285k | 1.3k | 220.83 |
|
|
| Pulte (PHM) | 0.0 | $285k | -17% | 2.1k | 137.20 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.0 | $283k | -34% | 5.4k | 52.34 |
|
| Aon Shs Cl A (AON) | 0.0 | $282k | 849.00 | 331.69 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $279k | 810.00 | 343.91 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $277k | -11% | 791.00 | 350.07 |
|
| Cigna Corp (CI) | 0.0 | $276k | -14% | 1.0k | 275.68 |
|
| 3M Company (MMM) | 0.0 | $276k | +12% | 1.7k | 161.91 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $275k | NEW | 5.9k | 46.81 |
|
| Unity Software (U) | 0.0 | $274k | NEW | 9.6k | 28.58 |
|
| Nike CL B (NKE) | 0.0 | $272k | -8% | 6.6k | 41.05 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $271k | -5% | 2.1k | 126.58 |
|
| At&t (T) | 0.0 | $271k | -27% | 13k | 20.70 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $271k | -24% | 2.2k | 124.44 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $270k | +3% | 2.9k | 93.27 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $261k | +143% | 9.5k | 27.41 |
|
| Ringcentral Cl A (RNG) | 0.0 | $260k | -64% | 6.7k | 38.98 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $260k | NEW | 2.9k | 88.54 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $259k | 1.7k | 153.42 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $255k | -7% | 3.8k | 67.15 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $254k | +10% | 4.8k | 53.11 |
|
| Constellation Energy (CEG) | 0.0 | $252k | -5% | 1.0k | 248.37 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $252k | NEW | 2.0k | 128.08 |
|
| Custom Truck One Source Com Cl A (CTOS) | 0.0 | $251k | 21k | 11.81 |
|
|
| Hca Holdings (HCA) | 0.0 | $250k | -8% | 642.00 | 389.89 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $250k | -10% | 4.9k | 50.63 |
|
| Electronic Arts (EA) | 0.0 | $249k | -21% | 1.2k | 205.04 |
|
| Anthem (ELV) | 0.0 | $246k | -40% | 637.00 | 386.73 |
|
| Globe Life (GL) | 0.0 | $246k | -10% | 1.4k | 178.68 |
|
| Valero Energy Corporation (VLO) | 0.0 | $245k | NEW | 940.00 | 260.44 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $244k | NEW | 1.5k | 163.31 |
|
| Jabil Circuit (JBL) | 0.0 | $239k | NEW | 621.00 | 385.48 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $239k | -53% | 1.1k | 227.06 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $238k | +11% | 11k | 22.78 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.0 | $236k | NEW | 1.4k | 165.33 |
|
| Cadence Design Systems (CDNS) | 0.0 | $235k | -17% | 626.00 | 375.32 |
|
| Blackrock Etf Trust Isha Flex Eq Etf | 0.0 | $234k | NEW | 9.1k | 25.62 |
|
| AES Corporation (AES) | 0.0 | $232k | 16k | 14.66 |
|
|
| Granite Construction (GVA) | 0.0 | $231k | NEW | 1.5k | 158.08 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $227k | -3% | 4.5k | 50.70 |
|
| Blue Owl Technology Fin Corp Common Stock (OTF) | 0.0 | $222k | NEW | 22k | 10.35 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $221k | -5% | 2.0k | 110.36 |
|
| Synopsys (SNPS) | 0.0 | $219k | -96% | 491.00 | 446.07 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.0 | $219k | -27% | 4.6k | 47.52 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $218k | -14% | 3.5k | 62.72 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.0 | $217k | -24% | 4.2k | 51.91 |
|
| Yum! Brands (YUM) | 0.0 | $217k | -3% | 1.4k | 159.86 |
|
| Allegro Microsystems Ord (ALGM) | 0.0 | $215k | NEW | 3.1k | 69.62 |
|
| SLB Com Stk (SLB) | 0.0 | $214k | -15% | 4.6k | 46.49 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $213k | -21% | 3.1k | 68.41 |
|
| Zoetis Cl A (ZTS) | 0.0 | $208k | -7% | 2.9k | 71.86 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $207k | NEW | 3.9k | 52.76 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $205k | NEW | 2.3k | 87.87 |
|
| Jacobs Engineering Group (J) | 0.0 | $202k | -19% | 1.6k | 126.00 |
|
| eBay (EBAY) | 0.0 | $201k | -26% | 1.8k | 111.75 |
|
| Uipath Cl A (PATH) | 0.0 | $189k | +7% | 17k | 10.87 |
|
| Stratasys SHS (SSYS) | 0.0 | $180k | 21k | 8.56 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $174k | NEW | 13k | 13.80 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $149k | -5% | 13k | 11.23 |
|
| Teladoc (TDOC) | 0.0 | $145k | -37% | 17k | 8.48 |
|
| 3d Sys Corp Del Com New (DDD) | 0.0 | $139k | 46k | 3.02 |
|
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.0 | $110k | 17k | 6.50 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $65k | NEW | 11k | 5.83 |
|
| Health Catalyst (HCAT) | 0.0 | $25k | NEW | 13k | 1.99 |
|
| Docgo (DCGO) | 0.0 | $7.7k | 15k | 0.52 |
|
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 2026 Q2 filed July 16, 2026
- GC Wealth Management RIA 2026 Q1 filed May 14, 2026
- GC Wealth Management RIA 2025 Q4 filed Jan. 30, 2026
- 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