Portfolio (Quarterly)
Guide ↗
GC Wealth Management RIA, LLC
· CIK 0002011169| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | EFX | EQUIFAX INC | Industrials | 1,975 | $507K | 0.02% | SOLD |
| 142 | PRU | PRUDENTIAL FINL INC | Financial Services | 4,848 | $503K | 0.02% | SOLD |
| 143 | TROW | PRICE T ROWE GROUP INC | Financial Services | 4,889 | $502K | 0.02% | SOLD |
| 144 | HR | HEALTHCARE RLTY TR | Real Estate | 27,831 | $502K | 0.02% | SOLD |
| 145 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 4,062 | $498K | 0.02% | SOLD |
| 146 | CPT | CAMDEN PPTY TR | Real Estate | 4,658 | $497K | 0.02% | SOLD |
| 147 | NNN | NNN REIT INC | Real Estate | 11,663 | $496K | 0.02% | SOLD |
| 148 | WEC | WEC ENERGY GROUP INC | Utilities | 4,325 | $496K | 0.02% | SOLD |
| 149 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 12,628 | $495K | 0.02% | SOLD |
| 150 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 403 | $495K | 0.02% | SOLD |
| 151 | HYG | ISHARES TR | — | 6,021 | $489K | 0.02% | SOLD |
| 152 | MSCI | MSCI INC | Financial Services | 861 | $489K | 0.02% | SOLD |
| 153 | OXY | OCCIDENTAL PETE CORP | Energy | 10,221 | $483K | 0.02% | SOLD |
| 154 | MKC | MCCORMICK & CO INC | Consumer Defensive | 7,171 | $480K | 0.02% | SOLD |
| 155 | TNL | TRAVEL PLUS LEISURE CO | Consumer Cyclical | 8,063 | $480K | 0.02% | SOLD |
| 156 | VLTO | VERALTO CORP | Industrials | 4,430 | $472K | 0.02% | SOLD |
| 157 | GWW | GRAINGER W W INC | Industrials | 495 | $472K | 0.02% | SOLD |
| 158 | VMC | VULCAN MATLS CO | Basic Materials | 1,531 | $471K | 0.01% | SOLD |
| 159 | IT | GARTNER INC | Technology | 1,789 | $470K | 0.01% | SOLD |
| 160 | FANG | DIAMONDBACK ENERGY INC | Energy | 3,285 | $470K | 0.01% | SOLD |
Sector Allocation
Technology
29.4%
Communication Services
23.1%
Healthcare
21.7%
Financial Services
11.3%
Consumer Cyclical
7.5%
Industrials
3.1%
Consumer Defensive
1.7%
Energy
1.0%
Basic Materials
0.6%
Utilities
0.4%