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Portfolio (Quarterly) Guide ↗

GC Wealth Management RIA, LLC

· CIK 0002011169
13F Portfolio $3.0B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 848 New
Page 13 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KMI KINDER MORGAN INC DEL Energy 57,964.0 $1.6M 0.05% NEW $28.31 +18.8%
242 COP CONOCOPHILLIPS Energy 17,118.0 $1.6M 0.05% NEW $94.59 +29.4%
243 CDNS CADENCE DESIGN SYSTEM INC Technology 4,599.0 $1.6M 0.05% NEW $351.26 -1.5%
244 AFL AFLAC INC Financial Services 14,446.0 $1.6M 0.05% NEW $111.70 +6.2%
245 MCO MOODYS CORP Financial Services 3,313.0 $1.6M 0.05% NEW $476.48 -10.0%
246 AJG GALLAGHER ARTHUR J & CO Financial Services 5,067.0 $1.6M 0.05% NEW $309.77 -33.1%
247 TDG TRANSDIGM GROUP INC Industrials 1,190.0 $1.6M 0.05% NEW $1318.02 -12.8%
248 NOC NORTHROP GRUMMAN CORP Industrials 2,558.0 $1.6M 0.05% NEW $609.32 -11.3%
249 PAYX PAYCHEX INC Industrials 12,180.0 $1.5M 0.05% NEW $126.76 -27.8%
250 APOS APOLLO GLOBAL MGMT INC Financial Services 11,399.0 $1.5M 0.05% NEW $133.27 -80.6%
251 WDC WESTERN DIGITAL CORP Technology 12,263.0 $1.5M 0.05% NEW $120.06 +301.5%
252 EFA ISHARES TR 15,763.0 $1.5M 0.05% NEW $93.37 +10.0%
253 GLW CORNING INC Technology 17,902.0 $1.5M 0.05% NEW $82.03 +133.8%
254 ALL ALLSTATE CORP Financial Services 6,837.0 $1.5M 0.05% NEW $214.65 +1.3%
255 IDXX IDEXX LABS INC Healthcare 2,290.0 $1.5M 0.05% NEW $638.89 -17.2%
256 AEP AMERICAN ELEC PWR CO INC Utilities 12,973.0 $1.5M 0.05% NEW $112.50 +13.5%
257 SAP SAP SE Technology 5,453.0 $1.5M 0.05% NEW $267.21 -36.6%
258 FTV FORTIVE CORP Technology 29,655.0 $1.5M 0.05% NEW $48.99 +19.9%
259 MCHP MICROCHIP TECHNOLOGY INC. Technology 22,513.0 $1.4M 0.05% NEW $64.22 +46.1%
260 ESS ESSEX PPTY TR INC Real Estate 5,381.0 $1.4M 0.05% NEW $267.66 -0.2%
Page 13 of 43  ·  848 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Communication Services 23.4%
Financial Services 11.4%
Consumer Cyclical 10.1%
Healthcare 6.2%
Industrials 5.0%
Real Estate 2.9%
Consumer Defensive 2.9%
Energy 1.5%
Utilities 1.1%