Gc-Wealth-Management-Ria

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  null,
  null,
  "ACN",
  null,
  "ABT",
  "ABBV",
  "APD",
  null,
  "ALL",
  "GOOGL",
  "PTCT",
  "MT",
  "ASML",
  "BLK",
  "CAT",
  "BUD",
  null,
  "AVGO",
  "APP",
  "LOW",
  null,
  "CP.TO",
  "BYD",
  null,
  null,
  null,
  "CCI",
  null,
  "PHG",
  null,
  null,
  null,
  "NAD",
  null,
  "ESS",
  "PUK",
  "SAFT",
  "EOG",
  "MMYT",
  null,
  "GILD",
  "HON",
  "HD",
  "IBN",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  null,
  "SNN",
  "UNP",
  "QCOM",
  "ISRG",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  "SGMA",
  null,
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  "MMC",
  "PWR",
  "MA",
  "UI",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  null,
  "EQIX",
  "GE",
  "ORLY",
  "BX",
  "HSY",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  "VGIT",
  "AMH",
  null,
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "IRM",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "RELY",
  "IEFA",
  "RELX",
  null,
  "NOW",
  "SHW",
  "SPG",
  "ROP",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  "BP",
  "AMT",
  "SPLG",
  "IBM",
  "SYK",
  "TEL",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "VOE",
  "SCHW",
  "VWO",
  "IWV",
  "HR",
  "SBAC",
  null,
  null,
  null,
  null,
  "VIG",
  "TTE",
  "IWO",
  "WY",
  "GDDY",
  "SNY",
  "TSM",
  "GSK",
  "OHI",
  "VYM",
  "VRTX",
  "MGC",
  "TT",
  "AON",
  "ALLE",
  "AVB",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "WCN",
  "IR",
  "AEP",
  "HONE",
  "INVH",
  "AOS",
  "RACE",
  "NVO",
  "AMZN",
  "MSI",
  "NEA",
  null,
  "IVE",
  null,
  "ESGD",
  null,
  "COLD",
  null,
  "VGT",
  "VUG",
  "VEA",
  null,
  null,
  "VGLT",
  "VBK",
  "VTEB",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "VST",
  "VICI",
  "WMT",
  "WFC",
  "WELL",
  "IUSG",
  null,
  null,
  "MTB",
  "SCHD",
  "SCHG",
  "SCHF",
  "HIW",
  "NSC",
  "KIM",
  null,
  "HST",
  "TER",
  "SO",
  "PPL",
  "TDOC",
  "SW",
  "CRM",
  null,
  "SUI",
  null,
  null,
  "MELI",
  "DGRO",
  "MCK",
  "SPYV",
  "EXR",
  null,
  "PSA",
  "UDR",
  "NUE",
  "ADP",
  "BAC",
  "BBD",
  "BCS",
  "BRK-A",
  "BRK-B",
  "TECH",
  "BMY",
  "BTI",
  "CARR",
  "CCL",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DXCM",
  "DLR",
  "DPZ",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  null,
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 305
Total Value: 544825236
Accession Number: 0001172661-25-001674
Form Type: 13F-HR
CIK: gc-wealth-management-ria
Manager Name: Gc-Wealth-Management-Ria

Data Enrichment

83% identified

252 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

305 positions • $544.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C847

VGLT|92206C847

Shares:4.6K

Value:$267.7K

% of Portfolio:0.0% ($267.7K/$544.8M)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:1.2K

Value:$265.1K

% of Portfolio:0.0% ($265.1K/$544.8M)

HERSHEY CO

HSY|427866108

Shares:1.5K

Value:$263.9K

% of Portfolio:0.0% ($263.9K/$544.8M)

464287887

IJT|464287887

Shares:2.1K

Value:$261.1K

% of Portfolio:0.0% ($261.1K/$544.8M)

ECOLAB INC.

ECL|278865100

Shares:1.0K

Value:$253.8K

% of Portfolio:0.0% ($253.8K/$544.8M)

Dell Technologies Inc.

DELL|24703L202

Shares:2.8K

Value:$252.0K

% of Portfolio:0.0% ($252.0K/$544.8M)

46434G863

Shares:7.1K

Value:$249.9K

% of Portfolio:0.0% ($249.9K/$544.8M)

Shell plc

SHEL|780259305

Shares:3.4K

Value:$247.5K

% of Portfolio:0.0% ($247.5K/$544.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:993

Value:$246.9K

% of Portfolio:0.0% ($246.9K/$544.8M)

AMERICOLD REALTY TRUST

COLD|03064D108

Shares:11.4K

Value:$245.0K

% of Portfolio:0.0% ($245.0K/$544.8M)

SMITH & NEPHEW PLC

SNN|83175M205

Shares:8.5K

Value:$241.0K

% of Portfolio:0.0% ($241.0K/$544.8M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.1K

Value:$240.7K

% of Portfolio:0.0% ($240.7K/$544.8M)

BlackRock, Inc.

BLK|09290D101

Shares:254

Value:$240.4K

% of Portfolio:0.0% ($240.4K/$544.8M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:942

Value:$239.4K

% of Portfolio:0.0% ($239.4K/$544.8M)

AVALONBAY COMMUNITIES INC

AVB|053484101

Shares:1.1K

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$544.8M)

78464A854

SPLG|78464A854

Shares:3.6K

Value:$236.6K

% of Portfolio:0.0% ($236.6K/$544.8M)

M&T BANK CORP

MTB|55261F104

Shares:1.3K

Value:$233.1K

% of Portfolio:0.0% ($233.1K/$544.8M)

SOUTHERN CO

SO|842587107

Shares:2.5K

Value:$232.4K

% of Portfolio:0.0% ($232.4K/$544.8M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:952

Value:$232.3K

% of Portfolio:0.0% ($232.3K/$544.8M)

46429B663

Shares:1.9K

Value:$231.0K

% of Portfolio:0.0% ($231.0K/$544.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGLTcusip92206C847)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$267.7K	0.0% ($267.7K/$544.8M)	QoQ NEW(+$267.7K) YoY NEW(+$267.7K)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$265.1K	0.0% ($265.1K/$544.8M)	QoQ NEW(+$265.1K) YoY NEW(+$265.1K)
HERSHEY CO(HSYcusip427866108)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$263.9K	0.0% ($263.9K/$544.8M)	QoQ NEW(+$263.9K) YoY NEW(+$263.9K)
(IJTcusip464287887)	2.1K	QoQ +0.91% (-19) YoY +15.53% (+282)	All Managers (Combined)	$261.1K	0.0% ($261.1K/$544.8M)	QoQ -7.18% (-$20.2K) YoY +10.03% (+$23.8K)
ECOLAB INC.(ECLcusip278865100)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$253.8K	0.0% ($253.8K/$544.8M)	QoQ NEW(+$253.8K) YoY NEW(+$253.8K)
Dell Technologies Inc.(DELLcusip24703L202)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$252.0K	0.0% ($252.0K/$544.8M)	QoQ NEW(+$252.0K) YoY NEW(+$252.0K)
(cusip46434G863)✕	7.1K	QoQ NEW(+7.1K) YoY -47.56% (-6.5K)	All Managers (Combined)	$249.9K	0.0% ($249.9K/$544.8M)	QoQ NEW(+$249.9K) YoY -43.14% (-$189.6K)
Shell plc(SHELcusip780259305)	3.4K	QoQ -5.64% (-202) YoY -63.12% (-5.8K)	All Managers (Combined)	$247.5K	0.0% ($247.5K/$544.8M)	QoQ +10.36% (-$23.2K) YoY -59.69% (-$366.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	993	QoQ NEW(+993) YoY NEW(+993)	All Managers (Combined)	$246.9K	0.0% ($246.9K/$544.8M)	QoQ NEW(+$246.9K) YoY NEW(+$246.9K)
AMERICOLD REALTY TRUST(COLDcusip03064D108)	11.4K	QoQ +9.26% (+968) YoY NEW(+11.4K)	All Managers (Combined)	$245.0K	0.0% ($245.0K/$544.8M)	QoQ +9.57% (+$21.4K) YoY NEW(+$245.0K)
SMITH & NEPHEW PLC(SNNcusip83175M205)	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$241.0K	0.0% ($241.0K/$544.8M)	QoQ NEW(+$241.0K) YoY NEW(+$241.0K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.1K	QoQ -0.92% (-20) YoY NEW(+2.1K)	All Managers (Combined)	$240.7K	0.0% ($240.7K/$544.8M)	QoQ +20.18% (-$40.4K) YoY NEW(+$240.7K)
BlackRock, Inc.(BLKcusip09290D101)	254	QoQ +0.79% (-2) YoY NEW(+254)	All Managers (Combined)	$240.4K	0.0% ($240.4K/$544.8M)	QoQ -6.93% (-$17.9K) YoY NEW(+$240.4K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	942	QoQ -3.87% (-38) YoY NEW(+942)	All Managers (Combined)	$239.4K	0.0% ($239.4K/$544.8M)	QoQ -22.69% (-$70.3K) YoY NEW(+$239.4K)
AVALONBAY COMMUNITIES INC(AVBcusip053484101)	1.1K	QoQ +9.61% (+97) YoY NEW(+1.1K)	All Managers (Combined)	$237.4K	0.0% ($237.4K/$544.8M)	QoQ +6.94% (+$15.4K) YoY NEW(+$237.4K)
(SPLGcusip78464A854)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$236.6K	0.0% ($236.6K/$544.8M)	QoQ NEW(+$236.6K) YoY NEW(+$236.6K)
M&T BANK CORP(MTBcusip55261F104)	1.3K	QoQ +8.39% (+101) YoY -12.89% (-193)	All Managers (Combined)	$233.1K	0.0% ($233.1K/$544.8M)	QoQ +3.05% (+$6.9K) YoY +7.05% (-$15.4K)
SOUTHERN CO(SOcusip842587107)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$232.4K	0.0% ($232.4K/$544.8M)	QoQ NEW(+$232.4K) YoY NEW(+$232.4K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	952	QoQ -3.64% (-36) YoY -27.04% (-353)	All Managers (Combined)	$232.3K	0.0% ($232.3K/$544.8M)	QoQ +10.70% (-$22.5K) YoY -13.57% (-$36.5K)
(cusip46429B663)✕	1.9K	QoQ 0.00% (+0) YoY +0.52% (+10)	All Managers (Combined)	$231.0K	0.0% ($231.0K/$544.8M)	QoQ +7.89% (+$16.9K) YoY +10.47% (+$21.9K)