Gc-Wealth-Management-Ria

Filing Details

13F-HR2025-03-31
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
Manager Name
Gc-Wealth-Management-Ria
Data Enrichment
83% identified
252 identified53 unidentified

Holdings

305 positions • $544.8M total value
Manager:
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JOHNSON & JOHNSON
Shares:9.1K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$544.8M)
92204A702
Shares:2.8K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$544.8M)
KINDER MORGAN, INC.
Shares:52.2K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$544.8M)
464287689
Shares:4.7K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$544.8M)
AMGEN INC
Shares:4.7K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$544.8M)
PROCTER & GAMBLE Co
Shares:8.5K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$544.8M)
SPDR GOLD TRUST
Shares:5.0K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$544.8M)
DIGITAL REALTY TRUST, INC.
Shares:9.8K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$544.8M)
SIMON PROPERTY GROUP INC /DE/
Shares:8.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$544.8M)
CROWN CASTLE INC.
Shares:12.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$544.8M)
MCDONALDS CORP
Shares:4.1K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$544.8M)
00768Y560
Shares:19.2K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$544.8M)
464287242
Shares:11.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$544.8M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:7.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$544.8M)
72201R833
Shares:11.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$544.8M)
464288646
Shares:22.7K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$544.8M)
464287879
Shares:11.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$544.8M)
Tesla, Inc.
Shares:4.4K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$544.8M)
46435G268
Shares:17.8K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$544.8M)
EQUINIX INC
Shares:1.3K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$544.8M)