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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IRON MOUNTAIN INC

IRM|46284V101

Shares:6.7K

Value:$579.4K

% of Portfolio:0.1% ($579.4K/$544.8M)

464288158

Shares:5.4K

Value:$574.4K

% of Portfolio:0.1% ($574.4K/$544.8M)

78468R788

Shares:13.0K

Value:$573.9K

% of Portfolio:0.1% ($573.9K/$544.8M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.5K

Value:$573.2K

% of Portfolio:0.1% ($573.2K/$544.8M)

DEERE & CO

DE|244199105

Shares:1.2K

Value:$571.7K

% of Portfolio:0.1% ($571.7K/$544.8M)

Parker-Hannifin Corp

PH|701094104

Shares:937

Value:$569.6K

% of Portfolio:0.1% ($569.6K/$544.8M)

Zoetis Inc.

ZTS|98978V103

Shares:3.4K

Value:$565.1K

% of Portfolio:0.1% ($565.1K/$544.8M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:954

Value:$562.5K

% of Portfolio:0.1% ($562.5K/$544.8M)

KONINKLIJKE PHILIPS NV

PHG|500472303

Shares:21.3K

Value:$541.7K

% of Portfolio:0.1% ($541.7K/$544.8M)

Extra Space Storage Inc.

EXR|30225T102

Shares:3.6K

Value:$535.2K

% of Portfolio:0.1% ($535.2K/$544.8M)

PPL Corp

PPL|69351T106

Shares:14.7K

Value:$531.7K

% of Portfolio:0.1% ($531.7K/$544.8M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.5K

Value:$528.7K

% of Portfolio:0.1% ($528.7K/$544.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.3K

Value:$527.5K

% of Portfolio:0.1% ($527.5K/$544.8M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.0K

Value:$525.0K

% of Portfolio:0.1% ($525.0K/$544.8M)

025072364

Shares:9.1K

Value:$514.4K

% of Portfolio:0.1% ($514.4K/$544.8M)

ASML HOLDING NV

ASML|N07059210

Shares:773

Value:$512.2K

% of Portfolio:0.1% ($512.2K/$544.8M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:7.9K

Value:$498.4K

% of Portfolio:0.1% ($498.4K/$544.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:8.1K

Value:$494.4K

% of Portfolio:0.1% ($494.4K/$544.8M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.1K

Value:$493.7K

% of Portfolio:0.1% ($493.7K/$544.8M)

OMEGA HEALTHCARE INVESTORS INC

OHI|681936100

Shares:13.0K

Value:$493.4K

% of Portfolio:0.1% ($493.4K/$544.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
IRON MOUNTAIN INC(IRMcusip46284V101)	6.7K	QoQ +9.46% (-582) YoY -51.29% (-7.1K)	All Managers (Combined)	$579.4K	0.1% ($579.4K/$544.8M)	QoQ -10.39% (-$67.2K) YoY -47.75% (-$529.6K)
(cusip464288158)✕	5.4K	QoQ 0.00% (+0) YoY -40.91% (-3.8K)	All Managers (Combined)	$574.4K	0.1% ($574.4K/$544.8M)	QoQ +0.11% (+$652) YoY -40.42% (-$389.8K)
(cusip78468R788)✕	13.0K	QoQ 0.00% (+0) YoY -6.57% (-912)	All Managers (Combined)	$573.9K	0.1% ($573.9K/$544.8M)	QoQ +2.35% (+$13.2K) YoY +1.57% (-$8.9K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.5K	QoQ +7.41% (+171) YoY +4.25% (+101)	All Managers (Combined)	$573.2K	0.1% ($573.2K/$544.8M)	QoQ +23.24% (+$108.1K) YoY +13.23% (+$67.0K)
DEERE & CO(DEcusip244199105)	1.2K	QoQ +3.30% (+39) YoY -10.37% (-141)	All Managers (Combined)	$571.7K	0.1% ($571.7K/$544.8M)	QoQ +14.43% (+$72.1K) YoY +2.41% (-$13.5K)
Parker-Hannifin Corp(PHcusip701094104)	937	QoQ +3.30% (-30) YoY -24.97% (-312)	All Managers (Combined)	$569.6K	0.1% ($569.6K/$544.8M)	QoQ -1.26% (-$7.3K) YoY -17.95% (-$124.6K)
Zoetis Inc.(ZTScusip98978V103)	3.4K	QoQ -14.75% (-594) YoY -16.43% (-675)	All Managers (Combined)	$565.1K	0.1% ($565.1K/$544.8M)	QoQ -13.85% (-$90.9K) YoY -18.68% (-$129.9K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	954	QoQ +10.41% (+90) YoY -12.39% (-135)	All Managers (Combined)	$562.5K	0.1% ($562.5K/$544.8M)	QoQ +25.22% (+$113.3K) YoY -7.90% (-$48.3K)
KONINKLIJKE PHILIPS NV(PHGcusip500472303)	21.3K	QoQ +12.91% (+2.4K) YoY -3.60% (-798)	All Managers (Combined)	$541.7K	0.1% ($541.7K/$544.8M)	QoQ +13.27% (+$63.5K) YoY +22.41% (-$99.2K)
Extra Space Storage Inc.(EXRcusip30225T102)	3.6K	QoQ +13.94% (+441) YoY NEW(+3.6K)	All Managers (Combined)	$535.2K	0.1% ($535.2K/$544.8M)	QoQ +13.09% (+$62.0K) YoY NEW(+$535.2K)
PPL Corp(PPLcusip69351T106)	14.7K	QoQ +7.45% (+1.0K) YoY +2.22% (+320)	All Managers (Combined)	$531.7K	0.1% ($531.7K/$544.8M)	QoQ +19.54% (+$86.9K) YoY +34.07% (+$135.2K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.5K	QoQ +6.39% (+91) YoY -15.37% (-275)	All Managers (Combined)	$528.7K	0.1% ($528.7K/$544.8M)	QoQ +9.29% (+$45.0K) YoY -14.91% (-$92.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	6.3K	QoQ +6.13% (+361) YoY NEW(+6.3K)	All Managers (Combined)	$527.5K	0.1% ($527.5K/$544.8M)	QoQ +18.43% (+$82.1K) YoY NEW(+$527.5K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.0K	QoQ +5.13% (-146) YoY -11.10% (-373)	All Managers (Combined)	$525.0K	0.1% ($525.0K/$544.8M)	QoQ -4.17% (-$22.9K) YoY -3.30% (-$18.0K)
(cusip025072364)✕	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$514.4K	0.1% ($514.4K/$544.8M)	QoQ NEW(+$514.4K) YoY NEW(+$514.4K)
ASML HOLDING NV(ASMLcusipN07059210)	773	QoQ -22.31% (-222) YoY -28.75% (-312)	All Managers (Combined)	$512.2K	0.1% ($512.2K/$544.8M)	QoQ -25.72% (-$177.4K) YoY -51.35% (-$540.8K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	7.9K	QoQ +2.21% (-170) YoY -16.58% (-1.6K)	All Managers (Combined)	$498.4K	0.1% ($498.4K/$544.8M)	QoQ -5.06% (-$26.6K) YoY -9.02% (-$49.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	8.1K	QoQ -1.61% (-133) YoY -10.78% (-980)	All Managers (Combined)	$494.4K	0.1% ($494.4K/$544.8M)	QoQ +6.09% (-$28.4K) YoY +0.33% (-$1.7K)
UNION PACIFIC CORP(UNPcusip907818108)	2.1K	QoQ +6.03% (+119) YoY -4.39% (-96)	All Managers (Combined)	$493.7K	0.1% ($493.7K/$544.8M)	QoQ +9.85% (+$44.3K) YoY -8.15% (-$43.9K)
OMEGA HEALTHCARE INVESTORS INC(OHIcusip681936100)	13.0K	QoQ +12.76% (+1.5K) YoY NEW(+13.0K)	All Managers (Combined)	$493.4K	0.1% ($493.4K/$544.8M)	QoQ +13.45% (+$58.5K) YoY NEW(+$493.4K)