GC Wealth Management RIA, LLC

Q4 2024 13F Holdings

  • Location
    cambridge, MA
  • Num holdings

    289

  • Value ($000)

    $568,956

  • Date Filed
    02/07/2025
  • Form type
    13F-HR
  • CIK
    0002011169
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CRM
CRM

SALESFORCE INC

COM
79466L302
$71.23M
13 %

213,062

AAPL
AAPL

APPLE INC

COM
037833100
$27.33M
5 %

109,155

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$22.72M
4 %

53,895

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$19.18M
3 %

100,707

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$15.96M
3 %

27,236

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.04M
2 %

89,630

GRW
GRW

TCW ETF TRUST

COMPOUNDERS ETF
29287L601
$10.68M
2 %

325,017

AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.46M
2 %

47,695

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$9.44M
2 %

49,877

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$8.60M
2 %

43,930

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