Gk Wealth Management LLC Top Holdings and 13F Report (2025)

About Gk Wealth Management LLC

Investment Activity

Gk Wealth Management LLC has $85.59 million in total holdings as of March 31, 2025.
Gk Wealth Management LLC owns shares of 135 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 23.65% of the portfolio was purchased this quarter.
About 11.10% of the portfolio was sold this quarter.
This quarter, Gk Wealth Management LLC has purchased 127 new stocks and bought additional shares in 58 stocks.
Gk Wealth Management LLC sold shares of 47 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

JPMorgan Ultra-Short Income ETF: $4,605,763
Amazon.com: $4,351,151
LITHIUM AMERS CORP NEW: $3,341,679
SPDR Bloomberg 1-3 Month T-Bill ETF: $3,064,104
Microsoft: $2,802,659

Largest New Holdings this Quarter

82889N640 - Simplify Treasury Option Income ETF: $2,796,943 Holding
78463X509 - SPDR Portfolio Emerging Markets ETF: $701,925 Holding
381430545 - Goldman Sachs Hedge Industry VIP ETF: $688,895 Holding
82889N376 - SIMPLIFY EXCHANGE TRADED FUN: $683,873 Holding
70432V102 - Paycom Software: $598,517 Holding

Largest Purchases this Quarter

Simplify Treasury Option Income ETF: 113,328 shares (about $2.80M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 10,075 shares (about $924.17K)
Vanguard Small-Cap ETF: 3,995 shares (about $885.88K)
SPDR Portfolio Emerging Markets ETF: 17,829 shares (about $701.93K)
Goldman Sachs Hedge Industry VIP ETF: 5,844 shares (about $688.90K)

Largest Sales this Quarter

Apple: 1,296 shares (about $287.88K)
General Motors: 6,040 shares (about $284.06K)
JPMorgan Ultra-Short Income ETF: 4,680 shares (about $236.95K)
Netflix: 211 shares (about $196.79K)
ServiceNow: 209 shares (about $166.39K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPST JPMorgan Ultra-Short Income ETF	$4,605,763	$236,949 ▼	-4.9%	90,969	5.4%	ETF
AMZN Amazon.com	$4,351,151	$488,196 ▲	12.6%	22,870	5.1%	Retail/Wholesale
LITHIUM AMERS CORP NEW	$3,341,679	$672,005 ▲	25.2%	1,307,761	3.9%	COM SHS
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$3,064,104	$924,166 ▲	43.2%	33,404	3.6%	ETF
MSFT Microsoft	$2,802,659	$32,659 ▲	1.2%	7,466	3.3%	Computer and Technology
BUCK Simplify Treasury Option Income ETF	$2,796,943	$2,796,943 ▲	New Holding	113,328	3.3%	ETF
TSLA Tesla	$2,732,065	$316,953 ▲	13.1%	10,542	3.2%	Auto/Tires/Trucks
AAPL Apple	$2,175,097	$287,880 ▼	-11.7%	9,792	2.5%	Computer and Technology
GOOGL Alphabet	$1,952,957	$103,300 ▲	5.6%	12,629	2.3%	Computer and Technology
SLV iShares Silver Trust	$1,824,288	$94,798 ▼	-4.9%	58,867	2.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,469,925	$553,089 ▲	60.3%	7,577	1.7%	ETF
FIDELITY WISE ORIGIN BITCOIN	$1,349,365	$125,300 ▲	10.2%	18,749	1.6%	SHS
COWZ Pacer US Cash Cows 100 ETF	$1,347,978	$679,684 ▲	101.7%	24,616	1.6%	ETF
AGGH Simplify Aggregate Bond PLUS Credit Hedge ETF	$1,296,110	$119,328 ▼	-8.4%	61,282	1.5%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$1,256,166	$236,503 ▲	23.2%	25,054	1.5%	MBS ETF
VB Vanguard Small-Cap ETF	$1,215,833	$885,875 ▲	268.5%	5,483	1.4%	ETF
QQQM Invesco NASDAQ 100 ETF	$1,150,904	$32,232 ▼	-2.7%	5,963	1.3%	ETF
META Meta Platforms	$1,146,684	$47,274 ▲	4.3%	1,989	1.3%	Computer and Technology
V Visa	$1,141,423	$49,063 ▼	-4.1%	3,257	1.3%	Business Services
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$1,095,924	$46,265 ▼	-4.1%	11,015	1.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$944,890	$44,254 ▲	4.9%	5,530	1.1%	ETF
JD JD.com	$880,256	$81,006 ▼	-8.4%	21,407	1.0%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$875,273	$48,567 ▲	5.9%	10,705	1.0%	ETF
NVDA NVIDIA	$828,049	$583,753 ▲	239.0%	7,640	1.0%	Computer and Technology
BRK.B Berkshire Hathaway	$762,336	$132,650 ▲	21.1%	1,431	0.9%	Finance
ORCL Oracle	$747,878	$86,686 ▲	13.1%	5,349	0.9%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$743,304	$26,415 ▼	-3.4%	6,838	0.9%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$701,925	$701,925 ▲	New Holding	17,829	0.8%	ETF
GOOG Alphabet	$690,771	$73,593 ▼	-9.6%	4,421	0.8%	Computer and Technology
GVIP Goldman Sachs Hedge Industry VIP ETF	$688,895	$688,895 ▲	New Holding	5,844	0.8%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$683,873	$683,873 ▲	New Holding	12,783	0.8%	BOND BULL ETF
IVV iShares Core S&P 500 ETF	$664,505	$10,111 ▲	1.5%	1,183	0.8%	ETF
TSM Taiwan Semiconductor Manufacturing	$660,846	$435,916 ▲	193.8%	3,981	0.8%	Computer and Technology
GM General Motors	$660,115	$284,062 ▼	-30.1%	14,036	0.8%	Auto/Tires/Trucks
SCHZ Schwab U.S. Aggregate Bond ETF	$601,685	$91,461 ▲	17.9%	25,979	0.7%	ETF
NFLX Netflix	$600,643	$196,795 ▼	-24.7%	644	0.7%	Consumer Discretionary
PAYC Paycom Software	$598,517	$598,517 ▲	New Holding	2,739	0.7%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$596,019	$9,056 ▼	-1.5%	25,931	0.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$589,711	$10,720 ▲	1.9%	8,967	0.7%	ETF
XLV Health Care Select Sector SPDR Fund	$559,655	$245,004 ▲	77.9%	3,833	0.7%	ETF
DAL Delta Air Lines	$552,780	$26,248 ▲	5.0%	12,678	0.6%	Transportation
SHOP Shopify	$550,442	$16,614 ▼	-2.9%	5,765	0.6%	Computer and Technology
MA Mastercard	$546,762	$23,582 ▼	-4.1%	997	0.6%	Business Services
SPY SPDR S&P 500 ETF Trust	$536,211	$40,300 ▼	-7.0%	958	0.6%	Finance
QCOM QUALCOMM	$532,134	$72,508 ▲	15.8%	3,464	0.6%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$531,389	$531,389 ▲	New Holding	5,837	0.6%	ETF
LLY Eli Lilly and Company	$522,947	$148,705 ▲	39.7%	633	0.6%	Medical
CVX Chevron	$514,205	$12,546 ▲	2.5%	3,074	0.6%	Energy
BA Boeing	$513,356	$17,908 ▲	3.6%	3,010	0.6%	Aerospace
VZ Verizon Communications	$501,611	$70,395 ▲	16.3%	11,059	0.6%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$489,866	$303,094 ▲	162.3%	10,465	0.6%	SHS BEN INT
VIGI Vanguard International Dividend Appreciation ETF	$445,761	$96,219 ▲	27.5%	5,374	0.5%	ETF
ABT Abbott Laboratories	$441,332	$18,571 ▼	-4.0%	3,327	0.5%	Medical
VCLT Vanguard Long-Term Corporate Bond ETF	$426,661	$66,341 ▲	18.4%	5,621	0.5%	Manufacturing
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$415,190	$108,040 ▲	35.2%	3,670	0.5%	ETF
TMO Thermo Fisher Scientific	$405,408	$6,467 ▼	-1.6%	815	0.5%	Medical
OKTA Okta	$403,728	$48,085 ▲	13.5%	3,837	0.5%	Computer and Technology
SKYW SkyWest	$401,902	$9,261 ▲	2.4%	4,600	0.5%	Transportation
ZTS Zoetis	$390,769	$72,291 ▲	22.7%	2,373	0.5%	Medical
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$383,334	$12,757 ▼	-3.2%	9,015	0.4%	ETF
PM Philip Morris International	$382,384	$25,556 ▼	-6.3%	2,409	0.4%	Consumer Staples
JPM JPMorgan Chase & Co.	$381,729	$28,949 ▼	-7.0%	1,556	0.4%	Finance
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$381,088	$12,370 ▼	-3.1%	17,283	0.4%	ETF
WFC Wells Fargo & Company	$379,209	$80,982 ▲	27.2%	5,282	0.4%	Finance
UCON First Trust TCW Unconstrained Plus Bond ETF	$372,237	$11,038 ▼	-2.9%	15,040	0.4%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$370,448	$2,919 ▼	-0.8%	4,696	0.4%	ETF
RTX RTX	$367,996	$114,585 ▼	-23.7%	2,778	0.4%	Aerospace
ZACKS TRUST	$364,988	$364,988 ▲	New Holding	16,366	0.4%	FOCUS GROWTH ETF
ADBE Adobe	$362,436	$18,026 ▼	-4.7%	945	0.4%	Computer and Technology
SPTL SPDR Portfolio Long Term Treasury ETF	$355,956	$3,816 ▼	-1.1%	13,058	0.4%	ETF
TIP iShares TIPS Bond ETF	$355,928	$47,879 ▲	15.5%	3,204	0.4%	ETF
JAAA Janus Henderson AAA CLO ETF	$350,921	$350,921 ▲	New Holding	6,920	0.4%	ETF
LOW Lowe's Companies	$348,495	$3,732 ▲	1.1%	1,494	0.4%	Retail/Wholesale
CELESTICA INC	$347,947	$102,926 ▲	42.0%	4,415	0.4%	COM
XLU Utilities Select Sector SPDR Fund	$333,708	$46,366 ▲	16.1%	4,232	0.4%	ETF
BITWISE BITCOIN ETF TR	$328,163	$6,283 ▲	2.0%	7,312	0.4%	SHS BEN INT
PCG PG&E	$327,205	$32,556 ▲	11.0%	19,046	0.4%	Utilities
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$324,939	$7,074 ▲	2.2%	10,795	0.4%	ETF
GLD SPDR Gold Shares	$324,157	$59,645 ▲	22.5%	1,125	0.4%	Finance
VO Vanguard Mid-Cap ETF	$319,971	$40,093 ▲	14.3%	1,237	0.4%	ETF
BLBD Blue Bird	$308,745	$4,111 ▲	1.3%	9,538	0.4%	Auto/Tires/Trucks
GDX VanEck Gold Miners ETF	$306,968	$306,968 ▲	New Holding	6,678	0.4%	ETF
DIS Walt Disney	$301,858	$35,733 ▲	13.4%	3,058	0.4%	Consumer Discretionary
ACN Accenture	$299,559	$12,482 ▼	-4.0%	960	0.3%	Computer and Technology
CCL Carnival Co. &	$298,633	$46,247 ▲	18.3%	15,291	0.3%	Consumer Discretionary
QQQ Invesco QQQ	$298,632	$15,940 ▲	5.6%	637	0.3%	Finance
NOW ServiceNow	$297,756	$166,393 ▼	-35.8%	374	0.3%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$297,440	$297,440 ▲	New Holding	13,471	0.3%	ETF
MSCI MSCI	$285,521	$6,785 ▼	-2.3%	505	0.3%	Finance
CSCO Cisco Systems	$283,088	$114,976 ▼	-28.9%	4,587	0.3%	Computer and Technology
DXCM DexCom	$281,844	$93,698 ▼	-24.9%	4,127	0.3%	Medical
AON AON	$281,359	$281,359 ▲	New Holding	705	0.3%	Finance
ABNB Airbnb	$273,086	$19,830 ▼	-6.8%	2,286	0.3%	Consumer Discretionary
URA Global X Uranium ETF	$271,819	$22,850 ▲	9.2%	11,860	0.3%	ETF
AMT American Tower	$270,828	$12,399 ▼	-4.4%	1,245	0.3%	Finance
TWLO Twilio	$268,763	$59,138 ▲	28.2%	2,745	0.3%	Computer and Technology
WDAY Workday	$268,560	$10,042 ▼	-3.6%	1,150	0.3%	Computer and Technology
MSTR Strategy	$268,380	$268,380 ▲	New Holding	931	0.3%	Computer and Technology
UNH UnitedHealth Group	$264,921	$17,801 ▲	7.2%	506	0.3%	Medical
FTSM First Trust Enhanced Short Maturity ETF	$259,828	$45,539 ▼	-14.9%	4,342	0.3%	Manufacturing

Showing largest 100 holdings. View all holdings.

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Gk Wealth Management LLC Top Holdings and 13F Report (2025)

About Gk Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Gk Wealth Management LLC Top Holdings and 13F Report (2025)

About Gk Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGk Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools