Genesee Capital Advisors, LLC Incresed Positions in Q4 2025

Genesee Capital Advisors, LLC

  • $238 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
191K
+ 13.21%
$25.2 - $26.46 $4.82M - $5.06M
1.64M $42.3M
XLE
Energy Sector Spdr

ETFs
27.5K
+ 122.2%
$85.22 - $92.02 $2.35M - $2.53M
50.1K $4.61M
FXL
First Tr Exchange Traded Fd Fi

ETFs
13K
+ 12.58%
$164.35 - $176.31 $2.14M - $2.29M
116K $19.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
43.8K
+ 37.27%
$26.76 - $27.67 $1.17M - $1.21M
161K $4.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.74K
+ 9.4%
$589.5 - $635.77 $1.03M - $1.11M
20.3K $12.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
27.9K
+ 114.31%
$31.41 - $33.69 $877K - $940K
52.3K $1.69M
AMD
Advanced Micro Devices Inc

Technology
522
+ 5.63%
$164.01 - $264.33 $85.6K - $138K
9.79K $2.35M
FYX
First Tr Small Cap Core Alphad

ETFs
7.99K
+ 13.27%
$105.19 - $112.13 $841K - $896K
68.2K $7.34M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
20.9K
+ 14.34%
$42.11 - $44.28 $879K - $924K
166K $7.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.9K
+ 24.53%
$26.44 - $27.53 $712K - $741K
137K $3.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
836
+ 8.96%
$653.02 - $687.39 $546K - $575K
10.2K $6.77M
PTF
Invesco Exchange Traded Fd Tr

ETFs
6.9K
+ 85.39%
$73.94 - $82.85 $510K - $571K
15K $1.11M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.93K
+ 65.75%
$92.24 - $96.56 $454K - $476K
12.4K $1.18M
PRN
Invesco Dwa Industrials Moment

ETFs
2.77K
+ 90.47%
$165.98 - $185.61 $460K - $515K
5.84K $977K
GOOGL
Alphabet Inc.

Communication Services
718
+ 10.71%
$236.57 - $291.31 $170K - $209K
7.42K $2.05M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.28K
+ 20.92%
$79.18 - $82.25 $339K - $352K
24.7K $2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.81K
+ 17.35%
$245.79 - $258.02 $445K - $467K
12.2K $3.01M
SSO
Proshares Ultra S&P 500

ETFs
2.46K
+ 121.96%
$107.49 - $118.65 $264K - $292K
4.48K $505K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.02K
+ 96.02%
$28.9 - $30.17 $232K - $242K
16.4K $477K
PFI
Invesco Exchange Traded Fd Tr

ETFs
4.25K
+ 84.94%
$54.77 - $58.26 $233K - $247K
9.25K $511K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.23K
+ 28.02%
$99.87 - $101.27 $222K - $226K
10.2K $1.02M
AMZN
Amazon Com Inc

Consumer Cyclical
119
+ 1.07%
$213.04 - $254.0 $25.4K - $30.2K
11.2K $2.63M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.17K
+ 75.03%
$27.17 - $28.65 $195K - $205K
16.7K $458K
ABBV
Abb Vie Inc.

Healthcare
526
+ 22.21%
$211.96 - $244.38 $111K - $129K
2.89K $677K
IBM
International Business Machines Corp

Technology
53
+ 0.78%
$275.97 - $314.98 $14.6K - $16.7K
6.86K $2.04M
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.65K
+ 7.95%
$55.79 - $59.43 $148K - $157K
36K $2.09M
EWJ
Ishares Msci Japan ETF

ETFs
437
+ 3.1%
$78.36 - $84.34 $34.2K - $36.9K
14.6K $1.22M
MCD
Mcdonalds Corp

Consumer Cyclical
220
+ 5.78%
$293.81 - $310.11 $64.6K - $68.2K
4.03K $1.23M
SUN
Sunoco LP

Energy
1.09K
+ 24.94%
$48.93 - $54.5 $53.5K - $59.6K
5.48K $287K
CVX
Chevron Corp

Energy
450
+ 9.87%
$148.9 - $157.72 $67K - $71K
5.01K $775K
CSX
Csx Corp

Industrials
2.05K
+ 9.1%
$34.88 - $36.67 $71.4K - $75.1K
24.5K $856K
IWM
Ishares Russell 2000 ETF

ETFs
442
+ 4.12%
$236.79 - $250.33 $105K - $111K
11.2K $2.65M
TDIV
First Trust Nasdaq Technology

ETFs
694
+ 15.25%
$96.0 - $102.5 $66.6K - $71.1K
5.24K $503K
ABT
Abbott Laboratories

Healthcare
669
+ 7.78%
$123.62 - $134.59 $82.7K - $90K
9.27K $1.21M
XOM
Exxon Mobil Corp

Energy
63
+ 0.72%
$110.64 - $119.78 $6.97K - $7.55K
8.77K $1.03M
NVDA
Nvidia Corp

Technology
253
+ 1.28%
$179.83 - $207.04 $45.5K - $52.4K
20.1K $3.74M
ABC
Amerisourcebergen Corp

Healthcare
222
+ 3.68%
N/A
6.26K $1.16M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
689
+ 4.35%
$50.23 - $50.46 $34.6K - $34.8K
16.5K $831K
UNH
Unitedhealth Group Inc

Healthcare
218
+ 15.3%
$320.52 - $369.92 $69.9K - $80.6K
1.64K $526K
GS
Goldman Sachs Group Inc

Financial Services
87
+ 4.9%
$744.6 - $838.97 $64.8K - $73K
1.86K $1.44M
APO
Apollo Global Management, Inc.

Financial Services
460
+ 3.69%
$118.22 - $133.75 $54.4K - $61.5K
12.9K $1.69M
NXST
Nexstar Media Group, Inc.

Communication Services
370
+ 11.06%
$182.18 - $204.07 $67.4K - $75.5K
3.72K $676K
VCIT
Vanguard Intermediate Term Cor

ETFs
277
+ 1.74%
$83.45 - $84.82 $23.1K - $23.5K
16.2K $1.36M
IDV
Ishares Tr

ETFs
96
+ 1.52%
$35.91 - $38.56 $3.45K - $3.7K
6.43K $245K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
137
+ 1.23%
$86.2 - $93.3 $11.8K - $12.8K
11.3K $1.02M
FMB
First Tr Exchange Traded Fd Ii

ETFs
25
+ 0.58%
$50.75 - $51.37 $1.27K - $1.28K
4.36K $223K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.4%
$202.52 - $212.07 $1.01K - $1.06K
1.25K $260K
SPG
Simon Property Group Inc

Real Estate
169
+ 3.05%
$173.35 - $185.76 $29.3K - $31.4K
5.72K $1.04M
DGX
Quest Diagnostics Inc

Healthcare
9
+ 0.38%
N/A
2.39K $327K
Activity Summary
Buys All Purchases 82 New Holdings 13 Increased Positions 69 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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