Geo Wealth Management, LLC Reduced Holdings in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-15.4K
- 87.2%
$105.76 - $120.76 $1.63M - $1.87M
2.27K $244K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-27.2K
- 17.2%
$40.06 - $45.21 $1.09M - $1.23M
131K $5.32M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-62.6K
- 48.52%
$24.94 - $26.14 $1.56M - $1.64M
66.4K $1.66M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-32.3K
- 3.36%
$21.64 - $22.94 $699K - $741K
928K $20.1M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-51.7K
- 99.82%
$30.67 - $30.84 $1.59M - $1.6M
94 $2K
IEFA
Ishares Tr

ETFs
-16.8K
- 44.46%
$70.06 - $77.43 $1.18M - $1.3M
21K $1.48M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-25.9K
- 10.47%
$65.31 - $74.15 $1.69M - $1.92M
222K $15M
NKE
Nike, Inc.

Consumer Cyclical
-15.7K
- 71.6%
$73.36 - $89.13 $1.15M - $1.4M
6.23K $471K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-30K
- 87.11%
$44.87 - $46.86 $1.35M - $1.41M
4.44K $199K
UNH
Unitedhealth Group Inc

Healthcare
-844
- 6.83%
$485.52 - $625.25 $410K - $528K
11.5K $5.82M
CCOR
Listed Fds Tr Core Alternative

ETFs
-46.5K
- 75.61%
$25.48 - $27.57 $1.18M - $1.28M
15K $384K
HCA
Hca Healthcare, Inc.

Healthcare
-2.64K
- 69.74%
$297.52 - $415.61 $785K - $1.1M
1.15K $343K
MSFT
Microsoft Corp

Technology
-1.64K
- 2.89%
$406.35 - $454.46 $667K - $746K
55.2K $23.3M
JPMB
J P Morgan Usd Emerging Market

ETFs
-23.5K
- 21.32%
$38.04 - $40.49 $893K - $950K
86.6K $3.29M
IXUS
Ishares Tr

ETFs
-6.02K
- 5.51%
$65.95 - $72.56 $397K - $437K
103K $6.82M
FVD
First Tr Value Line Divid Inde

ETFs
-23K
- 76.73%
$43.4 - $46.7 $999K - $1.07M
6.98K $304K
GBIL
Goldman Sachs Access Treasury

ETFs
-10.3K
- 98.29%
$99.85 - $100.22 $1.03M - $1.03M
179 $17K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-32.2K
- 74.08%
$26.05 - $29.17 $839K - $940K
11.3K $295K
PHM
Pultegroup Inc

Consumer Cyclical
-5.92K
- 63.2%
$108.86 - $149.04 $644K - $882K
3.45K $375K
VGIT
Vanguard Intermediate Term Tre

ETFs
-15.7K
- 73.96%
$57.78 - $60.4 $907K - $949K
5.53K $320K
VZ
Verizon Communications Inc

Communication Services
-17.3K
- 38.01%
$39.6 - $45.21 $683K - $780K
28.1K $1.13M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-28.6K
- 15.56%
N/A
155K $4.89M
FTA
First Tr Large Cap Value

ETFs
-11.1K
- 80.22%
$75.21 - $83.49 $832K - $924K
2.73K $208K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.3K
- 13.45%
$174.22 - $187.62 $749K - $806K
27.6K $4.84M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-14.4K
- 24.11%
$54.15 - $58.81 $780K - $847K
45.3K $2.46M
OMFL
Invesco Exchange Traded Self I

ETFs
-16.6K
- 27.9%
$52.49 - $56.58 $869K - $936K
42.8K $2.32M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-19.4K
- 74.16%
$33.77 - $44.09 $656K - $857K
6.77K $229K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-17.1K
- 19.11%
$41.74 - $46.2 $712K - $788K
72.2K $3.03M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-15.3K
- 15.87%
$31.92 - $36.14 $487K - $552K
81K $2.58M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-13K
- 11.34%
$33.39 - $37.66 $435K - $491K
102K $3.4M
TDIV
First Trust Nasdaq Technology

ETFs
-9.15K
- 67.97%
$78.03 - $82.13 $714K - $751K
4.31K $338K
MMM
3 M CO

Industrials
-5.09K
- 67.29%
$124.74 - $137.12 $635K - $698K
2.47K $319K
IYG
Ishares Tr

ETFs
-11.3K
- 44.2%
$70.24 - $82.34 $793K - $929K
14.3K $1.11M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-8.34K
- 93.84%
$83.09 - $89.28 $693K - $745K
547 $46K
DFAE
Dimensional ETF Tr

ETFs
-15.1K
- 10.04%
$25.36 - $28.15 $382K - $425K
135K $3.43M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.29K
- 49.6%
$396.64 - $516.74 $512K - $668K
1.31K $528K
SSO
Proshares Ultra S&P 500

ETFs
-7.72K
- 33.72%
$87.92 - $99.73 $679K - $770K
15.2K $1.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-21.3K
- 35.27%
$28.88 - $29.33 $614K - $624K
39K $1.13M
VIS
Vanguard Industrial ETF

ETFs
-2.46K
- 99.52%
$254.39 - $279.7 $627K - $689K
12 $3K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-5.05K
- 38.16%
$115.08 - $119.55 $582K - $604K
8.19K $946K
HYG
Ishares Tr

ETFs
-7.53K
- 29.21%
$78.09 - $80.04 $588K - $603K
18.3K $1.44M
OMFS
Invesco Exchange Traded Self I

ETFs
-15.3K
- 24.61%
$38.83 - $43.9 $593K - $671K
46.8K $1.85M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.52K
- 7.2%
$197.36 - $217.3 $498K - $548K
32.5K $6.44M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.01K
- 35.39%
$77.86 - $79.27 $546K - $556K
12.8K $997K
KO
Coca Cola CO

Consumer Defensive
-5K
- 18.68%
$61.74 - $71.71 $309K - $358K
21.8K $1.35M
XOM
Exxon Mobil Corp

Energy
-2.86K
- 10.79%
$105.51 - $125.37 $302K - $359K
23.6K $2.54M
GRMN
Garmin LTD

Technology
-3.47K
- 65.2%
$161.91 - $220.77 $562K - $767K
1.85K $382K
FMF
First Trust Managed Futures St

ETFs
-11.6K
- 39.39%
$46.63 - $49.57 $540K - $574K
17.8K $847K
FDN
First Tr Fd Dow Jones

ETFs
-2.58K
- 85.99%
$210.5 - $257.24 $543K - $663K
420 $102K
Activity Summary
Buys All Purchases 979 New Holdings 226 Increased Positions 753 Sells All Sells 717 Reductions 716 Sold out 1 Options Calls 0 Puts 0
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