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
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-17.6K
- 23.51%
$28.24 - $29.18 $498K - $515K
57.4K $1.62M
BBY
Best Buy CO Inc

Consumer Cyclical
-4.47K
- 55.22%
$85.2 - $101.35 $381K - $453K
3.62K $310K
AMGN
Amgen Inc

Healthcare
-1.09K
- 28.12%
$258.78 - $328.31 $282K - $357K
2.78K $724K
PG
Procter & Gamble CO

Consumer Defensive
-2.51K
- 14.82%
$161.05 - $179.7 $404K - $451K
14.4K $2.42M
LGOV
First Tr ETF Iv Long Duration

ETFs
-21.4K
- 57.67%
$20.75 - $22.49 $445K - $482K
15.7K $327K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-15.2K
- 16.96%
$29.77 - $30.19 $453K - $460K
74.6K $2.23M
CNI
Canadian National Railway CO

Industrials
-3.99K
- 71.23%
$100.62 - $117.12 $401K - $467K
1.61K $163K
DHR
Danaher Corp

Healthcare
-1.16K
- 27.1%
$226.16 - $274.52 $262K - $318K
3.11K $714K
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.48K
- 38.46%
$57.29 - $63.1 $371K - $409K
10.4K $594K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.66K
- 44.24%
$278.49 - $315.16 $461K - $522K
2.09K $592K
FDT
First Trust Developed Markets

ETFs
-7.32K
- 71.13%
$53.27 - $57.72 $390K - $422K
2.97K $160K
MELI
Mercadolibre Inc

Consumer Cyclical
-144
- 29.51%
$1666.0 - $2117.3 $240K - $305K
344 $584K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-19.6K
- 99.37%
$20.6 - $20.71 $403K - $405K
125 $2K
EXPD
Expeditors International Of Washington Inc

Industrials
-2.87K
- 83.79%
$110.5 - $128.26 $317K - $368K
555 $61K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-4.12K
- 15.64%
$102.46 - $110.17 $422K - $454K
22.2K $2.35M
IDEV
Ishares Core Msci Intl Develop

ETFs
-4.21K
- 26.52%
$64.18 - $70.42 $270K - $297K
11.7K $752K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.27K
- 13.84%
$66.77 - $71.52 $419K - $448K
39K $2.69M
CNC
Centene Corp

Healthcare
-4.6K
- 86.57%
$56.71 - $73.94 $261K - $340K
713 $43K
LMT
Lockheed Martin Corp

Industrials
-266
- 11.64%
$479.66 - $614.62 $128K - $163K
2.02K $981K
CORP
Pimco Investment Grade Corp Bd

ETFs
-1.45K
- 3.06%
$95.1 - $99.41 $137K - $144K
45.8K $4.36M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.17K
- 33.67%
$25.74 - $53.78 $81.6K - $170K
6.24K $161K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-6.58K
- 60.99%
$48.48 - $49.47 $319K - $326K
4.21K $204K
MOTI
Vaneck Morningstar Internation

ETFs
-8.15K
- 52.63%
$30.26 - $36.09 $247K - $294K
7.34K $222K
PH
Parker Hannifin Corp

Industrials
-520
- 18.73%
$621.74 - $709.46 $323K - $369K
2.26K $1.44M
FTLS
First Tr Long/Short Equity ETF

ETFs
-5.43K
- 32.43%
$63.1 - $67.29 $342K - $365K
11.3K $743K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-5.3K
- 99.98%
$57.47 - $61.21 $305K - $324K
1 $0
BAX
Baxter International Inc

Healthcare
-7.89K
- 97.32%
$28.63 - $37.84 $226K - $298K
217 $6K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.17K
- 16.61%
$57.53 - $60.83 $240K - $254K
20.9K $1.2M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-2.24K
- 81.86%
$97.45 - $121.28 $218K - $271K
496 $49K
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
-1.99K
- 3.02%
$29.36 - $35.45 $58.5K - $70.7K
64.1K $1.9M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-6.01K
- 68.83%
$44.03 - $46.65 $264K - $280K
2.72K $120K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-14K
- 4.81%
$51.31 - $55.61 $717K - $777K
277K $14.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
-8.59K
- 39.54%
$26.18 - $28.77 $225K - $247K
13.1K $349K
VIG
Vanguard Dividend Appreciation

ETFs
-1.54K
- 37.06%
N/A
2.62K $477K
CARR
Carrier Global Corp

Industrials
-1.8K
- 13.95%
$66.69 - $82.65 $120K - $148K
11.1K $755K
FAAR
First Trust Vii Alternative Ab

ETFs
-10K
- 27.01%
$27.44 - $28.42 $275K - $285K
27.1K $759K
NEE
Nextera Energy Inc

Utilities
-1.22K
- 8.48%
$69.77 - $85.43 $85.2K - $104K
13.2K $944K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-152
- 32.41%
$701.85 - $1046.91 $107K - $159K
317 $225K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.5K
- 11.7%
$59.25 - $72.99 $88.6K - $109K
11.3K $674K
NTAP
Net App, Inc.

Technology
-2K
- 53.76%
$115.31 - $131.11 $231K - $262K
1.72K $199K
IQV
Iqvia Holdings Inc.

Healthcare
-604
- 17.18%
$190.97 - $236.63 $115K - $143K
2.91K $572K
CVX
Chevron Corp

Energy
-1.56K
- 10.61%
$141.15 - $162.53 $219K - $253K
13.1K $1.9M
INTC
Intel Corp

Technology
-8.97K
- 39.84%
$19.07 - $26.23 $171K - $235K
13.6K $271K
PWR
Quanta Services, Inc.

Industrials
-884
- 53.06%
$296.05 - $346.6 $262K - $306K
782 $247K
FSIG
First Tr ETF Iv LTD Duration I
-12.8K
- 57.61%
$18.8 - $19.23 $240K - $246K
9.4K $177K
SHW
Sherwin Williams CO

Basic Materials
-104
- 2.09%
$338.75 - $399.71 $35.2K - $41.6K
4.88K $1.66M
CTAS
Cintas Corp

Industrials
-994
- 40.08%
$182.7 - $226.47 $182K - $225K
1.49K $271K
FBT
First Trust Nyse Arca Biotechn

ETFs
-1.36K
- 75.81%
$161.65 - $178.69 $220K - $244K
435 $72K
KLAC
Kla Corp

Technology
-172
- 19.5%
$614.46 - $829.55 $106K - $143K
710 $447K
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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email