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
WM
Waste Management Inc

Industrials
-468
- 9.21%
$201.79 - $228.46 $94.4K - $107K
4.62K $931K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.5K
- 50.0%
$54.89 - $64.32 $137K - $161K
2.5K $150K
PAVE
Global X Fds Us Infrastructure

ETFs
-2.57K
- 11.33%
$40.41 - $45.95 $104K - $118K
20.1K $812K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.04K
- 9.07%
$93.52 - $95.37 $96.9K - $98.8K
10.4K $972K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-4.64K
- 21.26%
$19.47 - $20.95 $90.3K - $97.2K
17.2K $335K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.03K
- 4.21%
$124.26 - $134.12 $252K - $272K
46.2K $5.94M
NGG
National Grid PLC

Utilities
-1.32K
- 36.06%
$57.68 - $70.03 $76.3K - $92.6K
2.34K $139K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.47K
- 6.6%
$46.07 - $48.17 $67.5K - $70.6K
20.8K $956K
IT
Gartner Inc

Technology
-197
- 22.99%
$481.22 - $551.8 $94.8K - $109K
660 $319K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-479
- 4.77%
$106.56 - $113.11 $51K - $54.2K
9.56K $1.02M
EIX
Edison International

Utilities
-436
- 4.45%
$77.93 - $88.36 $34K - $38.5K
9.37K $747K
FTGC
First Trust Global Tactical CO

ETFs
-4.61K
- 21.66%
$23.23 - $24.25 $107K - $112K
16.7K $399K
MRSK
Toews Agility Shares Managed R

Technology
-3.46K
- 17.0%
$32.13 - $34.12 $111K - $118K
16.9K $556K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-5.59K
- 19.73%
$25.8 - $28.97 $144K - $162K
22.7K $634K
CDW
Cdw Corp

Technology
-412
- 77.88%
$171.49 - $225.64 $70.7K - $93K
117 $20K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-502
- 46.61%
$185.87 - $204.12 $93.3K - $102K
575 $108K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-781
- 8.79%
$57.07 - $62.58 $44.6K - $48.9K
8.11K $462K
FDL
First Tr Morningstar Dividend

ETFs
-2.26K
- 89.45%
$39.59 - $43.95 $89.6K - $99.5K
267 $10K
MPW
Medical Properties Trust Inc

Real Estate
-11.4K
- 43.89%
$3.72 - $5.77 $42.5K - $66K
14.6K $57K
CVS
Cvs Health Corp

Healthcare
-78
- 1.54%
$43.78 - $67.46 $3.41K - $5.26K
4.98K $223K
CPT
Camden Property Trust

Real Estate
-709
- 43.18%
$112.52 - $127.03 $79.8K - $90.1K
933 $108K
FCX
Freeport Mcmoran Inc

Basic Materials
-872
- 17.3%
$38.08 - $50.82 $33.2K - $44.3K
4.17K $158K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.84K
- 27.03%
$55.73 - $66.16 $102K - $122K
4.96K $299K
IDXX
Idexx Laboratories Inc

Healthcare
-114
- 23.6%
$406.92 - $495.42 $46.4K - $56.5K
369 $152K
ICLR
Icon PLC

Healthcare
-232
- 43.77%
$187.22 - $297.57 $43.4K - $69K
298 $62K
ICE
Intercontinental Exchange, Inc.

Financial Services
-405
- 16.45%
$148.29 - $166.93 $60.1K - $67.6K
2.06K $306K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-558
- 4.75%
$102.08 - $110.92 $57K - $61.9K
11.2K $1.15M
EDV
Vanguard Extended Duration Tre

ETFs
-99
- 1.48%
$67.27 - $79.67 $6.66K - $7.89K
6.61K $447K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1.1K
- 7.79%
$37.41 - $42.14 $41K - $46.2K
13K $485K
URI
United Rentals, Inc.

Industrials
-58
- 13.62%
$704.44 - $880.32 $40.9K - $51.1K
368 $259K
MPC
Marathon Petroleum Corp

Energy
-216
- 9.33%
$131.65 - $174.84 $28.4K - $37.8K
2.1K $292K
BALL
Ball Corp

Consumer Cyclical
-656
- 17.63%
$54.84 - $67.94 $36K - $44.6K
3.07K $168K
ING
Ing Groep Nv

Financial Services
-1.6K
- 6.8%
$15.1 - $17.73 $24.1K - $28.3K
21.9K $343K
SGOL
Abrdn Gold ETF Trust

ETFs
-3.18K
- 6.07%
$24.46 - $26.62 $77.7K - $84.6K
49.1K $1.23M
K
Kellogg CO

Consumer Defensive
-1.01K
- 65.52%
$80.34 - $81.29 $80.9K - $81.9K
530 $42K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-101
- 5.03%
$128.36 - $186.0 $13K - $18.8K
1.91K $245K
DVN
Devon Energy Corp

Energy
-1.45K
- 28.69%
$30.52 - $42.96 $44.1K - $62.1K
3.59K $117K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-1.28K
- 2.64%
$48.96 - $52.85 $62.7K - $67.6K
47.3K $2.33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-241
- 9.11%
$209.89 - $233.24 $50.6K - $56.2K
2.41K $510K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-4.43K
- 21.5%
$13.01 - $14.43 $57.7K - $64K
16.2K $214K
KMB
Kimberly Clark Corp

Consumer Defensive
-388
- 16.09%
$130.37 - $146.09 $50.6K - $56.7K
2.02K $265K
KHC
Kraft Heinz CO

Consumer Defensive
-1.67K
- 27.47%
$30.1 - $36.02 $50.3K - $60.2K
4.41K $135K
DGRO
Ishares Core Dividend Growth E

ETFs
-918
- 7.26%
$60.73 - $64.94 $55.8K - $59.6K
11.7K $719K
EL
Estee Lauder Companies Inc

Consumer Defensive
-645
- 66.43%
$62.74 - $97.24 $40.5K - $62.7K
326 $24K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-2.97K
- 53.92%
$24.13 - $24.45 $71.7K - $72.7K
2.54K $61K
GFL
Gfl Environmental Inc.

Industrials
-2.22K
- 37.1%
$39.53 - $47.1 $87.6K - $104K
3.76K $167K
QRVO
Qorvo, Inc.

Technology
-522
- 49.62%
$65.6 - $104.58 $34.2K - $54.6K
530 $37K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-1.86K
- 52.8%
$31.33 - $35.13 $58.2K - $65.3K
1.66K $52K
NTRA
Natera, Inc.

Healthcare
-720
- 50.38%
$117.67 - $174.0 $84.7K - $125K
709 $112K
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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