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GeoWealth Management

Latest statistics and disclosures from GeoWealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSB, DFAC, VOO, VV, VTEB, and represent 25.02% of GeoWealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$101M), DFCF (+$45M), DFAX (+$31M), VOO (+$27M), VUG (+$23M), IUSB (+$23M), ONEQ (+$23M), BIL (+$18M), CWB (+$17M), VTI (+$17M).
Started 214 new stock positions in PAYO, LMB, FDEC, VLY, AGCO, XAPR, ARCC, HOOD, PPTA, CCCS.
Reduced shares in these 10 stocks: LGLV (-$17M), TFLO (-$14M), MTUM (-$12M), SPYG (-$12M), KRMA (-$11M), SPGP (-$11M), MOAT (-$10M), QGRO (-$9.9M), SPHQ (-$9.5M), SUSA (-$8.9M).
Sold out of its positions in AMRK, ASO, WMS, SIXP, AUGW, AIN, ATI, FRDM, AMX, ACA.
GeoWealth Management was a net buyer of stock by $280M.
GeoWealth Management has $3.1B in assets under management (AUM), dropping by 7.97%.
Central Index Key (CIK): 0001593387

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Portfolio Holdings for GeoWealth Management

GeoWealth Management holds 1792 positions in its portfolio as reported in the December 2024 quarterly 13F filing

GeoWealth Management has 1792 total positions. Only the first 250 positions are shown.

Sign up to view all of the GeoWealth Management Dec. 31, 2024 positions
Download the GeoWealth Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Total Usd (IUSB)	6.6	$203M	+12%	4.5M	45.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.1	$186M	+118%	5.4M	34.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.3	$163M	+19%	303k	538.80	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.8	$117M		433k	269.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.2	$97M	+10%	1.9M	50.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$90M	+23%	311k	289.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.7	$83M	-7%	2.4M	34.13	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.2	$68M	+82%	2.8M	24.86	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.8	$56M	+13%	1.1M	49.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.8	$54M	-6%	911k	58.93	View chart
Exchange Listed Fds Tr Cabana Target 10 (TDSC)	1.6	$50M		2.1M	24.43	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.6	$49M	+1036%	1.2M	41.27	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.6	$48M	+5%	1.0M	47.77	View chart
Exchange Listed Fds Tr Cabana Moderate (CLSM)	1.4	$43M	+2%	2.1M	20.33	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$37M	-10%	970k	38.37	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.2	$36M	+17%	190k	189.98	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.0	$30M	-32%	587k	50.47	View chart
Apple (AAPL)	0.9	$28M	-2%	112k	250.42	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.9	$27M	-21%	582k	46.40	View chart
NVIDIA Corporation (NVDA)	0.9	$26M		195k	134.29	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.8	$25M	+260%	273k	91.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$25M	+4%	502k	49.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$24M	+6%	92k	264.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$24M	+3244%	59k	410.44	View chart
Microsoft Corporation (MSFT)	0.8	$23M	-2%	55k	421.51	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.8	$23M	+33835%	302k	76.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$23M		39k	586.08	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.7	$22M	-11%	391k	54.96	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$20M	+141%	86k	235.27	View chart
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)	0.7	$20M	-3%	928k	21.66	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$19M	+10%	163k	115.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$18M	+266%	54k	343.41	View chart
Vanguard World Mega Cap Index (MGC)	0.6	$18M	-3%	86k	212.66	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.6	$18M	+2434%	232k	77.89	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$18M	-15%	608k	29.20	View chart
Amazon (AMZN)	0.5	$17M		76k	219.39	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.5	$15M	+40131%	292k	52.32	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$15M	-10%	222k	67.50	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.5	$15M	-4%	277k	53.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$14M	+168%	36k	401.58	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.5	$14M	-19%	135k	103.04	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$14M		150k	90.42	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.4	$14M	-20%	247k	54.92	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$14M	+38%	178k	75.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$13M	+5%	55k	240.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$13M	-23%	25k	511.22	View chart
Meta Platforms Cl A (META)	0.4	$12M	+12%	21k	585.52	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$12M	+98%	42k	288.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$12M	-6%	61k	189.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$11M	-11%	441k	25.84	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$11M	-19%	113k	98.47	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$11M	-22%	153k	70.00	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.3	$10M	NEW	178k	58.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$10M	+28%	18k	588.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$10M	-55%	48k	206.92	View chart
RBB Motley Fol Etf (TMFC)	0.3	$10M	-7%	166k	60.12	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$10M	+118%	384k	25.92	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.3	$9.8M	+52%	128k	76.61	View chart
Two Rds Shared Tr Fndtns Dyn Value (FDVL)	0.3	$9.5M	+2919%	931k	10.23	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.3	$8.9M	+8343%	61k	144.71	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$8.8M	+2608%	77k	115.13	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$8.3M	-57%	95k	87.90	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$8.2M	+53%	35k	232.52	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$8.0M	-18%	137k	58.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$8.0M		68k	117.48	View chart
JPMorgan Chase & Co. (JPM)	0.3	$7.9M	+15%	33k	239.71	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$7.6M	+173%	152k	49.96	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$7.5M	+17256%	153k	48.91	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$7.4M	+3%	144k	51.14	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.2	$7.3M	NEW	222k	32.77	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$7.3M	-19%	95k	76.14	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.9M	+12%	13k	526.59	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$6.9M	+115%	72k	95.47	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$6.8M	-5%	103k	66.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$6.6M	+63%	236k	27.87	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$6.5M	+103%	129k	50.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.4M	-7%	33k	198.17	View chart
Wal-Mart Stores (WMT)	0.2	$6.3M		70k	90.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$6.3M	+2%	33k	190.44	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.2	$6.3M	NEW	282k	22.24	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.2	$6.2M	-36%	244k	25.36	View chart
Broadcom (AVGO)	0.2	$6.1M	-11%	26k	231.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$5.9M	-4%	46k	128.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$5.9M	+9%	13k	453.28	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$5.9M	+33613%	116k	50.32	View chart
UnitedHealth (UNH)	0.2	$5.8M	-6%	12k	505.90	View chart
salesforce (CRM)	0.2	$5.7M	+11%	17k	334.33	View chart
Welltower Inc Com reit (WELL)	0.2	$5.7M	+41%	46k	126.03	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.2	$5.7M	+813877%	73k	78.17	View chart
Visa Com Cl A (V)	0.2	$5.5M	+10%	17k	316.05	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$5.3M	-17%	131k	40.67	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.2	$5.3M	NEW	62k	85.32	View chart
Prologis (PLD)	0.2	$5.3M	+18%	50k	105.70	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$5.3M	+4212%	207k	25.54	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$5.2M	-15%	155k	33.34	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$5.2M	+113%	107k	48.33	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$5.1M	-45%	178k	28.67	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.2	$5.1M	-77%	31k	165.21	View chart
Merck & Co (MRK)	0.2	$5.1M	+42%	51k	99.48	View chart
Tesla Motors (TSLA)	0.2	$5.1M	+6%	13k	403.84	View chart
Equinix (EQIX)	0.2	$4.9M	+18%	5.2k	942.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.9M	-2%	27k	178.08	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$4.9M	+24%	49k	100.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$4.8M	-13%	28k	175.23	View chart
Simon Property (SPG)	0.2	$4.8M	+23%	28k	172.21	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.2	$4.7M	-8%	94k	50.07	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.2	$4.6M	NEW	77k	60.03	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$4.6M	+7%	25k	184.88	View chart
Eli Lilly & Co. (LLY)	0.1	$4.5M	+2%	5.9k	772.02	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$4.4M		99k	44.92	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$4.4M	-3%	46k	95.10	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.3M	+30%	32k	137.57	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$4.1M	-69%	61k	67.03	View chart
TJX Companies (TJX)	0.1	$4.1M	+13%	34k	120.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$4.0M	+262%	39k	101.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$4.0M	+7%	79k	50.37	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$4.0M	-59%	69k	57.32	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$3.8M	+31%	91k	41.33	View chart
Goldman Sachs (GS)	0.1	$3.7M	+41%	6.5k	572.62	View chart
Metropcs Communications (TMUS)	0.1	$3.6M	+25%	16k	220.74	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$3.5M	-40%	82k	42.48	View chart
Abbvie (ABBV)	0.1	$3.5M	+3%	20k	177.70	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$3.5M	+4%	15k	224.35	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$3.4M	-10%	135k	25.37	View chart
Chubb (CB)	0.1	$3.4M	+252%	12k	276.29	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.4M	-11%	102k	33.39	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$3.4M	+124%	35k	96.81	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.1	$3.3M	-21%	87k	38.04	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$3.3M	+2%	23k	143.09	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.2M	+8%	6.2k	520.23	View chart
Pepsi (PEP)	0.1	$3.2M	+20%	21k	152.06	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.2M	-53%	61k	51.99	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$3.1M	-5%	58k	54.69	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.1	$3.1M	+23%	31k	100.82	View chart
Bank of America Corporation (BAC)	0.1	$3.1M	+10%	71k	43.95	View chart
Digital Realty Trust (DLR)	0.1	$3.1M	+25%	17k	177.33	View chart
Johnson & Johnson (JNJ)	0.1	$3.1M	+17%	21k	144.62	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$3.0M	-19%	72k	41.88	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$3.0M	-58%	59k	50.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.0M	-5%	12k	242.13	View chart
Costco Wholesale Corporation (COST)	0.1	$3.0M	-9%	3.2k	916.15	View chart
Servicenow (NOW)	0.1	$2.9M	-7%	2.8k	1060.12	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.1	$2.9M	NEW	88k	32.99	View chart
Oracle Corporation (ORCL)	0.1	$2.9M		17k	166.64	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.1	$2.9M	-59%	77k	37.30	View chart
Iron Mountain (IRM)	0.1	$2.9M	+25%	27k	105.11	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$2.8M	+2347%	84k	32.76	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.7M	+6%	14k	197.49	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.7M	-13%	39k	68.94	View chart
Qualcomm (QCOM)	0.1	$2.7M	+10%	17k	153.63	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.7M	+247%	14k	187.51	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.1	$2.6M	NEW	77k	33.63	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.6M	+2%	7.4k	351.79	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$2.6M	-15%	81k	31.92	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$2.5M	+5%	82k	30.99	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.5M	+24%	30k	85.66	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.5M	-10%	24k	107.57	View chart
Netflix (NFLX)	0.1	$2.5M	+3%	2.8k	891.32	View chart
Medtronic SHS (MDT)	0.1	$2.5M	+34%	32k	79.88	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.5M	+1680%	25k	100.32	View chart
AvalonBay Communities (AVB)	0.1	$2.5M	+26%	11k	219.96	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$2.5M	-24%	45k	54.31	View chart
Procter & Gamble Company (PG)	0.1	$2.4M	-14%	14k	167.65	View chart
Two Rds Shared Tr Fndtns Dyn Incom (FDTB)	0.1	$2.4M	-57%	255k	9.37	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$2.4M	+406213%	94k	25.45	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$2.4M	NEW	66k	36.08	View chart
Booking Holdings (BKNG)	0.1	$2.4M	+10%	474.00	4968.78	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$2.4M	-15%	22k	105.92	View chart
Doubleline Etf Trust Commodity Strate (DCMT)	0.1	$2.3M	+21%	92k	25.51	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.1	$2.3M	-2%	47k	49.24	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.3M	-27%	43k	54.23	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.3M	+46%	18k	131.76	View chart
S&p Global (SPGI)	0.1	$2.3M	+14%	4.6k	498.03	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$2.2M	-16%	75k	29.86	View chart
American Tower Reit (AMT)	0.1	$2.2M	+67%	12k	183.41	View chart
American Express Company (AXP)	0.1	$2.2M	+5%	7.4k	296.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.2M	+1745%	96k	22.70	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$2.2M		36k	59.77	View chart
Public Storage (PSA)	0.1	$2.1M	+24%	7.2k	299.44	View chart
Intuit (INTU)	0.1	$2.1M	+5%	3.4k	628.50	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.1M	+31%	6.2k	334.25	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.1M	+31%	26k	78.61	View chart
Arista Networks Com Shs (ANET)	0.1	$2.1M	NEW	19k	110.53	View chart
Spdr Ser Tr Bloomberg Enhncd (CERY)	0.1	$2.0M	NEW	77k	25.89	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.1	$2.0M	+6%	101k	19.53	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.9M	-13%	6.0k	323.83	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.9M		37k	52.47	View chart
Chevron Corporation (CVX)	0.1	$1.9M	-10%	13k	144.85	View chart
Two Rds Shared Tr Affinity World (WLDR)	0.1	$1.9M	-3%	64k	29.59	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.9M	-67%	29k	65.08	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.9M	+7%	4.2k	444.68	View chart
Abbott Laboratories (ABT)	0.1	$1.9M	+8%	17k	113.11	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.1	$1.9M	-24%	47k	39.56	View chart
Home Depot (HD)	0.1	$1.8M	-5%	4.7k	389.00	View chart
Cisco Systems (CSCO)	0.1	$1.8M	+9%	31k	59.20	View chart
Ge Aerospace Com New (GE)	0.1	$1.8M	+5%	11k	166.79	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.7M	+4%	24k	71.43	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.7M		3.2k	521.96	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$1.7M	+95%	15k	110.25	View chart
Sherwin-Williams Company (SHW)	0.1	$1.7M	-2%	4.9k	339.93	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.7M	-48%	66k	24.99	View chart
Essex Property Trust (ESS)	0.1	$1.6M	+24%	5.8k	285.44	View chart
Hartford Financial Services (HIG)	0.1	$1.6M	+38%	15k	109.40	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.1	$1.6M	-23%	57k	28.32	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$1.6M	+112%	31k	52.83	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.6M	+399%	17k	95.01	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.6M	-4%	10k	159.54	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.6M	-3%	15k	108.24	View chart
Wells Fargo & Company (WFC)	0.1	$1.6M	+23%	22k	70.24	View chart
Realty Income (O)	0.1	$1.6M	+8%	29k	53.41	View chart
Boston Properties (BXP)	0.1	$1.6M	+3%	21k	74.36	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.1	$1.5M	-15%	54k	28.91	View chart
Morgan Stanley Com New (MS)	0.1	$1.5M	+75%	12k	125.72	View chart
At&t (T)	0.0	$1.5M	+5%	67k	22.77	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$1.5M	+29%	13k	111.95	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$1.5M	-9%	32k	46.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.5M	+392%	7.8k	190.89	View chart
Sap Se Spon Adr (SAP)	0.0	$1.5M	+2%	6.0k	246.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.5M	-44%	21k	70.28	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.0	$1.5M	+206%	15k	101.74	View chart
McKesson Corporation (MCK)	0.0	$1.5M	-3%	2.6k	569.91	View chart
Vici Pptys (VICI)	0.0	$1.5M	+35%	50k	29.21	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$1.4M	+4%	35k	41.73	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$1.4M	+18%	33k	43.44	View chart
Progressive Corporation (PGR)	0.0	$1.4M	-3%	6.0k	239.61	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$1.4M	+6%	11k	129.34	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.4M	-18%	2.3k	636.04	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.4M	-29%	18k	78.65	View chart
International Business Machines (IBM)	0.0	$1.4M	+9%	6.5k	219.83	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$1.4M	+2%	29k	48.77	View chart
Extra Space Storage (EXR)	0.0	$1.4M	+22%	9.4k	149.60	View chart
Moody's Corporation (MCO)	0.0	$1.4M	+13%	3.0k	473.39	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.4M	+19%	19k	74.01	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$1.4M	-33%	15k	92.51	View chart
McDonald's Corporation (MCD)	0.0	$1.4M	-9%	4.8k	289.87	View chart
Novo-nordisk A S Adr (NVO)	0.0	$1.4M	+7%	16k	86.02	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.0	$1.4M	NEW	55k	25.20	View chart
Lowe's Companies (LOW)	0.0	$1.4M	-6%	5.6k	246.80	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$1.4M	+35%	21k	65.52	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$1.4M	+22%	13k	103.30	View chart
Coca-Cola Company (KO)	0.0	$1.4M	-18%	22k	62.26	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.0	$1.3M	+4%	56k	23.78	View chart
Philip Morris International (PM)	0.0	$1.3M	+27%	11k	120.35	View chart
Vaneck Etf Trust Energy Incme Et (EINC)	0.0	$1.3M	+8%	14k	94.04	View chart
Udr (UDR)	0.0	$1.3M	+21%	31k	43.41	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$1.3M		46k	28.72	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$1.3M	+97%	60k	22.07	View chart
Docusign (DOCU)	0.0	$1.3M	+4535%	15k	89.94	View chart
Uber Technologies (UBER)	0.0	$1.3M	+8%	22k	60.32	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$1.3M	+11%	17k	75.69	View chart

Past Filings by GeoWealth Management

SEC 13F filings are viewable for GeoWealth Management going back to 2019

GeoWealth Management 2024 Q4 filed Feb. 13, 2025
GeoWealth Management 2024 Q3 filed Nov. 12, 2024
GeoWealth Management 2024 Q2 filed Aug. 12, 2024
GeoWealth Management 2024 Q1 filed May 15, 2024
GeoWealth Management 2024 Q1 restated filed May 15, 2024
GeoWealth Management 2023 Q3 filed Nov. 13, 2023
GeoWealth Management 2023 Q2 filed Aug. 10, 2023
GeoWealth Management 2023 Q2 restated filed Aug. 10, 2023
GeoWealth Management 2023 Q1 filed May 12, 2023
GeoWealth Management 2022 Q4 filed Feb. 13, 2023
GeoWealth Management 2022 Q3 filed Nov. 14, 2022
GeoWealth Management 2022 Q2 filed Aug. 12, 2022
GeoWealth Management 2022 Q1 filed May 13, 2022
GeoWealth Management 2021 Q4 filed Feb. 14, 2022
GeoWealth Management 2021 Q3 filed Nov. 12, 2021
GeoWealth Management 2021 Q2 filed Aug. 17, 2021

View all past filings

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