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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, VOO, VV, SPDW, VTEB, and represent 21.95% of GeoWealth Management's stock portfolio.
Added to shares of these 10 stocks: TFLO (+$44M), GTO (+$28M), IUSB (+$18M), SPY (+$16M), DSTL (+$15M), MGC (+$14M), SPLV (+$14M), SPDW (+$13M), SPEM (+$13M), SCHG (+$13M).
Started 872 new stock positions in WSM, MARM, EMTL, SF, SUPN, HDB, HURN, CGNX, SIXP, RBLX.
Reduced shares in these 10 stocks: GSLC (-$22M), MGK (-$14M), DFAC (-$12M), ONEQ (-$11M), AOA (-$10M), VTI (-$8.7M), IWF (-$8.6M), MINT (-$7.8M), TDSC (-$5.9M), FLOT (-$5.7M).
Sold out of its positions in FLAO, MARW, SIXJ, BLK, MYI, FTSL, GJUN, DMAY, FDEC, FAPR.
GeoWealth Management was a net buyer of stock by $417M.
GeoWealth Management has $2.8B in assets under management (AUM), dropping by 23.23%.
Central Index Key (CIK): 0001593387

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Portfolio Holdings for GeoWealth Management

GeoWealth Management holds 1702 positions in its portfolio as reported in the September 2024 quarterly 13F filing

GeoWealth Management has 1702 total positions. Only the first 250 positions are shown.

Sign up to view all of the GeoWealth Management Sept. 30, 2024 positions
Download the GeoWealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Total Usd (IUSB)	6.6	$187M	+10%	4.0M	47.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.7	$133M	+5%	253k	527.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.0	$113M	+4%	429k	263.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.5	$99M	+15%	2.6M	37.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.2	$90M	+7%	1.8M	51.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.0	$84M	-12%	2.5M	34.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$72M	-10%	253k	283.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.2	$63M	+15%	979k	64.74	View chart
Exchange Listed Fds Tr Cabana Target 10 (TDSC)	1.9	$53M	-10%	2.1M	25.43	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.8	$51M	+31%	992k	51.82	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.6	$47M	+8%	958k	48.54	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.6	$45M	+40%	1.1M	41.28	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.6	$44M	NEW	873k	50.60	View chart
Exchange Listed Fds Tr Cabana Moderate (CLSM)	1.6	$44M	-8%	2.1M	21.32	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.4	$41M	+3%	1.5M	27.01	View chart
Invesco Actively Managed Exc Total Return (GTO)	1.3	$36M	+369%	743k	48.30	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.0	$30M	+5%	162k	182.00	View chart
Apple (AAPL)	0.9	$27M	-3%	115k	233.00	View chart
Microsoft Corporation (MSFT)	0.9	$25M	-5%	57k	430.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$24M		481k	50.28	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.8	$24M	+12%	442k	53.77	View chart
NVIDIA Corporation (NVDA)	0.8	$24M	-6%	194k	121.44	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.8	$23M	+83%	136k	169.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$23M	+26%	87k	263.83	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$23M	+107%	718k	31.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$22M	+290%	39k	573.77	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.8	$22M	+78%	108k	202.76	View chart
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)	0.8	$22M	-8%	961k	22.68	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.7	$19M	+187%	226k	82.94	View chart
Vanguard World Mega Cap Index (MGC)	0.6	$18M	+334%	88k	206.64	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.6	$18M	+602%	309k	56.73	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.6	$17M	-4%	168k	101.52	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$17M	-56%	147k	112.94	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.6	$16M	+104%	248k	66.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$16M	+350%	33k	488.06	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.5	$15M	+342%	291k	51.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$15M	+612%	144k	104.18	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$14M	+322%	141k	102.58	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$14M	+4%	150k	94.61	View chart
Amazon (AMZN)	0.5	$14M	-7%	76k	186.33	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$14M	+4157%	197k	71.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$14M	-26%	497k	28.14	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$14M	+1359%	203k	67.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$12M	+40%	52k	237.21	View chart
Global X Fds Conscious Cos (KRMA)	0.4	$11M	+4239%	277k	39.14	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$11M	+83%	168k	64.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$11M	-4%	65k	165.85	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$11M	+1481%	101k	104.67	View chart
Meta Platforms Cl A (META)	0.4	$11M		18k	572.45	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$11M	NEW	109k	96.95	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.4	$10M	+130%	173k	59.24	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.4	$10M	+453%	385k	26.59	View chart
RBB Motley Fol Etf (TMFC)	0.4	$10M	+3672%	180k	56.25	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$9.9M	+6%	118k	84.17	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$9.6M	+426%	325k	29.41	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$9.4M	NEW	129k	72.97	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$9.1M	NEW	100k	91.06	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.3	$8.8M	NEW	73k	120.37	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.3	$8.4M	+129%	305k	27.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$8.1M	-3%	68k	119.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$7.9M	-2%	109k	72.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$7.9M		14k	576.82	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$7.9M	+55%	36k	220.05	View chart
Two Rds Shared Tr Fndtns Dynamic G (FDGR)	0.3	$7.7M	-19%	592k	12.93	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$7.6M	+674%	83k	90.80	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.3	$7.4M	+1405%	192k	38.66	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.3	$7.4M	+172%	144k	51.24	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$7.3M	+17%	139k	52.86	View chart
UnitedHealth (UNH)	0.3	$7.2M	+10%	12k	584.70	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$7.1M	+125%	158k	44.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$7.0M	-15%	35k	200.80	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.2	$7.0M	NEW	101k	69.44	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$6.9M	-30%	76k	91.81	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$6.9M	-14%	158k	43.42	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$6.7M	+156%	129k	52.13	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$6.7M	-27%	184k	36.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$6.6M	+549%	66k	101.27	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$6.6M	-60%	84k	78.91	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$6.6M	+3009%	362k	18.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$6.4M	+1186%	50k	128.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$6.2M	-6%	88k	70.67	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.2	$6.1M	+16%	138k	44.30	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.2	$6.1M		126k	48.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.1M	+4%	48k	125.62	View chart
JPMorgan Chase & Co. (JPM)	0.2	$6.0M	+28%	29k	210.86	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$6.0M	+3043%	445k	13.43	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.2	$5.9M	+252%	38k	157.55	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$5.8M	+20%	21k	276.76	View chart
Two Rds Shared Tr Fndtns Dyn Incom (FDTB)	0.2	$5.8M	-15%	602k	9.61	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.8M		12k	493.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$5.7M	+18%	32k	179.16	View chart
Wal-Mart Stores (WMT)	0.2	$5.7M	+16%	71k	80.75	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$5.7M	+39%	58k	98.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$5.7M	NEW	124k	45.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$5.5M	+100%	66k	83.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$5.5M	+32%	12k	460.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.4M	-6%	32k	167.19	View chart
Prologis (PLD)	0.2	$5.3M	-7%	42k	126.28	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.2	$5.2M	+7%	102k	51.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$5.2M	-31%	23k	225.75	View chart
Broadcom (AVGO)	0.2	$5.2M	+847%	30k	172.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$5.1M	+18%	28k	179.30	View chart
Eli Lilly & Co. (LLY)	0.2	$5.0M	-6%	5.7k	885.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.0M	-63%	13k	375.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$4.7M	-75%	15k	321.96	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$4.7M	+4%	47k	99.45	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$4.7M	+19%	176k	26.65	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$4.6M	+272%	101k	45.51	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$4.5M	-39%	105k	43.19	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.2	$4.5M	+303%	110k	40.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$4.3M	+16%	44k	98.10	View chart
Visa Com Cl A (V)	0.2	$4.3M	-26%	16k	274.94	View chart
salesforce (CRM)	0.1	$4.2M		16k	273.71	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$4.2M	+12%	115k	36.41	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$4.1M	+8%	150k	27.41	View chart
Welltower Inc Com reit (WELL)	0.1	$4.1M	+18%	32k	128.03	View chart
Merck & Co (MRK)	0.1	$4.1M	-6%	36k	113.56	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$4.0M	-20%	23k	174.50	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.9M	-66%	39k	100.69	View chart
Equinix (EQIX)	0.1	$3.9M	+2%	4.4k	887.63	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$3.8M	+2%	89k	42.84	View chart
Simon Property (SPG)	0.1	$3.8M		23k	169.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.7M	NEW	41k	91.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$3.7M	+37%	74k	50.74	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.7M	-39%	24k	154.02	View chart
Abbvie (ABBV)	0.1	$3.7M	-3%	19k	197.48	View chart
Two Rds Shared Tr Foundations Dynm (FDCE)	0.1	$3.6M	-26%	282k	12.60	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.6M		5.7k	618.57	View chart
TJX Companies (TJX)	0.1	$3.5M	+6%	30k	117.54	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$3.4M	-27%	96k	35.11	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$3.4M	+72%	129k	26.14	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$3.4M	NEW	123k	27.34	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$3.3M	+286%	61k	54.68	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$3.3M	+25%	60k	55.70	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$3.3M	+122%	33k	97.79	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.2M	+15%	63k	50.88	View chart
Costco Wholesale Corporation (COST)	0.1	$3.2M	-19%	3.6k	886.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.2M	+380%	13k	243.06	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$3.1M	+5%	59k	52.99	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$3.1M	NEW	22k	139.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.1M	-2%	27k	117.22	View chart
Tesla Motors (TSLA)	0.1	$3.1M	+4%	12k	261.62	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$3.1M	+32%	68k	45.24	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$3.1M		45k	67.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.0M	-11%	38k	78.05	View chart
Pepsi (PEP)	0.1	$3.0M		17k	170.05	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.9M	-21%	15k	200.38	View chart
Procter & Gamble Company (PG)	0.1	$2.9M	-10%	17k	173.20	View chart
Johnson & Johnson (JNJ)	0.1	$2.9M		18k	162.06	View chart
Oracle Corporation (ORCL)	0.1	$2.9M	+15%	17k	170.40	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$2.9M	+1121%	69k	41.96	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$2.7M	+9%	26k	103.58	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$2.7M		90k	30.28	View chart
Servicenow (NOW)	0.1	$2.7M		3.0k	894.39	View chart
Qualcomm (QCOM)	0.1	$2.7M		16k	170.06	View chart
Metropcs Communications (TMUS)	0.1	$2.7M	+7%	13k	206.36	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$2.6M	+307%	78k	34.13	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.6M	+147%	55k	47.53	View chart
Iron Mountain (IRM)	0.1	$2.6M	-4%	22k	118.83	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.1	$2.6M	+32%	25k	101.22	View chart
Bank of America Corporation (BAC)	0.1	$2.5M	-9%	64k	39.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.5M	-8%	7.2k	353.48	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.1	$2.5M	+7%	62k	39.55	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.1	$2.4M	+79%	49k	49.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.3M	+979%	44k	52.66	View chart
Goldman Sachs (GS)	0.1	$2.3M	+7%	4.6k	495.11	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$2.3M	-13%	50k	45.32	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.3M	+8%	13k	173.67	View chart
Digital Realty Trust (DLR)	0.1	$2.2M	+9%	14k	161.83	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$2.2M	+15%	37k	59.87	View chart
Two Rds Shared Tr Affinity World (WLDR)	0.1	$2.2M		66k	33.08	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.2M	+37%	23k	95.81	View chart
Chevron Corporation (CVX)	0.1	$2.2M	-10%	15k	147.28	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.1	$2.2M	+632%	75k	28.74	View chart
Medtronic SHS (MDT)	0.1	$2.1M	+6%	24k	90.03	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.1M	+63%	37k	57.53	View chart
Public Storage (PSA)	0.1	$2.1M	+9%	5.8k	363.87	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.1M	+3%	24k	87.80	View chart
S&p Global (SPGI)	0.1	$2.1M		4.0k	516.62	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.1M	-10%	26k	80.30	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$2.1M	+45%	23k	90.17	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$2.1M	+9%	82k	25.21	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.0M	+10%	18k	115.30	View chart
Verizon Communications (VZ)	0.1	$2.0M	+41%	45k	44.91	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.0M		3.9k	517.78	View chart
Home Depot (HD)	0.1	$2.0M	-7%	5.0k	405.20	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.1	$2.0M	+416%	95k	21.27	View chart
Intuit (INTU)	0.1	$2.0M	-5%	3.2k	621.00	View chart
AvalonBay Communities (AVB)	0.1	$2.0M		8.8k	225.25	View chart
Netflix (NFLX)	0.1	$2.0M	-29%	2.8k	709.27	View chart
Nike CL B (NKE)	0.1	$1.9M	-10%	22k	88.40	View chart
Coca-Cola Company (KO)	0.1	$1.9M	-7%	27k	71.86	View chart
American Express Company (AXP)	0.1	$1.9M	-8%	7.1k	271.20	View chart
Doubleline Etf Trust Commodity Strate (DCMT)	0.1	$1.9M	-13%	76k	25.29	View chart
Sherwin-Williams Company (SHW)	0.1	$1.9M		5.0k	381.67	View chart
Ge Aerospace Com New (GE)	0.1	$1.9M	-5%	10k	188.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$1.9M	+1146%	38k	48.56	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$1.8M	-2%	26k	71.02	View chart
Booking Holdings (BKNG)	0.1	$1.8M	+9%	428.00	4212.31	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.1	$1.8M	NEW	63k	28.53	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.8M	-28%	15k	119.07	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$1.8M	+3%	60k	29.41	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.8M	+15%	2.8k	631.82	View chart
Abbott Laboratories (ABT)	0.1	$1.7M	-9%	15k	114.01	View chart
Realty Income (O)	0.1	$1.7M	-6%	27k	63.42	View chart
Arista Networks (ANET)	0.1	$1.7M	-2%	4.4k	383.82	View chart
Listed Fd Tr Core Alt Fd (CCOR)	0.1	$1.7M	NEW	62k	27.36	View chart
American Tower Reit (AMT)	0.1	$1.7M	-2%	7.2k	232.56	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$1.7M		35k	47.52	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.6M	-34%	20k	83.00	View chart
Boston Properties (BXP)	0.1	$1.6M	-4%	20k	80.46	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.6M	+46%	12k	135.44	View chart
McDonald's Corporation (MCD)	0.1	$1.6M	-4%	5.3k	304.49	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.6M	-16%	34k	46.74	View chart
Lowe's Companies (LOW)	0.1	$1.6M	-2%	5.9k	270.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.6M	+11%	11k	151.63	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$1.6M	+76%	52k	30.85	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.6M	+89%	23k	70.06	View chart
Progressive Corporation (PGR)	0.1	$1.6M	-16%	6.2k	253.76	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.6M	-69%	13k	119.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.6M	-52%	20k	79.42	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.6M	-3%	3.2k	491.27	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.5M		4.7k	326.73	View chart
Hca Holdings (HCA)	0.1	$1.5M	+8%	3.8k	406.43	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.5M		15k	100.70	View chart
Uber Technologies (UBER)	0.1	$1.5M		20k	75.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.5M	-48%	25k	59.51	View chart
Cisco Systems (CSCO)	0.1	$1.5M	-5%	28k	53.22	View chart
Linde SHS (LIN)	0.1	$1.5M	-4%	3.1k	476.86	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	-8%	9.0k	164.08	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$1.5M	+197%	47k	31.43	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.5M	NEW	28k	51.82	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$1.4M	-8%	31k	46.16	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$1.4M	-58%	16k	90.40	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.0	$1.4M	+12%	29k	47.50	View chart
At&t (T)	0.0	$1.4M	+16%	63k	22.00	View chart
Extra Space Storage (EXR)	0.0	$1.4M	-2%	7.7k	180.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.4M	-14%	19k	75.11	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$1.4M	+26%	33k	41.76	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$1.4M	+8%	11k	132.26	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$1.4M	+66%	30k	45.49	View chart
Essex Property Trust (ESS)	0.0	$1.4M		4.6k	295.42	View chart
Stryker Corporation (SYK)	0.0	$1.4M	-7%	3.8k	361.26	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.0	$1.3M	+419%	54k	25.11	View chart
Pulte (PHM)	0.0	$1.3M	+117%	9.4k	143.53	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.0	$1.3M	NEW	47k	28.84	View chart
Sap Se Spon Adr (SAP)	0.0	$1.3M	-8%	5.9k	229.10	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.3M	-3%	2.3k	584.56	View chart
McKesson Corporation (MCK)	0.0	$1.3M	-33%	2.7k	494.43	View chart
International Business Machines (IBM)	0.0	$1.3M		6.0k	221.08	View chart

Past Filings by GeoWealth Management

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

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
GeoWealth Management 2021 Q1 filed May 13, 2021

View all past filings

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