Geneva Partners as of June 30, 2019
Portfolio Holdings for Geneva Partners
Geneva Partners holds 64 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fidelity divid etf risi (FDRR) | 5.2 | $6.4M | 200k | 31.91 | |
Walt Disney Company (DIS) | 4.5 | $5.6M | 40k | 139.64 | |
Starbucks Corporation (SBUX) | 3.8 | $4.7M | 56k | 83.83 | |
Amazon (AMZN) | 3.6 | $4.5M | 2.4k | 1893.92 | |
Dollar General (DG) | 3.6 | $4.5M | 33k | 135.15 | |
Microsoft Corporation (MSFT) | 3.5 | $4.3M | 32k | 133.95 | |
Paypal Holdings (PYPL) | 3.5 | $4.3M | 38k | 114.46 | |
Zoetis Inc Cl A (ZTS) | 3.4 | $4.2M | 37k | 113.49 | |
Alphabet Inc Class A cs (GOOGL) | 3.3 | $4.1M | 3.8k | 1082.78 | |
JPMorgan Chase & Co. (JPM) | 3.2 | $3.9M | 35k | 111.80 | |
Nike (NKE) | 3.0 | $3.8M | 45k | 83.96 | |
iShares S&P 500 Index (IVV) | 2.8 | $3.5M | 12k | 294.74 | |
Bank of America Corporation (BAC) | 2.8 | $3.5M | 119k | 29.00 | |
Automatic Data Processing (ADP) | 2.8 | $3.4M | 21k | 165.35 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 2.7 | $3.3M | 36k | 91.47 | |
SPDR Gold Trust (GLD) | 2.6 | $3.3M | 25k | 133.19 | |
Servicenow (NOW) | 2.4 | $3.0M | 11k | 274.61 | |
Woodward Governor Company (WWD) | 2.4 | $2.9M | 26k | 113.15 | |
Abbott Laboratories (ABT) | 2.3 | $2.8M | 34k | 84.10 | |
Ingersoll-rand Co Ltd-cl A | 2.2 | $2.7M | 21k | 126.66 | |
CSX Corporation (CSX) | 2.1 | $2.6M | 34k | 77.37 | |
Edwards Lifesciences (EW) | 2.0 | $2.5M | 14k | 184.75 | |
Prologis (PLD) | 1.9 | $2.4M | 30k | 80.09 | |
Thermo Fisher Scientific (TMO) | 1.7 | $2.1M | 7.1k | 293.72 | |
Alexandria Real Estate Equities (ARE) | 1.6 | $2.0M | 14k | 141.13 | |
iShares Dow Jones Select Dividend (DVY) | 1.5 | $1.8M | 19k | 99.56 | |
TransDigm Group Incorporated (TDG) | 1.4 | $1.7M | 3.5k | 483.91 | |
iShares S&P MidCap 400 Index (IJH) | 1.4 | $1.7M | 8.6k | 194.20 | |
PerkinElmer (RVTY) | 1.2 | $1.5M | 16k | 96.32 | |
Amgen (AMGN) | 1.2 | $1.5M | 8.0k | 184.30 | |
Honeywell International (HON) | 1.1 | $1.4M | 8.2k | 174.59 | |
iShares Russell 3000 Value Index (IUSV) | 1.1 | $1.4M | 24k | 56.64 | |
Lennox International (LII) | 1.1 | $1.3M | 4.9k | 275.10 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 1.1 | $1.3M | 25k | 52.89 | |
Union Pacific Corporation (UNP) | 1.0 | $1.3M | 7.5k | 169.12 | |
Visa (V) | 1.0 | $1.3M | 7.2k | 173.53 | |
Waste Management (WM) | 1.0 | $1.2M | 10k | 115.40 | |
Fastenal Company (FAST) | 1.0 | $1.2M | 37k | 32.59 | |
Amphenol Corporation (APH) | 1.0 | $1.2M | 12k | 95.96 | |
Cisco Systems (CSCO) | 0.9 | $1.2M | 21k | 54.71 | |
Workday Inc cl a (WDAY) | 0.9 | $1.1M | 5.5k | 205.56 | |
American Tower Reit (AMT) | 0.8 | $965k | 4.7k | 204.36 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $941k | 3.2k | 292.96 | |
Churchill Downs (CHDN) | 0.7 | $898k | 7.8k | 115.13 | |
Tractor Supply Company (TSCO) | 0.6 | $716k | 6.6k | 108.73 | |
Lululemon Athletica (LULU) | 0.6 | $722k | 4.0k | 180.27 | |
Exxon Mobil Corporation (XOM) | 0.6 | $705k | 7.7k | 91.34 | |
Paychex (PAYX) | 0.6 | $702k | 8.5k | 82.30 | |
Crown Castle Intl (CCI) | 0.6 | $705k | 5.4k | 130.36 | |
Danaher Corporation (DHR) | 0.5 | $664k | 4.6k | 142.95 | |
Netflix (NFLX) | 0.5 | $569k | 1.6k | 367.10 | |
Pepsi (PEP) | 0.4 | $494k | 3.8k | 131.17 | |
MasterCard Incorporated (MA) | 0.4 | $489k | 1.8k | 264.47 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $431k | 2.7k | 157.47 | |
Cooper Companies | 0.3 | $326k | 966.00 | 337.47 | |
Armstrong World Industries (AWI) | 0.3 | $324k | 20k | 16.37 | |
BLACKROCK MUN TARGET TERM TR SHARES Of Ben (BTT) | 0.3 | $324k | 14k | 23.24 | |
Fidelity msci rl est etf (FREL) | 0.3 | $326k | 13k | 26.18 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $277k | 5.0k | 55.85 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.2 | $262k | 10k | 25.59 | |
iShares Russell 3000 Growth Index (IUSG) | 0.2 | $209k | 3.3k | 62.80 | |
Stryker Corporation (SYK) | 0.2 | $202k | 985.00 | 205.08 | |
Cheniere Energy Partners (CQP) | 0.2 | $202k | 4.8k | 42.08 | |
Sequans Communications Adr adr usd.02 | 0.0 | $9.0k | 10k | 0.90 |