Geneva Partners as of Sept. 30, 2019
Portfolio Holdings for Geneva Partners
Geneva Partners holds 69 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fidelity divid etf risi (FDRR) | 5.0 | $6.5M | 201k | 32.26 | |
SPDR Gold Trust (GLD) | 4.2 | $5.5M | 39k | 138.86 | |
Walt Disney Company (DIS) | 4.2 | $5.5M | 42k | 130.33 | |
Dollar General (DG) | 3.8 | $4.8M | 30k | 158.92 | |
Alphabet Inc Class A cs (GOOGL) | 3.6 | $4.6M | 3.8k | 1221.13 | |
Microsoft Corporation (MSFT) | 3.5 | $4.5M | 33k | 139.02 | |
JPMorgan Chase & Co. (JPM) | 3.3 | $4.2M | 36k | 117.68 | |
Amazon (AMZN) | 3.2 | $4.2M | 2.4k | 1735.64 | |
Starbucks Corporation (SBUX) | 3.1 | $4.0M | 46k | 88.42 | |
Nike (NKE) | 3.0 | $3.9M | 42k | 93.91 | |
iShares S&P 500 Index (IVV) | 2.9 | $3.7M | 12k | 298.50 | |
Zoetis Inc Cl A (ZTS) | 2.9 | $3.7M | 29k | 124.60 | |
Automatic Data Processing (ADP) | 2.8 | $3.6M | 22k | 161.41 | |
Cme (CME) | 2.8 | $3.6M | 17k | 211.33 | |
At&t (T) | 2.8 | $3.5M | 94k | 37.84 | |
L3harris Technologies (LHX) | 2.7 | $3.5M | 17k | 208.61 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 2.7 | $3.4M | 37k | 92.39 | |
Medtronic (MDT) | 2.6 | $3.4M | 31k | 108.63 | |
Edwards Lifesciences (EW) | 2.4 | $3.1M | 14k | 219.91 | |
Paypal Holdings (PYPL) | 2.3 | $3.0M | 29k | 103.58 | |
Abbott Laboratories (ABT) | 2.1 | $2.7M | 32k | 83.67 | |
Prologis (PLD) | 2.0 | $2.6M | 30k | 85.21 | |
Ingersoll-rand Co Ltd-cl A | 1.8 | $2.4M | 19k | 123.20 | |
Pepsi (PEP) | 1.7 | $2.2M | 16k | 137.12 | |
Alexandria Real Estate Equities (ARE) | 1.7 | $2.1M | 14k | 154.03 | |
Thermo Fisher Scientific (TMO) | 1.6 | $2.1M | 7.2k | 291.26 | |
Lockheed Martin Corporation (LMT) | 1.4 | $1.8M | 4.7k | 390.02 | |
TransDigm Group Incorporated (TDG) | 1.4 | $1.8M | 3.4k | 520.57 | |
iShares Dow Jones Select Dividend (DVY) | 1.3 | $1.7M | 17k | 101.95 | |
iShares S&P MidCap 400 Index (IJH) | 1.2 | $1.6M | 8.2k | 193.27 | |
Vaneck Vectors Gold Miners mutual (GDX) | 1.1 | $1.4M | 54k | 26.71 | |
Honeywell International (HON) | 1.1 | $1.3M | 8.0k | 169.22 | |
Chipotle Mexican Grill (CMG) | 1.0 | $1.3M | 1.6k | 840.51 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 1.0 | $1.3M | 25k | 52.46 | |
Amgen (AMGN) | 0.9 | $1.2M | 6.3k | 193.49 | |
Visa (V) | 0.9 | $1.2M | 7.1k | 171.95 | |
iShares Russell 3000 Value Index (IUSV) | 0.9 | $1.2M | 21k | 57.80 | |
Waste Management (WM) | 0.9 | $1.1M | 9.9k | 115.02 | |
Danaher Corporation (DHR) | 0.9 | $1.1M | 7.9k | 144.37 | |
Churchill Downs (CHDN) | 0.9 | $1.1M | 9.1k | 123.48 | |
American Tower Reit (AMT) | 0.9 | $1.1M | 5.0k | 221.13 | |
PerkinElmer (RVTY) | 0.8 | $1.1M | 13k | 85.14 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $953k | 3.2k | 296.70 | |
Lululemon Athletica (LULU) | 0.6 | $732k | 3.8k | 192.63 | |
Crown Castle Intl (CCI) | 0.6 | $738k | 5.3k | 139.04 | |
Paychex (PAYX) | 0.6 | $718k | 8.7k | 82.72 | |
Fidelity msci rl est etf (FREL) | 0.5 | $637k | 23k | 27.89 | |
Hexcel Corporation (HXL) | 0.5 | $591k | 7.2k | 82.08 | |
Comcast Corporation (CMCSA) | 0.4 | $569k | 13k | 45.06 | |
MasterCard Incorporated (MA) | 0.4 | $495k | 1.8k | 271.38 | |
iShares Russell 1000 Growth Index (IWF) | 0.4 | $462k | 2.9k | 159.75 | |
Teledyne Technologies Incorporated (TDY) | 0.3 | $452k | 1.4k | 321.71 | |
Woodward Governor Company (WWD) | 0.3 | $438k | 4.1k | 107.75 | |
Servicenow (NOW) | 0.3 | $381k | 1.5k | 254.00 | |
Fiserv (FI) | 0.3 | $336k | 3.2k | 103.70 | |
BLACKROCK MUN TARGET TERM TR SHARES Of Ben (BTT) | 0.3 | $332k | 14k | 23.66 | |
Union Pacific Corporation (UNP) | 0.2 | $318k | 2.0k | 162.24 | |
Linde | 0.2 | $310k | 1.6k | 193.75 | |
Tractor Supply Company (TSCO) | 0.2 | $284k | 3.1k | 90.30 | |
Enterprise Products Partners (EPD) | 0.2 | $286k | 10k | 28.60 | |
Brookfield Infrastructure Part (BIP) | 0.2 | $248k | 5.0k | 49.60 | |
Stryker Corporation (SYK) | 0.2 | $213k | 985.00 | 216.24 | |
Cheniere Energy Partners (CQP) | 0.2 | $218k | 4.8k | 45.42 | |
iShares Russell 3000 Growth Index (IUSG) | 0.2 | $215k | 3.4k | 62.88 | |
Cintas Corporation (CTAS) | 0.2 | $209k | 780.00 | 267.95 | |
Amphenol Corporation (APH) | 0.2 | $203k | 2.1k | 96.67 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $210k | 3.8k | 55.85 | |
Ssr Mining (SSRM) | 0.2 | $203k | 14k | 14.50 | |
Sequans Communications Adr adr usd.02 | 0.0 | $9.0k | 10k | 0.90 |