Geneva Partners as of March 31, 2025
Portfolio Holdings for Geneva Partners
Geneva Partners holds 60 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.1 | $14M | 73k | 190.26 | |
| NVIDIA Corporation (NVDA) | 6.6 | $13M | 118k | 108.38 | |
| Meta Platforms Cl A (META) | 5.6 | $11M | 19k | 576.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $9.7M | 63k | 154.64 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $9.4M | 17k | 561.90 | |
| Broadcom (AVGO) | 4.8 | $9.4M | 56k | 167.43 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.8 | $9.2M | 54k | 170.89 | |
| Microsoft Corporation (MSFT) | 4.7 | $9.1M | 24k | 375.39 | |
| TransDigm Group Incorporated (TDG) | 3.9 | $7.6M | 5.5k | 1383.38 | |
| Mastercard Cl A (MA) | 3.8 | $7.3M | 13k | 548.11 | |
| S&p Global (SPGI) | 3.6 | $6.9M | 14k | 508.11 | |
| Spotify Technology S A SHS (SPOT) | 3.3 | $6.4M | 12k | 529.48 | |
| O'reilly Automotive (ORLY) | 2.8 | $5.4M | 3.8k | 1432.44 | |
| Netflix (NFLX) | 2.7 | $5.2M | 5.5k | 932.58 | |
| Marsh & McLennan Companies | 2.4 | $4.7M | 19k | 244.03 | |
| Fidelity Covington Tr Divid Etf Risi (FDRR) | 2.2 | $4.2M | 85k | 50.01 | |
| Copart (CPRT) | 2.0 | $3.9M | 70k | 56.56 | |
| Parker-Hannifin Corporation (PH) | 2.0 | $3.9M | 7.1k | 549.77 | |
| MercadoLibre (MELI) | 2.0 | $3.8M | 1.9k | 1950.97 | |
| Eli Lilly & Co Co (LLY) | 2.0 | $3.8M | 4.6k | 825.95 | |
| Palo Alto Networks (PANW) | 1.9 | $3.7M | 22k | 170.64 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $3.4M | 7.3k | 468.90 | |
| Automatic Data Processing (ADP) | 1.6 | $3.2M | 11k | 305.53 | |
| Howmet Aerospace (HWM) | 1.5 | $3.0M | 23k | 129.73 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $2.4M | 8.4k | 288.15 | |
| MPLX Com Unit Rep Ltd (MPLX) | 1.1 | $2.1M | 40k | 53.52 | |
| Arista Networks | 1.1 | $2.1M | 27k | 77.48 | |
| Take-Two Interactive Software (TTWO) | 1.1 | $2.1M | 10k | 207.25 | |
| Ryan Specialty Holdings Cl A (RYAN) | 1.0 | $1.9M | 26k | 73.87 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.7M | 3.0k | 559.37 | |
| W.W. Grainger (GWW) | 0.9 | $1.7M | 1.7k | 987.64 | |
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.8 | $1.6M | 8.1k | 191.81 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $1.4M | 5.7k | 244.64 | |
| Enterprise Products Partners (EPD) | 0.7 | $1.4M | 40k | 34.14 | |
| Progressive Corporation (PGR) | 0.7 | $1.3M | 4.6k | 283.03 | |
| Fidelity Covington Trust Enhanced Large (FELG) | 0.5 | $1.1M | 34k | 31.34 | |
| Ishares Tr Rus 1000grw Etf (IWF) | 0.5 | $1.0M | 2.9k | 361.13 | |
| Ishares Tr 0 3 Mnth Treasry (SGOV) | 0.5 | $1.0M | 10k | 100.67 | |
| Apple (AAPL) | 0.5 | $1.0M | 4.7k | 222.14 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $924k | 4.6k | 199.50 | |
| Visa Com Cl A (V) | 0.4 | $809k | 2.3k | 350.39 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $743k | 5.8k | 128.96 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $675k | 2.6k | 258.63 | |
| Fidelity Covington Trust Enhanced Large (FELC) | 0.3 | $582k | 19k | 31.19 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $512k | 1.9k | 274.78 | |
| Waste Management (WM) | 0.3 | $495k | 2.1k | 231.51 | |
| Costco Wholesale Corporation (COST) | 0.2 | $473k | 500.00 | 945.86 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.2 | $440k | 5.0k | 88.56 | |
| Reddit Cl A (RDDT) | 0.2 | $438k | 4.2k | 104.90 | |
| Ferrari Nv Ord (RACE) | 0.2 | $436k | 1.0k | 427.88 | |
| United Rentals (URI) | 0.2 | $345k | 550.00 | 626.70 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $331k | 1.6k | 206.45 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $315k | 4.4k | 71.97 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $276k | 4.7k | 58.35 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $276k | 6.0k | 45.97 | |
| Deere & Company (DE) | 0.1 | $261k | 555.00 | 469.35 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $252k | 4.1k | 61.78 | |
| Caterpillar (CAT) | 0.1 | $233k | 707.00 | 329.71 | |
| Crowdstrike Holdings Cl A (CRWD) | 0.1 | $224k | 635.00 | 352.58 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $211k | 2.3k | 92.82 |