Genesee Capital Advisors, LLC Purchases in Q4 2024

Genesee Capital Advisors, LLC

  • $208 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
12.7K
+ 463.18%
$201.32 - $217.44 $2.55M - $2.75M
15.4K $3.19M
FXO
First Tr Exchange Traded Fd Fi

ETFs
33.3K
New
$50.63 - $59.0 $1.68M - $1.96M
33.3K $1.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.04M
+ 207.99%
$22.01 - $66.82 $22.8M - $69.3M
1.54M $34.9M
TSLA
Tesla, Inc.

Consumer Cyclical
2.44K
+ 115.94%
$213.65 - $479.86 $520K - $1.17M
4.54K $1.83M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
111K
+ 340.54%
$26.93 - $84.95 $3M - $9.46M
144K $3.94M
FXL
First Tr Exchange Traded Fd Fi

ETFs
190
+ 0.17%
$136.18 - $158.26 $25.9K - $30.1K
113K $16.8M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
36.7K
New
$17.13 - $34.23 $630K - $1.26M
36.7K $888K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.09K
New
$96.64 - $101.23 $782K - $819K
8.09K $783K
SCHG
Schwab Strategic Tr Us Large C

ETFs
26.4K
New
$25.93 - $105.3 $683K - $2.77M
26.4K $734K
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.54K
New
$75.1 - $82.99 $641K - $708K
8.54K $645K
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.2K
New
$25.33 - $51.16 $360K - $728K
14.2K $367K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4K
New
$47.29 - $84.74 $189K - $339K
4K $297K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
2.25K
+ 12.23%
$79.6 - $95.17 $179K - $214K
20.6K $1.79M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.81K
New
$85.96 - $101.28 $242K - $285K
2.81K $270K
SOUN
Soundhound Ai, Inc.

Technology
1.05K
+ 6.51%
$4.51 - $24.23 $4.74K - $25.4K
17.2K $340K
NVDA
Nvidia Corp

Technology
66
+ 0.33%
$117.0 - $148.88 $7.72K - $9.83K
19.9K $2.67M
ARES
Ares Management Corp

Financial Services
111
+ 1.12%
$153.38 - $183.7 $17K - $20.4K
10K $1.78M
GOOGL
Alphabet Inc.

Communication Services
452
+ 8.48%
$161.86 - $196.66 $73.2K - $88.9K
5.78K $1.09M
SSO
Proshares Ultra S&P 500

ETFs
2.28K
New
$87.92 - $99.73 $200K - $227K
2.28K $210K
FYX
First Tr Small Cap Core Alphad

ETFs
1.15K
+ 1.9%
$96.51 - $110.53 $111K - $127K
61.6K $6.22M
IAI
Ishares Tr Us Broker Dealers &

ETFs
292
+ 3.69%
$127.59 - $153.41 $37.3K - $44.8K
8.2K $1.18M
IGV
Ishares Expanded Tech Software

ETFs
486
+ 4.79%
$87.5 - $110.17 $42.5K - $53.5K
10.6K $1.06M
GS
Goldman Sachs Group Inc

Financial Services
17
+ 0.96%
$486.1 - $608.57 $8.26K - $10.3K
1.79K $1.02M
AXP
American Express CO

Financial Services
253
+ 14.39%
$267.35 - $305.57 $67.6K - $77.3K
2.01K $596K
JPM
Jpmorgan Chase & CO

Financial Services
256
+ 18.47%
$205.18 - $250.29 $52.5K - $64.1K
1.64K $393K
IYW
Ishares Dj Us Tech ETF

ETFs
257
+ 3.5%
$148.14 - $166.23 $38.1K - $42.7K
7.6K $1.21M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.66K
+ 12.45%
$16.43 - $22.77 $27.3K - $37.9K
15K $331K
META
Meta Platforms, Inc.

Communication Services
60
+ 1.88%
$554.08 - $632.68 $33.2K - $38K
3.26K $1.92M
NXST
Nexstar Media Group, Inc.

Communication Services
408
+ 14.1%
$157.01 - $188.5 $64.1K - $76.9K
3.3K $521K
BMY
Bristol Myers Squibb CO

Healthcare
60
+ 1.17%
$51.92 - $59.94 $3.12K - $3.6K
5.2K $294K
IAK
Ishares Tr

ETFs
342
+ 3.71%
$123.78 - $138.16 $42.3K - $47.3K
9.55K $1.21M
MCD
Mcdonalds Corp

Consumer Cyclical
234
+ 6.59%
$288.47 - $316.54 $67.5K - $74.1K
3.78K $1.1M
ITA
Ishares Tr

ETFs
308
+ 4.11%
$144.31 - $157.31 $44.4K - $48.5K
7.8K $1.13M
DGX
Quest Diagnostics Inc

Healthcare
11
+ 0.47%
N/A
2.34K $321K
Ishares Bitcoin Trust ETF
11.9K
+ 25.52%
N/A
58.6K $0
Blackrock Inc
1.54K
New
N/A
1.54K $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
39
+ 0.87%
$48.48 - $49.47 $1.89K - $1.93K
4.52K $220K
FMB
First Tr Exchange Traded Fd Ii

ETFs
34
+ 0.8%
$50.62 - $52.07 $1.72K - $1.77K
4.27K $217K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
75
+ 1.0%
$47.98 - $49.47 $3.6K - $3.71K
7.54K $364K
WM
Waste Management Inc

Industrials
5
+ 0.39%
$201.79 - $228.46 $1.01K - $1.14K
1.3K $262K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
43
+ 0.88%
$42.84 - $45.38 $1.84K - $1.95K
4.95K $212K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.08%
$385.02 - $431.37 $385 - $431
1.21K $468K
XLE
Energy Sector Spdr

ETFs
299
+ 1.34%
$83.32 - $97.27 $24.9K - $29.1K
22.6K $1.94M
UNH
Unitedhealth Group Inc

Healthcare
101
+ 10.2%
$485.52 - $625.25 $49K - $63.2K
1.09K $551K
TXT
Textron Inc

Industrials
1
+ 0.04%
$75.82 - $90.32 $75.8 - $90.3
2.64K $202K
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.78%
$164.99 - $203.87 $2.97K - $3.67K
2.32K $412K
VZ
Verizon Communications Inc

Communication Services
34
+ 0.36%
$39.6 - $45.21 $1.35K - $1.54K
9.35K $373K
CSX
Csx Corp

Industrials
82
+ 0.35%
$31.58 - $36.88 $2.59K - $3.02K
23.3K $751K
SCHO
Schwab Short Term Us Treasury

ETFs
5.49K
+ 60.78%
$24.06 - $48.88 $132K - $268K
14.5K $349K
Activity Summary
Buys All Purchases 52 New Holdings 11 Increased Positions 41 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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