Genesee Capital Advisors, LLC Purchases in Q1 2025

Genesee Capital Advisors, LLC

  • $194 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
25.9K
New
$53.69 - $62.68 $1.39M - $1.63M
25.9K $1.56M
DAX
Global X Fds Dax Germany ETF

ETFs
39.5K
New
$33.12 - $41.49 $1.31M - $1.64M
39.5K $1.54M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
20.4K
New
$63.07 - $73.5 $1.28M - $1.5M
20.4K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
283
+ 1.98%
$442.66 - $534.52 $125K - $151K
14.6K $7.75M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
9.55K
+ 11.65%
$28.65 - $33.18 $273K - $317K
91.5K $2.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.51K
+ 12.71%
$551.42 - $612.93 $830K - $922K
13.3K $7.47M
IYC
Ishares U.S. Consumer Discreti

ETFs
5.91K
+ 210.1%
$85.71 - $101.2 $507K - $598K
8.72K $770K
IFV
First Trust Dorsey Wright Inte

ETFs
13.6K
+ 11.12%
$18.61 - $20.59 $254K - $281K
136K $2.73M
IBM
International Business Machines Corp

Technology
337
+ 5.25%
$217.4 - $264.74 $73.3K - $89.2K
6.76K $1.68M
ING
Ing Groep Nv

Financial Services
4.41K
+ 9.61%
$15.51 - $20.74 $68.4K - $91.5K
50.3K $986K
T
At&T Inc.

Communication Services
7.19K
New
$21.56 - $28.28 $155K - $203K
7.19K $203K
MMM
3 M CO

Industrials
470
+ 6.5%
$129.7 - $155.12 $61K - $72.9K
7.7K $1.13M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
332
+ 9.5%
$208.48 - $244.03 $69.2K - $81K
3.83K $933K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
931
+ 9.31%
$73.71 - $87.55 $68.6K - $81.5K
10.9K $951K
CVX
Chevron Corp

Energy
107
+ 2.4%
$146.71 - $167.97 $15.7K - $18K
4.56K $762K
ABBV
Abb Vie Inc.

Healthcare
177
+ 7.63%
$169.2 - $216.66 $29.9K - $38.3K
2.5K $522K
XOM
Exxon Mobil Corp

Energy
63
+ 0.74%
$105.44 - $118.93 $6.64K - $7.49K
8.58K $1.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
749
+ 8.9%
$302.31 - $337.54 $226K - $253K
9.17K $2.81M
VZ
Verizon Communications Inc

Communication Services
15
+ 0.16%
$37.81 - $46.49 $567 - $697
9.37K $424K
SPG
Simon Property Group Inc

Real Estate
462
+ 9.14%
$159.48 - $187.78 $73.7K - $86.8K
5.52K $916K
BMY
Bristol Myers Squibb CO

Healthcare
340
+ 6.54%
$53.9 - $63.11 $18.3K - $21.5K
5.54K $337K
WM
Waste Management Inc

Industrials
5
+ 0.38%
$200.54 - $233.78 $1K - $1.17K
1.3K $301K
DE
Deere & CO

Industrials
1
+ 0.15%
$408.57 - $509.27 $409 - $509
667 $313K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
89
+ 1.1%
$95.85 - $99.25 $8.53K - $8.83K
8.18K $808K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.25%
$725.72 - $929.72 $726 - $930
404 $333K
MA
Mastercard Inc

Financial Services
1
+ 0.16%
$504.67 - $576.31 $505 - $576
611 $334K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.37%
$225.19 - $279.95 $1.35K - $1.68K
1.65K $404K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
136
+ 0.81%
$49.92 - $50.3 $6.79K - $6.84K
17K $852K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
282
+ 1.02%
$20.64 - $20.73 $5.82K - $5.85K
28.1K $580K
SCHO
Schwab Short Term Us Treasury

ETFs
97
+ 0.67%
$24.1 - $24.34 $2.34K - $2.36K
14.6K $355K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
45
+ 0.91%
$42.4 - $44.11 $1.91K - $1.98K
4.99K $218K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
40
+ 0.88%
$48.31 - $49.23 $1.93K - $1.97K
4.56K $224K
DGX
Quest Diagnostics Inc

Healthcare
11
+ 0.47%
N/A
2.35K $322K
FMB
First Tr Exchange Traded Fd Ii

ETFs
23
+ 0.54%
$50.17 - $51.45 $1.15K - $1.18K
4.29K $216K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
45
+ 0.6%
$47.47 - $48.84 $2.14K - $2.2K
7.59K $362K
MS
Morgan Stanley

Financial Services
507
+ 6.69%
$111.68 - $141.08 $56.6K - $71.5K
8.09K $943K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
40
+ 0.3%
$25.58 - $29.24 $1.02K - $1.17K
13.5K $352K
TDIV
First Trust Nasdaq Technology

ETFs
13
+ 0.27%
$73.39 - $83.95 $954 - $1.09K
4.8K $353K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
5
+ 0.17%
$154.39 - $176.55 $772 - $883
2.92K $459K
SCHA
Schwab Strategic Tr Us Small C

ETFs
34
+ 0.24%
$23.16 - $27.04 $787 - $919
14.3K $334K
LMT
Lockheed Martin Corp

Industrials
7
+ 0.76%
$423.19 - $506.29 $2.96K - $3.54K
932 $416K
SCHG
Schwab Strategic Tr Us Large C

ETFs
30
+ 0.11%
$24.91 - $29.02 $747 - $871
26.4K $660K
IWM
Ishares Russell 2000 ETF

ETFs
620
+ 5.77%
$198.1 - $229.79 $123K - $142K
11.4K $2.27M
SOUN
Soundhound Ai, Inc.

Technology
2.85K
+ 16.6%
$8.12 - $20.62 $23.1K - $58.8K
20K $162K
MSFT
Microsoft Corp

Technology
123
+ 1.67%
$375.39 - $447.2 $46.2K - $55K
7.48K $2.81M
APO
Apollo Global Management, Inc.

Financial Services
236
+ 1.93%
$126.01 - $172.06 $29.7K - $40.6K
12.4K $1.7M
NVDA
Nvidia Corp

Technology
223
+ 1.12%
$106.98 - $149.43 $23.9K - $33.3K
20.1K $2.18M
AVGO
Broadcom Inc.

Technology
179
+ 1.58%
$167.43 - $244.7 $30K - $43.8K
11.5K $1.93M
AAPL
Apple Inc.

Technology
106
+ 0.25%
$209.68 - $247.1 $22.2K - $26.2K
41.8K $9.3M
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Genesee Capital Advisors, LLC Portfolio

Follow Genesee Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesee Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesee Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email