Genesee Capital Advisors, LLC Purchases in Q2 2025

Genesee Capital Advisors, LLC

  • $217 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
49
+ 0.36%
$22.92 - $28.05 $1.12K - $1.37K
13.5K $378K
ABC
Amerisourcebergen Corp

Healthcare
110
+ 1.85%
N/A
6.07K $1.12M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.64%
$430.82 - $486.45 $2.58K - $2.92K
938 $434K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
79
+ 0.97%
$96.84 - $99.46 $7.65K - $7.86K
8.26K $819K
T
At&T Inc.

Communication Services
22
+ 0.31%
$26.33 - $28.94 $579 - $637
7.21K $208K
SCHO
Schwab Short Term Us Treasury

ETFs
144
+ 0.99%
$24.19 - $24.45 $3.48K - $3.52K
14.8K $359K
DGX
Quest Diagnostics Inc

Healthcare
11
+ 0.47%
N/A
2.37K $324K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
40
+ 0.88%
$48.5 - $49.35 $1.94K - $1.97K
4.6K $226K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.08%
$335.24 - $380.78 $335 - $381
1.21K $442K
Blackrock Inc
53
+ 3.55%
N/A
1.55K $0
Nebius Group N.V.
3.68K
New
N/A
3.68K $0
Ishares Bitcoin Trust ETF
927
+ 1.67%
N/A
56.6K $0
FMB
First Tr Exchange Traded Fd Ii

ETFs
24
+ 0.56%
$49.12 - $50.93 $1.18K - $1.22K
4.31K $214K
WM
Waste Management Inc

Industrials
4
+ 0.31%
$216.47 - $242.1 $866 - $968
1.31K $299K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
5
+ 0.17%
$139.81 - $165.8 $699 - $829
2.93K $454K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
48
+ 0.63%
$45.9 - $48.26 $2.2K - $2.32K
7.64K $356K
SPG
Simon Property Group Inc

Real Estate
139
+ 2.52%
$140.37 - $171.44 $19.5K - $23.8K
5.66K $909K
NXST
Nexstar Media Group, Inc.

Communication Services
39
+ 1.19%
$144.68 - $181.86 $5.64K - $7.09K
3.32K $573K
VZ
Verizon Communications Inc

Communication Services
14
+ 0.15%
$41.67 - $45.62 $583 - $639
9.38K $405K
SPTL
Spdr Portfolio Long Term Treas

ETFs
465
+ 0.42%
$25.48 - $27.78 $11.8K - $12.9K
112K $2.97M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.5%
$285.55 - $321.23 $5.43K - $6.1K
3.79K $1.11M
XOM
Exxon Mobil Corp

Energy
66
+ 0.77%
$99.93 - $119.04 $6.6K - $7.86K
8.64K $931K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
34
+ 0.89%
$212.1 - $244.27 $7.21K - $8.31K
3.86K $843K
IEZ
Ishares Tr

ETFs
7.85K
+ 7.8%
$14.77 - $19.84 $116K - $156K
108K $1.84M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.34K
+ 2.3%
$38.81 - $44.28 $130K - $148K
149K $6.32M
XLE
Energy Sector Spdr

ETFs
172
+ 0.78%
$76.44 - $94.13 $13.1K - $16.2K
22.4K $1.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.08K
+ 0.76%
$24.32 - $27.87 $26.3K - $30.2K
143K $3.8M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.74%
$274.35 - $599.47 $2.19K - $4.8K
1.09K $338K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
112
+ 0.77%
$483.48 - $539.8 $54.1K - $60.5K
14.7K $7.12M
AAPL
Apple Inc.

Technology
145
+ 0.35%
$172.42 - $223.89 $25K - $32.5K
42K $8.62M
Activity Summary
Buys All Purchases 81 New Holdings 8 Increased Positions 73 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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