Genesee Capital Advisors, LLC Incresed Positions in Q2 2025

Genesee Capital Advisors, LLC

  • $217 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.6K
+ 1.58%
$19.1 - $23.83 $451K - $563K
1.51M $36.1M
FXL
First Tr Exchange Traded Fd Fi

ETFs
776
+ 0.72%
$115.28 - $157.36 $89.5K - $122K
108K $17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
177
+ 1.05%
$416.06 - $551.64 $73.6K - $97.6K
17.1K $9.42M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
3.01K
+ 8.69%
$25.35 - $64.65 $76.4K - $195K
37.7K $1.88M
ITA
Ishares Tr

ETFs
3.05K
+ 55.37%
$135.31 - $188.64 $412K - $575K
8.55K $1.61M
IAI
Ishares Tr Us Broker Dealers &

ETFs
3.49K
+ 59.16%
$122.04 - $169.14 $426K - $590K
9.39K $1.59M
IGV
Ishares Expanded Tech Software

ETFs
5.14K
+ 61.2%
$80.15 - $109.5 $412K - $563K
13.5K $1.48M
IYC
Ishares U.S. Consumer Discreti

ETFs
5.67K
+ 65.03%
$79.19 - $99.64 $449K - $565K
14.4K $1.43M
FYX
First Tr Small Cap Core Alphad

ETFs
1.46K
+ 2.48%
$79.22 - $97.28 $115K - $142K
60.1K $5.84M
IAK
Ishares Tr

ETFs
4.19K
+ 65.64%
$122.44 - $138.47 $513K - $580K
10.6K $1.42M
RDVY
First Trust Rising Dividend Ac

ETFs
2.29K
+ 2.98%
$51.6 - $62.74 $118K - $144K
79.2K $4.97M
IFV
First Trust Dorsey Wright Inte

ETFs
1.36K
+ 0.99%
$17.98 - $22.92 $24.4K - $31.1K
138K $3.16M
AMZN
Amazon Com Inc

Consumer Cyclical
465
+ 4.23%
$167.32 - $223.3 $77.8K - $104K
11.5K $2.52M
AMD
Advanced Micro Devices Inc

Technology
319
+ 3.82%
$78.21 - $143.81 $24.9K - $45.9K
8.66K $1.23M
TSLA
Tesla, Inc.

Consumer Cyclical
270
+ 6.12%
$221.86 - $362.89 $59.9K - $98K
4.68K $1.49M
IWB
Ishares Tr Russell 1000 ETF

ETFs
115
+ 1.25%
$272.36 - $339.57 $31.3K - $39.1K
9.28K $3.15M
DAX
Global X Fds Dax Germany ETF

ETFs
2.19K
+ 5.55%
$34.84 - $44.93 $76.3K - $98.4K
41.6K $1.87M
IBM
International Business Machines Corp

Technology
14
+ 0.21%
$221.03 - $294.78 $3.09K - $4.13K
6.77K $2M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
2.48K
+ 2.71%
$28.28 - $34.34 $70K - $85.1K
93.9K $3.19M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.28%
$462.22 - $707.75 $2.31K - $3.54K
1.77K $1.25M
MS
Morgan Stanley

Financial Services
121
+ 1.5%
$99.83 - $140.86 $12.1K - $17K
8.21K $1.16M
GOOGL
Alphabet Inc.

Communication Services
505
+ 8.79%
$144.7 - $178.6 $73.1K - $90.2K
6.25K $1.1M
IRM
Iron Mountain Inc

Real Estate
564
+ 6.73%
$76.93 - $105.25 $43.4K - $59.4K
8.94K $917K
ARES
Ares Management Corp

Financial Services
36
+ 0.57%
$118.04 - $175.83 $4.25K - $6.33K
6.34K $1.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
196
+ 1.73%
$151.62 - $183.47 $29.7K - $36K
11.5K $2.12M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
87
+ 0.43%
$62.73 - $78.42 $5.46K - $6.82K
20.4K $1.58M
CLH
Clean Harbors Inc

Industrials
206
+ 6.52%
$182.1 - $233.5 $37.5K - $48.1K
3.36K $777K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
207
+ 1.02%
$62.77 - $80.81 $13K - $16.7K
20.5K $1.65M
SOUN
Soundhound Ai, Inc.

Technology
9.14K
+ 45.66%
$7.18 - $11.76 $65.6K - $107K
29.2K $312K
EWJ
Ishares Msci Japan ETF

ETFs
753
+ 5.62%
$61.32 - $75.28 $46.2K - $56.7K
14.2K $1.06M
FXO
First Tr Exchange Traded Fd Fi

ETFs
549
+ 1.68%
$45.9 - $56.06 $25.2K - $30.8K
33.2K $1.86M
ORCL
Oracle Corp

Technology
15
+ 0.94%
$122.82 - $218.63 $1.84K - $3.28K
1.61K $351K
SCHG
Schwab Strategic Tr Us Large C

ETFs
25
+ 0.09%
$22.27 - $29.21 $557 - $730
26.4K $771K
CSX
Csx Corp

Industrials
1.12K
+ 5.01%
$26.69 - $32.91 $30K - $37K
23.5K $768K
AXP
American Express CO

Financial Services
5
+ 0.25%
$231.39 - $318.98 $1.16K - $1.59K
1.99K $635K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
189
+ 1.73%
$81.84 - $93.53 $15.5K - $17.7K
11.1K $1.03M
ABT
Abbott Laboratories

Healthcare
374
+ 4.56%
$123.95 - $138.08 $46.4K - $51.6K
8.57K $1.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
120
+ 1.41%
$72.96 - $90.39 $8.76K - $10.8K
8.66K $773K
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.42%
$210.28 - $289.91 $1.47K - $2.03K
1.66K $479K
CWST
Casella Waste Systems Inc

Industrials
382
+ 5.76%
$103.78 - $120.37 $39.6K - $46K
7.02K $809K
VCIT
Vanguard Intermediate Term Cor

ETFs
303
+ 2.0%
$79.56 - $82.92 $24.1K - $25.1K
15.4K $1.28M
MMM
3 M CO

Industrials
1
+ 0.01%
$126.09 - $154.15 $126 - $154
7.7K $1.17M
SCHA
Schwab Strategic Tr Us Small C

ETFs
47
+ 0.33%
$20.42 - $25.3 $960 - $1.19K
14.3K $361K
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
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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