Genesee Capital Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $32.1M, First Tr Exchange Traded Fd Fi with a value of $14.2M, Apple Inc. with a value of $9.3M, Invesco Qqq Trust, Series 1 with a value of $7.92M, and Berkshire Hathaway Inc Class B with a value of $7.75M.
Examining the 13F form we can see an decrease of $13.9M in the current position value, from $208M to 194M.
Below you can find more details about Genesee Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$194 Million
ETFs: $129 Million
Technology: $19.1 Million
Financial Services: $18.7 Million
Industrials: $6.07 Million
Consumer Cyclical: $4.85 Million
Healthcare: $4.47 Million
Communication Services: $4.07 Million
Energy: $3.91 Million
Other: $4.07 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
