Geo Wealth Management, LLC Incresed Positions in Q1 2025

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11K
+ 13.95%
$50.39 - $50.66 $556K - $559K
90.1K $4.56M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.2K
+ 265.77%
$48.31 - $49.23 $541K - $551K
15.4K $757K
AMT
American Tower Corp

Real Estate
616
+ 5.08%
$173.46 - $217.6 $107K - $134K
12.7K $2.77M
XLV
Select Sector Spdr Fund Health

ETFs
1.91K
+ 6.04%
$137.61 - $149.68 $262K - $285K
33.5K $4.89M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.9K
+ 70.51%
$48.06 - $53.73 $572K - $639K
28.8K $1.4M
CCOR
Listed Fds Tr Core Alternative

ETFs
19.4K
+ 129.48%
$25.12 - $27.54 $488K - $535K
34.4K $920K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.67K
+ 46.93%
$97.25 - $104.79 $454K - $489K
14.6K $1.52M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
18.9K
+ 29.46%
$28.67 - $31.89 $542K - $602K
83K $2.4M
FIS
Fidelity National Information Services, Inc.

Technology
6.82K
+ 534.14%
$68.12 - $83.42 $465K - $569K
8.1K $604K
MDT
Medtronic PLC

Healthcare
1.88K
+ 5.93%
$79.84 - $94.5 $150K - $178K
33.6K $3.02M
PCG
Pg&E Corp

Utilities
31.2K
+ 168.4%
$15.16 - $20.4 $473K - $637K
49.8K $855K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.6K
+ 1061300.0%
$43.76 - $45.31 $464K - $481K
10.6K $477K
LHX
L3 Harris Technologies, Inc.

Industrials
2.21K
+ 119.3%
$194.65 - $222.86 $430K - $492K
4.06K $849K
ALL
Allstate Corp

Financial Services
1.96K
+ 339.27%
$180.99 - $210.18 $355K - $412K
2.54K $525K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
15.4K
+ 25618.33%
$26.64 - $27.14 $409K - $417K
15.4K $413K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
7.89K
+ 98.12%
$49.6 - $50.28 $391K - $397K
15.9K $800K
XLU
Utilities Sector Spdr

ETFs
4.39K
+ 25.75%
$74.7 - $80.27 $328K - $352K
21.4K $1.69M
PLTR
Palantir Technologies Inc.

Technology
3.56K
+ 32.33%
$64.98 - $124.62 $231K - $444K
14.6K $1.23M
CI
Cigna Corp

Healthcare
734
+ 30.02%
$274.49 - $329.0 $201K - $241K
3.18K $1.05M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
5.43K
+ 78.99%
$53.69 - $62.68 $291K - $340K
12.3K $739K
PINS
Pinterest, Inc.

Communication Services
11.8K
+ 976.34%
$29.79 - $40.0 $352K - $472K
13K $403K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
12.8K
+ 448.84%
$28.25 - $29.85 $360K - $381K
15.6K $445K
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.17K
+ 850.18%
$46.74 - $47.55 $335K - $341K
8.01K $380K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.1K
+ 3810.91%
$157.71 - $180.77 $331K - $379K
2.15K $345K
RTX
Raytheon Technologies Corp

Industrials
1.16K
+ 10.98%
$114.1 - $135.66 $133K - $158K
11.8K $1.56M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.15K
+ 72.44%
$78.0 - $84.37 $324K - $350K
9.88K $789K
MKC
Mccormick & CO Inc

Consumer Defensive
3.53K
+ 112.58%
$71.24 - $84.73 $252K - $299K
6.67K $549K
DTE
Dte Energy CO

Utilities
2.03K
+ 125.2%
$117.6 - $138.27 $238K - $280K
3.65K $504K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.02K
+ 120340.0%
$50.87 - $51.09 $306K - $307K
6.02K $307K
CCL
Carnival Corp

Consumer Cyclical
16.7K
+ 409.54%
$19.08 - $28.49 $318K - $475K
20.7K $404K
IEMG
Ishares Inc

ETFs
5.64K
+ 45.19%
N/A
18.1K $971K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.78K
+ 22.28%
$95.85 - $99.25 $266K - $275K
15.2K $1.51M
MCO
Moodys Corp

Financial Services
693
+ 23.33%
$437.8 - $527.48 $303K - $366K
3.66K $1.71M
ILF
Ishares Latin America 40 ETF

ETFs
12.5K
+ 668.98%
$20.87 - $24.43 $261K - $306K
14.4K $338K
SNY
Sanofi

Healthcare
3.2K
+ 20.97%
$48.15 - $59.42 $154K - $190K
18.5K $1.02M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.93K
+ 492800.0%
$55.41 - $60.74 $273K - $299K
4.93K $278K
CMS
Cms Energy Corp

Utilities
3.54K
+ 274.21%
$64.99 - $75.11 $230K - $266K
4.83K $362K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
18.5K
+ 184.67%
$14.31 - $15.69 $264K - $290K
28.5K $411K
IAU
Ishares Gold Trust

ETFs
2.93K
+ 33.34%
$49.74 - $58.96 $146K - $173K
11.7K $690K
CCI
Crown Castle International Corp

Real Estate
747
+ 5.7%
$84.33 - $106.39 $63K - $79.5K
13.9K $1.44M
PPL
Ppl Corp

Utilities
5.53K
+ 41.36%
$31.68 - $36.11 $175K - $200K
18.9K $682K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.84K
+ 59.95%
$25.35 - $27.46 $224K - $243K
23.6K $624K
ELV
Elevance Health, Inc.

Healthcare
304
+ 20.69%
$365.9 - $436.25 $111K - $133K
1.77K $771K
IVE
Ishares S&P 500 Value ETF

ETFs
1.12K
+ 14.4%
$185.78 - $198.58 $208K - $222K
8.89K $1.69M
IGV
Ishares Expanded Tech Software

ETFs
2.46K
+ 215.2%
$88.3 - $107.83 $218K - $266K
3.61K $321K
PHM
Pultegroup Inc

Consumer Cyclical
2.12K
+ 61.38%
$101.09 - $118.51 $214K - $251K
5.56K $571K
MMM
3 M CO

Industrials
1.03K
+ 41.73%
$129.7 - $155.12 $134K - $160K
3.51K $514K
EUFN
Ishares Msci Europe Financials

ETFs
5.89K
+ 125.85%
$23.03 - $29.47 $136K - $174K
10.6K $301K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.47K
+ 28.27%
$63.91 - $70.19 $158K - $174K
11.2K $755K
Activity Summary
Buys All Purchases 370 New Holdings 57 Increased Positions 313 Sells All Sells 675 Reductions 674 Sold out 1 Options Calls 0 Puts 0
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