Geo Wealth Management, LLC Incresed Positions in Q3 2024

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
166
+ 1.44%
$429.6 - $500.99 $71.3K - $83.2K
11.7K $5.76M
EQIX
Equinix Inc

Real Estate
123
+ 2.87%
$749.0 - $890.01 $92.1K - $109K
4.41K $3.91M
MBB
Ishares Tr

ETFs
6.23K
+ 37.86%
$90.85 - $96.66 $566K - $602K
22.7K $2.17M
FVD
First Tr Value Line Divid Inde

ETFs
12K
+ 66.27%
$40.45 - $45.49 $484K - $544K
30K $1.36M
XLI
Industrial Sector Spdr

ETFs
3.8K
+ 46.42%
$120.56 - $135.44 $458K - $514K
12K $1.62M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.35K
+ 106.91%
$460.0 - $505.78 $619K - $681K
2.61K $1.21M
PSA
Public Storage

Real Estate
484
+ 9.18%
$283.13 - $365.01 $137K - $177K
5.76K $2.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.04K
+ 4.4%
$113.41 - $125.62 $231K - $256K
48.2K $6.06M
SGOL
Abrdn Gold ETF Trust

ETFs
18.6K
+ 55.19%
$22.26 - $25.51 $414K - $475K
52.3K $1.31M
TMUS
T Mobile Us, Inc.

Communication Services
925
+ 7.73%
$175.14 - $206.36 $162K - $191K
12.9K $2.66M
DFAE
Dimensional ETF Tr

ETFs
11.9K
+ 8.59%
$24.46 - $27.82 $291K - $330K
150K $4.12M
PBE
Invesco Exchange Traded Fd Tr

ETFs
6.67K
+ 113.16%
$64.02 - $71.97 $427K - $480K
12.6K $877K
IVV
Ishares Core S&P 500 ETF

ETFs
162
+ 1.2%
$520.18 - $576.82 $84.3K - $93.4K
13.7K $7.89M
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.65K
+ 174.71%
$77.24 - $83.67 $437K - $473K
8.89K $743K
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.9K
+ 52.31%
$26.69 - $29.87 $399K - $446K
43.5K $1.26M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
24.9K
+ 79.46%
$18.35 - $19.01 $457K - $473K
56.2K $1.07M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.69K
+ 15.89%
$50.52 - $50.95 $439K - $443K
63.4K $3.23M
DUK
Duke Energy Corp

Utilities
1.69K
+ 10.55%
$99.35 - $117.71 $168K - $199K
17.7K $2.04M
TJX
Tjx Companies Inc

Consumer Cyclical
1.81K
+ 6.49%
$107.93 - $120.23 $195K - $218K
29.7K $3.49M
SHW
Sherwin Williams CO

Basic Materials
18
+ 0.36%
$294.65 - $384.0 $5.3K - $6.91K
4.99K $1.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
68
+ 1.2%
$531.86 - $624.21 $36.2K - $42.4K
5.74K $3.55M
HCA
Hca Healthcare, Inc.

Healthcare
286
+ 8.18%
$315.12 - $406.43 $90.1K - $116K
3.78K $1.54M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.42K
+ 2.78%
$38.89 - $42.97 $94K - $104K
89.3K $3.82M
CORP
Pimco Investment Grade Corp Bd

ETFs
2K
+ 4.42%
$94.36 - $100.01 $189K - $200K
47.3K $4.7M
XYL
Xylem Inc.

Industrials
2.94K
+ 97.45%
$126.14 - $141.53 $371K - $416K
5.96K $804K
ADMA
Adma Biologics, Inc.

Healthcare
2.17K
+ 5.52%
$11.21 - $20.03 $24.3K - $43.5K
41.5K $830K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.11K
+ 163.96%
$105.53 - $118.34 $328K - $368K
5.01K $585K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.36K
+ 9.86%
$93.22 - $103.58 $220K - $245K
26.3K $2.73M
MDT
Medtronic PLC

Healthcare
1.35K
+ 6.07%
$76.84 - $91.03 $104K - $123K
23.7K $2.13M
SBUX
Starbucks Corp

Consumer Cyclical
2.37K
+ 34.98%
$72.51 - $98.6 $172K - $234K
9.16K $892K
OMFS
Invesco Exchange Traded Self I

ETFs
4.48K
+ 7.78%
$35.01 - $39.74 $157K - $178K
62.1K $2.45M
T
At&T Inc.

Communication Services
9.15K
+ 16.91%
$18.21 - $22.28 $167K - $204K
63.3K $1.39M
VIG
Vanguard Dividend Appreciation

ETFs
1.89K
+ 83.2%
$182.15 - $182.15 $345K - $345K
4.17K $758K
GS
Goldman Sachs Group Inc

Financial Services
313
+ 7.26%
$459.02 - $510.25 $144K - $160K
4.63K $2.29M
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.1K
+ 79.37%
$28.25 - $31.7 $284K - $319K
22.7K $700K
PAVE
Global X Fds Us Infrastructure

ETFs
6.42K
+ 39.51%
$36.39 - $41.16 $234K - $264K
22.7K $933K
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.02K
+ 76.76%
$30.74 - $34.07 $277K - $307K
20.8K $707K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
25.9K
+ 71.12%
$11.31 - $11.96 $293K - $310K
62.3K $745K
NOW
Service Now, Inc.

Technology
6
+ 0.2%
$730.87 - $937.36 $4.39K - $5.62K
2.99K $2.68M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
23.3K
+ 58.56%
$11.72 - $12.38 $273K - $288K
63K $779K
DLR
Digital Realty Trust, Inc.

Real Estate
1.15K
+ 9.12%
$144.47 - $162.98 $167K - $188K
13.8K $2.23M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.87K
+ 15.34%
$59.61 - $60.15 $290K - $293K
36.6K $2.19M
IYR
Ishares Tr

ETFs
2.81K
+ 1560.56%
$86.93 - $103.61 $244K - $291K
2.99K $304K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.08K
+ 55.13%
$113.45 - $126.18 $236K - $262K
5.85K $738K
CCI
Crown Castle International Corp

Real Estate
961
+ 11.6%
$95.29 - $120.24 $91.6K - $116K
9.25K $1.1M
SRLN
Ssga Active Trust

ETFs
6.91K
+ 26.33%
$40.93 - $41.85 $283K - $289K
33.2K $1.39M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.12K
+ 43.19%
$110.22 - $120.89 $234K - $257K
7.04K $847K
CHKP
Check Point Software Technologies LTD

Technology
1.19K
+ 72.46%
$165.0 - $195.47 $197K - $233K
2.84K $546K
DGRO
Ishares Core Dividend Growth E

ETFs
3.64K
+ 40.42%
$57.47 - $62.76 $209K - $229K
12.6K $792K
Activity Summary
Buys All Purchases 1224 New Holdings 875 Increased Positions 349 Sells All Sells 473 Reductions 473 Sold out 0 Options Calls 0 Puts 0
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