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
PUK
Prudential PLC

Financial Services
318
+ 1.0%
$14.54 - $21.92 $4.62K - $6.97K
32.1K $691K
AWK
American Water Works Company, Inc.

Utilities
709
+ 21.37%
$121.01 - $149.31 $85.8K - $106K
4.03K $593K
VRT
Vertiv Holdings CO

Industrials
2.01K
+ 85.44%
N/A
4.37K $378K
O
Realty Income Corp

Real Estate
589
+ 2.01%
$51.67 - $58.49 $30.4K - $34.5K
29.9K $1.73M
MPW
Medical Properties Trust Inc

Real Estate
22.8K
+ 155.97%
$3.83 - $6.21 $87.3K - $142K
37.4K $225K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
644
+ 6.02%
$46.15 - $63.53 $29.7K - $40.9K
11.3K $697K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2.21K
+ 13.94%
$45.62 - $51.12 $101K - $113K
18.1K $919K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.98K
+ 969.76%
$34.83 - $37.52 $138K - $149K
4.39K $159K
AOS
Smith A O Corp

Industrials
2.24K
+ 210.81%
$65.16 - $72.69 $146K - $163K
3.31K $216K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.48K
+ 11.95%
$45.56 - $47.23 $113K - $117K
23.2K $1.09M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.62K
+ 20.91%
$27.56 - $32.1 $210K - $245K
44K $1.24M
HYG
Ishares Tr

ETFs
1.35K
+ 7.41%
$78.51 - $80.11 $106K - $108K
19.6K $1.55M
IDEV
Ishares Core Msci Intl Develop

ETFs
809
+ 6.93%
$63.77 - $71.36 $51.6K - $57.7K
12.5K $860K
ENB
Enbridge Inc

Energy
2.28K
+ 303.33%
$41.54 - $45.45 $94.6K - $104K
3.03K $134K
SUI
Sun Communities Inc

Real Estate
512
+ 8.29%
$120.53 - $136.43 $61.7K - $69.9K
6.69K $860K
SE
Sea LTD

Consumer Cyclical
131
+ 3.8%
$104.87 - $146.31 $13.7K - $19.2K
3.58K $466K
JWN
Nordstrom Inc

Consumer Cyclical
3.96K
+ 1350.51%
$24.01 - $24.46 $95K - $96.8K
4.25K $103K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.05K
+ 15.59%
$26.09 - $30.21 $53.4K - $61.9K
15.2K $442K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.58%
$1739.0 - $2260.0 $3.48K - $4.52K
346 $675K
VPN
Global X Fds Data Ctr Reits &

ETFs
5.71K
+ 48.14%
N/A
17.6K $279K
EUSB
Ishares Tr Esg Advanced Total

Technology
515
+ 0.63%
$42.05 - $43.43 $21.7K - $22.4K
82.4K $3.57M
WY
Weyerhaeuser CO

Real Estate
2.17K
+ 9.41%
$27.29 - $31.39 $59.2K - $68.1K
25.2K $738K
ALTL
Pacer Lunt Large Cap Altenator

Technology
3.87K
+ 20.3%
$33.5 - $39.69 $130K - $154K
22.9K $798K
MUB
Ishares National Muni Bond ETF

ETFs
925
+ 11.37%
$104.71 - $107.69 $96.9K - $99.6K
9.06K $955K
TJX
Tjx Companies Inc

Consumer Cyclical
449
+ 1.34%
$112.81 - $126.16 $50.7K - $56.6K
34K $4.14M
ORA
Ormat Technologies, Inc.

Utilities
1.02K
+ 21.45%
$62.47 - $72.93 $64K - $74.7K
5.8K $410K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.33K
+ 44.84%
$21.75 - $24.28 $94.2K - $105K
14K $308K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
3.91K
+ 10.06%
$19.66 - $20.09 $76.8K - $78.5K
42.7K $846K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.8K
+ 70.64%
$27.64 - $28.58 $77.5K - $80.1K
6.77K $193K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.22K
+ 16.38%
$25.1 - $27.85 $55.8K - $61.9K
15.8K $425K
NGG
National Grid PLC

Utilities
1.02K
+ 43.3%
$56.13 - $65.61 $57K - $66.6K
3.36K $220K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.68K
+ 61.93%
$43.53 - $45.42 $73.3K - $76.5K
4.4K $199K
COLD
Americold Realty Trust

Real Estate
3.61K
+ 26.84%
$20.74 - $23.05 $74.8K - $83.1K
17K $365K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.65K
+ 42.36%
$25.69 - $26.89 $68K - $71.1K
8.89K $239K
FCTR
First Tr Exchange Traded Fd

ETFs
4.06K
+ 16.24%
$29.79 - $35.91 $121K - $146K
29K $898K
MARB
First Tr Exchange Traded Fd Ii

ETFs
3.62K
+ 47.15%
$19.75 - $20.03 $71.5K - $72.5K
11.3K $225K
RDVY
First Trust Rising Dividend Ac

ETFs
1.25K
+ 39.15%
$57.22 - $63.39 $71.4K - $79K
4.43K $259K
NEAR
Blackrock Short Maturity Bond

ETFs
923
+ 1.55%
$50.4 - $50.89 $46.5K - $47K
60.3K $3.07M
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.31K
+ 25.07%
$39.02 - $42.89 $90.3K - $99.2K
11.5K $455K
AMAT
Applied Materials Inc

Technology
1.23K
+ 19.41%
$145.06 - $195.51 $178K - $240K
7.57K $1.1M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.19K
+ 3.58%
$42.93 - $44.71 $51.1K - $53.2K
34.5K $1.51M
HSY
Hershey CO

Consumer Defensive
371
+ 22.76%
$144.74 - $186.36 $53.7K - $69.1K
2K $342K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
3.06K
+ 17.44%
$41.11 - $48.92 $126K - $150K
20.6K $873K
BMO
Bank Of Montreal

Financial Services
643
+ 55.67%
$94.92 - $104.14 $61K - $67K
1.8K $171K
HIW
Highwoods Properties, Inc.

Real Estate
2.28K
+ 22.07%
$27.69 - $30.78 $63.1K - $70.1K
12.6K $373K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.71K
+ 15.12%
$25.54 - $27.64 $43.5K - $47.1K
13K $353K
JPIE
J P Morgan Exchange Traded Fd
1.12K
+ 12.05%
$45.46 - $46.18 $51K - $51.8K
10.4K $480K
DGX
Quest Diagnostics Inc

Healthcare
405
+ 85.44%
N/A
879 $120K
UDR
Udr, Inc.

Real Estate
5
+ 0.02%
$40.09 - $46.04 $200 - $230
30.6K $1.38M
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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