Geo Wealth Management, LLC New Holdings in Q1 2025

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
133K
New
$69.81 - $78.9 $9.31M - $10.5M
133K $10.4M
PNQI
Invesco Nasdaq Internet ETF

ETFs
96.5K
New
$43.72 - $51.15 $4.22M - $4.94M
96.5K $4.26M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
106K
New
$33.63 - $37.64 $3.57M - $3.99M
106K $3.92M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
90.6K
New
$17.67 - $20.85 $1.6M - $1.89M
90.6K $1.89M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
17.3K
New
$62.72 - $71.92 $1.08M - $1.24M
17.3K $1.09M
DBP
Invesco Db Precious Metals Fund

ETFs
15.2K
New
$61.03 - $71.45 $925K - $1.08M
15.2K $1.08M
FTC
First Tr Lge Cap Growth

ETFs
7.29K
New
$127.87 - $148.89 $933K - $1.09M
7.29K $958K
PPC
Pilgrims Pride Corp

Consumer Defensive
13.2K
New
$44.52 - $55.93 $587K - $738K
13.2K $718K
IYK
Ishares U.S. Consumer Staples

ETFs
7.89K
New
$63.29 - $71.8 $499K - $566K
7.89K $564K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
23.2K
New
$23.32 - $23.84 $541K - $553K
23.2K $543K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
17.1K
New
$22.45 - $26.94 $384K - $461K
17.1K $442K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
14.7K
New
$21.73 - $23.02 $320K - $339K
14.7K $332K
ERIE
Erie Indemnity CO

Financial Services
784
New
$377.62 - $450.61 $296K - $353K
784 $328K
FNDX
Schwab Fundamental U S Large C

ETFs
12.9K
New
$23.03 - $25.01 $297K - $322K
12.9K $304K
ZECP
Zacks Tr Earnings Constant Por

ETFs
9.95K
New
$29.24 - $32.07 $291K - $319K
9.95K $299K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
5.62K
New
$43.6 - $49.84 $245K - $280K
5.62K $266K
TYA
Simplify Exchange Traded Fds S

ETFs
20.4K
New
N/A
20.4K $258K
SNN
Smith & Nephew PLC

Healthcare
8.74K
New
$23.89 - $30.34 $209K - $265K
8.74K $247K
EWG
Ishares Msci Germany ETF

ETFs
6.39K
New
$31.57 - $39.31 $202K - $251K
6.39K $236K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.3K
New
$50.44 - $58.1 $217K - $250K
4.3K $221K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.67K
New
$120.5 - $145.97 $202K - $244K
1.67K $220K
LXP
Lxp Industrial Trust

Real Estate
24.4K
New
$7.72 - $9.22 $189K - $225K
24.4K $211K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.24K
New
$92.03 - $93.95 $206K - $210K
2.24K $206K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
4.4K
New
$34.58 - $38.65 $152K - $170K
4.4K $154K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
659
New
$97.38 - $104.52 $64.2K - $68.9K
659 $67K
ST
Sensata Technologies Holding PLC

Technology
2.18K
New
$24.27 - $30.0 $52.8K - $65.3K
2.18K $52K
NTNX
Nutanix, Inc.

Technology
624
New
$61.28 - $77.44 $38.2K - $48.3K
624 $43K
HUN
Huntsman Corp

Basic Materials
2.78K
New
$15.79 - $18.04 $43.9K - $50.2K
2.78K $43K
CCK
Crown Holdings Inc

Consumer Cyclical
375
New
$78.77 - $91.74 $29.5K - $34.4K
375 $33K
URTH
Ishares Msci World ETF

ETFs
204
New
$151.24 - $164.09 $30.9K - $33.5K
204 $31K
CERT
Certara, Inc.

Healthcare
2.19K
New
$9.9 - $14.25 $21.7K - $31.2K
2.19K $21K
VONV
Vanguard Russell 1000 Value Et

ETFs
205
New
$80.21 - $86.14 $16.4K - $17.7K
205 $16K
MSM
Msc Industrial Direct CO Inc

Industrials
179
New
$74.45 - $83.08 $13.3K - $14.9K
179 $13K
CHH
Choice Hotels International Inc

Consumer Cyclical
100
New
$127.89 - $155.97 $12.8K - $15.6K
100 $13K
IWD
Ishares Russell 1000 Val ETF

ETFs
68
New
$182.82 - $196.21 $12.4K - $13.3K
68 $12K
EFA
Ishares Tr Msci Eafe ETF

ETFs
91
New
$74.85 - $84.89 $6.81K - $7.72K
91 $7K
HSIC
Henry Schein Inc

Healthcare
77
New
$68.49 - $81.91 $5.27K - $6.31K
77 $5K
TXG
10x Genomics, Inc.

Healthcare
434
New
$8.73 - $16.31 $3.79K - $7.08K
434 $3K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
39
New
$46.18 - $47.84 $1.8K - $1.87K
39 $1K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
50
New
$33.37 - $38.01 $1.67K - $1.9K
50 $1K
EWY
Ishares Inc Msci South Korea E

ETFs
22
New
$51.16 - $58.46 $1.13K - $1.29K
22 $1K
VUSB
Vanguard Bd Index Fds
32.4K
New
N/A
32.4K $0
ECH
Ishares Inc Mcsi Chile ETF

ETFs
1
New
$24.56 - $30.94 $24.6 - $30.9
1 $0
NEXT
Next Decade Corp.

Energy
30
New
$6.75 - $9.43 $203 - $283
30 $0
Dimensional ETF Trust
9.3K
New
N/A
9.3K $0
RAYD
Advsrs Inner Crcl Fd Iii Rayli
75.5K
New
N/A
75.5K $0
Ishares Bitcoin Trust ETF
990
New
N/A
990 $0
Aim ETF Products Trust
23.8K
New
N/A
23.8K $0
BFB
Brown Forman Corp Cl B
810
New
N/A
810 $0
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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