Geo Wealth Management, LLC Reduced Holdings in Q1 2025

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-11.7K
- 35.51%
$156.06 - $207.71 $1.83M - $2.44M
21.3K $3.33M
AVGO
Broadcom Inc.

Technology
-6.98K
- 26.51%
$167.43 - $244.7 $1.17M - $1.71M
19.3K $3.24M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-55.1K
- 42.73%
$50.48 - $51.04 $2.78M - $2.81M
73.8K $3.74M
JPMB
J P Morgan Usd Emerging Market

ETFs
-73K
- 84.28%
$37.79 - $39.03 $2.76M - $2.85M
13.6K $524K
TSLA
Tesla, Inc.

Consumer Cyclical
-3.57K
- 28.38%
$222.15 - $428.22 $794K - $1.53M
9.02K $2.34M
XLK
Technology Sector Spdr

ETFs
-8.37K
- 23.86%
$206.38 - $242.18 $1.73M - $2.03M
26.7K $5.52M
GLD
Spdr Gold Trust

ETFs
-10.7K
- 87.49%
$243.19 - $288.14 $2.61M - $3.09M
1.53K $442K
SPMD
Spdr Portfolio

ETFs
-43K
- 74.77%
$50.21 - $57.73 $2.16M - $2.48M
14.5K $742K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-23.4K
- 94.97%
$100.34 - $100.68 $2.35M - $2.35M
1.24K $124K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-70.9K
- 84.31%
$32.5 - $33.3 $2.3M - $2.36M
13.2K $438K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-65.3K
- 79.47%
$30.35 - $33.16 $1.98M - $2.17M
16.9K $539K
OMFL
Invesco Exchange Traded Self I

ETFs
-35.6K
- 83.26%
$52.19 - $57.45 $1.86M - $2.05M
7.16K $381K
WMT
Walmart Inc.

Consumer Defensive
-19.6K
- 27.96%
$84.5 - $105.05 $1.66M - $2.06M
50.5K $4.44M
AOK
Ishares Tr Core Conservative A

ETFs
-50.2K
- 65.44%
$36.86 - $38.15 $1.85M - $1.92M
26.5K $998K
META
Meta Platforms, Inc.

Communication Services
-2.74K
- 13.28%
$576.36 - $736.67 $1.58M - $2.02M
17.9K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.32K
- 40.88%
$442.66 - $534.52 $2.36M - $2.84M
7.7K $4.1M
AVDV
American Centy ETF Tr Avantis

ETFs
-27.1K
- 93.59%
$63.74 - $71.96 $1.73M - $1.95M
1.86K $129K
TFLO
Ishares Treasury Floating Rate

ETFs
-33.9K
- 5.78%
$50.48 - $50.68 $1.71M - $1.72M
553K $28M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-55.4K
- 96.61%
$28.37 - $29.61 $1.57M - $1.64M
1.95K $57K
CRM
Salesforce, Inc.

Technology
-1.24K
- 7.23%
$268.36 - $359.95 $333K - $447K
15.9K $4.28M
OMFS
Invesco Exchange Traded Self I

ETFs
-34.6K
- 73.97%
$36.43 - $41.61 $1.26M - $1.44M
12.2K $462K
JPM
Jpmorgan Chase & CO

Financial Services
-6.34K
- 19.14%
$225.19 - $279.95 $1.43M - $1.77M
26.8K $6.57M
ORCL
Oracle Corp

Technology
-6.43K
- 37.09%
$139.81 - $186.47 $899K - $1.2M
10.9K $1.52M
VONG
Vanguard Russell 1000 Growth E

ETFs
-13.1K
- 99.89%
$92.71 - $107.38 $1.22M - $1.41M
15 $1K
IWS
Ishares Russell Midcap Value E

ETFs
-10.4K
- 93.12%
$122.59 - $135.24 $1.27M - $1.4M
765 $96K
MRK
Merck & Co., Inc.

Healthcare
-9.21K
- 18.0%
$83.01 - $101.02 $764K - $930K
42K $3.77M
COST
Costco Wholesale Corp

Consumer Defensive
-1.39K
- 42.88%
$890.62 - $1076.86 $1.23M - $1.49M
1.85K $1.75M
VGT
Vanguard Information Technolog

ETFs
-1.94K
- 97.68%
$542.38 - $646.34 $1.05M - $1.25M
46 $24K
NOW
Service Now, Inc.

Technology
-574
- 20.74%
$783.83 - $1170.39 $450K - $672K
2.19K $1.75M
SRLN
Ssga Active Trust

ETFs
-28.4K
- 81.67%
$41.02 - $41.99 $1.16M - $1.19M
6.37K $261K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-20.9K
- 21.97%
$75.32 - $84.77 $1.58M - $1.77M
74.3K $6.07M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-78.9K
- 3.83%
$24.36 - $25.91 $1.92M - $2.05M
1.98M $49.2M
EMHC
Spdr Bloomberg Emerging Market
-46.9K
- 83.41%
$23.72 - $24.56 $1.11M - $1.15M
9.33K $225K
DFAE
Dimensional ETF Tr

ETFs
-43.4K
- 32.12%
$24.64 - $26.86 $1.07M - $1.17M
91.7K $2.37M
LLY
Eli Lilly & CO

Healthcare
-1.62K
- 27.7%
$725.72 - $929.72 $1.18M - $1.51M
4.23K $3.49M
XLC
Select Sector Spdr Tr Communic

ETFs
-10.3K
- 29.58%
$94.84 - $105.31 $980K - $1.09M
24.6K $2.37M
PG
Procter & Gamble CO

Consumer Defensive
-6.06K
- 42.03%
$158.56 - $176.26 $961K - $1.07M
8.36K $1.42M
INTF
Ishares Tr

ETFs
-33.7K
- 72.93%
$28.43 - $31.96 $958K - $1.08M
12.5K $385K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-29.5K
- 19.0%
N/A
126K $3.96M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-9.51K
- 56.07%
$91.76 - $103.26 $872K - $982K
7.45K $689K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-17K
- 23.48%
$37.9 - $43.9 $642K - $744K
55.3K $2.12M
DOCU
Docusign, Inc.

Technology
-9.24K
- 63.04%
$74.7 - $97.7 $690K - $902K
5.41K $440K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-16.9K
- 35.82%
$46.71 - $52.3 $791K - $886K
30.3K $1.46M
ACN
Accenture PLC

Technology
-1.76K
- 23.93%
$300.91 - $398.25 $531K - $703K
5.61K $1.75M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.4K
- 17.33%
$165.25 - $224.62 $396K - $539K
11.4K $1.9M
HD
Home Depot, Inc.

Consumer Cyclical
-1.99K
- 42.07%
$347.25 - $424.87 $689K - $843K
2.73K $1M
XOM
Exxon Mobil Corp

Energy
-9.19K
- 38.89%
$105.44 - $118.93 $969K - $1.09M
14.4K $1.72M
IRM
Iron Mountain Inc

Real Estate
-3.47K
- 12.74%
$82.79 - $111.31 $287K - $386K
23.8K $2.04M
BAC
Bank Of America Corp

Financial Services
-15.8K
- 22.23%
$39.61 - $47.74 $626K - $755K
55.3K $2.31M
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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email