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
MS
Morgan Stanley

Financial Services
-6.04K
- 49.26%
$111.68 - $141.08 $674K - $852K
6.22K $725K
NFLX
Netflix Inc

Communication Services
-986
- 34.61%
$828.4 - $1058.6 $817K - $1.04M
1.86K $1.74M
EQIX
Equinix Inc

Real Estate
-139
- 2.66%
$803.0 - $959.97 $112K - $133K
5.08K $4.15M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-7.41K
- 66.2%
$97.76 - $107.35 $724K - $795K
3.78K $380K
ADBE
Adobe Inc.

Technology
-1.32K
- 31.37%
$377.84 - $464.11 $500K - $614K
2.9K $1.11M
T
At&T Inc.

Communication Services
-39.9K
- 59.9%
$21.56 - $28.28 $861K - $1.13M
26.7K $756K
ZM
Zoom Video Communications, Inc.

Technology
-9.24K
- 90.96%
$72.23 - $88.64 $667K - $819K
918 $67K
PGR
Progressive Corp

Financial Services
-3.59K
- 59.58%
$235.61 - $291.22 $845K - $1.04M
2.43K $688K
DHI
Horton D R Inc

Consumer Cyclical
-5.24K
- 94.04%
$125.29 - $147.65 $657K - $774K
332 $42K
V
Visa Inc.

Financial Services
-3.79K
- 21.88%
$306.92 - $362.71 $1.16M - $1.37M
13.5K $4.74M
JLL
Jones Lang Lasalle Inc

Real Estate
-2.72K
- 85.73%
$238.0 - $284.76 $646K - $773K
452 $112K
APP
App Lovin Corp

Technology
-1.25K
- 20.86%
$238.08 - $510.13 $297K - $637K
4.73K $1.25M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.56K
- 4.81%
$183.02 - $207.75 $286K - $325K
30.9K $5.76M
DVY
Ishares Tr

ETFs
-5.25K
- 58.75%
$128.58 - $138.1 $675K - $724K
3.68K $494K
VT
Vanguard Total World Stk Index

ETFs
-4.88K
- 7.17%
$115.08 - $123.97 $561K - $604K
63.1K $7.32M
ETN
Eaton Corp PLC

Industrials
-1.7K
- 49.53%
$271.83 - $371.23 $463K - $632K
1.73K $471K
NVO
Novo Nordisk A S

Healthcare
-5.52K
- 34.2%
$69.3 - $90.95 $382K - $502K
10.6K $737K
CBOE
Cboe Global Markets, Inc.

Financial Services
-3.41K
- 82.14%
$190.84 - $226.29 $650K - $771K
741 $167K
NEE
Nextera Energy Inc

Utilities
-8.62K
- 65.47%
$66.96 - $76.16 $577K - $657K
4.55K $322K
AXP
American Express CO

Financial Services
-1.54K
- 20.61%
$255.39 - $325.87 $392K - $500K
5.91K $1.59M
DAL
Delta Air Lines, Inc.

Industrials
-8.43K
- 58.15%
$43.6 - $69.06 $368K - $582K
6.07K $264K
DLR
Digital Realty Trust, Inc.

Real Estate
-129
- 0.74%
$142.1 - $183.56 $18.3K - $23.7K
17.3K $2.47M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-52.2K
- 5.62%
$21.55 - $22.51 $1.13M - $1.18M
876K $19.5M
MA
Mastercard Inc

Financial Services
-1.62K
- 12.32%
$504.67 - $576.31 $817K - $933K
11.5K $6.31M
DIS
Walt Disney CO

Communication Services
-4.37K
- 38.8%
$96.87 - $114.0 $423K - $498K
6.89K $679K
ISRG
Intuitive Surgical Inc

Healthcare
-934
- 28.78%
$476.63 - $610.45 $445K - $570K
2.31K $1.14M
EIX
Edison International

Utilities
-5.23K
- 55.85%
$50.06 - $80.01 $262K - $419K
4.14K $243K
HST
Host Hotels & Resorts, Inc.

Real Estate
-22.8K
- 44.15%
$14.21 - $17.45 $324K - $398K
28.9K $410K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-7.25K
- 70.8%
$63.44 - $70.44 $460K - $511K
2.99K $189K
SPGI
S&P Global Inc.

Financial Services
-1.06K
- 23.0%
$478.26 - $543.77 $506K - $575K
3.54K $1.8M
UNH
Unitedhealth Group Inc

Healthcare
-1.33K
- 11.56%
$461.52 - $548.18 $614K - $729K
10.2K $5.33M
SNPS
Synopsys Inc

Technology
-956
- 75.51%
$428.58 - $551.54 $410K - $527K
310 $132K
DXCM
Dexcom Inc

Healthcare
-5.73K
- 61.15%
$67.74 - $90.75 $388K - $520K
3.64K $248K
FFIV
F5, Inc.

Technology
-2.06K
- 40.34%
$251.75 - $310.6 $519K - $640K
3.05K $811K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-636
- 10.21%
$497.6 - $606.74 $316K - $386K
5.59K $2.78M
CMCSA
Comcast Corp

Communication Services
-11.6K
- 49.96%
$33.19 - $38.23 $384K - $443K
11.6K $428K
TGT
Target Corp

Consumer Defensive
-2.29K
- 35.61%
$103.65 - $142.5 $237K - $326K
4.14K $431K
AMD
Advanced Micro Devices Inc

Technology
-2.52K
- 27.07%
$96.63 - $129.55 $244K - $326K
6.79K $697K
IBM
International Business Machines Corp

Technology
-2.46K
- 37.88%
$217.4 - $264.74 $535K - $651K
4.04K $1M
SHOP
Shopify Inc.

Technology
-3.77K
- 68.93%
$90.59 - $129.31 $342K - $487K
1.7K $162K
SHEL
Shell PLC

Energy
-6.87K
- 81.58%
$62.84 - $73.29 $431K - $503K
1.55K $113K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-15.5K
- 19.18%
$31.09 - $34.34 $483K - $533K
65.4K $2.17M
DHR
Danaher Corp

Healthcare
-1.64K
- 52.65%
$201.62 - $250.59 $330K - $411K
1.47K $302K
IEF
Ishares Barclays

ETFs
-4.58K
- 44.84%
$91.17 - $95.39 $417K - $437K
5.63K $536K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.64K
- 34.15%
$279.74 - $321.29 $459K - $527K
3.16K $987K
VFH
Vanguard Financial ETF

ETFs
-3.4K
- 98.61%
$114.07 - $127.34 $388K - $433K
48 $5K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.59K
- 53.38%
$203.38 - $274.79 $323K - $436K
1.39K $284K
WFC
Wells Fargo & Company

Financial Services
-5.95K
- 26.67%
$66.78 - $81.42 $397K - $484K
16.4K $1.17M
PH
Parker Hannifin Corp

Industrials
-535
- 23.7%
$591.65 - $707.05 $317K - $378K
1.72K $1.05M
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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