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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.44K
- 23.53%
$192.82 - $222.1 $277K - $319K
4.66K $900K
LMT
Lockheed Martin Corp

Industrials
-654
- 32.38%
$423.19 - $506.29 $277K - $331K
1.37K $610K
LEN
Lennar Corp

Consumer Cyclical
-2.58K
- 76.93%
$113.93 - $141.54 $294K - $366K
775 $88K
INTU
Intuit Inc

Technology
-517
- 15.25%
$555.63 - $630.23 $287K - $326K
2.87K $1.76M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-12.6K
- 16.87%
$29.82 - $30.1 $375K - $379K
62K $1.87M
SAP
Sap Se

Technology
-1.84K
- 30.57%
$241.4 - $293.69 $444K - $540K
4.18K $1.12M
VIG
Vanguard Dividend Appreciation

ETFs
-1.95K
- 74.29%
N/A
674 $122K
VHT
Vanguard Health Care ETF

ETFs
-1.4K
- 98.8%
$254.06 - $273.83 $356K - $384K
17 $4K
VGLT
Vanguard Long Term Treasury Et

ETFs
-6.37K
- 69.54%
$53.99 - $58.43 $344K - $372K
2.79K $160K
RF
Regions Financial Corp

Financial Services
-14.3K
- 80.96%
$20.84 - $24.77 $297K - $353K
3.36K $72K
PEP
Pepsico Inc

Consumer Defensive
-1.98K
- 9.44%
$142.64 - $156.42 $282K - $309K
18.9K $2.84M
VZ
Verizon Communications Inc

Communication Services
-10.7K
- 37.9%
$37.81 - $46.49 $403K - $496K
17.5K $792K
UBER
Uber Technologies, Inc

Technology
-8.28K
- 38.15%
$63.17 - $81.49 $523K - $675K
13.4K $978K
MRVL
Marvell Technology, Inc.

Technology
-2.27K
- 60.5%
$61.57 - $126.06 $140K - $287K
1.48K $91K
MAR
Marriott International Inc

Consumer Cyclical
-1.05K
- 58.86%
$237.01 - $304.45 $249K - $320K
734 $174K
OMC
Omnicom Group Inc.

Communication Services
-3.66K
- 62.58%
$79.43 - $88.34 $291K - $324K
2.19K $181K
EOG
Eog Resources Inc

Energy
-2.8K
- 41.22%
$120.54 - $138.05 $338K - $387K
3.99K $512K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9.43K
- 9.86%
$21.23 - $23.75 $200K - $224K
86.1K $1.85M
AVB
Avalonbay Communities Inc

Real Estate
-1.18K
- 10.56%
$207.86 - $228.08 $246K - $270K
10K $2.15M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-7.02K
- 22.04%
$46.45 - $47.26 $326K - $332K
24.8K $1.17M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.01K
- 18.12%
$222.66 - $268.42 $224K - $270K
4.55K $1.06M
SPG
Simon Property Group Inc

Real Estate
-825
- 2.97%
$159.48 - $187.78 $132K - $155K
27K $4.48M
ZTS
Zoetis Inc.

Healthcare
-1.91K
- 32.79%
$156.48 - $175.67 $300K - $336K
3.92K $646K
INGR
Ingredion Inc

Consumer Defensive
-2.07K
- 75.03%
$125.6 - $137.36 $260K - $284K
689 $93K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-40.8K
- 9.23%
$25.54 - $28.79 $1.04M - $1.17M
401K $11.1M
JHG
Janus Henderson Group PLC

Financial Services
-6.19K
- 67.29%
$35.98 - $45.94 $223K - $284K
3.01K $108K
ABT
Abbott Laboratories

Healthcare
-4.56K
- 27.52%
$111.1 - $140.22 $507K - $639K
12K $1.59M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-10.8K
- 47.33%
$27.81 - $30.21 $299K - $325K
12K $354K
WM
Waste Management Inc

Industrials
-1.79K
- 38.86%
$200.54 - $233.78 $360K - $419K
2.82K $653K
GS
Goldman Sachs Group Inc

Financial Services
-190
- 2.91%
$524.81 - $672.19 $99.7K - $128K
6.34K $3.46M
TPR
Tapestry, Inc.

Consumer Cyclical
-4.38K
- 62.62%
$65.63 - $89.21 $287K - $391K
2.61K $184K
ADI
Analog Devices Inc

Technology
-1.13K
- 33.03%
$201.56 - $243.82 $229K - $276K
2.3K $463K
CVX
Chevron Corp

Energy
-3.34K
- 25.5%
$146.71 - $167.97 $490K - $561K
9.77K $1.63M
CL
Colgate Palmolive CO

Consumer Defensive
-2.98K
- 57.36%
$85.68 - $97.5 $255K - $290K
2.21K $207K
PAYX
Paychex Inc

Industrials
-2.08K
- 50.44%
$136.06 - $154.52 $283K - $321K
2.04K $315K
SNA
Snap On Inc

Industrials
-764
- 74.1%
$324.09 - $358.62 $248K - $274K
267 $89K
MSCI
Msci Inc.

Financial Services
-417
- 59.32%
$541.46 - $628.34 $226K - $262K
286 $161K
SCHW
Schwab Charles Corp

Financial Services
-4.34K
- 22.86%
$71.24 - $83.64 $309K - $363K
14.6K $1.15M
FDX
Fedex Corp

Industrials
-861
- 72.23%
$230.33 - $281.53 $198K - $242K
331 $80K
COP
Conocophillips

Energy
-2.89K
- 33.76%
$88.6 - $105.85 $256K - $306K
5.67K $595K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-9.18K
- 41.57%
$24.88 - $26.85 $228K - $247K
12.9K $325K
JBL
Jabil Inc

Technology
-1.68K
- 57.66%
$130.51 - $173.33 $220K - $292K
1.24K $168K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.25K
- 20.29%
$56.17 - $59.71 $239K - $254K
16.7K $953K
PFE
Pfizer Inc

Healthcare
-8.82K
- 42.49%
$25.01 - $27.13 $221K - $239K
11.9K $302K
NKE
Nike, Inc.

Consumer Cyclical
-2.69K
- 43.28%
$63.29 - $81.72 $171K - $220K
3.53K $224K
CAT
Caterpillar Inc

Industrials
-418
- 12.58%
$326.75 - $407.63 $137K - $170K
2.91K $958K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-533
- 26.52%
$111.56 - $223.11 $59.5K - $119K
1.48K $165K
GIS
General Mills Inc

Consumer Defensive
-3.53K
- 44.14%
$57.56 - $65.3 $203K - $231K
4.47K $267K
NVS
Novartis Ag

Healthcare
-3.06K
- 44.19%
$97.14 - $115.57 $297K - $353K
3.86K $430K
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