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
MBB
Ishares Tr

ETFs
-2.76K
- 31.92%
$90.37 - $94.08 $249K - $260K
5.88K $551K
HON
Honeywell International Inc

Industrials
-839
- 19.33%
$202.75 - $226.52 $170K - $190K
3.5K $741K
UNP
Union Pacific Corp

Industrials
-1.1K
- 38.27%
$225.21 - $254.42 $249K - $281K
1.78K $420K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.74K
- 70.02%
$119.38 - $161.42 $208K - $281K
746 $89K
SSNC
Ss&C Technologies Holdings Inc

Technology
-3.15K
- 89.66%
$74.75 - $89.13 $235K - $280K
363 $30K
CMI
Cummins Inc

Industrials
-335
- 9.14%
$312.92 - $386.07 $105K - $129K
3.33K $1.04M
DDOG
Datadog, Inc.

Technology
-1.24K
- 49.2%
$98.68 - $151.89 $122K - $188K
1.28K $126K
XLI
Industrial Sector Spdr

ETFs
-1.65K
- 9.42%
$128.78 - $141.67 $212K - $233K
15.8K $2.08M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.76K
- 32.07%
$60.46 - $64.42 $227K - $242K
7.97K $492K
PAVE
Global X Fds Us Infrastructure

ETFs
-4.6K
- 22.88%
$37.31 - $43.82 $172K - $202K
15.5K $585K
BX
Blackstone Inc.

Financial Services
-1.1K
- 49.93%
$136.53 - $186.74 $150K - $206K
1.1K $154K
DOX
Amdocs LTD

Technology
-2.79K
- 61.73%
$82.21 - $92.02 $229K - $256K
1.73K $158K
DELL
Dell Technologies Inc.

Technology
-179
- 2.07%
$90.34 - $124.66 $16.2K - $22.3K
8.48K $772K
ADP
Automatic Data Processing Inc

Industrials
-911
- 21.66%
$286.85 - $318.64 $261K - $290K
3.3K $1.01M
STAG
Stag Industrial, Inc.

Real Estate
-7.03K
- 52.57%
$32.39 - $37.07 $228K - $261K
6.34K $229K
RL
Ralph Lauren Corp

Consumer Cyclical
-953
- 82.44%
$215.68 - $286.74 $206K - $273K
203 $44K
BXSL
Blackstone Secured Lending Fund

Financial Services
-6.9K
- 99.87%
$31.3 - $34.5 $216K - $238K
9 $0
IT
Gartner Inc

Technology
-420
- 63.64%
$418.25 - $548.38 $176K - $230K
240 $100K
CDNS
Cadence Design Systems Inc

Technology
-503
- 25.72%
$233.96 - $324.52 $118K - $163K
1.45K $369K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.12K
- 69.43%
$157.11 - $206.52 $175K - $230K
491 $82K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-550
- 54.95%
$333.37 - $384.99 $183K - $212K
451 $150K
FANG
Diamondback Energy, Inc.

Energy
-1.26K
- 41.15%
$139.9 - $180.18 $177K - $228K
1.81K $289K
OSK
Oshkosh Corp

Industrials
-2.24K
- 73.89%
$89.56 - $116.4 $200K - $261K
791 $74K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.44K
- 39.33%
$56.12 - $68.15 $249K - $302K
6.85K $464K
C
Citigroup Inc

Financial Services
-3.03K
- 26.73%
$67.23 - $84.63 $204K - $257K
8.31K $589K
MPC
Marathon Petroleum Corp

Energy
-1.53K
- 72.78%
$134.72 - $159.03 $206K - $243K
571 $83K
PRU
Prudential Financial Inc

Financial Services
-1.43K
- 20.87%
$105.04 - $122.33 $150K - $175K
5.42K $604K
WDAY
Workday, Inc.

Technology
-655
- 30.42%
$233.53 - $277.82 $153K - $182K
1.5K $349K
BXP
Boston Properties Inc

Real Estate
-812
- 3.86%
$63.97 - $74.91 $51.9K - $60.8K
20.2K $1.36M
FLEX
Flex Ltd.

Technology
-5.2K
- 81.48%
$32.92 - $44.46 $171K - $231K
1.18K $39K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.06K
- 61.7%
$47.79 - $59.89 $146K - $183K
1.9K $95K
PWR
Quanta Services, Inc.

Industrials
-598
- 76.47%
$236.71 - $358.03 $142K - $214K
184 $46K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.14K
- 47.28%
$208.48 - $244.03 $237K - $277K
1.27K $309K
KLAC
Kla Corp

Technology
-346
- 48.73%
$636.62 - $777.63 $220K - $269K
364 $247K
EFG
Msci Eafe Growth ETF

ETFs
-2.22K
- 31.14%
$96.1 - $106.37 $213K - $236K
4.9K $489K
SLB
Schlumberger Limited

Energy
-5.5K
- 61.06%
$38.4 - $43.74 $211K - $240K
3.51K $146K
TTEK
Tetra Tech Inc

Industrials
-3.78K
- 46.02%
$28.26 - $42.58 $107K - $161K
4.43K $129K
APO
Apollo Global Management, Inc.

Financial Services
-1.06K
- 60.76%
$126.01 - $172.06 $133K - $182K
684 $93K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-10.4K
- 40.16%
$26.05 - $30.88 $271K - $321K
15.5K $478K
CRWD
Crowd Strike Holdings, Inc.

Technology
-579
- 48.33%
$308.86 - $455.36 $179K - $264K
619 $218K
PCAR
Paccar Inc

Industrials
-1.7K
- 47.12%
$96.91 - $112.51 $165K - $192K
1.91K $186K
EMN
Eastman Chemical CO

Basic Materials
-2.04K
- 64.54%
$87.05 - $103.47 $178K - $211K
1.12K $98K
VDE
Vanguard Energy ETF

ETFs
-1.55K
- 97.67%
$119.14 - $132.76 $185K - $206K
37 $4K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-9.92K
- 9.73%
$32.74 - $36.2 $325K - $359K
92K $3.22M
AMP
Ameriprise Financial Inc

Financial Services
-315
- 44.74%
$472.29 - $575.13 $149K - $181K
389 $188K
ELS
Equity Lifestyle Properties Inc

Real Estate
-2.79K
- 29.1%
$64.36 - $69.32 $179K - $193K
6.79K $453K
CARR
Carrier Global Corp

Industrials
-2.07K
- 18.7%
$62.07 - $70.55 $129K - $146K
9K $570K
OKE
Oneok Inc

Energy
-1.77K
- 45.13%
$89.57 - $109.85 $158K - $194K
2.15K $212K
ASML
Asml Holding Nv

Technology
-206
- 15.8%
$662.63 - $776.99 $137K - $160K
1.1K $727K
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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