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
NXST
Nexstar Media Group, Inc.

Communication Services
-1.15K
- 79.32%
$146.34 - $182.75 $168K - $210K
300 $53K
AVRE
American Centy ETF Tr Avantis
-4.78K
- 16.64%
$40.62 - $44.31 $194K - $212K
24K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
-584
- 21.87%
$198.1 - $229.79 $116K - $134K
2.09K $416K
CEG
Constellation Energy Corp

Utilities
-636
- 33.69%
$201.63 - $347.44 $128K - $221K
1.25K $252K
UPS
United Parcel Service Inc

Industrials
-1.13K
- 37.18%
$109.66 - $136.26 $123K - $153K
1.9K $209K
CSCO
Cisco Systems, Inc.

Technology
-4.04K
- 13.11%
$58.74 - $64.87 $237K - $262K
26.7K $1.65M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-769
- 12.99%
$65.15 - $91.81 $50.1K - $70.6K
5.15K $335K
QCOM
Qualcomm Inc

Technology
-1.07K
- 6.19%
$151.94 - $175.86 $163K - $189K
16.3K $2.5M
F
Ford Motor CO

Consumer Cyclical
-16.4K
- 54.5%
$9.12 - $10.43 $150K - $171K
13.7K $137K
EA
Electronic Arts Inc.

Communication Services
-1.09K
- 69.97%
$116.53 - $146.29 $127K - $159K
466 $67K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-360
- 6.54%
$168.84 - $202.89 $60.8K - $73K
5.15K $904K
MO
Altria Group, Inc.

Consumer Defensive
-3.84K
- 39.38%
$50.81 - $60.02 $195K - $230K
5.91K $354K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-362
- 53.71%
$408.78 - $448.82 $148K - $162K
312 $131K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-540
- 33.21%
$221.78 - $273.45 $120K - $148K
1.09K $247K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-406
- 1.83%
$99.5 - $110.97 $40.4K - $45.1K
21.8K $2.2M
PM
Philip Morris International Inc.

Consumer Defensive
-3.64K
- 32.82%
$117.15 - $158.79 $426K - $577K
7.44K $1.18M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-11.4K
- 92.35%
$13.05 - $13.97 $149K - $159K
944 $12K
SYK
Stryker Corp

Healthcare
-510
- 14.71%
$355.18 - $399.9 $181K - $204K
2.96K $1.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.96K
- 14.3%
N/A
11.8K $879K
DOW
Dow Inc.

Basic Materials
-3.38K
- 65.57%
$34.36 - $41.92 $116K - $142K
1.78K $61K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-17.3K
- 65.14%
$9.19 - $12.93 $159K - $223K
9.24K $103K
HCA
Hca Healthcare, Inc.

Healthcare
-562
- 49.08%
$296.7 - $345.55 $167K - $194K
583 $201K
APH
Amphenol Corp

Technology
-1.79K
- 28.55%
$61.62 - $78.55 $110K - $141K
4.48K $294K
KO
Coca Cola CO

Consumer Defensive
-4.81K
- 22.12%
$60.81 - $72.32 $293K - $348K
17K $1.21M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-3.94K
- 30.38%
$36.46 - $39.9 $144K - $157K
9.03K $345K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.37K
- 35.06%
$42.4 - $44.11 $143K - $149K
6.25K $274K
EFV
Msci Eafe Value ETF

ETFs
-6.42K
- 17.42%
$51.88 - $60.73 $333K - $390K
30.4K $1.79M
HPQ
Hp Inc

Technology
-2.92K
- 25.3%
$27.69 - $34.72 $80.9K - $101K
8.63K $238K
KMX
Carmax Inc

Consumer Cyclical
-1.4K
- 19.55%
$69.25 - $89.19 $97.1K - $125K
5.77K $449K
PANW
Palo Alto Networks Inc

Technology
-447
- 8.58%
$167.82 - $208.28 $75K - $93.1K
4.76K $812K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-2.13K
- 23.82%
$61.9 - $66.89 $132K - $143K
6.82K $433K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-675
- 34.67%
$161.03 - $235.53 $109K - $159K
1.27K $210K
BK
Bank Of New York Mellon Corp

Financial Services
-2.49K
- 22.75%
$75.42 - $88.95 $187K - $221K
8.44K $707K
NTAP
Net App, Inc.

Technology
-937
- 54.48%
$87.84 - $126.3 $82.3K - $118K
783 $68K
SO
Southern CO

Utilities
-2.07K
- 32.88%
$80.96 - $92.96 $167K - $192K
4.22K $387K
MSI
Motorola Solutions, Inc.

Technology
-198
- 11.02%
$411.73 - $482.1 $81.5K - $95.5K
1.6K $700K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-901
- 5.2%
$51.45 - $58.51 $46.4K - $52.7K
16.4K $849K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-668
- 2.8%
$67.03 - $74.61 $44.8K - $49.8K
23.2K $1.58M
SHW
Sherwin Williams CO

Basic Materials
-489
- 10.01%
$330.16 - $365.55 $161K - $179K
4.39K $1.53M
AON
Aon PLC

Financial Services
-410
- 42.44%
$348.44 - $409.32 $143K - $168K
556 $221K
VST
Vistra Corp.

Utilities
-627
- 25.22%
$108.49 - $191.89 $68K - $120K
1.86K $218K
EMR
Emerson Electric CO

Industrials
-406
- 7.27%
$108.64 - $131.17 $44.1K - $53.3K
5.18K $567K
FCNCA
First Citizens Bancshares Inc

Financial Services
-50
- 40.65%
$1728.36 - $2231.14 $86.4K - $112K
73 $135K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-10.4K
- 14.66%
$11.13 - $11.61 $116K - $121K
60.8K $680K
AXON
Axon Enterprise, Inc.

Industrials
-166
- 32.23%
$496.65 - $710.01 $82.4K - $118K
349 $183K
GD
General Dynamics Corp

Industrials
-505
- 29.36%
$241.94 - $272.58 $122K - $138K
1.22K $331K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-154
- 48.58%
$634.14 - $744.83 $97.7K - $115K
163 $103K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.17K
- 99.83%
$96.88 - $111.25 $113K - $130K
2 $0
A
Agilent Technologies, Inc.

Healthcare
-817
- 55.84%
$116.69 - $152.6 $95.3K - $125K
646 $75K
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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