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
APD
Air Products & Chemicals, Inc.

Basic Materials
-297
- 21.31%
$283.24 - $338.07 $84.1K - $100K
1.1K $323K
AFL
Aflac Inc

Financial Services
-1.24K
- 16.82%
$100.99 - $111.19 $126K - $138K
6.15K $683K
DE
Deere & CO

Industrials
-353
- 18.89%
$408.57 - $509.27 $144K - $180K
1.52K $711K
CTAS
Cintas Corp

Industrials
-545
- 36.68%
$182.09 - $208.14 $99.2K - $113K
941 $193K
CVS
Cvs Health Corp

Healthcare
-2.8K
- 56.22%
$44.22 - $68.64 $124K - $192K
2.18K $147K
VOE
Vanguard Mid Cap Value Index F

ETFs
-464
- 65.26%
$156.61 - $168.02 $72.7K - $78K
247 $39K
DFS
Discover Financial Services

Financial Services
-427
- 52.01%
$152.99 - $203.25 $65.3K - $86.8K
394 $67K
BKR
Baker Hughes CO

Energy
-3.02K
- 15.19%
$41.16 - $48.85 $124K - $147K
16.8K $739K
NTRS
Northern Trust Corp

Financial Services
-698
- 52.01%
$96.09 - $113.81 $67.1K - $79.4K
644 $63K
LNG
Cheniere Energy, Inc.

Energy
-368
- 51.76%
$209.32 - $253.66 $77K - $93.3K
343 $79K
GWW
W.W. Grainger, Inc.

Industrials
-43
- 9.53%
$953.54 - $1132.42 $41K - $48.7K
408 $403K
CNI
Canadian National Railway CO

Industrials
-676
- 41.99%
$95.46 - $106.79 $64.5K - $72.2K
934 $91K
XLE
Energy Sector Spdr

ETFs
-3.25K
- 10.93%
$85.7 - $93.96 $278K - $305K
26.5K $2.47M
HAL
Halliburton CO

Energy
-2.57K
- 71.52%
$24.15 - $29.9 $62.2K - $77K
1.03K $26K
NDAQ
Nasdaq, Inc.

Financial Services
-818
- 16.17%
$72.17 - $83.76 $59K - $68.5K
4.24K $321K
BMY
Bristol Myers Squibb CO

Healthcare
-2.15K
- 15.62%
$53.9 - $63.11 $116K - $136K
11.6K $708K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-366
- 47.23%
$161.13 - $209.29 $59K - $76.6K
409 $67K
SWK
Stanley Black & Decker, Inc.

Industrials
-848
- 71.02%
$76.43 - $90.41 $64.8K - $76.7K
346 $26K
SKYY
First Trust Cloud Computing Et

ETFs
-345
- 17.66%
$102.23 - $131.18 $35.3K - $45.3K
1.61K $164K
JCI
Johnson Controls International PLC

Industrials
-903
- 23.59%
$76.12 - $90.6 $68.7K - $81.8K
2.93K $234K
ETSY
Etsy Inc

Consumer Cyclical
-1.01K
- 28.54%
$44.4 - $57.29 $44.9K - $57.9K
2.53K $119K
EBAY
Ebay Inc

Consumer Cyclical
-1.82K
- 19.11%
$61.61 - $70.93 $112K - $129K
7.69K $520K
CLX
Clorox CO

Consumer Defensive
-389
- 59.66%
$141.76 - $162.89 $55.1K - $63.4K
263 $38K
BSX
Boston Scientific Corp

Healthcare
-1.98K
- 17.28%
$89.38 - $106.18 $177K - $210K
9.47K $955K
IBN
Icici Bank LTD

Financial Services
-2.82K
- 21.28%
$27.55 - $31.67 $77.7K - $89.3K
10.4K $328K
DTM
Dt Midstream, Inc.

Energy
-639
- 43.23%
$86.95 - $113.75 $55.6K - $72.7K
839 $80K
TTE
Total Energies Se

Energy
-948
- 13.47%
N/A
6.09K $417K
BRO
Brown & Brown, Inc.

Financial Services
-897
- 42.65%
$100.54 - $124.4 $90.2K - $112K
1.21K $150K
STT
State Street Corp

Financial Services
-546
- 33.85%
$84.47 - $102.23 $46.1K - $55.8K
1.07K $95K
VGSH
Vanguard

ETFs
-1.07K
- 27.39%
$58.07 - $58.69 $62.3K - $62.9K
2.84K $166K
NSC
Norfolk Southern Corp

Industrials
-282
- 10.9%
$227.69 - $259.76 $64.2K - $73.3K
2.31K $546K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-5.89K
- 36.4%
$12.89 - $15.19 $75.9K - $89.5K
10.3K $153K
CSGP
Costar Group, Inc.

Real Estate
-1.06K
- 35.15%
$69.29 - $80.37 $73.3K - $85K
1.95K $154K
RACE
Ferrari N.V.

Consumer Cyclical
-147
- 19.84%
$413.73 - $508.15 $60.8K - $74.7K
594 $254K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.44K
- 6.49%
$16.57 - $18.85 $23.9K - $27.2K
20.8K $345K
PSX
Phillips 66

Energy
-650
- 30.88%
$113.93 - $131.55 $74.1K - $85.5K
1.46K $179K
GM
General Motors CO

Consumer Cyclical
-773
- 21.39%
$45.22 - $54.92 $35K - $42.5K
2.84K $133K
WIT
Wipro LTD

Technology
-12.3K
- 28.1%
$3.0 - $3.77 $37K - $46.5K
31.6K $96K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.23K
- 28.49%
$51.66 - $57.94 $63.5K - $71.2K
3.09K $169K
RGA
Reinsurance Group Of America Inc

Financial Services
-135
- 7.17%
$186.01 - $231.1 $25.1K - $31.2K
1.75K $343K
PEG
Public Service Enterprise Group Inc

Utilities
-640
- 28.46%
$78.2 - $90.39 $50K - $57.8K
1.61K $132K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.84K
- 24.09%
$35.35 - $42.74 $100K - $121K
8.95K $370K
RJF
Raymond James Financial Inc

Financial Services
-315
- 38.0%
$137.62 - $172.64 $43.4K - $54.4K
514 $71K
SJM
J M Smucker CO

Consumer Defensive
-547
- 56.57%
$100.41 - $118.41 $54.9K - $64.8K
420 $49K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-285
- 49.48%
$175.5 - $209.86 $50K - $59.8K
291 $52K
UL
Unilever PLC

Consumer Defensive
-1.32K
- 17.24%
$54.72 - $60.29 $72.4K - $79.8K
6.35K $378K
MLM
Martin Marietta Materials Inc

Basic Materials
-94
- 30.03%
$460.39 - $552.64 $43.3K - $51.9K
219 $104K
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.96K
- 9.44%
N/A
28.3K $537K
MOH
Molina Healthcare, Inc.

Healthcare
-214
- 57.84%
$266.57 - $333.27 $57K - $71.3K
156 $51K
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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