Geo Wealth Management, LLC Sells in Q3 2024

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
-10.6K
- 34.76%
$76.04 - $76.04 $805K - $805K
19.9K $1.51M
XLB
Select Sector Spdr Fd Material

ETFs
-9.17K
- 68.43%
$86.95 - $97.09 $797K - $890K
4.23K $407K
IXP
Ishares Global Comm Services E

ETFs
-8.73K
- 72.79%
$83.95 - $94.13 $733K - $822K
3.26K $307K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-14.5K
- 60.64%
$51.58 - $53.79 $748K - $780K
9.41K $504K
CW
Curtiss Wright Corp

Industrials
-2.77K
- 90.98%
$265.18 - $332.22 $735K - $921K
275 $90K
MRK
Merck & Co., Inc.

Healthcare
-2.44K
- 6.38%
$111.15 - $128.97 $271K - $315K
35.8K $4.07M
NFLX
Netflix Inc

Communication Services
-1.13K
- 29.06%
$598.55 - $722.26 $675K - $815K
2.75K $1.95M
NRG
Nrg Energy, Inc.

Utilities
-8.9K
- 65.84%
$68.89 - $91.22 $613K - $812K
4.62K $420K
FDL
First Tr Morningstar Dividend

ETFs
-16.8K
- 86.88%
$37.66 - $42.06 $631K - $705K
2.53K $106K
COST
Costco Wholesale Corp

Consumer Defensive
-871
- 19.56%
$801.83 - $917.05 $698K - $799K
3.58K $3.18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-10.1K
- 33.59%
$56.04 - $62.99 $567K - $637K
20K $1.22M
VBR
Vanguard Small Cap Value ETF

ETFs
-6.5K
- 15.66%
$179.99 - $201.6 $1.17M - $1.31M
35K $7.03M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-4.75K
- 71.05%
$115.73 - $128.74 $550K - $611K
1.94K $248K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.75K
- 43.39%
$178.94 - $207.0 $491K - $568K
3.58K $719K
XLY
Select Sector Spdr Consumer Di

ETFs
-4.12K
- 21.91%
$170.05 - $200.86 $701K - $828K
14.7K $2.94M
FTC
First Tr Lge Cap Growth

ETFs
-3.85K
- 91.94%
$115.51 - $131.45 $445K - $507K
338 $44K
LLY
Eli Lilly & CO

Healthcare
-366
- 6.05%
$772.14 - $960.02 $283K - $351K
5.68K $5.03M
CVX
Chevron Corp

Energy
-1.76K
- 10.71%
$137.88 - $161.97 $242K - $285K
14.7K $2.16M
ETN
Eaton Corp PLC

Industrials
-1.5K
- 30.06%
$272.52 - $333.02 $410K - $501K
3.5K $1.16M
ITA
Ishares Tr

ETFs
-2.9K
- 95.96%
$131.58 - $149.64 $381K - $434K
122 $18K
RDVY
First Trust Rising Dividend Ac

ETFs
-6.39K
- 50.65%
$53.68 - $59.24 $343K - $378K
6.23K $368K
CRWD
Crowd Strike Holdings, Inc.

Technology
-456
- 25.36%
$217.89 - $392.15 $99.4K - $179K
1.34K $376K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.58K
- 38.87%
$113.01 - $154.34 $178K - $244K
2.48K $314K
FANG
Diamondback Energy, Inc.

Energy
-1.19K
- 39.61%
$168.46 - $210.94 $200K - $250K
1.81K $311K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-5.17K
- 98.85%
$51.29 - $56.57 $265K - $292K
60 $3K
BAC
Bank Of America Corp

Financial Services
-6.6K
- 9.33%
$36.65 - $44.13 $242K - $291K
64.1K $2.55M
CLOU
Global X Fds Cloud Computing E

ETFs
-13.3K
- 90.26%
$18.22 - $20.61 $242K - $274K
1.43K $29K
VGT
Vanguard Information Technolog

ETFs
-466
- 19.02%
$514.43 - $606.85 $240K - $283K
1.98K $1.16M
INTU
Intuit Inc

Technology
-201
- 5.89%
$602.97 - $670.49 $121K - $135K
3.21K $1.99M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-6.81K
- 16.52%
$44.65 - $47.21 $304K - $322K
34.4K $1.61M
BUG
Global X Fds Cybersecurity ETF

ETFs
-8.43K
- 52.07%
$27.33 - $31.1 $230K - $262K
7.76K $240K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-4.61K
- 34.17%
$56.88 - $63.65 $262K - $294K
8.89K $559K
ASML
Asml Holding Nv

Technology
-13
- 1.1%
$749.82 - $1098.95 $9.75K - $14.3K
1.17K $973K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-762
- 77.83%
$283.28 - $314.39 $216K - $240K
217 $68K
AVRE
American Centy ETF Tr Avantis
-8.99K
- 25.21%
$40.95 - $48.28 $368K - $434K
26.7K $1.26M
MPC
Marathon Petroleum Corp

Energy
-1.08K
- 31.88%
$158.61 - $180.75 $172K - $196K
2.31K $376K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-234
- 19.24%
$402.52 - $505.35 $94.2K - $118K
982 $422K
URTH
Ishares Msci World ETF

ETFs
-1.47K
- 54.2%
$140.68 - $156.99 $206K - $230K
1.24K $194K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-10.2K
- 63.26%
$20.51 - $21.98 $208K - $223K
5.9K $128K
PEAK
Healthpeak Properties, Inc.

Real Estate
-10.5K
- 24.59%
N/A
32.2K $610K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-7.2K
- 61.54%
$27.8 - $29.26 $200K - $211K
4.5K $130K
KEYS
Keysight Technologies, Inc.

Technology
-1.58K
- 56.94%
$119.86 - $158.87 $189K - $250K
1.19K $189K
DRIV
Global X Fds Global X Autonomo

ETFs
-7.76K
- 48.22%
$20.59 - $25.46 $160K - $198K
8.33K $195K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.91K
- 41.31%
$103.09 - $113.83 $197K - $217K
2.71K $303K
DXCM
Dexcom Inc

Healthcare
-124
- 3.39%
$64.0 - $116.06 $7.94K - $14.4K
3.53K $236K
NVS
Novartis Ag

Healthcare
-1.84K
- 44.36%
$106.13 - $120.89 $196K - $223K
2.31K $265K
PG
Procter & Gamble CO

Consumer Defensive
-1.9K
- 10.1%
$160.76 - $177.82 $306K - $338K
16.9K $2.93M
INTC
Intel Corp

Technology
-44
- 0.19%
$18.9 - $34.87 $832 - $1.53K
22.5K $528K
IEFA
Ishares Tr

ETFs
-5.16K
- 11.97%
$70.09 - $78.74 $361K - $406K
37.9K $2.96M
Activity Summary
Buys All Purchases 1224 New Holdings 875 Increased Positions 349 Sells All Sells 473 Reductions 473 Sold out 0 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