Geo Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.73 Billion distributed in 2040 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $187M, Vanguard Index Fds S&P 500 ETF with a value of $133M, Vanguard Large Cap ETF with a value of $113M, Spdr Ser Tr Fds Spdr Portfolio with a value of $98.6M, and Vanguard Mun Bd Fds Tax Exempt with a value of $89.7M.
Examining the 13F form we can see an increase of $526M in the current position value, from $2.2B to 2.73B.
Geo Wealth Management, LLC is based out at Chicago, IL
Below you can find more details about Geo Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.73 Billion
ETFs: $2.17 Billion
Technology: $134 Million
Financial Services: $61.3 Million
Healthcare: $59.9 Million
Real Estate: $54.9 Million
Consumer Cyclical: $47.8 Million
Communication Services: $39 Million
Industrials: $34.9 Million
Other: $63.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
