Geo Wealth Management, LLC ETFs

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOT Vanguard Mid Cap Growth Index	$0	$2,000 0.0% of portfolio	10	Q4 2024 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$2,000 0.0% of portfolio	44	Q4 2024 New
VAW Vanguard Materials ETF	$0	$2,000 0.0% of portfolio	15	Q3 2024 New
MGV Vanguard Mega Cap Value	$0	$2,000 0.0% of portfolio	19	Q3 2024 New
QGRO American Centy ETF Tr Stoxx Us	$0	$1,000 0.0% of portfolio	16	Q4 2024 Reduced 99.98%
KRMA Global X Fds Global X Consciou	$0	$1,000 0.0% of portfolio	44	Q4 2024 Reduced 99.98%
COPX Global X Copper Miners ETF	$0	$1,000 0.0% of portfolio	50	Q3 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$1,000 0.0% of portfolio	172	Q4 2024 Reduced 37.91%
FALN Ishares Tr Fallen Angels Usd B	$0	$1,000 0.0% of portfolio	60	Q4 2024 Reduced 99.95%
SUSA Ishares Tr Msci Usa Esg Select	$0	$1,000 0.0% of portfolio	12	Q4 2024 Reduced 99.98%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$1,000 0.0% of portfolio	29	Q3 2024 New
AESR Two Rds Shared Tranfield Us Eq	$0	$1,000 0.0% of portfolio	62	Q4 2024 New
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$1,000 0.0% of portfolio	59	Q4 2024 New
AZAJ Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	4,660	Q4 2024 New
AZAO Aim ETF Prods Trallianzim U S	$0	$0 0.0% of portfolio	3,240	Q4 2024 New
AZBA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	21	Q3 2024 Reduced 99.83%
AZBJ Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	77,316	Q4 2024 New
AZBO Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	36,080	Q4 2024 New
FREL Fidelity Covington Tr Msci Rea	$0	$0 0.0% of portfolio	1	Q4 2024 Reduced 50.0%
FLQL Franklin Templeton ETF Tr Libe	$0	$0 0.0% of portfolio	1	Q4 2024 Reduced 99.98%
PRN Invesco Dwa Industrials Moment	$0	$0 0.0% of portfolio	1	Q4 2024 New
EWRE Invesco S&P 500 Equal Weight R	$0	$0 0.0% of portfolio	5,308	Q4 2024 Reduced 5.9%
HDV Ishares Core High Dividend ETF	$0	$0 0.0% of portfolio	0	Q4 2024 Sold Out
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$0 0.0% of portfolio	5	Q3 2024 Reduced 100.0%
IGF Ishares Global Infrastructure	$0	$0 0.0% of portfolio	0	Q4 2024 New
IGEB Ishares Tr Edge Invt Grade Enh	$0	$0 0.0% of portfolio	1	Q4 2024 Reduced 99.91%
IAK Ishares Tr	$0	$0 0.0% of portfolio	2	Q4 2024 Reduced 98.59%
IDU Ishares Tr U S Utils ETF	$0	$0 0.0% of portfolio	1	Q3 2024 New
IYK Ishares U.S. Consumer Staples	$0	$0 0.0% of portfolio	0	Q4 2024 New
IYH Ishares Tr	$0	$0 0.0% of portfolio	1	Q3 2024 New
IYJ Ishares Tr	$0	$0 0.0% of portfolio	1	Q3 2024 New
JAGG Jpmorgan Tr Us Aggregate Bond	$0	$0 0.0% of portfolio	1,028	Q4 2024 Reduced 0.1%
JPHY Jp Morgan High Yield Research	$0	$0 0.0% of portfolio	8,328	Q4 2024 Reduced 25.91%
JQUA J P Morgan ETF Tr U S Quality	$0	$0 0.0% of portfolio	1	Q4 2024 Reduced 98.33%
TDV Proshares Tr S&P Tech Divid Ar	$0	$0 0.0% of portfolio	5	Q3 2024 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$0 0.0% of portfolio	28	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$0 0.0% of portfolio	0	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$0 0.0% of portfolio	21	Q4 2024 Reduced 97.63%
XME Spdr Ser Tr Spdr S&P Metals &	$0	$0 0.0% of portfolio	1	Q4 2024 Reduced 99.71%
INKM Ssga Active ETF Tr	$0	$0 0.0% of portfolio	22	Q4 2024 Reduced 96.6%
EMTL Spdr Doubleline Emerging Marke	$0	$0 0.0% of portfolio	2	Q3 2024 New
ADFI Two Rds Shared Tr Anfield Dyna	$0	$0 0.0% of portfolio	50	Q4 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$0 0.0% of portfolio	11	Q4 2024 Reduced 98.26%
BNDW Vanguard Scottsdale Fds Vangua	$0	$0 0.0% of portfolio	1	Q3 2024 New

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