GeoWealth Management, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$2.5T
Holdings
1,058
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,058 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | SHYGISHARES TR | 34,569 | $1.5B | 0.06% | |
| 202 | EAGGISHARES TR | 30,832 | $1.5B | 0.06% | |
| 203 | PALCPACER FDS TR | 30,348 | $1.5B | 0.06% | |
| 204 | EXREXTRA SPACE STORAGE INC | 9,762 | $1.4B | 0.06% | |
| 205 | 8CWCROWN CASTLE INC | 13,852 | $1.4B | 0.06% | |
| 206 | AZNASTRAZENECA PLC | 19,594 | $1.4B | 0.06% | |
| 207 | PGPROCTER AND GAMBLE CO | 8,357 | $1.4B | 0.06% | |
| 208 | DYNFBLACKROCK ETF TRUST | 28,777 | $1.4B | 0.06% | |
| 209 | UDRUDR INC | 30,583 | $1.4B | 0.06% | |
| 210 | FRTFEDERAL RLTY INVT TR NEW | 13,965 | $1.4B | 0.05% | |
| 211 | BXPBXP INC | 20,217 | $1.4B | 0.05% | |
| 212 | MCKMCKESSON CORP | 2,003 | $1.3B | 0.05% | |
| 213 | SCHISCHWAB STRATEGIC TR | 59,005 | $1.3B | 0.05% | |
| 214 | FTNTFORTINET INC | 13,734 | $1.3B | 0.05% | |
| 215 | QLDPROSHARES TR | 14,570 | $1.3B | 0.05% | |
| 216 | GILDGILEAD SCIENCES INC | 11,268 | $1.3B | 0.05% | |
| 217 | SSOPROSHARES TR | 15,236 | $1.3B | 0.05% | |
| 218 | KRKROGER CO | 18,583 | $1.3B | 0.05% | |
| 219 | APPAPPLOVIN CORP | 4,734 | $1.3B | 0.05% | |
| 220 | DFSVDIMENSIONAL ETF TRUST | 44,038 | $1.2B | 0.05% | |
| 221 | PLTRPALANTIR TECHNOLOGIES INC | 14,576 | $1.2B | 0.05% | |
| 222 | KOCOCA COLA CO | 16,950 | $1.2B | 0.05% | |
| 223 | CHKPCHECK POINT SOFTWARE TECH LT | 5,200 | $1.2B | 0.05% | |
| 224 | 4I1PHILIP MORRIS INTL INC | 7,444 | $1.2B | 0.05% | |
| 225 | TUASIMPLIFY EXCHANGE TRADED FUN | 53,508 | $1.2B | 0.05% | |
| 226 | WFCWELLS FARGO CO NEW | 16,360 | $1.2B | 0.05% | |
| 227 | JSCPJ P MORGAN EXCHANGE TRADED F | 24,846 | $1.2B | 0.05% | |
| 228 | GPIGROUP 1 AUTOMOTIVE INC | 3,016 | $1.2B | 0.05% | |
| 229 | QUSSPDR SER TR | 7,340 | $1.2B | 0.05% | |
| 230 | SCHWSCHWAB CHARLES CORP | 14,646 | $1.1B | 0.05% | |
| 231 | ISRGINTUITIVE SURGICAL INC | 2,311 | $1.1B | 0.05% | |
| 232 | SAPSAP SE | 4,176 | $1.1B | 0.05% | |
| 233 | SPTSSPDR SER TR | 38,274 | $1.1B | 0.04% | |
| 234 | VFLOVICTORY PORTFOLIOS II | 32,558 | $1.1B | 0.04% | |
| 235 | ADBEADOBE INC | 2,896 | $1.1B | 0.04% | |
| 236 | SYKSTRYKER CORPORATION | 2,956 | $1.1B | 0.04% | |
| 237 | AMATAPPLIED MATLS INC | 7,568 | $1.1B | 0.04% | |
| 238 | XLRESELECT SECTOR SPDR TR | 26,222 | $1.1B | 0.04% | |
| 239 | LDURPIMCO ETF TR | 11,417 | $1.1B | 0.04% | |
| 240 | JCPBJ P MORGAN EXCHANGE TRADED F | 23,242 | $1.1B | 0.04% | |
| 241 | CIBRFIRST TR EXCHANGE TRADED FD | 17,278 | $1.1B | 0.04% | |
| 242 | DBPINVESCO DB MULTI-SECTOR COMM | 15,156 | $1.1B | 0.04% | |
| 243 | VCITVANGUARD SCOTTSDALE FDS | 13,185 | $1.1B | 0.04% | |
| 244 | TMATNORTHERN LTS FD TR IV | 60,839 | $1.1B | 0.04% | |
| 245 | SPYGSPDR SER TR | 13,286 | $1.1B | 0.04% | |
| 246 | IYGISHARES TR | 13,514 | $1.1B | 0.04% | |
| 247 | LOWLOWES COS INC | 4,545 | $1.1B | 0.04% | |
| 248 | PHPARKER-HANNIFIN CORP | 1,722 | $1.0B | 0.04% | |
| 249 | CITHE CIGNA GROUP | 3,179 | $1.0B | 0.04% | |
| 250 | CMICUMMINS INC | 3,331 | $1.0B | 0.04% | |
| 251 | REGREGENCY CTRS CORP | 14,147 | $1.0B | 0.04% | |
| 252 | AVREAMERICAN CENTY ETF TR | 23,970 | $1.0B | 0.04% | |
| 253 | IWYISHARES TR | 4,861 | $1.0B | 0.04% | |
| 254 | KRCKILROY RLTY CORP | 31,280 | $1.0B | 0.04% | |
| 255 | SNYSANOFI | 18,455 | $1.0B | 0.04% | |
| 256 | VCSHVANGUARD SCOTTSDALE FDS | 12,909 | $1.0B | 0.04% | |
| 257 | XMMOINVESCO EXCHANGE TRADED FD T | 8,923 | $1.0B | 0.04% | |
| 258 | GDXVANECK ETF TRUST | 22,054 | $1.0B | 0.04% | |
| 259 | ADPAUTOMATIC DATA PROCESSING IN | 3,295 | $1.0B | 0.04% | |
| 260 | IBMINTERNATIONAL BUSINESS MACHS | 4,035 | $1.0B | 0.04% | |
| 261 | HDHOME DEPOT INC | 2,733 | $1.0B | 0.04% | |
| 262 | DGCBDIMENSIONAL ETF TRUST | 18,779 | $998.5M | 0.04% | |
| 263 | AOKISHARES TR | 26,527 | $998.2M | 0.04% | |
| 264 | IEIISHARES TR | 8,428 | $995.6M | 0.04% | |
| 265 | AEPAMERICAN ELEC PWR CO INC | 9,076 | $991.7M | 0.04% | |
| 266 | LINLINDE PLC | 2,126 | $990.0M | 0.04% | |
| 267 | BCSBARCLAYS PLC | 64,348 | $988.4M | 0.04% | |
| 268 | MCDMCDONALDS CORP | 3,162 | $987.7M | 0.04% | |
| 269 | EQINCOLUMBIA ETF TR I | 21,575 | $987.2M | 0.04% | |
| 270 | EMBISHARES TR | 10,889 | $986.5M | 0.04% | |
| 271 | ECLECOLAB INC | 3,865 | $979.9M | 0.04% | |
| 272 | FISRSSGA ACTIVE TR | 37,830 | $979.0M | 0.04% | |
| 273 | UBERUBER TECHNOLOGIES INC | 13,425 | $978.1M | 0.04% | |
| 274 | IEMGISHARES INC | 18,120 | $978.0M | 0.04% | |
| 275 | ICVTISHARES TR | 11,567 | $967.1M | 0.04% | |
| 276 | EMXCISHARES INC | 17,434 | $960.4M | 0.04% | |
| 277 | FTCFIRST TRUST LRGCP GWT ALPHAD | 7,293 | $958.3M | 0.04% | |
| 278 | CATCATERPILLAR INC | 2,905 | $958.1M | 0.04% | |
| 279 | XYLXYLEM INC | 8,003 | $956.0M | 0.04% | |
| 280 | MUBISHARES TR | 9,063 | $955.6M | 0.04% | |
| 281 | BSXBOSTON SCIENTIFIC CORP | 9,472 | $955.5M | 0.04% | |
| 282 | JEPIJ P MORGAN EXCHANGE TRADED F | 16,693 | $953.8M | 0.04% | |
| 283 | HYSPIMCO ETF TR | 10,164 | $951.9M | 0.04% | |
| 284 | VENVENTAS INC | 13,790 | $948.2M | 0.04% | |
| 285 | IJRISHARES TR | 8,991 | $940.2M | 0.04% | |
| 286 | QEFASPDR INDEX SHS FDS | 11,755 | $928.1M | 0.04% | |
| 287 | IBDQISHARES TR | 36,731 | $923.8M | 0.04% | |
| 288 | CCORLISTED FD TR | 34,424 | $920.6M | 0.04% | |
| 289 | GLPIGAMING & LEISURE PPTYS INC | 18,071 | $919.8M | 0.04% | |
| 290 | LQDISHARES TR | 8,450 | $918.4M | 0.04% | |
| 291 | IGLBISHARES TR | 18,255 | $917.0M | 0.04% | |
| 292 | HWMHOWMET AEROSPACE INC | 7,003 | $908.5M | 0.04% | |
| 293 | PNCPNC FINL SVCS GROUP INC | 5,148 | $904.9M | 0.04% | |
| 294 | QQQMINVESCO EXCH TRADED FD TR II | 4,664 | $900.3M | 0.04% | |
| 295 | FCTRFIRST TR EXCHANGE-TRADED FD | 29,046 | $898.1M | 0.04% | |
| 296 | INVHINVITATION HOMES INC | 25,770 | $898.1M | 0.04% | |
| 297 | ROEEA SERIES TRUST | 30,681 | $898.0M | 0.04% | |
| 298 | ADSKAUTODESK INC | 3,395 | $888.8M | 0.04% | |
| 299 | CMDTPIMCO ETF TR | 33,059 | $885.0M | 0.04% | |
| 300 | VNQVANGUARD INDEX FDS | 9,685 | $876.9M | 0.04% |