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)

#StockSharesValue% PortfolioType
501
MOALTRIA GROUP INC
5,910$354.7M0.01%
502
CTASIMPLIFY EXCHANGE TRADED FUN
11,973$354.4M0.01%
503
SPTLSPDR SER TR
12,981$353.9M0.01%
504
BBHYJ P MORGAN EXCHANGE TRADED F
7,666$353.0M0.01%
505
WDAYWORKDAY INC
1,498$349.8M0.01%
506
QYLDGLOBAL X FDS
20,790$345.7M0.01%
507
XARSPDR SER TR
2,151$345.6M0.01%
508
JEMAJ P MORGAN EXCHANGE TRADED F
9,032$345.6M0.01%
509
RGAREINSURANCE GRP OF AMERICA I
1,747$344.1M0.01%
510
HSYHERSHEY CO
2,001$342.2M0.01%
511
VTVVANGUARD INDEX FDS
1,970$340.3M0.01%
512
VCLTVANGUARD SCOTTSDALE FDS
4,476$339.8M0.01%
513
ILFISHARES TR
14,380$338.7M0.01%
514
CTVACORTEVA INC
5,348$336.5M0.01%
515
PYPLPAYPAL HLDGS INC
5,149$336.0M0.01%
516
PFFDGLOBAL X FDS
17,611$335.3M0.01%
517
VRSKVERISK ANALYTICS INC
1,124$334.5M0.01%
518
ESRTEMPIRE ST RLTY TR INC
42,509$332.4M0.01%
519
SPLBSPDR SER TR
14,724$332.3M0.01%
520
LGOVFIRST TR EXCHANGE-TRADED FD
15,416$331.4M0.01%
521
GDGENERAL DYNAMICS CORP
1,215$331.3M0.01%
522
BDXBECTON DICKINSON & CO
1,442$330.5M0.01%
523
FLQMFRANKLIN TEMPLETON ETF TR
6,205$328.9M0.01%
524
IBNICICI BANK LIMITED
10,435$328.9M0.01%
525
ERIEERIE INDTY CO
784$328.5M0.01%
526
T7DTRANSDIGM GROUP INC
237$327.8M0.01%
527
TDIVFIRST TR EXCHANGE TRADED FD
4,453$327.8M0.01%
528
DBMFLITMAN GREGORY FDS TR
12,902$325.9M0.01%
529
SPOTSPOTIFY TECHNOLOGY S A
589$324.0M0.01%
530
CMECME GROUP INC
1,221$323.9M0.01%
531
APDAIR PRODS & CHEMS INC
1,097$323.8M0.01%
532
BOTZGLOBAL X FDS
11,337$322.6M0.01%
533
NEENEXTERA ENERGY INC
4,548$322.4M0.01%
534
NDAQNASDAQ INC
4,241$321.7M0.01%
535
IGVISHARES TR
3,609$321.2M0.01%
536
BINCBLACKROCK ETF TRUST II
6,115$320.3M0.01%
537
SPYVSPDR SER TR
6,235$318.4M0.01%
538
BRXBRIXMOR PPTY GROUP INC
11,937$316.9M0.01%
539
TMSLT ROWE PRICE ETF INC
10,384$316.5M0.01%
540
VRTVERTIV HOLDINGS CO
4,367$315.3M0.01%
541
PAYXPAYCHEX INC
2,042$315.1M0.01%
542
FTGCFIRST TR EXCHANGE TRAD FD VI
12,338$314.9M0.01%
543
BYDBOYD GAMING CORP
4,763$313.5M0.01%
544
MRSHMARSH & MCLENNAN COS INC
1,268$309.5M0.01%
545
CNHICNH INDL N V
25,150$308.8M0.01%
546
SCHXSCHWAB STRATEGIC TR
13,986$308.8M0.01%
547
FLOTISHARES TR
6,022$307.4M0.01%
548
MTDMETTLER TOLEDO INTERNATIONAL
258$304.7M0.01%
549
FNDXSCHWAB STRATEGIC TR
12,882$304.1M0.01%
550
FTGSFIRST TR EXCHANGE-TRADED FD
10,202$303.5M0.01%
551
PFEPFIZER INC
11,940$302.6M0.01%
552
DHRDANAHER CORPORATION
1,474$302.2M0.01%
553
EUFNISHARES TR
10,570$301.1M0.01%
554
FIIGFIRST TR EXCHANGE-TRADED FD
14,495$300.8M0.01%
555
ZECPZACKS TRUST
9,949$299.4M0.01%
556
DRIDARDEN RESTAURANTS INC
1,427$296.5M0.01%
557
TTTRANE TECHNOLOGIES PLC
880$296.5M0.01%
558
FVDFIRST TR VALUE LINE DIVID IN
6,626$295.5M0.01%
559
APHAMPHENOL CORP NEW
4,483$294.1M0.01%
560
TELTE CONNECTIVITY PLC
2,068$292.3M0.01%
561
SBACSBA COMMUNICATIONS CORP NEW
1,328$292.2M0.01%
562
MTARCELORMITTAL SA LUXEMBOURG
10,067$290.4M0.01%
563
FANGDIAMONDBACK ENERGY INC
1,808$289.1M0.01%
564
GDDYGODADDY INC
1,603$288.8M0.01%
565
INTCINTEL CORP
12,595$286.0M0.01%
566
DTCRGLOBAL X FDS
17,572$285.7M0.01%
567
RCLROYAL CARIBBEAN GROUP
1,386$284.7M0.01%
568
DFLVDIMENSIONAL ETF TRUST
9,301$284.3M0.01%
569
ORLYOREILLY AUTOMOTIVE INC
196$280.8M0.01%
570
FDGAMERICAN CENTY ETF TR
3,082$280.0M0.01%
571
NWSANEWS CORP NEW
10,270$279.5M0.01%
572
IWPISHARES TR
2,378$279.4M0.01%
573
JQUAJ P MORGAN EXCHANGE TRADED F
4,929$278.4M0.01%
574
MTBM & T BK CORP
1,555$278.0M0.01%
575
AXTAAXALTA COATING SYS LTD
8,373$277.7M0.01%
576
FIXDFIRST TR EXCHNG TRADED FD VI
6,250$274.0M0.01%
577
WMBWILLIAMS COS INC
4,553$272.1M0.01%
578
NRANRG ENERGY INC
2,832$270.4M0.01%
579
TYASIMPLIFY EXCHANGE TRADED FUN
20,354$269.3M0.01%
580
NWGNATWEST GROUP PLC
22,448$267.6M0.01%
581
GISGENERAL MLS INC
4,472$267.4M0.01%
582
DASHDOORDASH INC
1,459$266.7M0.01%
583
HEDJWISDOMTREE TR
5,616$266.6M0.01%
584
HDBHDFC BANK LTD
3,995$265.4M0.01%
585
DALDELTA AIR LINES INC DEL
6,066$264.5M0.01%
586
SRLNSSGA ACTIVE ETF TR
6,365$261.8M0.01%
587
HEROGLOBAL X FDS
10,477$261.4M0.01%
588
HDUSLATTICE STRATEGIES TR
4,807$260.2M0.01%
589
RDVYFIRST TR EXCHANGE TRADED FD
4,432$259.5M0.01%
590
JIREJ P MORGAN EXCHANGE TRADED F
4,069$259.3M0.01%
591
HASHASBRO INC
4,142$254.7M0.01%
592
RACEFERRARI N V
594$254.2M0.01%
593
CEGCONSTELLATION ENERGY CORP
1,252$252.5M0.01%
594
FTECFIDELITY COVINGTON TRUST
1,548$249.6M0.01%
595
WPCWP CAREY INC
3,953$249.5M0.01%
596
KMBKIMBERLY-CLARK CORP
1,749$248.8M0.01%
597
DC4DEXCOM INC
3,639$248.5M0.01%
598
UBSUBS GROUP AG
8,106$248.3M0.01%
599
SNNSMITH & NEPHEW PLC
8,736$247.8M0.01%
600
FINXGLOBAL X FDS
8,983$247.6M0.01%
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