GeoWealth Management, LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$2.8T

Holdings

1,702

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,702 positions)

#StockSharesValue% PortfolioType
201
NVONOVO-NORDISK A S
14,967$1.8B0.06%
202
SPTSSPDR SER TR
60,294$1.8B0.06%
203
PHPARKER-HANNIFIN CORP
2,777$1.8B0.06%
204
ABTABBOTT LABS
15,241$1.7B0.06%
205
OREALTY INCOME CORP
26,922$1.7B0.06%
206
ANETEURARISTA NETWORKS INC
4,405$1.7B0.06%
207
CCORLISTED FD TR
61,506$1.7B0.06%
208
AMTAMERICAN TOWER CORP NEW
7,228$1.7B0.06%
209
JSCPJ P MORGAN EXCHANGE TRADED F
35,281$1.7B0.06%
210
XLFISELECT SECTOR SPDR TR
19,861$1.6B0.06%
211
BXPBXP INC
20,326$1.6B0.06%
212
XLISELECT SECTOR SPDR TR
11,976$1.6B0.06%
213
MCDMCDONALDS CORP
5,285$1.6B0.06%
214
FBNDFIDELITY MERRIMACK STR TR
34,424$1.6B0.06%
215
LOWLOWES COS INC
5,927$1.6B0.06%
216
IYWISHARES TR
10,551$1.6B0.06%
217
FLRNSPDR SER TR
51,822$1.6B0.06%
218
SPTMSPDR SER TR
22,774$1.6B0.06%
219
PGRPROGRESSIVE CORP
6,247$1.6B0.06%
220
IEIISHARES TR
13,244$1.6B0.06%
221
VCSHVANGUARD SCOTTSDALE FDS
19,800$1.6B0.06%
222
ISRGINTUITIVE SURGICAL INC
3,197$1.6B0.06%
223
IWVISHARES TR
4,718$1.5B0.05%
224
HCAHCA HEALTHCARE INC
3,784$1.5B0.05%
225
QLDPROSHARES TR
15,099$1.5B0.05%
226
UBERUBER TECHNOLOGIES INC
19,943$1.5B0.05%
227
JEPIJ P MORGAN EXCHANGE TRADED F
25,112$1.5B0.05%
228
CSCOCISCO SYS INC
28,068$1.5B0.05%
229
LINLINDE PLC
3,127$1.5B0.05%
230
AMDADVANCED MICRO DEVICES INC
9,038$1.5B0.05%
231
INTFISHARES TR
47,084$1.5B0.05%
232
FUTYFIDELITY COVINGTON TRUST
28,382$1.5B0.05%
233
SCHISCHWAB STRATEGIC TR
30,466$1.4B0.05%
234
XLCSELECT SECTOR SPDR TR
15,535$1.4B0.05%
235
FMFFIRST TR EXCHANGE-TRADED FD
29,403$1.4B0.05%
236
TAT&T INC
63,260$1.4B0.05%
237
EXREXTRA SPACE STORAGE INC
7,698$1.4B0.05%
238
BNDVANGUARD BD INDEX FDS
18,467$1.4B0.05%
239
SRLNSSGA ACTIVE ETF TR
33,168$1.4B0.05%
240
IWSISHARES TR
10,467$1.4B0.05%
241
FVDFIRST TR VALUE LINE DIVID IN
29,996$1.4B0.05%
242
ESSESSEX PPTY TR INC
4,603$1.4B0.05%
243
SYKSTRYKER CORPORATION
3,753$1.4B0.05%
244
EMHCSPDR SER TR
53,751$1.3B0.05%
245
PHMPULTE GROUP INC
9,365$1.3B0.05%
246
AUGWAIM ETF PRODUCTS TRUST
46,482$1.3B0.05%
247
SAPSAP SE
5,852$1.3B0.05%
248
LMTLOCKHEED MARTIN CORP
2,286$1.3B0.05%
249
MCKMCKESSON CORP
2,679$1.3B0.05%
250
IBMINTERNATIONAL BUSINESS MACHS
5,952$1.3B0.05%
251
SGOLETFS GOLD TR
52,319$1.3B0.05%
252
VGITVANGUARD SCOTTSDALE FDS
21,237$1.3B0.05%
253
HIGHARTFORD FINL SVCS GROUP INC
10,841$1.3B0.05%
254
ADPAUTOMATIC DATA PROCESSING IN
4,581$1.3B0.04%
255
AOMISHARES TR
28,090$1.3B0.04%
256
SPTLSPDR SER TR
43,498$1.3B0.04%
257
AVREAMERICAN CENTY ETF TR
26,676$1.3B0.04%
258
AMGNAMGEN INC
3,869$1.2B0.04%
259
MCOMOODYS CORP
2,615$1.2B0.04%
260
XLUSELECT SECTOR SPDR TR
15,316$1.2B0.04%
261
JPMEJ P MORGAN EXCHANGE TRADED F
11,747$1.2B0.04%
262
VICIVICI PPTYS INC
36,856$1.2B0.04%
263
CATCATERPILLAR INC
3,131$1.2B0.04%
264
EMXCISHARES INC
19,995$1.2B0.04%
265
NEENEXTERA ENERGY INC
14,392$1.2B0.04%
266
VRTXVERTEX PHARMACEUTICALS INC
2,605$1.2B0.04%
267
AZNASTRAZENECA PLC
15,379$1.2B0.04%
268
FRTFEDERAL RLTY INVT TR NEW
10,383$1.2B0.04%
269
TMATNORTHERN LTS FD TR IV
67,086$1.2B0.04%
270
DHRDANAHER CORPORATION
4,270$1.2B0.04%
271
TIPZPIMCO ETF TR
21,780$1.2B0.04%
272
VGTVANGUARD WORLD FD
1,984$1.2B0.04%
273
ETNEATON CORP PLC
3,499$1.2B0.04%
274
KRCKILROY RLTY CORP
29,663$1.1B0.04%
275
UDRUDR INC
25,157$1.1B0.04%
276
LQDISHARES TR
10,038$1.1B0.04%
277
IDEVISHARES TR
15,892$1.1B0.04%
278
EINCVANECK ETF TRUST
13,058$1.1B0.04%
279
8CWCROWN CASTLE INC
9,248$1.1B0.04%
280
EQINCOLUMBIA ETF TR I
23,097$1.1B0.04%
281
FTAFIRST TR LRG CP VL ALPHADEX
13,791$1.1B0.04%
282
HYSPIMCO ETF TR
11,421$1.1B0.04%
283
TDIVFIRST TR EXCHANGE-TRADED FD
13,460$1.1B0.04%
284
JCPBJ P MORGAN EXCHANGE TRADED F
22,227$1.1B0.04%
285
TIPXSPDR SER TR
56,249$1.1B0.04%
286
ZTSZOETIS INC
5,436$1.1B0.04%
287
FTLSFIRST TR EXCH TRADED FD III
16,730$1.1B0.04%
288
VEUVANGUARD INTL EQUITY INDEX F
16,839$1.1B0.04%
289
4I1PHILIP MORRIS INTL INC
8,700$1.1B0.04%
290
WMWASTE MGMT INC DEL
5,084$1.1B0.04%
291
AJGGALLAGHER ARTHUR J & CO
3,741$1.1B0.04%
292
GBILGOLDMAN SACHS ETF TR
10,463$1.0B0.04%
293
CMCSACOMCAST CORP NEW
25,096$1.0B0.04%
294
TLHISHARES TR
9,553$1.0B0.04%
295
GDXVANECK ETF TRUST
26,212$1.0B0.04%
296
QEFASPDR INDEX SHS FDS
12,969$1.0B0.04%
297
IVWISHARES TR
10,856$1.0B0.04%
298
RTXRTX CORPORATION
8,567$1.0B0.04%
299
AMATAPPLIED MATLS INC
5,130$1.0B0.04%
300
VONGVANGUARD SCOTTSDALE FDS
10,738$1.0B0.04%
PreviousPage 3 of 18Next