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
401
EFGISHARES TR
6,312$679.5M0.02%
402
PGHYINVESCO EXCH TRADED FD TR II
33,359$674.7M0.02%
403
PUKNPRUDENTIAL PLC
36,240$671.9M0.02%
404
VUGVANGUARD INDEX FDS
1,748$671.1M0.02%
405
GILDGILEAD SCIENCES INC
7,959$667.3M0.02%
406
VGLTVANGUARD SCOTTSDALE FDS
10,840$667.1M0.02%
407
BLVVANGUARD BD INDEX FDS
8,820$663.0M0.02%
408
BUDANHEUSER BUSCH INBEV SA/NV
9,977$661.4M0.02%
409
MRSKNORTHERN LIGHTS FD TR
20,324$660.8M0.02%
410
EOGEOG RES INC
5,348$657.4M0.02%
411
CNRCANADIAN NATL RY CO
5,597$655.7M0.02%
412
EQREQUITY RESIDENTIAL
8,718$649.1M0.02%
413
EMREMERSON ELEC CO
5,921$647.6M0.02%
414
RELXRELX PLC
13,606$645.7M0.02%
415
TRVCCITIGROUP INC
10,288$644.0M0.02%
416
VISVANGUARD WORLD FD
2,475$643.7M0.02%
417
FDNFIRST TR EXCHANGE-TRADED FD
2,998$635.1M0.02%
418
ELVELEVANCE HEALTH INC
1,221$635.1M0.02%
419
NSCNORFOLK SOUTHN CORP
2,550$633.7M0.02%
420
AMHAMERICAN HOMES 4 RENT
16,505$633.6M0.02%
421
DISVDIMENSIONAL ETF TRUST
21,734$631.6M0.02%
422
MAAMID-AMER APT CMNTYS INC
3,969$630.7M0.02%
423
FISVFISERV INC
3,497$628.2M0.02%
424
AFLAFLAC INC
5,597$625.7M0.02%
425
CEGCONSTELLATION ENERGY CORP
2,391$621.7M0.02%
426
SDVYFIRST TR EXCHANGE-TRADED FD
16,727$608.5M0.02%
427
QQQEDIREXION SHS ETF TR
6,715$605.7M0.02%
428
PHGKONINKLIJKE PHILIPS N V
18,430$603.0M0.02%
429
REXRREXFORD INDL RLTY INC
11,975$602.5M0.02%
430
IEURISHARES TR
9,740$593.4M0.02%
431
JAVAJ P MORGAN EXCHANGE TRADED F
9,262$593.4M0.02%
432
FDTFIRST TR EXCH TRD ALPHDX FD
10,287$593.3M0.02%
433
MRSHMARSH & MCLENNAN COS INC
2,646$590.3M0.02%
434
IJRISHARES TR
5,010$585.9M0.02%
435
KBHKB HOME
6,828$585.1M0.02%
436
GSKGSK PLC
14,266$583.2M0.02%
437
ELSEQUITY LIFESTYLE PPTYS INC
8,035$573.2M0.02%
438
CITHE CIGNA GROUP
1,653$572.8M0.02%
439
EPAMEPAM SYS INC
2,873$571.8M0.02%
440
JPIEJ P MORGAN EXCHANGE TRADED F
12,324$571.8M0.02%
441
JEMAJ P MORGAN EXCHANGE TRADED F
14,070$571.1M0.02%
442
XSVNBONDBLOXX ETF TRUST
11,604$569.3M0.02%
443
ABGCENCORA INC
2,506$564.1M0.02%
444
SNYSANOFI
9,756$562.2M0.02%
445
AAAUGOLDMAN SACHS PHYSICAL GOLD
21,534$560.4M0.02%
446
BBINJ P MORGAN EXCHANGE TRADED F
8,887$560.0M0.02%
447
MUMICRON TECHNOLOGY INC
5,331$552.9M0.02%
448
MUBISHARES TR
5,047$548.3M0.02%
449
CHKPCHECK POINT SOFTWARE TECH LT
2,837$547.0M0.02%
450
KMIKINDER MORGAN INC DEL
24,717$546.0M0.02%
451
MOALTRIA GROUP INC
10,652$543.7M0.02%
452
MOTIVANECK ETF TRUST
15,491$542.9M0.02%
453
PAYXPAYCHEX INC
4,036$541.6M0.02%
454
T7DTRANSDIGM GROUP INC
379$540.9M0.02%
455
GLPIGAMING & LEISURE PPTYS INC
10,439$537.1M0.02%
456
VNOVORNADO RLTY TR
13,614$536.4M0.02%
457
PEYINVESCO EXCHANGE TRADED FD T
24,456$536.3M0.02%
458
EDVVANGUARD WORLD FD
6,705$534.3M0.02%
459
LMBSFIRST TR EXCHANGE-TRADED FD
10,791$533.2M0.02%
460
BBHYJ P MORGAN EXCHANGE TRADED F
11,241$532.3M0.02%
461
DGCBDIMENSIONAL ETF TRUST
9,670$530.3M0.02%
462
INTCINTEL CORP
22,523$528.4M0.02%
463
GISGENERAL MLS INC
6,926$511.5M0.02%
464
CITCINTAS CORP
2,480$510.5M0.02%
465
GEVGE VERNOVA INC
2,000$510.0M0.02%
466
MARMARRIOTT INTL INC NEW
2,035$505.9M0.02%
467
SHOPSHOPIFY INC
6,306$505.4M0.02%
468
SCHPSCHWAB STRATEGIC TR
9,413$504.9M0.02%
469
CAHCARDINAL HEALTH INC
4,565$504.5M0.02%
470
FTGCFIRST TR EXCHANGE TRAD FD VI
21,286$504.3M0.02%
471
PWRQUANTA SVCS INC
1,666$496.7M0.02%
472
REGNREGENERON PHARMACEUTICALS
469$493.0M0.02%
473
PBTPERMIAN BASIN RTY TR
40,771$484.0M0.02%
474
TELTE CONNECTIVITY PLC
3,182$480.5M0.02%
475
FRFIRST INDL RLTY TR INC
8,571$479.8M0.02%
476
TTENTOTALENERGIES SE
7,404$478.4M0.02%
477
QBERELEVATION SERIES TRUST
18,988$474.9M0.02%
478
WDAYWORKDAY INC
1,918$468.8M0.02%
479
PWBINVESCO EXCHANGE TRADED FD T
4,710$464.8M0.02%
480
MSIMOTOROLA SOLUTIONS INC
1,026$461.3M0.02%
481
NTAPNETAPP INC
3,720$459.5M0.02%
482
CTVACORTEVA INC
7,791$458.0M0.02%
483
PFFDGLOBAL X FDS
21,829$453.6M0.02%
484
PPLPPL CORP
13,629$450.8M0.02%
485
EXPDEXPEDITORS INTL WASH INC
3,423$449.8M0.02%
486
KRKROGER CO
7,842$449.3M0.02%
487
BOTZGLOBAL X FDS
13,888$446.5M0.02%
488
XYLDGLOBAL X FDS
10,735$445.5M0.02%
489
HRHEALTHCARE RLTY TR
24,354$442.0M0.02%
490
GDGENERAL DYNAMICS CORP
1,460$441.2M0.02%
491
BBCAJ P MORGAN EXCHANGE TRADED F
6,088$440.1M0.02%
492
CMECME GROUP INC
1,989$438.9M0.02%
493
ITGARTNER INC
857$434.3M0.02%
494
DALDELTA AIR LINES INC DEL
8,413$427.3M0.02%
495
ESRTEMPIRE ST RLTY TR INC
38,550$427.1M0.02%
496
INGING GROEP N.V.
23,502$426.8M0.02%
497
FSIGFIRST TR EXCHANGE-TRADED FD
22,172$425.7M0.02%
498
QYLDGLOBAL X FDS
23,530$424.5M0.01%
499
JGROJ P MORGAN EXCHANGE TRADED F
5,516$424.1M0.01%
500
DPZDOMINOS PIZZA INC
982$422.4M0.01%
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