GeoWealth Management, LLC Q2 2023 Filing

Filed August 10, 2023

Portfolio Value

$925.5M

Holdings

442

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (442 positions)

StockValue
KLACKLA CORP
$82K
JPUSJ P MORGAN EXCHANGE TRADED F
$81K
JBLJABIL INC
$81K
HCAHCA HEALTHCARE INC
$80K
FDHYFIDELITY COVINGTON TRUST
$75K
CDWCDW CORP
$73K
KHCKRAFT HEINZ CO
$71K
IPGINTERPUBLIC GROUP COS INC
$71K
BLVVANGUARD BD INDEX FDS
$70K
TSLATESLA INC
$70K
USRTISHARES TR
$70K
PCARPACCAR INC
$68K
BLDRBUILDERS FIRSTSOURCE INC
$68K
HEROGLOBAL X FDS
$67K
VTVANGUARD INTL EQUITY INDEX F
$67K
HDGPROSHARES TR
$66K
DYHTARGET CORP
$66K
7HPHP INC
$64K
DKSDICKS SPORTING GOODS INC
$64K
ORCLORACLE CORP
$64K
PDBCINVESCO ACTVELY MNGD ETC FD
$61K
HBANHUNTINGTON BANCSHARES INC
$60K
STLDSTEEL DYNAMICS INC
$60K
CBRECBRE GROUP INC
$60K
FCNCAFIRST CTZNS BANCSHARES INC N
$59K
CSCOCISCO SYS INC
$59K
GLPIGAMING & LEISURE PPTYS INC
$57K
ADBEADOBE SYSTEMS INCORPORATED
$54K
IYRISHARES TR
$52K
DOXAMDOCS LTD
$51K
DAUGFIRST TR EXCHNG TRADED FD VI
$51K
MDTMEDTRONIC PLC
$50K
VGLTVANGUARD SCOTTSDALE FDS
$49K
FJUNFIRST TR EXCHNG TRADED FD VI
$48K
STPZPIMCO ETF TR
$47K
FAUGFIRST TR EXCHNG TRADED FD VI
$45K
WFCWELLS FARGO CO NEW
$44K
KMBKIMBERLY-CLARK CORP
$43K
PFEPFIZER INC
$39K
AAAUGOLDMAN SACHS PHYSICAL GOLD
$38K
LMBSFIRST TR EXCHANGE-TRADED FD
$38K
HYDVANECK ETF TRUST
$36K
SMMUPIMCO ETF TR
$36K
VUGVANGUARD INDEX FDS
$35K
FJULFIRST TR EXCHNG TRADED FD VI
$34K
ACNACCENTURE PLC IRELAND
$32K
PFFISHARES TR
$32K
FNOVFIRST TR EXCHNG TRADED FD VI
$32K
PGHYINVESCO EXCH TRADED FD TR II
$30K
VBVANGUARD INDEX FDS
$30K
DISDISNEY WALT CO
$30K
FTNTFORTINET INC
$30K
IQVIQVIA HLDGS INC
$30K
MTUMISHARES TR
$29K
ELVELEVANCE HEALTH INC
$27K
AXPAMERICAN EXPRESS CO
$27K
AMDADVANCED MICRO DEVICES INC
$26K
QEFASPDR INDEX SHS FDS
$26K
BWABORGWARNER INC
$26K
MCHPMICROCHIP TECHNOLOGY INC.
$26K
ULTAULTA BEAUTY INC
$26K
MAMASTERCARD INCORPORATED
$26K
BKLCBNY MELLON ETF TRUST
$25K
FISVFISERV INC
$24K
BKBANK NEW YORK MELLON CORP
$24K
HDHOME DEPOT INC
$22K
JNJJOHNSON & JOHNSON
$22K
GSYINVESCO ACTIVELY MANAGED ETF
$21K
JPEMJ P MORGAN EXCHANGE TRADED F
$21K
METAMETA PLATFORMS INC
$20K
WDAYWORKDAY INC
$20K
PHPARKER-HANNIFIN CORP
$20K
NEENEXTERA ENERGY INC
$20K
SYYSYSCO CORP
$20K
DUKDUKE ENERGY CORP NEW
$19K
GPKGRAPHIC PACKAGING HLDG CO
$19K
TMOTHERMO FISHER SCIENTIFIC INC
$19K
PEPPEPSICO INC
$19K
NYCBEURNEW YORK CMNTY BANCORP INC
$19K
CROXCROCS INC
$19K
COPCONOCOPHILLIPS
$19K
BSXBOSTON SCIENTIFIC CORP
$18K
LNGCHENIERE ENERGY INC
$18K
IRMIRON MTN INC DEL
$18K
DELLDELL TECHNOLOGIES INC
$18K
TMUST-MOBILE US INC
$18K
TJXTJX COS INC NEW
$18K
GISGENERAL MLS INC
$17K
IBKRINTERACTIVE BROKERS GROUP IN
$16K
ESEVERSOURCE ENERGY
$15K
ADIANALOG DEVICES INC
$15K
BNDXVANGUARD CHARLOTTE FDS
$15K
RGAREINSURANCE GRP OF AMERICA I
$14K
KOCOCA COLA CO
$14K
AMRSEURAMYRIS INC
$14K
DOVDOVER CORP
$14K
MUNIPIMCO ETF TR
$13K
MDLZMONDELEZ INTL INC
$13K
NSCNORFOLK SOUTHN CORP
$13K
NVONOVO-NORDISK A S
$12K
PreviousPage 4 of 5Next