GeoWealth Management, LLC Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$2.3B

Holdings

862

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (862 positions)

StockValue
ISRGINTUITIVE SURGICAL INC
$1.5M
UBERUBER TECHNOLOGIES INC
$1.5M
AVREAMERICAN CENTY ETF TR
$1.5M
SCHISCHWAB STRATEGIC TR
$1.5M
IWVISHARES TR
$1.5M
LINLINDE PLC
$1.4M
AMTAMERICAN TOWER CORP NEW
$1.4M
IYWISHARES TR
$1.4M
JNKSPDR SER TR
$1.4M
VGTVANGUARD WORLD FD
$1.4M
MCDMCDONALDS CORP
$1.4M
CSCOCISCO SYS INC
$1.4M
AMGNAMGEN INC
$1.4M
SYKSTRYKER CORPORATION
$1.4M
LOWLOWES COS INC
$1.3M
LDURPIMCO ETF TR
$1.3M
BACVERIZON COMMUNICATIONS INC
$1.3M
PALCPACER FDS TR
$1.3M
BXPBOSTON PROPERTIES INC
$1.3M
SSOPROSHARES TR
$1.3M
SAPSAP SE
$1.3M
FMFFIRST TR EXCHANGE-TRADED FD
$1.3M
ADPAUTOMATIC DATA PROCESSING IN
$1.3M
ESSESSEX PPTY TR INC
$1.3M
QQQMINVESCO EXCH TRADED FD TR II
$1.2M
SCHPSCHWAB STRATEGIC TR
$1.2M
EXREXTRA SPACE STORAGE INC
$1.2M
PHPARKER-HANNIFIN CORP
$1.2M
AZNASTRAZENECA PLC
$1.2M
ASMLASML HOLDING N V
$1.2M
EFVISHARES TR
$1.2M
SJNKSPDR SER TR
$1.2M
XLBSELECT SECTOR SPDR TR
$1.2M
HYSPIMCO ETF TR
$1.2M
TLHISHARES TR
$1.2M
WMWASTE MGMT INC DEL
$1.2M
IWSISHARES TR
$1.2M
WFCWELLS FARGO CO NEW
$1.2M
IDEVISHARES TR
$1.1M
CATCATERPILLAR INC
$1.1M
AOMISHARES TR
$1.1M
TIPISHARES TR
$1.1M
HCAHCA HEALTHCARE INC
$1.1M
SPSMSPDR SER TR
$1.1M
TIPZPIMCO ETF TR
$1.1M
KRCKILROY RLTY CORP
$1.1M
EMBISHARES TR
$1.1M
LMTLOCKHEED MARTIN CORP
$1.1M
NEENEXTERA ENERGY INC
$1.1M
SRLNSSGA ACTIVE ETF TR
$1.1M
HIGHARTFORD FINL SVCS GROUP INC
$1.1M
MCOMOODYS CORP
$1.1M
JULWAIM ETF PRODUCTS TRUST
$1.1M
IXP*ISHARES TR
$1.1M
HONHONEYWELL INTL INC
$1.1M
PFEPFIZER INC
$1.1M
DHRDANAHER CORPORATION
$1.1M
VICIVICI PPTYS INC
$1.1M
JPMBJ P MORGAN EXCHANGE TRADED F
$1.1M
BPBP PLC
$1.1M
FRTFEDERAL RLTY INVT TR NEW
$1.1M
NRANRG ENERGY INC
$1.1M
IBMINTERNATIONAL BUSINESS MACHS
$1.0M
ZTSZOETIS INC
$1.0M
UDRUDR INC
$1.0M
TAT&T INC
$1.0M
IAKISHARES TR
$1.0M
JEPQJ P MORGAN EXCHANGE TRADED F
$1.0M
SCHWSCHWAB CHARLES CORP
$1.0M
IVWISHARES TR
$1.0M
XLGINVESCO EXCHANGE TRADED FD T
$1.0M
TMATNORTHERN LTS FD TR IV
$1.0M
EQINCOLUMBIA ETF TR I
$1.0M
XLISELECT SECTOR SPDR TR
$997K
FTLSFIRST TR EXCH TRADED FD III
$984K
RGAREINSURANCE GRP OF AMERICA I
$982K
AGGISHARES TR
$979K
CMCSACOMCAST CORP NEW
$975K
AJGGALLAGHER ARTHUR J & CO
$963K
QEFASPDR INDEX SHS FDS
$960K
FAARFIRST TR EXCHANGE TRAD FD VI
$960K
ECLECOLAB INC
$956K
JCPBJ P MORGAN EXCHANGE TRADED F
$949K
CBCHUBB LIMITED
$943K
TDIVFIRST TR EXCHANGE-TRADED FD
$942K
IGLBISHARES TR
$942K
FTAFIRST TR LRG CP VL ALPHADEX
$941K
ROPROPER TECHNOLOGIES INC
$925K
FLRNSPDR SER TR
$908K
FTCSFIRST TR EXCHANGE-TRADED FD
$903K
MDLZMONDELEZ INTL INC
$901K
CMICUMMINS INC
$896K
MLB1MERCADOLIBRE INC
$894K
RTXRTX CORPORATION
$891K
TXNTEXAS INSTRS INC
$891K
SHELSHELL PLC
$889K
SPHQINVESCO EXCHANGE TRADED FD T
$883K
BLKCHFBLACKROCK INC
$881K
IEMGISHARES INC
$877K
PRUPRUDENTIAL FINL INC
$876K
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