GeoWealth Management, LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$881.8M

Holdings

485

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (485 positions)

StockValue
IEIISHARES TR
$113K
CBRECBRE GROUP INC
$113K
OMFLINVESCO EXCH TRD SLF IDX FD
$112K
ACWIISHARES TR
$111K
CDWCDW CORP
$111K
IEMGISHARES INC
$110K
MAMASTERCARD INCORPORATED
$109K
FEFIRSTENERGY CORP
$105K
VOVANGUARD INDEX FDS
$102K
GSGOLDMAN SACHS GROUP INC
$101K
AQLTISHARES TR
$100K
CTEC1USDGLOBAL X FDS
$100K
ACNACCENTURE PLC IRELAND
$99K
QCOMQUALCOMM INC
$99K
DFAIDIMENSIONAL ETF TRUST
$97K
KLACKLA CORP
$95K
BCCCGLOBAL X FDS
$95K
FLQMFRANKLIN TEMPLETON ETF TR
$94K
JBLJABIL INC
$91K
PGHYINVESCO EXCH TRADED FD TR II
$91K
BBAGJ P MORGAN EXCHANGE TRADED F
$91K
PEPPEPSICO INC
$90K
IVWISHARES TR
$89K
YLCOUSDGLOBAL X FDS
$89K
NFLXNETFLIX INC
$89K
SHYISHARES TR
$88K
XMHQINVESCO EXCHANGE TRADED FD T
$88K
DWDMORGAN STANLEY
$87K
WFCWELLS FARGO CO NEW
$86K
DRIDARDEN RESTAURANTS INC
$86K
GLPIGAMING & LEISURE PPTYS INC
$86K
WBAWALGREENS BOOTS ALLIANCE INC
$85K
FISVFISERV INC
$85K
SLBSCHLUMBERGER LTD
$85K
IAGGISHARES TR
$84K
IPGINTERPUBLIC GROUP COS INC
$84K
TPRTAPESTRY INC
$84K
UNMUNUM GROUP
$82K
LOWLOWES COS INC
$81K
PBTPINVESCO EXCH TRADED FD TR II
$80K
VWOVANGUARD INTL EQUITY INDEX F
$79K
DALDELTA AIR LINES INC DEL
$79K
SPTLSPDR SER TR
$78K
OMFSINVESCO EXCH TRD SLF IDX FD
$77K
ESGDISHARES TR
$77K
DEDEERE & CO
$75K
CRMSALESFORCE INC
$75K
SPGPINVESCO EXCHANGE TRADED FD T
$74K
DBMFLITMAN GREGORY FDS TR
$74K
URIUNITED RENTALS INC
$74K
PRUPRUDENTIAL FINL INC
$73K
XLRESELECT SECTOR SPDR TR
$72K
ETNEATON CORP PLC
$72K
JNJJOHNSON & JOHNSON
$70K
BKBANK NEW YORK MELLON CORP
$69K
ALBALBEMARLE CORP
$69K
VTWOVANGUARD SCOTTSDALE FDS
$69K
KHCKRAFT HEINZ CO
$67K
PCARPACCAR INC
$67K
PFEPFIZER INC
$65K
HEROGLOBAL X FDS
$65K
TSLATESLA INC
$65K
HCAHCA HEALTHCARE INC
$64K
QEFASPDR INDEX SHS FDS
$63K
IBKRINTERACTIVE BROKERS GROUP IN
$63K
FCNCAFIRST CTZNS BANCSHARES INC N
$61K
SMMUPIMCO ETF TR
$61K
BLDRBUILDERS FIRSTSOURCE INC
$60K
DOXAMDOCS LTD
$60K
ANGLVANECK ETF TRUST
$59K
TLTISHARES TR
$59K
MRSHMARSH & MCLENNAN COS INC
$59K
DELLDELL TECHNOLOGIES INC
$59K
NKENIKE INC
$59K
VTVANGUARD INTL EQUITY INDEX F
$58K
STLDSTEEL DYNAMICS INC
$58K
PMBSPIMCO ETF TR
$56K
DUKDUKE ENERGY CORP NEW
$54K
MTUMISHARES TR
$54K
BKRBAKER HUGHES COMPANY
$53K
DYHTARGET CORP
$53K
DFAEDIMENSIONAL ETF TRUST
$52K
DKSDICKS SPORTING GOODS INC
$52K
7HPHP INC
$52K
JPMBJ P MORGAN EXCHANGE TRADED F
$50K
ELVELEVANCE HEALTH INC
$50K
HDHOME DEPOT INC
$49K
STMSTMICROELECTRONICS N V
$49K
ADBEADOBE INC
$48K
MCHPMICROCHIP TECHNOLOGY INC.
$48K
IQVIQVIA HLDGS INC
$48K
LMBSFIRST TR EXCHANGE-TRADED FD
$45K
INGRINGREDION INC
$45K
XLESELECT SECTOR SPDR TR
$43K
BROBROWN & BROWN INC
$43K
IYRISHARES TR
$42K
FNDXSCHWAB STRATEGIC TR
$42K
PHMPULTE GROUP INC
$41K
SBUXSTARBUCKS CORP
$40K
BSVVANGUARD BD INDEX FDS
$38K
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