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
MLPAGLOBAL X FDS
$166K
FTCSFIRST TR EXCHANGE-TRADED FD
$165K
FNOVFIRST TR EXCHNG TRADED FD VI
$163K
MPCMARATHON PETE CORP
$162K
IWMISHARES TR
$159K
CSTKINVESCO ACTIVELY MANAGED ETF
$159K
KMIKINDER MORGAN INC DEL
$151K
BACVERIZON COMMUNICATIONS INC
$150K
ORCLORACLE CORP
$148K
MNAINDEXIQ ETF TR
$144K
HDGPROSHARES TR
$141K
IWYISHARES TR
$141K
TAT&T INC
$141K
VEAVANGUARD TAX-MANAGED FDS
$139K
AVGOBROADCOM INC
$137K
BBSCJ P MORGAN EXCHANGE TRADED F
$133K
FLCHFRANKLIN TEMPLETON ETF TR
$130K
TMUST-MOBILE US INC
$122K
MCKMCKESSON CORP
$120K
KRKROGER CO
$119K
IJRISHARES TR
$118K
METAMETA PLATFORMS INC
$115K
BMYBRISTOL-MYERS SQUIBB CO
$115K
TRVCCITIGROUP INC
$114K
CBRECBRE GROUP INC
$113K
ACWIISHARES TR
$111K
CDWCDW CORP
$111K
MAMASTERCARD INCORPORATED
$109K
FEFIRSTENERGY CORP
$105K
VOVANGUARD INDEX FDS
$102K
GSGOLDMAN SACHS GROUP INC
$101K
CTEC1USDGLOBAL X FDS
$100K
QCOMQUALCOMM INC
$99K
ACNACCENTURE PLC IRELAND
$99K
BCCCGLOBAL X FDS
$95K
KLACKLA CORP
$95K
JBLJABIL INC
$91K
PGHYINVESCO EXCH TRADED FD TR II
$91K
BBAGJ P MORGAN EXCHANGE TRADED F
$91K
PEPPEPSICO INC
$90K
YLCOUSDGLOBAL X FDS
$89K
NFLXNETFLIX INC
$89K
IVWISHARES TR
$89K
XMHQINVESCO EXCHANGE TRADED FD T
$88K
DWDMORGAN STANLEY
$87K
GLPIGAMING & LEISURE PPTYS INC
$86K
WFCWELLS FARGO CO NEW
$86K
DRIDARDEN RESTAURANTS INC
$86K
FISVFISERV INC
$85K
SLBSCHLUMBERGER LTD
$85K
WBAWALGREENS BOOTS ALLIANCE INC
$85K
IPGINTERPUBLIC GROUP COS INC
$84K
TPRTAPESTRY INC
$84K
UNMUNUM GROUP
$82K
LOWLOWES COS INC
$81K
PBTPINVESCO EXCH TRADED FD TR II
$80K
DALDELTA AIR LINES INC DEL
$79K
VWOVANGUARD INTL EQUITY INDEX F
$79K
ESGDISHARES TR
$77K
CRMSALESFORCE INC
$75K
DEDEERE & CO
$75K
DBMFLITMAN GREGORY FDS TR
$74K
URIUNITED RENTALS INC
$74K
PRUPRUDENTIAL FINL INC
$73K
ETNEATON CORP PLC
$72K
JNJJOHNSON & JOHNSON
$70K
BKBANK NEW YORK MELLON CORP
$69K
ALBALBEMARLE CORP
$69K
VTWOVANGUARD SCOTTSDALE FDS
$69K
PCARPACCAR INC
$67K
KHCKRAFT HEINZ CO
$67K
PFEPFIZER INC
$65K
TSLATESLA INC
$65K
HEROGLOBAL X FDS
$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
DOXAMDOCS LTD
$60K
BLDRBUILDERS FIRSTSOURCE INC
$60K
MRSHMARSH & MCLENNAN COS INC
$59K
NKENIKE INC
$59K
DELLDELL TECHNOLOGIES INC
$59K
STLDSTEEL DYNAMICS INC
$58K
VTVANGUARD INTL EQUITY INDEX F
$58K
MTUMISHARES TR
$54K
DUKDUKE ENERGY CORP NEW
$54K
DYHTARGET CORP
$53K
BKRBAKER HUGHES COMPANY
$53K
DKSDICKS SPORTING GOODS INC
$52K
7HPHP INC
$52K
ELVELEVANCE HEALTH INC
$50K
HDHOME DEPOT INC
$49K
STMSTMICROELECTRONICS N V
$49K
ADBEADOBE INC
$48K
MCHPMICROCHIP TECHNOLOGY INC.
$48K
IQVIQVIA HLDGS INC
$48K
INGRINGREDION INC
$45K
LMBSFIRST TR EXCHANGE-TRADED FD
$45K
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