GeoWealth Management, LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$1.2B
Holdings
374
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (374 positions)
| Stock | Value |
|---|---|
ETSYETSY INC | $116K |
VISVANGUARD WORLD FDS | $113K |
CTEC1USDGLOBAL X FDS | $111K |
SDIVEURGLOBAL X FDS | $110K |
VBKVANGUARD INDEX FDS | $108K |
IJRISHARES TR | $105K |
CDNSCADENCE DESIGN SYSTEM INC | $104K |
ABBVABBVIE INC | $103K |
VRTVERTIV HOLDINGS CO | $102K |
MINTPIMCO ETF TR | $98K |
MSCIMSCI INC | $79K |
LDURPIMCO ETF TR | $77K |
AMTAMERICAN TOWER CORP NEW | $76K |
VMBSVANGUARD SCOTTSDALE FDS | $71K |
MNAINDEXIQ ETF TR | $68K |
PFFISHARES TR | $66K |
AMRSEURAMYRIS INC | $66K |
—INVESCO EXCHANGE TRADED FD T | $56K |
IWDISHARES TR | $55K |
MRKMERCK & CO INC | $52K |
SHWSHERWIN WILLIAMS CO | $41K |
HDHOME DEPOT INC | $40K |
DISDISNEY WALT CO | $39K |
GMGENERAL MTRS CO | $39K |
DWDMORGAN STANLEY | $37K |
DOVDOVER CORP | $37K |
ABTABBOTT LABS | $34K |
SPBOSPDR SER TR | $32K |
AXPAMERICAN EXPRESS CO | $31K |
PHPARKER-HANNIFIN CORP | $31K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $31K |
DFSEURDISCOVER FINL SVCS | $30K |
WFCWELLS FARGO CO NEW | $30K |
MCHPMICROCHIP TECHNOLOGY INC. | $30K |
CDWCDW CORP | $29K |
AVTRAVANTOR INC | $29K |
HZNPHORIZON THERAPEUTICS PUB L | $28K |
DHID R HORTON INC | $28K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $28K |
TXNTEXAS INSTRS INC | $28K |
IPGINTERPUBLIC GROUP COS INC | $28K |
BKBANK NEW YORK MELLON CORP | $28K |
8INSYNEOS HEALTH INC | $26K |
VVISA INC | $25K |
DYHTARGET CORP | $24K |
FBINFORTUNE BRANDS HOME & SEC IN | $24K |
FTGCFIRST TR EXCHANGE TRAD FD VI | $24K |
TELTE CONNECTIVITY LTD | $22K |
QRVOQORVO INC | $22K |
DEDEERE & CO | $22K |
DECKDECKERS OUTDOOR CORP | $21K |
MDLZMONDELEZ INTL INC | $21K |
KDPKEURIG DR PEPPER INC | $21K |
NSCNORFOLK SOUTHN CORP | $21K |
NEENEXTERA ENERGY INC | $21K |
FALNISHARES TR | $21K |
GVIISHARES TR | $19K |
NUENUCOR CORP | $19K |
AVYAVERY DENNISON CORP | $18K |
KMBKIMBERLY-CLARK CORP | $18K |
ESEVERSOURCE ENERGY | $16K |
BBYBEST BUY INC | $16K |
BCCCGLOBAL X FDS | $14K |
ESGDISHARES TR | $14K |
BUGGLOBAL X FDS | $13K |
ESGUISHARES TR | $11K |
PMBSPIMCO ETF TR | $11K |
STPZPIMCO ETF TR | $11K |
WMBWILLIAMS COS INC | $10K |
GLPIGAMING & LEISURE PPTYS INC | $10K |
PNCPNC FINL SVCS GROUP INC | $8K |
EBIZGLOBAL X FDS | $8K |
EAGGISHARES TR | $7K |
SCHHSCHWAB STRATEGIC TR | $2K |
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