GeoWealth Management, LLC Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$1.2B

Holdings

677

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (677 positions)

StockValue
BBINJ P MORGAN EXCHANGE TRADED F
$1.8M
JCPBJ P MORGAN EXCHANGE TRADED F
$1.4M
XOMEXXON MOBIL CORP
$1.3M
MCDMCDONALDS CORP
$1.3M
JEMAJ P MORGAN EXCHANGE TRADED F
$1.2M
IDEVISHARES TR
$1.1M
SSOPROSHARES TR
$999K
CBOECBOE GLOBAL MKTS INC
$993K
ORCLORACLE CORP
$968K
SGOLABRDN GOLD ETF TRUST
$967K
MUSAMURPHY USA INC
$959K
ABTABBOTT LABS
$957K
AZNASTRAZENECA PLC
$956K
MDTMEDTRONIC PLC
$951K
SCHVSCHWAB STRATEGIC TR
$951K
HDHOME DEPOT INC
$943K
ZTSZOETIS INC
$943K
QEFASPDR INDEX SHS FDS
$932K
VGTVANGUARD WORLD FDS
$922K
MOTIVANECK ETF TRUST
$909K
CSCOCISCO SYS INC
$906K
IBDPISHARES TR
$897K
AMCRAMCOR PLC
$884K
SAPSAP SE
$881K
TJXTJX COS INC NEW
$879K
SBUXSTARBUCKS CORP
$878K
LINLINDE PLC
$858K
PHPARKER-HANNIFIN CORP
$856K
ASMLASML HOLDING N V
$854K
TMATNORTHERN LTS FD TR IV
$849K
IEURISHARES TR
$840K
SPGIS&P GLOBAL INC
$834K
IYHISHARES TR
$833K
AIRAAR CORP
$827K
WMWASTE MGMT INC DEL
$825K
NFLXNETFLIX INC
$819K
DUKDUKE ENERGY CORP NEW
$814K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$811K
LMTLOCKHEED MARTIN CORP
$808K
TMUST-MOBILE US INC
$801K
BPBP PLC
$798K
HONHONEYWELL INTL INC
$796K
GPRKGEOPARK LTD
$778K
BACVERIZON COMMUNICATIONS INC
$773K
JHMLJOHN HANCOCK EXCHANGE TRADED
$772K
SHWSHERWIN WILLIAMS CO
$771K
MPCMARATHON PETE CORP
$760K
QQQMINVESCO EXCH TRADED FD TR II
$755K
NUENUCOR CORP
$753K
ISRGINTUITIVE SURGICAL INC
$751K
JGROJ P MORGAN EXCHANGE TRADED F
$742K
ROPROPER TECHNOLOGIES INC
$741K
JQUAJ P MORGAN EXCHANGE TRADED F
$740K
JAVAJ P MORGAN EXCHANGE TRADED F
$725K
CNRCANADIAN NATL RY CO
$722K
BKNGBOOKING HOLDINGS INC
$720K
MLB1MERCADOLIBRE INC
$720K
EQREQUITY RESIDENTIAL
$715K
BBCAJ P MORGAN EXCHANGE TRADED F
$700K
CARRCARRIER GLOBAL CORPORATION
$698K
PANWPALO ALTO NETWORKS INC
$694K
EMXCISHARES INC
$693K
DEEDFIRST TR EXCHNG TRADED FD VI
$693K
FMFFIRST TR EXCHANGE-TRADED FD
$690K
DHID R HORTON INC
$687K
FAARFIRST TR EXCHANGE TRAD FD VI
$687K
TAT&T INC
$686K
IBMINTERNATIONAL BUSINESS MACHS
$685K
MDLZMONDELEZ INTL INC
$682K
BCCCGLOBAL X FDS
$678K
JPIEJ P MORGAN EXCHANGE TRADED F
$676K
VUGVANGUARD INDEX FDS
$675K
FNDXSCHWAB STRATEGIC TR
$674K
VOVANGUARD INDEX FDS
$664K
PFEPFIZER INC
$651K
MUBISHARES TR
$650K
JNKSPDR SER TR
$650K
LVHILEGG MASON ETF INVT
$646K
CBCHUBB LIMITED
$640K
TIPZPIMCO ETF TR
$639K
KCESPDR SER TR
$639K
DGDOLLAR GEN CORP NEW
$636K
CMCSACOMCAST CORP NEW
$635K
BUYWNORTHERN LTS FD TR IV
$629K
PGHYINVESCO EXCH TRADED FD TR II
$623K
MRSKNORTHERN LIGHTS FD TR
$615K
TDVGT ROWE PRICE ETF INC
$615K
XYLDGLOBAL X FDS
$604K
BTALAGF INVTS TR
$602K
DEDEERE & CO
$601K
EMREMERSON ELEC CO
$596K
JAAAJANUS DETROIT STR TR
$596K
EOGEOG RES INC
$594K
HDUSLATTICE STRATEGIES TR
$588K
AGGISHARES TR
$587K
FPEIFIRST TR EXCH TRADED FD III
$587K
XLBSELECT SECTOR SPDR TR
$582K
GILDGILEAD SCIENCES INC
$580K
NEENEXTERA ENERGY INC
$580K
EMLPFIRST TR EXCHANGE-TRADED FD
$579K
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