GeoWealth Management, LLC Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$1.2T

Holdings

677

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (677 positions)

StockValue
DDOGDATADOG INC
$216K
MNAINDEXIQ ETF TR
$216K
FASTFASTENAL CO
$216K
KWEBKRANESHARES TR
$215K
KRKROGER CO
$213K
GSLCGOLDMAN SACHS ETF TR
$212K
MHDBLACKROCK MUNIHOLDINGS FD IN
$212K
IWMISHARES TR
$210K
CDNSCADENCE DESIGN SYSTEM INC
$210K
ICLRICON PLC
$209K
FJULFIRST TR EXCHNG TRADED FD VI
$209K
IAU*ISHARES GOLD TR
$208K
MMYTMAKEMYTRIP LIMITED MAURITIUS
$207K
SNSRGLOBAL X FDS
$206K
CLCOLGATE PALMOLIVE CO
$206K
SLBSCHLUMBERGER LTD
$206K
TXG10X GENOMICS INC
$203K
BSXBOSTON SCIENTIFIC CORP
$202K
SLVISHARES SILVER TR
$202K
CPRTCOPART INC
$202K
RIORIO TINTO PLC
$201K
HYMBSPDR SER TR
$200K
ENQENTEGRIS INC
$198K
IRMIRON MTN INC DEL
$198K
SCHGSCHWAB STRATEGIC TR
$196K
RSPINVESCO EXCHANGE TRADED FD T
$195K
WMTWALMART INC
$195K
CMICUMMINS INC
$194K
SHOPSHOPIFY INC
$193K
HIGHSIMPLIFY EXCHANGE TRADED FUN
$191K
APHAMPHENOL CORP NEW
$189K
FANGDIAMONDBACK ENERGY INC
$187K
PGPROCTER AND GAMBLE CO
$186K
BKBANK NEW YORK MELLON CORP
$185K
CITHE CIGNA GROUP
$185K
PMBSPIMCO ETF TR
$181K
NKENIKE INC
$181K
URIUNITED RENTALS INC
$181K
AMZNAMAZON COM INC
$180K
IQVIQVIA HLDGS INC
$180K
A4SAMERIPRISE FINL INC
$179K
DDOMINION ENERGY INC
$179K
LQDISHARES TR
$178K
DDECFIRST TR EXCHNG TRADED FD VI
$178K
FNOVFIRST TR EXCHNG TRADED FD VI
$176K
NOCNORTHROP GRUMMAN CORP
$175K
MVFBLACKROCK MUNIVEST FD INC
$175K
PFFISHARES TR
$174K
SPYSPDR S&P 500 ETF TR
$173K
FJUNFIRST TR EXCHNG TRADED FD VI
$173K
BACBANK AMERICA CORP
$172K
IPGINTERPUBLIC GROUP COS INC
$170K
PFFVGLOBAL X FDS
$168K
FEFIRSTENERGY CORP
$168K
NGGNATIONAL GRID PLC
$166K
IFFINTERNATIONAL FLAVORS&FRAGRA
$165K
BKRBAKER HUGHES COMPANY
$164K
KMBKIMBERLY-CLARK CORP
$163K
ISCFISHARES TR
$163K
RDVYFIRST TR EXCHANGE-TRADED FD
$162K
MLPAGLOBAL X FDS
$162K
DOXAMDOCS LTD
$162K
MMM3M CO
$158K
SHYGISHARES TR
$152K
MORTVANECK ETF TRUST
$152K
HYIWESTERN ASSET HIGH YIELD DEF
$149K
ITWILLINOIS TOOL WKS INC
$147K
AQLTISHARES TR
$146K
HDGPROSHARES TR
$144K
SPGSIMON PPTY GROUP INC NEW
$143K
DALDELTA AIR LINES INC DEL
$143K
PHMPULTE GROUP INC
$142K
MCOMOODYS CORP
$141K
DFSEURDISCOVER FINL SVCS
$141K
ADMARCHER DANIELS MIDLAND CO
$140K
INGRINGREDION INC
$138K
LENLENNAR CORP
$137K
FLCHFRANKLIN TEMPLETON ETF TR
$137K
SYYSYSCO CORP
$135K
IEIISHARES TR
$133K
MARMARRIOTT INTL INC NEW
$133K
HEIHEICO CORP NEW
$132K
CRKCOMSTOCK RES INC
$131K
TAPMOLSON COORS BEVERAGE CO
$131K
GQ9SPDR GOLD TR
$130K
BBSCJ P MORGAN EXCHANGE TRADED F
$130K
ENBENBRIDGE INC
$130K
IVWISHARES TR
$129K
SCHWSCHWAB CHARLES CORP
$128K
ACGLARCH CAP GROUP LTD
$128K
TPRTAPESTRY INC
$126K
IVVISHARES TR
$125K
VEAVANGUARD TAX-MANAGED FDS
$124K
BBDBANCO BRADESCO S A
$123K
7HPHP INC
$122K
ACWIISHARES TR
$122K
GPCGENUINE PARTS CO
$121K
FICOFAIR ISAAC CORP
$121K
VLOVALERO ENERGY CORP
$121K
SCHQSCHWAB STRATEGIC TR
$121K
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