GeoWealth Management, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$3.1T

Holdings

1,792

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,792 positions)

StockValue
SPABSPDR SER TR
$1.7B
ESSESSEX PPTY TR INC
$1.6B
HIGHARTFORD FINL SVCS GROUP INC
$1.6B
COMDIREXION SHS ETF TR
$1.6B
DFGPDIMENSIONAL ETF TRUST
$1.6B
KLMNINVESCO EXCH TRADED FD TR II
$1.6B
IYWISHARES TR
$1.6B
QLDPROSHARES TR
$1.6B
WFCWELLS FARGO CO NEW
$1.6B
OREALTY INCOME CORP
$1.6B
BXPBXP INC
$1.6B
SEPWAIM ETF PRODUCTS TRUST
$1.5B
DWDMORGAN STANLEY
$1.5B
TAT&T INC
$1.5B
FRTFEDERAL RLTY INVT TR NEW
$1.5B
JSCPJ P MORGAN EXCHANGE TRADED F
$1.5B
IVEISHARES TR
$1.5B
SAPSAP SE
$1.5B
AQLTISHARES TR
$1.5B
PWBINVESCO EXCHANGE TRADED FD T
$1.5B
MCKMCKESSON CORP
$1.5B
VICIVICI PPTYS INC
$1.5B
SRLNSSGA ACTIVE ETF TR
$1.4B
AOMISHARES TR
$1.4B
PGRPROGRESSIVE CORP
$1.4B
IWSISHARES TR
$1.4B
PHPARKER-HANNIFIN CORP
$1.4B
HYGISHARES TR
$1.4B
IBMINTERNATIONAL BUSINESS MACHS
$1.4B
FUTYFIDELITY COVINGTON TRUST
$1.4B
EXREXTRA SPACE STORAGE INC
$1.4B
MCOMOODYS CORP
$1.4B
SCHWSCHWAB CHARLES CORP
$1.4B
SSOPROSHARES TR
$1.4B
MCDMCDONALDS CORP
$1.4B
NVONOVO-NORDISK A S
$1.4B
SMAXISHARES TR
$1.4B
LOWLOWES COS INC
$1.4B
AZNASTRAZENECA PLC
$1.4B
VONGVANGUARD SCOTTSDALE FDS
$1.4B
KOCOCA COLA CO
$1.4B
EMHCSPDR SER TR
$1.3B
4I1PHILIP MORRIS INTL INC
$1.3B
EINCVANECK ETF TRUST
$1.3B
UDRUDR INC
$1.3B
INTFISHARES TR
$1.3B
SCHISCHWAB STRATEGIC TR
$1.3B
DOCUDOCUSIGN INC
$1.3B
UBERUBER TECHNOLOGIES INC
$1.3B
XLUSELECT SECTOR SPDR TR
$1.3B
FFIVF5 INC
$1.3B
QQQMINVESCO EXCH TRADED FD TR II
$1.3B
OCTWAIM ETF PRODUCTS TRUST
$1.3B
CMICUMMINS INC
$1.3B
BNDVANGUARD BD INDEX FDS
$1.3B
DISDISNEY WALT CO
$1.3B
SYKSTRYKER CORPORATION
$1.2B
KRCKILROY RLTY CORP
$1.2B
VGTVANGUARD WORLD FD
$1.2B
ADPAUTOMATIC DATA PROCESSING IN
$1.2B
SGOLETFS GOLD TR
$1.2B
RTXRTX CORPORATION
$1.2B
TMATNORTHERN LTS FD TR IV
$1.2B
AGGISHARES TR
$1.2B
CATCATERPILLAR INC
$1.2B
AVREAMERICAN CENTY ETF TR
$1.2B
JEPIJ P MORGAN EXCHANGE TRADED F
$1.2B
8CWCROWN CASTLE INC
$1.2B
AQLTISHARES TR
$1.2B
LINLINDE PLC
$1.2B
QUSSPDR SER TR
$1.2B
JPMEJ P MORGAN EXCHANGE TRADED F
$1.1B
ETNEATON CORP PLC
$1.1B
SPTSSPDR SER TR
$1.1B
LCTUBLACKROCK ETF TRUST
$1.1B
BACVERIZON COMMUNICATIONS INC
$1.1B
AMDADVANCED MICRO DEVICES INC
$1.1B
DFSVDIMENSIONAL ETF TRUST
$1.1B
DUHPDIMENSIONAL ETF TRUST
$1.1B
IYGISHARES TR
$1.1B
VCITVANGUARD SCOTTSDALE FDS
$1.1B
PNCPNC FINL SVCS GROUP INC
$1.1B
TIPZPIMCO ETF TR
$1.1B
EQINCOLUMBIA ETF TR I
$1.0B
BCSBARCLAYS PLC
$1.0B
TIPXSPDR SER TR
$1.0B
AMATAPPLIED MATLS INC
$1.0B
IJRISHARES TR
$1.0B
REGREGENCY CTRS CORP
$1.0B
XMMOINVESCO EXCHANGE TRADED FD T
$1.0B
BSXBOSTON SCIENTIFIC CORP
$1.0B
ADSKAUTODESK INC
$1.0B
LQDISHARES TR
$1.0B
EMXCISHARES INC
$1.0B
VCSHVANGUARD SCOTTSDALE FDS
$997.9M
DELLDELL TECHNOLOGIES INC
$997.3M
QEFASPDR INDEX SHS FDS
$994.6M
TLHISHARES TR
$989.5M
LMTLOCKHEED MARTIN CORP
$981.6M
HONHONEYWELL INTL INC
$980.4M
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