GeoWealth Management, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$3.1B

Holdings

1,792

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,792 positions)

StockValue
MDLZMONDELEZ INTL INC
$674K
NVSNNOVARTIS AG
$673K
MAAMID-AMER APT CMNTYS INC
$672K
AAAUGOLDMAN SACHS PHYSICAL GOLD
$671K
RELXRELX PLC
$663K
GILDGILEAD SCIENCES INC
$659K
UNPUNION PAC CORP
$658K
IEMGISHARES INC
$652K
WYWEYERHAEUSER CO MTN BE
$649K
ADMAADMA BIOLOGICS INC
$638K
ELSEQUITY LIFESTYLE PPTYS INC
$638K
DOCHEALTHPEAK PROPERTIES INC
$634K
CTASIMPLIFY EXCHANGE TRADED FUN
$634K
PEYINVESCO EXCHANGE TRADED FD T
$625K
KMIKINDER MORGAN INC DEL
$624K
NULGNUSHARES ETF TR
$623K
SNPSSYNOPSYS INC
$614K
LDURPIMCO ETF TR
$611K
DGCBDIMENSIONAL ETF TRUST
$610K
NSCNORFOLK SOUTHN CORP
$607K
ROEEA SERIES TRUST
$606K
VTIPVANGUARD MALVERN FDS
$603K
ESGUISHARES TR
$602K
VNOVORNADO RLTY TR
$600K
BIIBBIOGEN INC
$597K
VEUVANGUARD INTL EQUITY INDEX F
$595K
ABGCENCORA INC
$594K
AJGGALLAGHER ARTHUR J & CO
$592K
IWMISHARES TR
$590K
EBAEBAY INC.
$589K
CDNSCADENCE DESIGN SYSTEM INC
$588K
KMXCARMAX INC
$586K
MLB1MERCADOLIBRE INC
$585K
SHOPSHOPIFY INC
$582K
HIGHSIMPLIFY EXCHANGE TRADED FUN
$579K
PAYXPAYCHEX INC
$578K
DBMFLITMAN GREGORY FDS TR
$578K
OHIOMEGA HEALTHCARE INVS INC
$576K
JGLOJ P MORGAN EXCHANGE TRADED F
$573K
IQVIQVIA HLDGS INC
$572K
KRKROGER CO
$572K
VEAVANGUARD TAX-MANAGED FDS
$571K
JAVAJ P MORGAN EXCHANGE TRADED F
$567K
CHKPCHECK POINT SOFTWARE TECH LT
$566K
DMXFISHARES TR
$565K
MRSKNORTHERN LIGHTS FD TR
$557K
WDAYWORKDAY INC
$556K
PFEPFIZER INC
$551K
PBTPERMIAN BASIN RTY TR
$550K
FCORFIDELITY MERRIMACK STR TR
$546K
REXRREXFORD INDL RLTY INC
$544K
ELVELEVANCE HEALTH INC
$542K
KBHKB HOME
$537K
BUDANHEUSER BUSCH INBEV SA/NV
$535K
VRTXVERTEX PHARMACEUTICALS INC
$529K
SHELSHELL PLC
$527K
SOSOUTHERN CO
$517K
CAHCARDINAL HEALTH INC
$515K
VIGVANGUARD SPECIALIZED FUNDS
$514K
MRSHMARSH & MCLENNAN COS INC
$511K
GISGENERAL MLS INC
$511K
MOALTRIA GROUP INC
$510K
PUKNPRUDENTIAL PLC
$507K
VGLTVANGUARD SCOTTSDALE FDS
$507K
PYPLPAYPAL HLDGS INC
$505K
OMCOMNICOM GROUP INC
$504K
FANGDIAMONDBACK ENERGY INC
$503K
SYYSYSCO CORP
$501K
NUENUCOR CORP
$499K
MARMARRIOTT INTL INC NEW
$498K
XLBSELECT SECTOR SPDR TR
$488K
PHGKONINKLIJKE PHILIPS N V
$488K
HRHEALTHCARE RLTY TR
$487K
COFCAPITAL ONE FINL CORP
$486K
WSMWILLIAMS SONOMA INC
$486K
JEMAJ P MORGAN EXCHANGE TRADED F
$485K
GSKGSK PLC
$481K
AEMSTWO RDS SHARED TR
$476K
GWWGRAINGER W W INC
$475K
VYMVANGUARD WHITEHALL FDS
$473K
CLCOLGATE PALMOLIVE CO
$472K
NKENIKE INC
$471K
SDVYFIRST TR EXCHANGE-TRADED FD
$471K
XONEBONDBLOXX ETF TRUST
$471K
AEMSTWO RDS SHARED TR
$466K
QQQEDIREXION SHS ETF TR
$465K
LRCXLAM RESEARCH CORP
$464K
DGRWWISDOMTREE TR
$464K
BBINJ P MORGAN EXCHANGE TRADED F
$463K
LENLENNAR CORP
$458K
TPRTAPESTRY INC
$457K
CHDCHURCH & DWIGHT CO INC
$457K
CUZCOUSINS PPTYS INC
$457K
GDGENERAL DYNAMICS CORP
$453K
STAGSTAG INDL INC
$452K
KLACKLA CORP
$447K
EDVVANGUARD WORLD FD
$447K
ESRTEMPIRE ST RLTY TR INC
$440K
FRFIRST INDL RLTY TR INC
$439K
BDXBECTON DICKINSON & CO
$437K
PreviousPage 5 of 18Next