Fund HoldingsGeoWealth Management, LLC

Total Portfolio Value
$925.5K
Total Bought
$227.8K
Total Sold
$158.4K
Net Transaction
+$69.3K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
0482,162+482,1620222.42%+22
EXCHANGE LISTED FDS TR308,2301,337,785+1,029,5556272.93%+21
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
0500,830+500,8300141.48%+14
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
0301,032+301,0320131.40%+13
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
28,559242,883+214,3241121.29%+11
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
0216,331+216,3310101.05%+10
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
0295,017+295,017070.75%+7
SPDR S&P 500 ETF TR(SPY)22,70732,463+9,7569141.55%+5
SELECT SECTOR SPDR TR
ST STR REAL ETF
0106,005+106,005040.43%+4
SPDR SER TR
ST STR BLO 1 ETF
1,934,5921,977,238+42,64617818219.62%+4
SELECT SECTOR SPDR TR
ST STR DISCR ETF
25,07641,965+16,889470.77%+3
SELECT SECTOR SPDR TR
ST STR MATER ETF
044,291+44,291040.40%+4
EXCHANGE LISTED FDS TR69,205238,495+169,290150.51%+3
ISHARES TR52,47282,235+29,763691.02%+3
VANGUARD INDEX FDS021,073+21,073030.34%+3
VANECK ETF TRUST
MRNGSTR WDE MOAT
038,305+38,305030.33%+3
ISHARES TR035,753+35,753030.33%+3
FIRST TR EXCHANGE TRADED FD033,784+33,784030.32%+3
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
036,893+36,893030.32%+3
SCHWAB STRATEGIC TR051,430+51,430030.29%+3
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
22,76076,442+53,682140.39%+3
GOLDMAN SACHS ETF TR030,395+30,395030.33%+3
GLOBAL X FDS
SUPERDIVIDEND
0111,600+111,600030.27%+3
SPDR SER TR
ST TERM HIGH ETF
60,480159,454+98,974240.43%+2
FIRST TR MORNINGSTAR DIVID L071,387+71,387020.26%+2
J P MORGAN EXCHANGE TRADED F
USD EMRNG MKT
061,859+61,859020.26%+2
ISHARES TR024,551+24,551020.26%+2
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
042,765+42,765020.25%+2
PIMCO ETF TR
INV GRD CRP BD
028,977+28,977030.30%+3
ISHARES TR
CONV BD ETF
024,057+24,057020.20%+2
WISDOMTREE TR(WT)26,50851,663+25,155230.37%+2
SPDR INDEX SHS FDS
ST PORT MARK ETF
95,016145,054+50,038350.54%+2
ISHARES TR13,61116,416+2,805670.79%+2
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
033,364+33,364020.17%+2
ISHARES TR50,84467,558+16,714570.75%+2
ISHARES TR019,472+19,472020.20%+2
SSGA ACTIVE TR
STATE STREET US
203,651220,684+17,0338101.03%+1
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
293,459320,174+26,71510121.25%+1
ISHARES TR030,053+30,053010.13%+1
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
021,064+21,064010.13%+1
JANUS DETROIT STR TR
HENDRSN SHRT ETF
025,660+25,660010.13%+1
SPDR INDEX SHS FDS
ST STR EUROP ETF
75,669102,685+27,016340.43%+1
S&P GLOBAL INC(SPGI)02,623+2,623010.11%+1
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
070,808+70,808010.11%+1
NORTHERN LIGHTS FD TR
TOEWS AGILTY SHS
044,499+44,499010.14%+1
SPDR SER TR
ST STR SP500DIV
026,413+26,413010.11%+1
PIMCO ETF TR
0-5 HIGH YIELD
018,282+18,282020.18%+2
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
41,45157,131+15,680230.34%+1
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
07,326+7,326010.12%+1
SPDR SER TR
ST BLOO HIGH ETF
012,081+12,081010.12%+1
SPDR SER TR
STATE STRET SPDR
67,391113,006+45,615120.23%+1
US BANCORP DEL(USB)023,991+23,991010.09%+1
SPDR SER TR
ST SHO TREAS ETF
058,993+58,993020.18%+2
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
014,510+14,510010.08%+1
SCHWAB STRATEGIC TR013,325+13,325010.08%+1
PIMCO ETF TR
ENHAN SHRT MA AC
012,703+12,703010.14%+1
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
028,820+28,820010.15%+1
ISHARES TR011,123+11,123010.08%+1
INVESCO EXCH TRADED FD TR II011,719+11,719010.08%+1
ISHARES TR
CORE MSCI EAFE
44,25654,050+9,794340.39%+1
SPDR SER TR
ST STR PFD ETF
020,192+20,192010.07%+1
VANGUARD BD INDEX FDS27,75537,306+9,551230.29%+1
ISHARES TR08,580+8,580010.07%+1
PROSHARES TR
PSHS ULTRA QQQ
020,293+20,293010.14%+1
BROWN & BROWN INC(BRO)09,128+9,128010.07%+1
T ROWE PRICE ETF INC
PRICE DIV GRWT
018,745+18,745010.07%+1
SPDR SER TR
ST STR BL 12 ETF
06,219+6,219010.07%+1
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
78,772108,062+29,290220.27%+1
PROSHARES TR
PSHS ULT S&P 500
021,110+21,110010.13%+1
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
017,635+17,635010.08%+1
NORTHERN LTS FD TR IV
MAIN THEMATC IN
039,836+39,836010.06%+1
ISHARES TR07,277+7,277010.08%+1
NORTHERN LTS FD TR IV
MAIN BUYWRITE
041,066+41,066010.06%+1
AFLAC INC(AFL)07,939+7,939010.06%+1
PHILIP MORRIS INTL INC(PM)06,613+6,613010.07%+1
SPDR GOLD TR(GLD)07,304+7,304010.14%+1
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
010,696+10,696010.06%+1
ISHARES TR13,82318,829+5,006220.23%+1
FIRST TR EXCHANGE TRAD FD VI
ALT ABSLT STRG
017,758+17,758010.05%+1
ISHARES TR017,008+17,008010.09%+1
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
010,965+10,965000.05%0
RBB FD INC
MOTLEY FOL ETF
81,38482,423+1,039330.36%0
ISHARES TR
CORE INTL AGGR
94,948103,783+8,835550.55%0
J P MORGAN EXCHANGE TRADED F
INCOME ETF
010,379+10,379000.05%0
INTERNATIONAL BUSINESS MACHS(IBM)05,576+5,576010.08%+1
GRAINGER W W INC(GWW)0560+560000.05%0
PACER FDS TR
LUNT MDCAP MLT
021,579+21,579010.08%+1
SELECT SECTOR SPDR TR
ST STR CARE ETF
71,41572,786+1,3719101.04%0
SELECT SECTOR SPDR TR
ST STR ENERG ETF
16,66322,076+5,413120.19%0
ISHARES TR
CORE UNIVRSL USD
010,927+10,927000.05%0
PACER FDS TR
LUNT LRG CP ALTR
018,958+18,958010.08%+1
SPDR SER TR
ST SHOR CORP ETF
70,61984,387+13,768220.27%0
APPLE INC(AAPL)14,51514,339-176230.30%0
LATTICE STRATEGIES TR08,786+8,786000.04%0
VANGUARD WORLD FD04,425+4,425000.04%0
FIRST TR EXCHANGE-TRADED FD026,352+26,352010.07%+1
VANGUARD INDEX FDS01,694+1,694010.07%+1
WISDOMTREE TR(WT)03,877+3,877000.03%0
INVESCO EXCH TRADED FD TR II03,041+3,041000.03%0
SPDR SER TR
ST STR P500ETF
014,220+14,220010.08%+1
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