Fund HoldingsGeoWealth Management, LLC

Total Portfolio Value
$881.77M
Total Bought
$228.1K
Total Sold
$267.6K
Net Transaction
-$39.4K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR BL 12 ETF
6,219180,557+174,3381180.00%+17
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
096,294+96,294090.00%+9
SELECT SECTOR SPDR TR
ST STR ENERG ETF
22,076104,358+82,282290.00%+8
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
075,692+75,692070.00%+7
AMERICAN CENTY ETF TR0115,009+115,009070.00%+7
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0172,222+172,2220100.00%+10
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
0104,913+104,913070.00%+7
ISHARES TR
TRS FLT RT BD
0188,313+188,3130100.00%+10
T ROWE PRICE ETF INC
PRICE BLUE CHIP
0257,958+257,958070.00%+7
VANGUARD WORLD FD033,261+33,261080.00%+8
VANGUARD INDEX FDS020,666+20,666060.00%+6
VANGUARD SPECIALIZED FUNDS036,878+36,878060.00%+6
ISHARES TR
CONV BD ETF
24,05794,646+70,589270.00%+5
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
097,973+97,973050.00%+5
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
050,366+50,366050.00%+5
SPDR SER TR
ST STR SP1500VT
032,466+32,466050.00%+5
FIDELITY MERRIMACK STR TR0102,625+102,625040.00%+4
LEGG MASON ETF INVT
FRANKLIN INTL LW
0159,316+159,316040.00%+4
INVESCO ACTIVELY MANAGED ETF
VAR RATE INVT
0165,601+165,601040.00%+4
PROSHARES TR
INVT INT RT HG
054,905+54,905040.00%+4
SPDR SER TR
ST STR CONV ETF
0118,937+118,937080.00%+8
STRATEGY SHS
NS 7HANDL IDX
0196,156+196,156040.00%+4
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
482,162579,620+97,45822260.00%+3
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
064,516+64,516030.00%+3
JANUS DETROIT STR TR
HENDRSN SHRT ETF
25,66085,690+60,030140.00%+3
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
500,830627,136+126,30614160.00%+3
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
216,331285,632+69,30110120.00%+3
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
242,883314,131+71,24812140.00%+3
VANECK ETF TRUST
FALLEN ANGEL HG
0285,959+285,959080.00%+8
ISHARES TR
FALN ANGLS USD
096,144+96,144020.00%+2
SPDR SER TR
ST STR SP600 SML
0131,865+131,865050.00%+5
SPDR SER TR
ST STR R1K LOWV
018,470+18,470020.00%+2
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
57,13194,908+37,777350.00%+2
SPDR INDEX SHS FDS
ST PORT MARK ETF
145,054198,629+53,575570.00%+2
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
17,63560,614+42,979120.00%+2
FIRST TR EXCHANGE TRADED FD33,78455,161+21,377350.00%+2
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
301,032338,560+37,52813140.00%+1
VANGUARD WORLD FD012,443+12,443010.00%+1
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
70,808156,140+85,332120.00%+1
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
295,017361,369+66,352780.00%+1
SYNOPSYS INC(SNPS)02,681+2,681010.00%+1
ISHARES TR
US TREAS BD ETF
062,360+62,360010.00%+1
BECTON DICKINSON & CO(BDX)04,713+4,713010.00%+1
SOUTHERN CO(SO)018,186+18,186010.00%+1
PROGRESSIVE CORP(PGR)08,342+8,342010.00%+1
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
044,012+44,012010.00%+1
VALERO ENERGY CORP(VLO)08,683+8,683010.00%+1
FIDELITY MERRIMACK STR TR025,376+25,376010.00%+1
MICRON TECHNOLOGY INC(MU)016,119+16,119010.00%+1
ISHARES TR
CORE MSCI INTL
018,043+18,043010.00%+1
FIRST TR NAS100 EQ WEIGHTED09,685+9,685010.00%+1
GLOBAL PMTS INC(GPN)08,650+8,650010.00%+1
GOLDMAN SACHS ETF TR30,39540,242+9,847340.00%+1
SIMON PPTY GROUP INC NEW(SPG)08,926+8,926010.00%+1
ABBVIE INC(ABBV)08,342+8,342010.00%+1
ISHARES TR09,413+9,413030.00%+3
SPDR DOW JONES INDL AVERAGE(DIA)03,179+3,179010.00%+1
NVIDIA CORPORATION(NVDA)02,174+2,174010.00%+1
ISHARES TR07,822+7,822010.00%+1
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
04,077+4,077010.00%+1
ISHARES TR011,172+11,172010.00%+1
SCHWAB STRATEGIC TR015,283+15,283010.00%+1
AMERICAN CENTY ETF TR011,447+11,447010.00%+1
FIDELITY COVINGTON TRUST015,393+15,393010.00%+1
ISHARES TR
U S EQUITY FACTR
016,903+16,903010.00%+1
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
10,96527,873+16,908010.00%+1
ISHARES TR17,00833,445+16,437120.00%+1
XCEL ENERGY INC(XEL)012,123+12,123010.00%+1
PINNACLE WEST CAP CORP(PNW)09,042+9,042010.00%+1
AUTOMATIC DATA PROCESSING IN02,705+2,705010.00%+1
ETSY INC(ETSY)09,743+9,743010.00%+1
VANGUARD WORLD FD4,42514,359+9,934010.00%+1
CHUBB LIMITED
COM
02,753+2,753010.00%+1
SPDR SER TR
STATE STRET SPDR
113,006146,342+33,336230.00%+1
J P MORGAN EXCHANGE TRADED F
USD EMRNG MKT
61,85979,504+17,645230.00%+1
SPDR S&P 500 ETF TR(SPY)32,46334,919+2,45614150.00%+1
ISHARES TR019,942+19,942010.00%+1
NORDSON CORP(NDSN)02,259+2,259010.00%+1
ISHARES TR09,620+9,620010.00%+1
ISHARES INC
CORE MSCI EMKT
029,787+29,787010.00%+1
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,423+4,423000.00%0
PGIM ETF TR
PGIM ULTRA SH BD
08,948+8,948000.00%0
ISHARES TR
MSCI USA MIN ETF
052,251+52,251040.00%+4
J P MORGAN EXCHANGE TRADED F
BET USD HIG ETF
09,056+9,056000.00%0
SELECT SECTOR SPDR TR
ST STR REAL ETF
106,005128,175+22,170440.00%0
NUSHARES ETF TR
NUVEEN ESG LRGCP
05,800+5,800000.00%0
PIMCO ETF TR
25YR+ ZERO U S
04,582+4,582000.00%0
NEXTERA ENERGY INC(NEE)05,967+5,967000.00%0
GLOBAL X FDS011,784+11,784000.00%0
ISHARES TR
MSCI USA QLT FCT
05,767+5,767010.00%+1
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
08,021+8,021000.00%0
PIONEER NAT RES CO03,552+3,552010.00%+1
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
28,82035,402+6,582120.00%0
FIDELITY COVINGTON TRUST02,153+2,153000.00%0
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
108,062113,545+5,483230.00%0
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
02,924+2,924000.00%0
INVESCO EXCH TRADED FD TR II04,465+4,465000.00%0
ISHARES TR02,689+2,689000.00%0
ISHARES TR03,456+3,456000.00%0
FIRST TR LRGE CP CORE ALPHA
COM SHS
03,074+3,074000.00%0
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