Geowealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
1,078
Total Value
1558564287
Accession Number
0001593387-25-000004
Form Type
13F-HR
Manager Name
Geowealth-Management
Data Enrichment
69% identified
745 identified333 unidentified

Holdings

1,078 positions • $1.6B total value
Manager:
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Page 6 of 53
IRON MOUNTAIN INC
Shares:
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.6B)
464287689
Shares:
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.6B)
90214Q733
Shares:
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.6B)
464289446
Shares:
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.6B)
33734X184
Shares:
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.6B)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.6B)
00110G408
Shares:
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.6B)
INVESCO QQQ TRUST, SERIES 1
Shares:
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.6B)
921910873
Shares:
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.6B)
78464A474
Shares:
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.6B)
92189F437
Shares:
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.6B)
S&P Global Inc.
Shares:
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.6B)
00888H687
Shares:
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.6B)
464288877
Shares:
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.6B)
ESSEX PROPERTY TRUST, INC.
Shares:
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.6B)
81369Y308
Shares:
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.6B)
INTUIT INC.
Shares:
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.6B)
Accenture plc
Shares:
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.6B)
ServiceNow, Inc.
Shares:
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.6B)
464288786
Shares:
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.6B)