Genesee Capital Advisors, LLC
Q3 2025 13F Holdings
- Locationauburn, NY
- Num holdings
123
- Value ($000)
$230,217
- Date Filed11/03/2025
- Form type13F-HR
- CIK0001652348
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $37.22M | 16 % | 1,447,563 | ||
FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 33734X176 | $17.36M | 8 % | 103,334 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.14M | 5 % | 18,550 | ||
APPLE INC | COM | 037833100 | $10.85M | 5 % | 42,620 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $7.37M | 3 % | 14,667 | ||
FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734Y109 | $6.56M | 3 % | 60,223 | ||
SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | $6.4M | 3 % | 145,540 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.21M | 3 % | 9,328 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $5.28M | 2 % | 78,468 | ||
MICROSOFT CORP | COM | 594918104 | $3.85M | 2 % | 7,442 |
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