Geneva Partners, LLC

Q4 2024 13F Holdings

  • Location
    lake geneva, WI
  • Num holdings

    71

  • Value ($000)

    $246,342

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0001712671
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

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037833100
$16.47M
7 %

65,778

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.23M
7 %

120,887

AMZN
AMZN

AMAZON COM INC

COM
023135106
$15.73M
6 %

71,708

AVGO
AVGO

BROADCOM INC

COM
11135F101
$14.33M
6 %

61,801

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$12.13M
5 %

64,081

META
META

META PLATFORMS INC

CL A
30303M102
$11.05M
5 %

18,877

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$10.28M
4 %

24,396

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$9.48M
4 %

16,112

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$8.94M
4 %

50,221

NOW
NOW

SERVICENOW INC

COM
81762P102
$8.03M
3 %

7,577

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