Genesee Capital Advisors, LLC
Q4 2024 13F Holdings
- Locationauburn, NY
- Num holdings
122
- Value ($000)
$214,952
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $34.86M | 16 % | 1,535,730 | ||
FXL FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 33734X176 | $16.76M | 8 % | 112,829 | ||
AAPL APPLE INC | COM | 037833100 | $10.45M | 5 % | 41,739 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.03M | 4 % | 17,661 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.94M | 3 % | 11,844 | ||
KRE SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | $6.54M | 3 % | 151,263 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $6.47M | 3 % | 14,272 | ||
FYX FIRST TR SML CP CORE ALPHA F | COM SHS | 33734Y109 | $6.22M | 3 % | 61,552 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $4.69M | 2 % | 79,242 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $3.94M | 2 % | 144,086 |
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