Genesee Capital Advisors, LLC

Q1 2025 13F Holdings

  • Location
    auburn, NY
  • Num holdings

    117

  • Value ($000)

    $199,973

  • Date Filed
    04/22/2025
  • Form type
    13F-HR
  • CIK
    0001652348
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$32.10 M
16 %

1,490,806

FXL
FXL

FIRST TR EXCHANGE TRADED FD

TECH ALPHADEX
$14.22 M
7 %

107,552

AAPL
AAPL

APPLE INC

COM
$9.29 M
5 %

41,845

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$7.92 M
4 %

16,894

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$7.75 M
4 %

14,555

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$7.47 M
4 %

13,349

KRE
KRE

SPDR SER TR

PRTFLO S&P500 HI
$6.44 M
3 %

145,461

FYX
FYX

FIRST TR SML CP CORE ALPHA F

COM SHS
$5.28 M
3 %

58,628

RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$4.50 M
2 %

76,926

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$3.98 M
2 %

142,221

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