Geneva Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lake Geneva, WI
CIK
0001712671
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 71 180,520 UBER, META, MSFT, AVGO 13F-HR 1/31/2024 000171267124000001
Q3 2023 62 150,698 META, GOOGL, UBER, NVDA 13F-HR 10/25/2023 000171267123000004
Q2 2023 73 153,264 MSFT, IVV, NVDA, UBER 13F-HR 8/3/2023 000171267123000003
Q1 2023 60 116,869 PEP, IVV, MRK, META 13F-HR 4/26/2023 000171267123000002
Q4 2022 54 105,885 PEP, MRK, LMT, IVV 13F-HR 1/23/2023 000171267123000001
Q3 2022 55 87,490 PEP, LMT, ELV, CVX 13F-HR 10/31/2022 000171267122000004
Q2 2022 53 101,720 LMT, CVX, ELV, IBM 13F-HR 7/25/2022 000171267122000003
Q1 2022 74 161,784 GOOGL, BRK-B, CVX, MSFT 13F-HR 5/3/2022 000171267122000002
Q4 2021 95 210,942 QUAL, GOOGL, MSFT, DVN 13F-HR 1/31/2022 000171267122000001
Q3 2021 86 211,222 GOOGL, MSFT, APH, META 13F-HR 10/18/2021 000171267121000004
Q2 2021 92 218,503 AMZN, GOOGL, MSFT, META 13F-HR 8/6/2021 000171267121000003
Q1 2021 77 193,420 AMZN, CAT, IEMG, MSFT 13F-HR 5/5/2021 000171267121000002
Q4 2020 93 189,295 AMZN, QCOM, NKE, TIP 13F-HR 2/1/2021 000171267121000001
Q3 2020 81 163,556 AMZN, NKE, ABT, NFLX 13F-HR 10/28/2020 000171267120000004
Q2 2020 78 142,609 AMZN, ABT, LLY, MSFT 13F-HR 7/20/2020 000171267120000003
Q1 2020 48 70,325 AMZN, GOOGL, ABT, MSFT 13F-HR 4/27/2020 000171267120000002
Q4 2019 67 144,935 FDRR, VYM, DIS, GOOGL 13F-HR 2/4/2020 000171267120000001
Q3 2019 69 128,477 FDRR, GLD, DIS, DG 13F-HR 11/6/2019 000171267119000004
Q2 2019 64 123,824 FDRR, DIS, SBUX, AMZN 13F-HR 7/31/2019 000171267119000003
Q1 2019 62 117,295 FDRR, GOOGL, SBUX, NKE 13F-HR 5/10/2019 000171267119000002
Q4 2018 57 86,513 GOOGL, DIS, NKE, JPM 13F-HR 1/30/2019 000171267119000001
Q3 2018 86 130,207 C, BDX, GOOGL, NKE 13F-HR 10/23/2018 000171267118000004
Q2 2018 85 126,073 IEMG, C, BKLN, PANW 13F-HR 8/9/2018 000171267118000003
Q1 2018 76 121,619 IEMG, VEU, POWERSHARES ETF TRUST II, C 13F-HR 5/8/2018 000171267118000002
Q4 2017 84 133,712 C, IEMG, CAT, GOOGL 13F-HR 2/8/2018 000171267118000001
Q3 2017 88 126,886 C, POWERSHARES ETF TRUST II, BABA, DD 13F-HR 11/8/2017 000171267117000002
Q2 2016 79 111,605 POWERSHARES ETF TRUST II, C, GOOGL, JPM 13F-HR 8/1/2017 000171267117000001