Geneva Partners, LLC
Q1 2025 13F Holdings
- Locationlake geneva, WI
- Num holdings
60
- Value ($000)
$193,987
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001712671
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMZN AMAZON COM INC | COM | 023135106 | $13.83M | 7 % | 72,679 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $12.83M | 7 % | 118,379 | ||
META META PLATFORMS INC | CL A | 30303M102 | $10.94M | 6 % | 18,988 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $9.66M | 5 % | 62,463 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.39M | 5 % | 16,711 | ||
AVGO BROADCOM INC | COM | 11135F101 | $9.39M | 5 % | 56,055 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $9.24M | 5 % | 54,051 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.12M | 5 % | 24,298 | ||
TRANSDIGM GROUP INC | COM | 893641100 | $7.59M | 4 % | 5,490 | ||
MA MASTERCARD INC | CL A | 57636Q104 | $7.29M | 4 % | 13,297 |
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