Geneva Partners, LLC

Q2 2025 13F Holdings

  • Location
    lake geneva, WI
  • Num holdings

    72

  • Value ($000)

    $251,997

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META
META

META PLATFORMS INC

CL A
30303M102
$13.92M
6 %

18,861

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.19M
5 %

77,130

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.08M
5 %

24,283

AVGO
AVGO

BROADCOM INC

COM
11135F101
$12.06M
5 %

43,759

NFLX
NFLX

NETFLIX INC

COM
64110L106
$10.45M
4 %

7,801

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$10.41M
4 %

16,770

---

SPOTIFY TECHNOLOGY S A

SHS
L8681T102
$10.36M
4 %

13,496

AMZN
AMZN

AMAZON COM INC

COM
023135106
$9.99M
4 %

45,555

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$9.57M
4 %

54,297

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$8.88M
4 %

48,578

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