Geneva Partners, LLC Top Holdings and 13F Report (2024) → Trump Reveals Conspiracy Behind Fed-Controlled Digital Currency. (From Monetary Gold) (Ad) About Geneva Partners, LLCInvestment ActivityGeneva Partners, LLC has $226.63 million in total holdings as of March 31, 2024.Geneva Partners, LLC owns shares of 66 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 16.83% of the portfolio was purchased this quarter.About 11.15% of the portfolio was sold this quarter.This quarter, Geneva Partners, LLC has purchased 71 new stocks and bought additional shares in 25 stocks.Geneva Partners, LLC sold shares of 25 stocks and completely divested from 15 stocks this quarter.Largest Holdings Meta Platforms $11,900,294Uber Technologies $11,105,038NVIDIA $10,899,123Microsoft $10,023,080Broadcom $9,146,990 Largest New Holdings this Quarter Micron Technology $5,449,701 HoldingCoinbase Global $4,595,060 HoldingMonolithic Power Systems $4,274,946 HoldingAdvanced Micro Devices $3,860,501 HoldingISHARES BITCOIN TR $2,785,352 Holding Largest Purchases this Quarter Micron Technology 46,227 shares (about $5.45M)Coinbase Global 17,332 shares (about $4.60M)Monolithic Power Systems 6,311 shares (about $4.27M)Advanced Micro Devices 21,389 shares (about $3.86M)ISHARES BITCOIN TR 68,825 shares (about $2.79M) Largest Sales this Quarter Vanguard Mid-Cap ETF 12,964 shares (about $3.24M)NVIDIA 2,859 shares (about $2.58M)Booking 536 shares (about $1.95M)SPDR Gold Shares 2,423 shares (about $498.51K)Apple 2,109 shares (about $361.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGeneva Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$11,900,294$110,228 ▼-0.9%24,5075.3%Computer and TechnologyUBERUber Technologies$11,105,038$24,637 ▲0.2%144,2404.9%Computer and TechnologyNVDANVIDIA$10,899,123$2,583,369 ▼-19.2%12,0624.8%Computer and TechnologyMSFTMicrosoft$10,023,080$1,261,299 ▲14.4%23,8244.4%Computer and TechnologyAVGOBroadcom$9,146,990$67,598 ▲0.7%6,9014.0%Computer and TechnologyAMZNAmazon.com$8,476,988$1,645,973 ▲24.1%46,9953.7%Retail/WholesaleNVONovo Nordisk A/S$7,915,517$26,964 ▼-0.3%61,6473.5%MedicalIVViShares Core S&P 500 ETF$7,915,439$70,448 ▲0.9%15,0563.5%ETFQUALiShares MSCI USA Quality Factor ETF$7,878,559$649,178 ▲9.0%47,9383.5%ETFGOOGLAlphabet$7,576,031$182,775 ▼-2.4%50,1963.3%Computer and TechnologyTDGTransDigm Group$7,323,759$17,241 ▼-0.2%5,9473.2%AerospaceLLYEli Lilly and Company$6,424,499$309,633 ▼-4.6%8,2582.8%MedicalCATCaterpillar$5,495,215$1,043,200 ▲23.4%14,9972.4%Industrial ProductsMUMicron Technology$5,449,701$5,449,701 ▲New Holding46,2272.4%Computer and TechnologyMAMastercard$5,424,342$6,742 ▲0.1%11,2642.4%Business ServicesKLACKLA$5,151,731$21,655 ▲0.4%7,3752.3%Computer and TechnologyANETArista Networks$5,039,5340.0%17,3792.2%Computer and TechnologyAMATApplied Materials$4,633,182$11,343 ▲0.2%22,4662.0%Computer and TechnologyORLYO'Reilly Automotive$4,623,190$109,511 ▲2.4%4,0952.0%Retail/WholesaleMCKMcKesson$4,600,844$5,369 ▲0.1%8,5702.0%MedicalCOINCoinbase Global$4,595,060$4,595,060 ▲New Holding17,3322.0%FinanceCPRTCopart$4,378,094$138,081 ▲3.3%75,5891.9%Business ServicesPHParker-Hannifin$4,353,261$276,212 ▼-6.0%7,8331.9%Industrial ProductsMPWRMonolithic Power Systems$4,274,946$4,274,946 ▲New Holding6,3111.9%Computer and TechnologyTJXTJX Companies$4,077,377$10,649 ▼-0.3%40,2031.8%Retail/WholesaleFDRRFidelity Dividend ETF for Rising Rates$3,996,590$52,648 ▼-1.3%85,8561.8%ETFAMDAdvanced Micro Devices$3,860,501$3,860,501 ▲New Holding21,3891.7%Computer and TechnologyPANWPalo Alto Networks$3,385,977$217,644 ▼-6.0%11,9171.5%Computer and TechnologyQQQInvesco QQQ$2,856,720$269,510 ▲10.4%6,4341.3%FinanceISHARES BITCOIN TR$2,785,352$2,785,352 ▲New Holding68,8251.2%SHSFIFiserv$2,723,100$2,723,100 ▲New Holding17,0391.2%Business ServicesMRKMerck & Co., Inc.$2,667,235$39,585 ▼-1.5%20,2141.2%MedicalBKNGBooking$2,312,197$1,945,585 ▼-45.7%6371.0%Retail/WholesaleSNPSSynopsys$2,167,607$1,281,820 ▲144.7%3,7931.0%Computer and TechnologyGWWW.W. Grainger$1,910,326$25,430 ▼-1.3%1,8780.8%Industrial ProductsSPYSPDR S&P 500 ETF Trust$1,860,799$6,278 ▼-0.3%3,5570.8%FinanceASMLASML$1,845,692$1,845,692 ▲New Holding1,9020.8%Computer and TechnologyVRTVertiv$1,690,569$32,668 ▲2.0%20,7000.7%Computer and TechnologyODFLOld Dominion Freight Line$1,688,441$1,688,441 ▲New Holding7,6990.7%TransportationMPLXMplx$1,662,4000.0%40,0000.7%Oils/EnergyHWMHowmet Aerospace$1,499,849$65,009 ▼-4.2%21,9180.7%ConstructionNFLXNetflix$1,486,137$1,486,137 ▲New Holding2,4470.7%Consumer DiscretionaryLRCXLam Research$1,475,815$309,931 ▲26.6%1,5190.7%Computer and TechnologyCRMSalesforce$1,463,132$234,318 ▲19.1%4,8580.6%Computer and TechnologyXNTKSPDR NYSE Technology ETF$1,405,836$120,740 ▲9.4%7,7080.6%ETFURIUnited Rentals$1,391,742$1,391,742 ▲New Holding1,9300.6%ConstructionVOTVanguard Mid-Cap Growth ETF$1,190,666$210,547 ▲21.5%5,0500.5%ETFEPDEnterprise Products Partners$1,174,495$7,178 ▼-0.6%40,2500.5%Oils/EnergyPGRProgressive$1,002,262$48,603 ▲5.1%4,8460.4%FinanceIWFiShares Russell 1000 Growth ETF$961,627$244,367 ▲34.1%2,8530.4%ETFGLDSPDR Gold Shares$870,083$498,513 ▼-36.4%4,2290.4%FinanceVVisa$708,7100.0%2,5390.3%Business ServicesVYMVanguard High Dividend Yield ETF$639,477$22,143 ▼-3.3%5,2850.3%ETFVOVanguard Mid-Cap ETF$590,486$3,239,552 ▼-84.6%2,3630.3%ETFIWMiShares Russell 2000 ETF$586,680$80,747 ▼-12.1%2,7900.3%FinanceWMWaste Management$526,0540.0%2,4680.2%Business ServicesAAPLApple$479,568$361,605 ▼-43.0%2,7970.2%Computer and TechnologyRACEFerrari$444,6590.0%1,0200.2%Auto/Tires/TrucksDEDeere & Company$392,257$24,644 ▼-5.9%9550.2%Industrial ProductsOKEONEOK$391,756$259,728 ▼-39.9%4,8870.2%Oils/EnergyABTAbbott Laboratories$388,035$81,949 ▼-17.4%3,4140.2%MedicalCOSTCostco Wholesale$360,206$2,196 ▲0.6%4920.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$341,516$11,662 ▲3.5%1,6400.2%ETFINTUIntuit$270,400$104,000 ▼-27.8%4160.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$260,492$208,503 ▲401.1%4,2890.1%ETFLINDE PLC$232,1600.0%5000.1%SHSROPRoper Technologies$0$2,702,221 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$2,288,795 ▼-100.0%00.0%Auto/Tires/TrucksMMCMarsh & McLennan Companies$0$1,842,785 ▼-100.0%00.0%FinanceADPAutomatic Data Processing$0$1,368,029 ▼-100.0%00.0%Business ServicesADBEAdobe$0$1,220,101 ▼-100.0%00.0%Computer and TechnologyCVXChevron$0$1,082,660 ▼-100.0%00.0%Oils/EnergySMCISuper Micro Computer$0$881,206 ▼-100.0%00.0%Computer and TechnologyOXYOccidental Petroleum$0$632,030 ▼-100.0%00.0%Oils/EnergyWMBWilliams Companies$0$589,971 ▼-100.0%00.0%Oils/EnergySPROTT PHYSICAL GOLD TR$0$573,480 ▼-100.0%00.0%UNITCOPConocoPhillips$0$397,311 ▼-100.0%00.0%Oils/EnergyXOMExxon Mobil$0$385,757 ▼-100.0%00.0%Oils/EnergyBRBroadridge Financial Solutions$0$360,063 ▼-100.0%00.0%Business ServicesAMGNAmgen$0$228,400 ▼-100.0%00.0%MedicalBTGB2Gold$0$158,000 ▼-100.0%00.0%Basic Materials More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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