Geneva Partners, LLC Diversified Active

CIK: 0001712671 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $273,639 (100.0% shares, 0.0% debt)

Holdings (68)

NVDA NVIDIA CORPORATION 5.9%
Value ($000) $16,165 Shares 86,638 Est. Cost $103.33 Unrealized +68.7%
AVGO BROADCOM INC 5.2%
Value ($000) $14,353 Shares 43,507 Est. Cost $148.70 Unrealized +105.6%
META META PLATFORMS INC 5.2%
Value ($000) $14,180 Shares 19,308 Est. Cost $261.15 Unrealized +184.6%
GOOGL ALPHABET INC 5.2%
Value ($000) $14,173 Shares 58,303 Est. Cost $133.26 Unrealized +57.0%
GLD SPDR GOLD TR 4.6%
Value ($000) $12,628 Shares 35,525 Est. Cost $318.47 Unrealized
MSFT MICROSOFT CORP 4.6%
Value ($000) $12,578 Shares 24,283 Est. Cost $231.17 Unrealized +120.1%
PLTR PALANTIR TECHNOLOGIES INC 4.2%
Value ($000) $11,534 Shares 63,225 Est. Cost $144.89 Unrealized +11.9%
IVV ISHARES TR 4.2%
Value ($000) $11,460 Shares 17,122 Est. Cost $351.07 Unrealized
AMZN AMAZON COM INC 3.6%
Value ($000) $9,835 Shares 44,790 Est. Cost $161.65 Unrealized +40.0%
QUAL ISHARES TR 3.5%
Value ($000) $9,661 Shares 49,670 Est. Cost $140.76 Unrealized
NFLX NETFLIX INC 3.4%
Value ($000) $9,335 Shares 7,786 Est. Cost $81.01 Unrealized +50.7%
SPOT SPOTIFY TECHNOLOGY S A 3.1%
Value ($000) $8,570 Shares 12,278 Est. Cost $431.36 Unrealized +62.1%
MA MASTERCARD INC 2.8%
Value ($000) $7,532 Shares 13,242 Est. Cost $374.46 Unrealized +53.1%
SE SEA LTD 2.7%
Value ($000) $7,506 Shares 41,998 Est. Cost $159.94 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 2.5%
Value ($000) $6,726 Shares 103,634 Est. Cost $62.32 Unrealized
BKNG BOOKING HOLDINGS INC 2.4%
Value ($000) $6,646 Shares 1,231 Est. Cost $5094.53 Unrealized +9.2%
GEV GE VERNOVA INC 2.3%
Value ($000) $6,157 Shares 10,013 Est. Cost $506.76 Unrealized +19.5%
ORLY OREILLY AUTOMOTIVE INC 2.2%
Value ($000) $6,140 Shares 56,954 Est. Cost $89.32 Unrealized +12.5%
UBER UBER TECHNOLOGIES INC 2.2%
Value ($000) $5,944 Shares 60,673 Est. Cost $82.45 Unrealized +13.4%
MELI MERCADOLIBRE 2.1%
Value ($000) $5,670 Shares 2,426 Est. Cost $2070.13 Unrealized +16.0%
FDRR FIDELITY COVINGTON TR 1.9%
Value ($000) $5,223 Shares 89,103 Est. Cost $36.27 Unrealized
AEM AGNICO EAGLE MINES LTD 1.7%
Value ($000) $4,657 Shares 27,629 Est. Cost $136.83 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 1.6%
Value ($000) $4,331 Shares 30,251 Est. Cost $109.05 Unrealized 0.0%
TTWO TAKE-TWP INTERACTIVE SOFTWR 1.6%
Value ($000) $4,253 Shares 16,460 Est. Cost $209.64 Unrealized +12.9%
PANW PALO ALTO NETWORKS INC 1.5%
Value ($000) $4,214 Shares 20,697 Est. Cost $142.75 Unrealized +34.1%
KLAC KLA CORP 1.5%
Value ($000) $4,013 Shares 3,721 Est. Cost $775.13 Unrealized +20.0%
PH PARKER HANNIFEN 1.4%
Value ($000) $3,763 Shares 4,963 Est. Cost $320.85 Unrealized +129.1%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $2,994 Shares 4,988 Est. Cost $454.49 Unrealized
APP APPLOVIN CORP 1.0%
Value ($000) $2,715 Shares 3,778 Est. Cost $461.14 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.9%
Value ($000) $2,379 Shares 16,325 Est. Cost $128.77 Unrealized 0.0%
XNTK SPDR SER TR 0.8%
Value ($000) $2,262 Shares 8,311 Est. Cost $144.36 Unrealized
TDG TRANSDIGM GROUP INC 0.8%
Value ($000) $2,254 Shares 1,710 Est. Cost $618.40 Unrealized +120.7%
LLY ELI LILLY & CO 0.8%
Value ($000) $2,085 Shares 2,732 Est. Cost $465.96 Unrealized +59.3%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,026 Shares 3,042 Est. Cost $310.81 Unrealized
MPLX MPLX LP 0.7%
Value ($000) $1,998 Shares 40,000 Est. Cost $33.17 Unrealized
DASH DOORDASH INC 0.7%
Value ($000) $1,953 Shares 7,180 Est. Cost $250.83 Unrealized 0.0%
ALAB ASTERA LABS INC 0.7%
Value ($000) $1,876 Shares 9,582 Est. Cost $164.44 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.7%
Value ($000) $1,843 Shares 6,274 Est. Cost $221.49 Unrealized
HWM HOWMET AEROSPACE INC 0.7%
Value ($000) $1,842 Shares 9,389 Est. Cost $56.44 Unrealized +222.7%
GDX VANECK ETF TRUST 0.6%
Value ($000) $1,681 Shares 22,000 Est. Cost $55.36 Unrealized
SHOP SHOPIFY INC 0.6%
Value ($000) $1,532 Shares 10,307 Est. Cost $135.57 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.5%
Value ($000) $1,450 Shares 1,757 Est. Cost $463.41 Unrealized +46.1%
IWF ISHARES TR 0.5%
Value ($000) $1,356 Shares 2,894 Est. Cost $228.56 Unrealized
SGOV ISHARES TR 0.5%
Value ($000) $1,333 Shares 13,241 Est. Cost $100.67 Unrealized
EPD ENTERPRISE PRODS PART LP 0.5%
Value ($000) $1,259 Shares 40,250 Est. Cost $23.81 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,099 Shares 16,640 Est. Cost $61.42 Unrealized 0.0%
FELG FIDELITY COVINGTON TRUST 0.3%
Value ($000) $788 Shares 19,166 Est. Cost $32.72 Unrealized
V VISA INC 0.3%
Value ($000) $785 Shares 2,301 Est. Cost $118.35 Unrealized +191.6%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $739 Shares 5,243 Est. Cost $107.72 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $614 Shares 1,872 Est. Cost $283.61 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $613 Shares 2,087 Est. Cost $247.97 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.2%
Value ($000) $568 Shares 15,703 Est. Cost $34.46 Unrealized
FELC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $541 Shares 14,503 Est. Cost $32.13 Unrealized
GRNY TIDAL TRUST I 0.2%
Value ($000) $531 Shares 21,239 Est. Cost $23.60 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $514 Shares 2,328 Est. Cost $68.19 Unrealized +228.0%
RACE FERRARI N V 0.2%
Value ($000) $495 Shares 1,020 Est. Cost $405.08 Unrealized +18.3%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value ($000) $473 Shares 4,741 Est. Cost $80.35 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $454 Shares 1,878 Est. Cost $203.00 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $454 Shares 1,610 Est. Cost $177.01 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $452 Shares 488 Est. Cost $610.02 Unrealized +56.8%
DGRO ISHARES TR 0.1%
Value ($000) $384 Shares 5,637 Est. Cost $63.41 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $382 Shares 1,499 Est. Cost $184.45 Unrealized +22.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $337 Shares 707 Est. Cost $252.18 Unrealized +68.7%
IJH ISHARES TR 0.1%
Value ($000) $301 Shares 4,610 Est. Cost $96.94 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $277 Shares 2,296 Est. Cost $93.04 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.1%
Value ($000) $260 Shares 3,433 Est. Cost $75.56 Unrealized
DE DEERE & CO 0.1%
Value ($000) $254 Shares 555 Est. Cost $461.52 Unrealized +6.1%
LIN LINDE PLC 0.1%
Value ($000) $238 Shares 500 Est. Cost $452.31 Unrealized +4.0%