GA
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Geier Asset Management, Inc.13F | |
| Geier Asset Management, Inc. | |
| Last update 2021-07-12 | 81 Stocks (4 new) |
| Value $141.00 Mil | Turnover 4 % |
Geier Asset Management, Inc. Top Holdings of 2021-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | PowerShares QQQ Trust Ser 1 | 40,334 | 14,296.0 | +0.78% | 10.150 | +0.08% | 0.010 | +26.52% | +10.07% | 357,775.2 | ||
VIG | Vanguard Dividend Appreciation FTF | 53,746 | 8,319.0 | +5.17% | 5.910 | +0.29% | 0.010 | +12.58% | +6.21% | 89,349.2 | ||
AMZN | Amazon.com Inc | 45,600 | 7,844.0 | -0.04% | 5.570 | 0% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MSFT | Microsoft Corp | 26,052 | 7,058.0 | +0.86% | 5.010 | +0.04% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 33,931 | 5,885.0 | +4.29% | 4.180 | +0.17% | 0.050 | +22.63% | +16.07% | 17,703.4 | ||
IVV | iShares Core S&P 500 ETF | 12,722 | 5,469.0 | +18.41% | 3.880 | +0.60% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
GOOG | Alphabet Inc | 40,540 | 5,080.0 | +0.15% | 3.610 | +0.01% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
AAPL | Apple Inc | 32,431 | 4,442.0 | +1.86% | 3.150 | +0.06% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
HD | The Home Depot Inc | 13,575 | 4,329.0 | +0.65% | 3.070 | +0.02% | 0.000 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 23,528 | 3,660.0 | -2.80% | 2.600 | -0.08% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks |
Geier Asset Management, Inc.'s Historical Top Holdings Breakdowns
Geier Asset Management, Inc. Total Holding History ($B)
Geier Asset Management, Inc.'s Asset Allocation
Geier Asset Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Geier Asset Management, Inc.'s Hypothetical Growth since 2021-06-30
Geier Asset Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Geier Asset Management, Inc.'s Holdings Heat Map
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Geier Asset Management, Inc.'s Holdings Bubble Chart
Geier Asset Management, Inc. News
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