Top 50 Genesee Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 17.14% | 1.63M | $40.9M | -0.56%(-9.22K) | $18.99(+50.39%) | 2026-03-31 | |
| FXL | FIRST TR EXCHANGE-TRADED FD | 7.67% | 115.2K | $18.3M | -0.96%(-1.12K) | $95.73(+101.82%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.86% | 20.1K | $11.6M | -1.08%(-219) | $450.00(+58.82%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.54% | 42.7K | $10.8M | -0.28%(-118) | $59.52(+402.13%) | 2026-03-31 | |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 3.38% | 67.7K | $8.1M | -0.79%(-539) | $94.32(+38.55%) | 2026-03-31 | |
| SPYD | SPDR SERIES TRUST | 3.17% | 166.3K | $7.6M | -0.07%(-123) | $36.68(+27.09%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.72% | 10.0K | $6.5M | -1.64%(-167) | $533.03(+39.26%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.43% | 12.1K | $5.8M | -2.03%(-251) | $329.54(+47.33%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.22% | 77.6K | $5.3M | -0.75%(-587) | $50.62(+45.98%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.78% | 138.8K | $4.3M | +1.50%(+2.05K) | $26.47(+19.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.74% | +39.51% |
| Top 20 Holdings Unweighted | +10.92% | +36.47% |
Sign up free to track Genesee Capital Advisors, LLC, compare funds side by side, and get alerts the moment positions change.