Genesee Capital Advisors, LLC - Portfolio overview

Genesee Capital Advisors, LLC has 145 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 16.99%
2. FXL - FIRST TR EXCHANGE-TRADED FD, 7.60%
3. QQQ - INVESCO QQQ TR, 4.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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