0001712671-20-000002.txt : 20200427 0001712671-20-000002.hdr.sgml : 20200427 20200427141254 ACCESSION NUMBER: 0001712671-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200427 DATE AS OF CHANGE: 20200427 EFFECTIVENESS DATE: 20200427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Geneva Partners, LLC CENTRAL INDEX KEY: 0001712671 IRS NUMBER: 680580610 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18099 FILM NUMBER: 20819153 BUSINESS ADDRESS: STREET 1: 772 WEST MAIN STREET STREET 2: SUITE 301 CITY: LAKE GENEVA STATE: WI ZIP: 53147 BUSINESS PHONE: 262-248-1350 MAIL ADDRESS: STREET 1: 772 WEST MAIN STREET STREET 2: SUITE 301 CITY: LAKE GENEVA STATE: WI ZIP: 53147 13F-HR 1 primary_doc.xml 13F-HR LIVE false false true 0001712671 XXXXXXXX 03-31-2020 03-31-2020 Geneva Partners, LLC

772 WEST MAIN STREET SUITE 301 LAKE GENEVA WI 53147

13F HOLDINGS REPORT 028-18099 N STEVEN SCHWEFEL 262-248-1350 /s/ STEVEN SCHWEFEL LAKE GENEVA WI 04-27-2020 0 48 70325 false INFORMATION TABLE 2 gp13f1q2020.xml ABBOTT LABS COM 002824100 3834 48590 SH SOLE 48590 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1949 10023 SH SOLE 10023 0 0 ALPHABET INC CAP STK CL A 02079K305 4019 3458 SH SOLE 3458 0 0 AMAZON COM INC COM 023135106 4310 2210 SH SOLE 2210 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1104 5072 SH SOLE 5072 0 0 AMGEN INC COM 031162100 1173 5785 SH SOLE 5785 0 0 APPLE COM 037833100 294 1155 SH SOLE 1155 0 0 ATLASSIAN CORP PLC CL A G06242104 377 2750 SH SOLE 2750 0 0 AUTOMATIC DATA PROCESSING COM 053015103 486 3558 SH SOLE 3558 0 0 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 266 11711 SH SOLE 11711 0 0 CME GROUP INC COM 12572Q105 954 5520 SH SOLE 5520 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 1127 7803 SH SOLE 7803 0 0 DANAHER CORP DEL COM 235851102 535 3865 SH SOLE 3865 0 0 DOCUSIGN INC COM 256163106 1914 20717 SH SOLE 20717 0 0 DOLLAR GENERAL CORP NEW COM 256677105 1848 12241 SH SOLE 12241 0 0 FIDELITY DIVD ETF RISING RA 316092832 2224 84288 SH SOLE 84288 0 0 INTUIT COM 461202103 335 1455 SH SOLE 1455 0 0 ISHARES TR CORE S&P MCP ETF 464287507 492 3417 SH SOLE 3417 0 0 ISHARES TR CORE S&P VLU ETF 464287663 690 14943 SH SOLE 14943 0 0 ISHARES TR CORE S&P500 ETF 464287200 3006 11632 SH SOLE 11632 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 795 5277 SH SOLE 5277 0 0 ISHARES TR USA QUALITY FCTR 46432F339 1739 21459 SH SOLE 21459 0 0 LILLY ELI & CO COM 532457108 3473 25035 SH SOLE 25035 0 0 MASTERCARD INC CL A 57636Q104 383 1584 SH SOLE 1584 0 0 MEDTRONIC PLC SHS G5960L103 1913 21210 SH SOLE 21210 0 0 MICROSOFT COM 594918104 3683 23350 SH SOLE 23350 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 2052 36472 SH SOLE 36472 0 0 NETFLIX INC COM 64110L106 2838 7558 SH SOLE 7558 0 0 NEWMONT CORP COM 651639106 754 16650 SH SOLE 16650 0 0 NIKE INC CL B 654106103 2405 29067 SH SOLE 29067 0 0 PAYCHEX INC COM 704326107 659 10471 SH SOLE 10471 0 0 PAYPAL HLDGS INC COM 70450Y103 1383 14449 SH SOLE 14449 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 271 10200 SH SOLE 10200 0 0 PEPSICO INC COM 713448108 2712 22584 SH SOLE 22584 0 0 QUALCOMM INC COM 747525103 910 13450 SH SOLE 13450 0 0 SERVICENOW INC COM 81762P102 1221 4260 SH SOLE 4260 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 319 2152 SH SOLE 2152 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1136 4404 SH SOLE 4404 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 359 7500 SH SOLE 7500 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1890 6665 SH SOLE 6665 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 740 32138 SH SOLE 32138 0 0 VEEVA SYS INC CL A COM 922475108 2188 13990 SH SOLE 13990 0 0 VISA INC COM CL A 92826C839 1007 6249 SH SOLE 6249 0 0 WASTE MGMT INC DEL COM 94106L109 509 5500 SH SOLE 5500 0 0 WOODWARD INC COM 980745103 409 6880 SH SOLE 6880 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 202 1996 SH SOLE 1996 0 0 ZOETIS INC CL A 98978V103 3168 26910 SH SOLE 26910 0 0 ZOOM VIDEO COMMUNICATIONS CL A 98980L101 270 1850 SH SOLE 1850 0 0