Genesis Wealth Advisors, LLC New Holdings in Q4 2024

Genesis Wealth Advisors, LLC

  • $115 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
28.9K
New
$567.81 - $607.81 $16.4M - $17.6M
28.9K $16.9B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
421K
New
$19.42 - $19.76 $8.19M - $8.33M
421K $8.21B
IVV
Ishares Core S&P 500 ETF

ETFs
13.6K
New
$570.51 - $610.59 $7.77M - $8.32M
13.6K $8.02B
VFQY
Vanguard Wellington Fd U S Qua

ETFs
49K
New
$139.44 - $150.37 $6.84M - $7.37M
49K $6.91B
EUSA
Ishares Msci Usa Equal Weighte

ETFs
63.9K
New
$94.66 - $102.14 $6.05M - $6.53M
63.9K $6.1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
118K
New
$49.03 - $53.35 $5.8M - $6.31M
118K $6.06B
IQLT
Ishares Msci Intl Quality Fact

ETFs
143K
New
$37.12 - $41.23 $5.3M - $5.88M
143K $5.3B
GLDM
World Gold Trust

ETFs
73K
New
$50.76 - $55.23 $3.71M - $4.03M
73K $3.8B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
179K
New
$20.6 - $20.71 $3.68M - $3.7M
179K $3.69B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
58.3K
New
$58.88 - $64.8 $3.43M - $3.78M
58.3K $3.44B
XLE
Energy Sector Spdr

ETFs
36.7K
New
$83.32 - $97.27 $3.06M - $3.57M
36.7K $3.15B
BND
Vanguard Bd Index Fd Inc Total

ETFs
42.5K
New
$71.75 - $75.11 $3.05M - $3.19M
42.5K $3.05B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
47.6K
New
$60.13 - $67.31 $2.86M - $3.21M
47.6K $2.89B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.9K
New
$44.04 - $49.49 $2.59M - $2.91M
58.9K $2.59B
JNJ
Johnson & Johnson

Healthcare
17.6K
New
$143.34 - $165.86 $2.53M - $2.92M
17.6K $2.55B
VBR
Vanguard Small Cap Value ETF

ETFs
11.6K
New
$197.36 - $217.3 $2.28M - $2.51M
11.6K $2.29B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
46.6K
New
$48.33 - $49.08 $2.25M - $2.29M
46.6K $2.25B
AAPL
Apple Inc.

Technology
8.33K
New
$221.69 - $259.02 $1.85M - $2.16M
8.33K $2.09B
IBB
Ishares Biotechnology ETF

ETFs
15.4K
New
$131.21 - $148.85 $2.02M - $2.29M
15.4K $2.03B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
89.9K
New
$20.08 - $20.61 $1.81M - $1.85M
89.9K $1.81B
GLD
Spdr Gold Trust

ETFs
5.48K
New
$236.59 - $257.5 $1.3M - $1.41M
5.48K $1.33B
EFA
Ishares Tr Msci Eafe ETF

ETFs
17.5K
New
$75.1 - $82.99 $1.32M - $1.45M
17.5K $1.32B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.04K
New
$176.42 - $186.91 $889K - $942K
5.04K $898M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.69K
New
$481.22 - $538.17 $813K - $909K
1.69K $864M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.6K
New
$124.26 - $134.12 $819K - $885K
6.6K $848M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.69K
New
$96.64 - $101.23 $840K - $879K
8.69K $842M
IEFA
Ishares Tr

ETFs
9.75K
New
$70.06 - $77.43 $683K - $755K
9.75K $685M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.13K
New
$563.99 - $620.12 $638K - $701K
1.13K $644M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.6K
New
$51.54 - $52.55 $599K - $611K
11.6K $601M
MSFT
Microsoft Corp

Technology
1.39K
New
$406.35 - $454.46 $564K - $630K
1.39K $585M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.7K
New
$45.07 - $47.1 $572K - $598K
12.7K $574M
META
Meta Platforms, Inc.

Communication Services
950
New
$554.08 - $632.68 $526K - $601K
950 $556M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.77K
New
$183.23 - $199.79 $507K - $553K
2.77K $513M
AMZN
Amazon Com Inc

Consumer Cyclical
2.16K
New
$180.88 - $232.93 $391K - $503K
2.16K $474M
ACWI
Ishares Msci Acwi ETF

ETFs
3.64K
New
$117.05 - $123.03 $427K - $448K
3.64K $428M
SYLD
Cambria Shareholder Yld ETF

ETFs
6.08K
New
$68.06 - $76.27 $414K - $464K
6.08K $416M
MRK
Merck & Co., Inc.

Healthcare
3.7K
New
$96.31 - $114.76 $356K - $424K
3.7K $368M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.12K
New
$115.08 - $119.55 $359K - $373K
3.12K $361M
HONE
Harbor One Bancorp, Inc.

Financial Services
30.1K
New
$11.46 - $13.49 $345K - $406K
30.1K $356M
GOOGL
Alphabet Inc.

Communication Services
1.88K
New
$161.86 - $196.66 $304K - $370K
1.88K $356M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.37K
New
$94.43 - $105.47 $318K - $355K
3.37K $342M
IWM
Ishares Russell 2000 ETF

ETFs
1.54K
New
$216.13 - $242.4 $332K - $372K
1.54K $339M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.85K
New
$111.85 - $120.71 $319K - $345K
2.85K $329M
IAU
Ishares Gold Trust

ETFs
6.33K
New
$48.37 - $52.65 $306K - $333K
6.33K $313M
VT
Vanguard Total World Stk Index

ETFs
2.53K
New
$117.09 - $123.07 $296K - $311K
2.53K $297M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.37K
New
$51.33 - $53.74 $276K - $289K
5.37K $277M
RFG
Invesco Exchange Traded Fd Tr

ETFs
5.57K
New
$47.9 - $53.39 $267K - $297K
5.57K $270M
PFM
Invesco Exchange Traded Fd Tr

ETFs
5.86K
New
$45.72 - $48.2 $268K - $283K
5.86K $269M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
10.2K
New
$26.01 - $28.19 $265K - $287K
10.2K $267M
Activity Summary
Buys All Purchases 63 New Holdings 63 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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