Genesis Wealth Advisors, LLC Portfolio Holdings

Genesis Wealth Advisors, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $17.3B, Vanguard Star Fd Vanguard Tota with a value of $10.4B, Ishares Core S&P 500 ETF with a value of $7.83B, Vanguard Wellington Fd U S Qua with a value of $6.96B, and Vanguard Bd Index Fd Inc Total with a value of $6.41B.

Examining the 13F form we can see an increase of $8.8B in the current position value, from $115B to 123B.

Genesis Wealth Advisors, LLC is based out at Braintree, MA

Below you can find more details about Genesis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.