Genesis Private Wealth, LLC New Holdings in Q4 2024

Genesis Private Wealth, LLC

  • $181 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
31.6K
New
$370.24 - $418.94 $11.7M - $13.3M
31.6K $12.7B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
264K
New
$44.87 - $46.86 $11.8M - $12.4M
264K $11.8B
IWD
Ishares Russell 1000 Val ETF

ETFs
60.9K
New
$183.23 - $199.79 $11.2M - $12.2M
60.9K $11.3B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
190K
New
$40.84 - $42.74 $7.76M - $8.12M
190K $7.78B
CGGR
Capital Group Growth ETF Shs C

ETFs
193K
New
$34.49 - $39.24 $6.67M - $7.59M
193K $7.19B
GLD
Spdr Gold Trust

ETFs
27K
New
$236.59 - $257.5 $6.39M - $6.96M
27K $6.54B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
118K
New
$49.79 - $51.14 $5.87M - $6.03M
118K $5.91B
VIG
Vanguard Dividend Appreciation

ETFs
28.9K
New
N/A
28.9K $5.66B
RDVY
First Trust Rising Dividend Ac

ETFs
95.2K
New
$58.65 - $64.37 $5.58M - $6.13M
95.2K $5.63B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
70.9K
New
$74.5 - $78.37 $5.28M - $5.55M
70.9K $5.3B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
91.4K
New
$51.58 - $52.91 $4.71M - $4.84M
91.4K $4.73B
VOE
Vanguard Mid Cap Value Index F

ETFs
28.2K
New
$160.89 - $176.18 $4.53M - $4.96M
28.2K $4.56B
FDL
First Tr Morningstar Dividend

ETFs
101K
New
$39.59 - $43.95 $3.99M - $4.43M
101K $4.06B
RSP
Invesco S&P 500 Equal Weight E

ETFs
22.8K
New
$174.22 - $187.62 $3.97M - $4.27M
22.8K $3.99B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
209K
New
$18.41 - $40.87 $3.85M - $8.54M
209K $3.87B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
61.9K
New
$58.88 - $64.8 $3.65M - $4.01M
61.9K $3.65B
VGIT
Vanguard Intermediate Term Tre

ETFs
57.6K
New
$57.78 - $60.4 $3.33M - $3.48M
57.6K $3.34B
SPTS
Spdr Portfolio Short Term Trea

ETFs
105K
New
$28.88 - $29.33 $3.03M - $3.08M
105K $3.05B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
28K
New
$103.6 - $112.52 $2.9M - $3.15M
28K $2.94B
MSFT
Microsoft Corp

Technology
6.12K
New
$406.35 - $454.46 $2.48M - $2.78M
6.12K $2.58B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
32.7K
New
$73.49 - $86.09 $2.4M - $2.81M
32.7K $2.52B
VHT
Vanguard Health Care ETF

ETFs
9.83K
New
$250.81 - $283.3 $2.47M - $2.79M
9.83K $2.49B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
65.6K
New
$35.45 - $40.33 $2.33M - $2.65M
65.6K $2.35B
PULS
Pgim ETF Tr

ETFs
43.5K
New
$49.51 - $49.79 $2.15M - $2.17M
43.5K $2.15B
NVDA
Nvidia Corp

Technology
15.4K
New
$117.0 - $148.88 $1.81M - $2.3M
15.4K $2.07B
BNDX
Vanguard Total International B

ETFs
41.7K
New
$48.91 - $50.61 $2.04M - $2.11M
41.7K $2.05B
MUST
Columbia ETF Tr I Multi Sector

ETFs
96.6K
New
$20.25 - $20.87 $1.96M - $2.02M
96.6K $1.96B
AMZN
Amazon Com Inc

Consumer Cyclical
8.94K
New
$180.88 - $232.93 $1.62M - $2.08M
8.94K $1.96B
Vanguard Wellington Fd
18.7K
New
N/A
18.7K $1.87B
HDV
Ishares Core High Dividend ETF

ETFs
16K
New
$110.82 - $121.28 $1.77M - $1.94M
16K $1.8B
META
Meta Platforms, Inc.

Communication Services
2.76K
New
$554.08 - $632.68 $1.53M - $1.74M
2.76K $1.61B
AAPL
Apple Inc.

Technology
5.44K
New
$221.69 - $259.02 $1.21M - $1.41M
5.44K $1.36B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
53.4K
New
$19.8 - $20.06 $1.06M - $1.07M
53.4K $1.06B
GOOGL
Alphabet Inc.

Communication Services
5.26K
New
$161.86 - $196.66 $852K - $1.04M
5.26K $996M
MA
Mastercard Inc

Financial Services
1.67K
New
$491.3 - $536.15 $822K - $898K
1.67K $881M
Vanguard Mun Bd Fds
8.81K
New
N/A
8.81K $875M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.5K
New
$75.1 - $82.99 $788K - $871K
10.5K $794M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.82K
New
$88.59 - $94.57 $782K - $834K
8.82K $783M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.83K
New
$71.75 - $75.11 $705K - $738K
9.83K $707M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.3K
New
$50.67 - $50.9 $623K - $625K
12.3K $623M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.46K
New
$131.66 - $144.0 $587K - $642K
4.46K $589M
TSLA
Tesla, Inc.

Consumer Cyclical
1.45K
New
$213.65 - $479.86 $309K - $694K
1.45K $584M
KKR
Kkr & Co. Inc.

Financial Services
3.75K
New
$129.87 - $162.87 $488K - $611K
3.75K $555M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.91K
New
$264.18 - $304.19 $506K - $582K
1.91K $536M
JPM
Jpmorgan Chase & CO

Financial Services
2.21K
New
$205.18 - $250.29 $454K - $554K
2.21K $531M
VUG
Vanguard Growth ETF

ETFs
1.29K
New
$378.79 - $428.11 $488K - $552K
1.29K $529M
AVGO
Broadcom Inc.

Technology
2.19K
New
$159.67 - $250.0 $350K - $547K
2.19K $508M
PM
Philip Morris International Inc.

Consumer Defensive
4.16K
New
$118.38 - $133.06 $492K - $553K
4.16K $500M
VEA
Vanguard Ftse Developed Market

ETFs
10.1K
New
$47.57 - $52.44 $481K - $530K
10.1K $484M
Activity Summary
Buys All Purchases 136 New Holdings 136 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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