Gen Wealth Partners Inc Incresed Positions in Q1 2025

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
10.9K
+ 66.81%
$185.78 - $198.58 $2.03M - $2.17M
27.3K $5.2B
IEMG
Ishares Inc

ETFs
23.7K
+ 129.21%
N/A
42K $2.27B
HEFA
Ishares Currency Hedged Msci E

ETFs
24.2K
+ 268.13%
$34.83 - $37.52 $843K - $908K
33.2K $1.21B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.48K
+ 43.01%
$408.78 - $448.82 $605K - $664K
4.92K $2.06B
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.04K
+ 243.6%
$74.85 - $84.89 $527K - $598K
9.93K $812M
AMGN
Amgen Inc

Healthcare
693
+ 9.93%
$258.59 - $327.36 $179K - $227K
7.68K $2.39B
FDS
Factset Research Systems Inc

Financial Services
1.33K
+ 78.04%
$427.5 - $476.51 $568K - $633K
3.03K $1.38B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.07K
+ 151.78%
$169.43 - $182.84 $520K - $562K
5.1K $883M
ES
Eversource Energy

Utilities
7.92K
+ 11000.0%
$55.63 - $63.8 $441K - $505K
7.99K $496M
MUB
Ishares National Muni Bond ETF

ETFs
4.79K
+ 33.56%
$104.71 - $107.69 $502K - $516K
19.1K $2.01B
JNJ
Johnson & Johnson

Healthcare
956
+ 7.03%
$142.06 - $167.7 $136K - $160K
14.6K $2.42B
CVX
Chevron Corp

Energy
688
+ 6.22%
$146.71 - $167.97 $101K - $116K
11.8K $1.97B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.44K
+ 91.71%
$87.68 - $94.52 $302K - $325K
7.2K $674M
KO
Coca Cola CO

Consumer Defensive
1.05K
+ 3.72%
$60.81 - $72.32 $64K - $76.2K
29.4K $2.1B
UNH
Unitedhealth Group Inc

Healthcare
478
+ 13.59%
$461.52 - $548.18 $221K - $262K
3.99K $2.09B
VZ
Verizon Communications Inc

Communication Services
2.46K
+ 7.84%
$37.81 - $46.49 $93.1K - $114K
33.9K $1.54B
ABC
Amerisourcebergen Corp

Healthcare
372
+ 11.3%
N/A
3.66K $1.02B
MMM
3 M CO

Industrials
346
+ 2.88%
$129.7 - $155.12 $44.9K - $53.7K
12.4K $1.81B
CHKP
Check Point Software Technologies LTD

Technology
360
+ 8.34%
$179.88 - $231.31 $64.8K - $83.3K
4.68K $1.07B
V
Visa Inc.

Financial Services
237
+ 4.62%
$306.92 - $362.71 $72.7K - $86K
5.37K $1.88B
TRV
Travelers Companies, Inc.

Financial Services
437
+ 8.66%
$232.43 - $265.13 $102K - $116K
5.49K $1.45B
ROL
Rollins Inc

Consumer Cyclical
2.03K
+ 13.23%
$45.65 - $54.03 $92.6K - $110K
17.4K $938M
MNST
Monster Beverage Corp

Consumer Defensive
2.39K
+ 16.65%
$46.16 - $58.58 $110K - $140K
16.7K $978M
AZO
Autozone Inc

Consumer Cyclical
20
+ 8.55%
$3193.96 - $3828.11 $63.9K - $76.6K
254 $969M
HSY
Hershey CO

Consumer Defensive
1.21K
+ 32.63%
$144.74 - $186.36 $175K - $226K
4.93K $842M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.49K
+ 9.14%
$22.46 - $23.26 $168K - $174K
89.4K $2.07B
ICE
Intercontinental Exchange, Inc.

Financial Services
536
+ 10.72%
$142.8 - $176.36 $76.5K - $94.5K
5.54K $955M
GLDM
World Gold Trust

ETFs
2.92K
+ 99.46%
$52.19 - $61.89 $152K - $181K
5.86K $363M
PLTR
Palantir Technologies Inc.

Technology
2.04K
+ 65.36%
$64.98 - $124.62 $133K - $254K
5.17K $436M
MCD
Mcdonalds Corp

Consumer Cyclical
86
+ 1.12%
$279.74 - $321.29 $24.1K - $27.6K
7.77K $2.43B
CMCSA
Comcast Corp

Communication Services
5.75K
+ 28.08%
$33.19 - $38.23 $191K - $220K
26.2K $968M
PG
Procter & Gamble CO

Consumer Defensive
895
+ 5.61%
$158.56 - $176.26 $142K - $158K
16.9K $2.87B
PEP
Pepsico Inc

Consumer Defensive
1.39K
+ 17.41%
$142.64 - $156.42 $198K - $217K
9.35K $1.4B
OEF
Ishares S&P 100 ETF

ETFs
827
+ 37.8%
N/A
3.02K $817M
PAYX
Paychex Inc

Industrials
642
+ 11.71%
$136.06 - $154.52 $87.4K - $99.2K
6.13K $945M
CHD
Church & Dwight CO Inc

Consumer Defensive
961
+ 7.71%
$101.42 - $113.2 $97.5K - $109K
13.4K $1.48B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.46K
+ 6.95%
$168.16 - $186.21 $414K - $459K
37.9K $6.48B
MKC
Mccormick & CO Inc

Consumer Defensive
680
+ 3.96%
$71.24 - $84.73 $48.4K - $57.6K
17.9K $1.47B
CL
Colgate Palmolive CO

Consumer Defensive
1.3K
+ 9.54%
$85.68 - $97.5 $111K - $127K
14.9K $1.4B
TSCO
Tractor Supply CO

Consumer Cyclical
2.09K
+ 14.59%
$51.66 - $57.94 $108K - $121K
16.4K $904M
SHW
Sherwin Williams CO

Basic Materials
272
+ 5.21%
$330.16 - $365.55 $89.8K - $99.4K
5.49K $1.92B
FISV
Fiserv Inc

Technology
283
+ 6.81%
N/A
4.44K $980M
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 9.92%
$890.62 - $1076.86 $88.2K - $107K
1.1K $1.04B
CSCO
Cisco Systems, Inc.

Technology
958
+ 3.93%
$58.74 - $64.87 $56.3K - $62.1K
25.3K $1.56B
MTD
Mettler Toledo International Inc

Healthcare
120
+ 22.77%
$1177.09 - $1390.0 $141K - $167K
647 $764M
UAL
United Airlines Holdings, Inc.

Industrials
1.71K
+ 1705.0%
$69.05 - $110.52 $118K - $188K
1.81K $125M
AMT
American Tower Corp

Real Estate
363
+ 38.13%
$173.46 - $217.6 $63K - $79K
1.32K $286M
SJM
J M Smucker CO

Consumer Defensive
486
+ 7.48%
$100.41 - $118.41 $48.8K - $57.5K
6.98K $827M
TMO
Thermo Fisher Scientific Inc.

Healthcare
269
+ 20.32%
$497.6 - $606.74 $134K - $163K
1.59K $792M
Activity Summary
Buys All Purchases 167 New Holdings 30 Increased Positions 137 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 0
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