Genesis Private Wealth, LLC Purchases in Q1 2025

Genesis Private Wealth, LLC

  • $189 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.09K
+ 4.03%
$243.19 - $288.14 $265K - $314K
28.1K $8.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.1K
+ 12.46%
$18.36 - $20.51 $478K - $534K
235K $4.65B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.9K
+ 4.12%
$44.41 - $45.98 $483K - $500K
275K $12.5B
Vanguard Wellington Fd
5.46K
+ 29.22%
N/A
24.1K $2.43B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
8.5K
+ 4.48%
$40.5 - $42.02 $344K - $357K
198K $8.28B
FDL
First Tr Morningstar Dividend

ETFs
4.15K
+ 4.12%
$39.69 - $43.83 $165K - $182K
105K $4.56B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.95K
+ 6.38%
$58.01 - $64.46 $229K - $255K
65.9K $4.09B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.34K
+ 7.91%
$49.25 - $50.66 $460K - $473K
127K $6.32B
FISV
Fiserv Inc

Technology
1.74K
New
N/A
1.74K $384M
PFE
Pfizer Inc

Healthcare
15.1K
New
$25.01 - $27.13 $377K - $409K
15.1K $382M
PLD
Prologis, Inc.

Real Estate
3.14K
New
$103.59 - $124.04 $325K - $389K
3.14K $351M
PEP
Pepsico Inc

Consumer Defensive
2.02K
New
$142.64 - $156.42 $287K - $315K
2.02K $302M
AMGN
Amgen Inc

Healthcare
939
New
$258.59 - $327.36 $243K - $307K
939 $293M
JKHY
Henry Jack & Associates Inc

Technology
1.44K
New
$166.47 - $191.28 $239K - $275K
1.44K $262M
Ge Vernova Inc
796
New
N/A
796 $243M
MDT
Medtronic PLC

Healthcare
2.63K
New
$79.84 - $94.5 $210K - $248K
2.63K $236M
FTGC
First Trust Global Tactical CO

ETFs
9.18K
New
$23.95 - $25.86 $220K - $237K
9.18K $234M
BA
Boeing CO

Industrials
1.37K
New
$148.15 - $186.25 $203K - $255K
1.37K $233M
VHT
Vanguard Health Care ETF

ETFs
462
+ 4.7%
$254.06 - $273.83 $117K - $127K
10.3K $2.72B
DEO
Diageo PLC

Consumer Defensive
2.19K
New
$104.79 - $126.12 $229K - $276K
2.19K $229M
ISRG
Intuitive Surgical Inc

Healthcare
461
New
$476.63 - $610.45 $220K - $281K
461 $228M
NFLX
Netflix Inc

Communication Services
229
+ 66.76%
$828.4 - $1058.6 $190K - $242K
572 $533M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.54K
New
$49.69 - $50.76 $226K - $231K
4.54K $227M
TTE
Total Energies Se

Energy
2.67K
+ 54.21%
N/A
7.59K $491M
WFC
Wells Fargo & Company

Financial Services
3.09K
New
$66.78 - $81.42 $207K - $252K
3.09K $222M
KO
Coca Cola CO

Consumer Defensive
3.01K
New
$60.81 - $72.32 $183K - $217K
3.01K $215M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.74K
New
$76.94 - $78.28 $211K - $215K
2.74K $215M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.73K
New
$42.5 - $46.71 $201K - $221K
4.73K $214M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.24K
+ 3.89%
$57.44 - $59.4 $129K - $133K
59.9K $3.56B
LKQ
Lkq Corp

Consumer Cyclical
4.91K
New
$36.24 - $44.05 $178K - $216K
4.91K $209M
VIG
Vanguard Dividend Appreciation

ETFs
1.35K
+ 4.66%
N/A
30.2K $5.87B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
416
New
$402.49 - $513.76 $167K - $214K
416 $202M
DLB
Dolby Laboratories, Inc.

Industrials
2.51K
New
$76.37 - $87.32 $192K - $219K
2.51K $201M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.43K
+ 6.26%
$169.43 - $182.84 $242K - $261K
24.2K $4.19B
PM
Philip Morris International Inc.

Consumer Defensive
220
+ 5.29%
$117.15 - $158.79 $25.8K - $34.9K
4.38K $694M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.79K
+ 4.14%
$51.26 - $52.53 $194K - $199K
95.2K $4.91B
SNY
Sanofi

Healthcare
2.21K
+ 52.02%
$48.15 - $59.42 $106K - $131K
6.46K $358M
RDVY
First Trust Rising Dividend Ac

ETFs
3.57K
+ 3.75%
$57.22 - $63.39 $204K - $226K
98.8K $5.78B
VOE
Vanguard Mid Cap Value Index F

ETFs
1.15K
+ 4.09%
$156.61 - $168.02 $181K - $194K
29.3K $4.71B
XOM
Exxon Mobil Corp

Energy
750
+ 20.07%
$105.44 - $118.93 $79.1K - $89.2K
4.49K $534M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.57K
+ 3.4%
$28.92 - $29.24 $103K - $104K
109K $3.17B
SPOT
Spotify Technology S.A.

Communication Services
70
+ 8.05%
$457.79 - $648.32 $32K - $45.4K
940 $517M
ABBV
Abb Vie Inc.

Healthcare
208
+ 9.28%
$169.2 - $216.66 $35.2K - $45.1K
2.45K $513M
PNC
Pnc Financial Services Group, Inc.

Financial Services
767
+ 58.46%
$168.84 - $202.89 $130K - $156K
2.08K $365M
BNDX
Vanguard Total International B

ETFs
2.46K
+ 5.89%
$48.33 - $49.5 $119K - $122K
44.2K $2.16B
PULS
Pgim ETF Tr

ETFs
1.9K
+ 4.36%
$49.56 - $49.78 $94.1K - $94.5K
45.4K $2.26B
MUST
Columbia ETF Tr I Multi Sector

ETFs
5.91K
+ 6.12%
$20.08 - $20.62 $119K - $122K
102K $2.06B
JNJ
Johnson & Johnson

Healthcare
293
+ 13.76%
$142.06 - $167.7 $41.6K - $49.1K
2.42K $402M
V
Visa Inc.

Financial Services
114
+ 7.91%
$306.92 - $362.71 $35K - $41.3K
1.56K $545M
Activity Summary
Buys All Purchases 106 New Holdings 21 Increased Positions 85 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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