Genesis Private Wealth, LLC Incresed Positions 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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.24K
+ 4.57%
$73.78 - $76.59 $239K - $248K
74.1K $5.67B
VHT
Vanguard Health Care ETF

ETFs
462
+ 4.7%
$254.06 - $273.83 $117K - $127K
10.3K $2.72B
TTE
Total Energies Se

Energy
2.67K
+ 54.21%
N/A
7.59K $491M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.24K
+ 3.89%
$57.44 - $59.4 $129K - $133K
59.9K $3.56B
VIG
Vanguard Dividend Appreciation

ETFs
1.35K
+ 4.66%
N/A
30.2K $5.87B
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
NGG
National Grid PLC

Utilities
955
+ 24.9%
$56.13 - $65.61 $53.6K - $62.7K
4.79K $314M
MA
Mastercard Inc

Financial Services
81
+ 4.84%
$504.67 - $576.31 $40.9K - $46.7K
1.76K $962M
CI
Cigna Corp

Healthcare
27
+ 2.05%
$274.49 - $329.0 $7.41K - $8.88K
1.34K $442M
VEA
Vanguard Ftse Developed Market

ETFs
887
+ 8.77%
$47.4 - $52.99 $42K - $47K
11K $559M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
300
+ 3.4%
$87.68 - $94.52 $26.3K - $28.4K
9.12K $854M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.02K
+ 5.11%
$237.72 - $276.98 $242K - $282K
20.9K $5.12B
PGR
Progressive Corp

Financial Services
36
+ 2.76%
$235.61 - $291.22 $8.48K - $10.5K
1.34K $380M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
2.82K
+ 5.27%
$19.8 - $19.97 $55.8K - $56.3K
56.2K $1.12B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
74
+ 6.08%
$208.48 - $244.03 $15.4K - $18.1K
1.29K $315M
AZN
Astrazeneca PLC

Healthcare
416
+ 12.98%
$65.37 - $77.96 $27.2K - $32.4K
3.62K $266M
ABT
Abbott Laboratories

Healthcare
61
+ 2.48%
$111.1 - $140.22 $6.78K - $8.55K
2.52K $334M
META
Meta Platforms, Inc.

Communication Services
140
+ 5.08%
$576.36 - $736.67 $80.7K - $103K
2.9K $1.67B
CVX
Chevron Corp

Energy
45
+ 2.48%
$146.71 - $167.97 $6.6K - $7.56K
1.86K $311M
LLY
Eli Lilly & CO

Healthcare
36
+ 11.84%
$725.72 - $929.72 $26.1K - $33.5K
340 $281M
SO
Southern CO

Utilities
64
+ 1.69%
$80.96 - $92.96 $5.18K - $5.95K
3.86K $355M
UNH
Unitedhealth Group Inc

Healthcare
64
+ 13.5%
$461.52 - $548.18 $29.5K - $35.1K
538 $282M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.81K
+ 6.46%
$96.88 - $111.25 $175K - $201K
29.8K $2.98B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
256
+ 26.47%
$221.78 - $273.45 $56.8K - $70K
1.22K $278M
CB
Chubb LTD

Financial Services
47
+ 5.24%
$257.71 - $301.99 $12.1K - $14.2K
944 $285M
Linde PLC
23
+ 4.66%
N/A
517 $241M
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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