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
COF
Capital One Financial Corp

Financial Services
169
+ 15.06%
$163.87 - $209.82 $27.7K - $35.5K
1.29K $231M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
551
+ 4.48%
$50.72 - $50.92 $27.9K - $28.1K
12.8K $653M
BND
Vanguard Bd Index Fd Inc Total

ETFs
91
+ 0.93%
$71.17 - $73.66 $6.48K - $6.7K
9.92K $729M
Atlassian Corporation
225
+ 26.6%
N/A
1.07K $227M
VRSK
Verisk Analytics, Inc.

Industrials
11
+ 1.39%
$268.63 - $301.33 $2.95K - $3.31K
805 $240M
TRMB
Trimble Inc.

Technology
524
+ 18.24%
$65.52 - $77.49 $34.3K - $40.6K
3.4K $223M
COP
Conocophillips

Energy
24
+ 0.89%
$88.6 - $105.85 $2.13K - $2.54K
2.72K $286M
ADI
Analog Devices Inc

Technology
79
+ 7.92%
$201.56 - $243.82 $15.9K - $19.3K
1.08K $217M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.75K
+ 7.23%
$32.49 - $37.99 $154K - $180K
70.4K $2.36B
BURL
Burlington Stores, Inc.

Consumer Cyclical
155
+ 21.53%
$228.41 - $293.71 $35.4K - $45.5K
875 $209M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
73
+ 5.02%
$154.39 - $176.55 $11.3K - $12.9K
1.53K $240M
ETN
Eaton Corp PLC

Industrials
203
+ 20.38%
$271.83 - $371.23 $55.2K - $75.4K
1.2K $326M
TFC
Truist Financial Corp

Financial Services
32
+ 0.61%
$39.48 - $48.15 $1.26K - $1.54K
5.3K $218M
CHH
Choice Hotels International Inc

Consumer Cyclical
21
+ 1.14%
$127.89 - $155.97 $2.69K - $3.28K
1.87K $248M
CACI
Caci International Inc

Technology
16
+ 2.63%
N/A
625 $229M
ACN
Accenture PLC

Technology
30
+ 4.4%
$300.91 - $398.25 $9.03K - $11.9K
712 $222M
TRU
Trans Union

Industrials
32
+ 1.27%
$80.45 - $100.25 $2.57K - $3.21K
2.56K $212M
SHOP
Shopify Inc.

Technology
17
+ 0.78%
$90.59 - $129.31 $1.54K - $2.2K
2.2K $210M
MORN
Morningstar, Inc.

Financial Services
18
+ 2.34%
$282.49 - $334.73 $5.08K - $6.03K
788 $236M
CSL
Carlisle Companies Inc

Industrials
11
+ 1.14%
$326.43 - $408.24 $3.59K - $4.49K
972 $331M
LSTR
Landstar System Inc

Industrials
74
+ 4.59%
$146.63 - $177.82 $10.9K - $13.2K
1.69K $253M
FCN
Fti Consulting, Inc

Industrials
18
+ 1.4%
$160.54 - $198.75 $2.89K - $3.58K
1.3K $213M
VBK
Vanguard Small Cap Growth ETF

ETFs
74
+ 3.87%
$247.97 - $296.33 $18.3K - $21.9K
1.99K $500M
GOOG
Alphabet Inc.

Communication Services
257
+ 10.69%
$156.06 - $207.71 $40.1K - $53.4K
2.66K $416M
CRM
Salesforce, Inc.

Technology
95
+ 8.95%
$268.36 - $359.95 $25.5K - $34.2K
1.16K $311M
NVO
Novo Nordisk A S

Healthcare
58
+ 1.98%
$69.3 - $90.95 $4.02K - $5.28K
2.99K $208M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.44K
+ 10.54%
$67.24 - $84.27 $232K - $290K
36.1K $2.46B
KKR
Kkr & Co. Inc.

Financial Services
374
+ 9.96%
$108.17 - $167.07 $40.5K - $62.5K
4.13K $477M
AVGO
Broadcom Inc.

Technology
353
+ 16.13%
$167.43 - $244.7 $59.1K - $86.4K
2.54K $426M
AMZN
Amazon Com Inc

Consumer Cyclical
537
+ 6.01%
$190.26 - $242.06 $102K - $130K
9.47K $1.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
10.1K
+ 5.21%
$33.98 - $39.84 $342K - $401K
203K $6.97B
MSFT
Microsoft Corp

Technology
100
+ 1.64%
$375.39 - $447.2 $37.5K - $44.7K
6.22K $2.33B
NVDA
Nvidia Corp

Technology
101
+ 0.65%
$106.98 - $149.43 $10.8K - $15.1K
15.5K $1.68B
IWF
Ishares Russell 1000 Gr ETF

ETFs
114
+ 0.36%
$360.07 - $417.26 $41K - $47.6K
31.8K $11.5B
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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