Genesis Private Wealth, LLC Reduced Holdings in Q1 2025

Genesis Private Wealth, LLC

  • $189 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
-7.82K
- 48.81%
$110.86 - $121.12 $866K - $947K
8.2K $993M
GOOGL
Alphabet Inc.

Communication Services
-203
- 3.86%
$154.33 - $206.19 $31.3K - $41.9K
5.06K $783M
AAPL
Apple Inc.

Technology
-102
- 1.87%
$209.68 - $247.1 $21.4K - $25.2K
5.34K $1.19B
NOW
Service Now, Inc.

Technology
-46
- 12.89%
$783.83 - $1170.39 $36.1K - $53.8K
311 $248M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-219
- 9.36%
$165.25 - $224.62 $36.2K - $49.2K
2.12K $352M
SAP
Sap Se

Technology
-506
- 34.92%
$241.4 - $293.69 $122K - $149K
943 $253M
APH
Amphenol Corp

Technology
-1.02K
- 20.56%
$61.62 - $78.55 $62.5K - $79.7K
3.92K $257M
USB
Us Bancorp \De\

Financial Services
-889
- 12.04%
$40.92 - $50.9 $36.4K - $45.3K
6.5K $274M
MS
Morgan Stanley

Financial Services
-401
- 15.22%
$111.68 - $141.08 $44.8K - $56.6K
2.23K $261M
LII
Lennox International Inc

Industrials
-51
- 9.16%
$553.05 - $666.93 $28.2K - $34K
506 $284M
VO
Vanguard Mid Cap ETF

ETFs
-112
- 8.7%
$251.87 - $277.95 $28.2K - $31.1K
1.18K $304M
ASML
Asml Holding Nv

Technology
-19
- 4.47%
$662.63 - $776.99 $12.6K - $14.8K
406 $269M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-851
- 9.08%
$30.71 - $30.87 $26.1K - $26.3K
8.52K $263M
HBAN
Huntington Bancshares Inc

Financial Services
-217
- 2.02%
$14.28 - $17.39 $3.1K - $3.77K
10.5K $158M
BMY
Bristol Myers Squibb CO

Healthcare
-630
- 11.95%
$53.9 - $63.11 $34K - $39.8K
4.64K $283M
GILD
Gilead Sciences, Inc.

Healthcare
-794
- 20.28%
$89.14 - $117.41 $70.8K - $93.2K
3.12K $350M
UNP
Union Pacific Corp

Industrials
-71
- 6.82%
$225.21 - $254.42 $16K - $18.1K
970 $229M
Vanguard Mun Bd Fds
-16
- 0.18%
N/A
8.79K $869M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-165
- 3.7%
$128.74 - $138.67 $21.2K - $22.9K
4.29K $582M
AON
Aon PLC

Financial Services
-85
- 10.86%
$348.44 - $409.32 $29.6K - $34.8K
698 $279M
MKL
Markel Corp

Financial Services
-13
- 7.78%
$1660.14 - $2059.83 $21.6K - $26.8K
154 $288M
JPM
Jpmorgan Chase & CO

Financial Services
-48
- 2.17%
$225.19 - $279.95 $10.8K - $13.4K
2.17K $531M
LNG
Cheniere Energy, Inc.

Energy
-76
- 6.81%
$209.32 - $253.66 $15.9K - $19.3K
1.04K $241M
VTV
Vanguard Value ETF

ETFs
-35
- 1.48%
$167.73 - $179.21 $5.87K - $6.27K
2.33K $403M
VZ
Verizon Communications Inc

Communication Services
-747
- 10.72%
$37.81 - $46.49 $28.2K - $34.7K
6.22K $282M
XEL
Xcel Energy Inc

Utilities
-74
- 2.16%
$63.37 - $72.1 $4.69K - $5.34K
3.36K $238M
ENB
Enbridge Inc

Energy
-72
- 0.96%
$41.54 - $45.45 $2.99K - $3.27K
7.4K $328M
WRB
Berkley W R Corp

Financial Services
-1.18K
- 14.62%
$56.7 - $71.27 $66.6K - $83.7K
6.86K $488M
Kenvue Inc
-62
- 0.53%
N/A
11.7K $280M
BSX
Boston Scientific Corp

Healthcare
-3
- 0.11%
$89.38 - $106.18 $268 - $319
2.71K $274M
IWD
Ishares Russell 1000 Val ETF

ETFs
-812
- 1.33%
$182.82 - $196.21 $148K - $159K
60.1K $11.3B
MCK
Mckesson Corp

Healthcare
-28
- 5.6%
$566.21 - $672.99 $15.9K - $18.8K
472 $318M
IAU
Ishares Gold Trust

ETFs
-266
- 4.73%
$49.74 - $58.96 $13.2K - $15.7K
5.36K $316M
RTX
Raytheon Technologies Corp

Industrials
-7
- 0.29%
$114.1 - $135.66 $799 - $950
2.41K $320M
DUK
Duke Energy Corp

Utilities
-22
- 0.59%
$105.87 - $121.97 $2.33K - $2.68K
3.74K $456M
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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