Genesis Wealth Advisors, LLC Portfolio Holdings by Sector
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY VXUS IVV VFQY BND BSCR DYNF EUSA 46 stocks |
$115 Million
93.22% of portfolio
|
  15  
|
  18  
|
  2  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK 2 stocks |
$3.26 Million
2.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.85 Million
1.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$838,265
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$520,621
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$410,962
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HONE 1 stocks |
$312,223
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$237,901
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$226,987
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$213,760
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$213,325
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$140,339
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
UIHC 1 stocks |
$139,604
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
POWW 1 stocks |
$16,000
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|