Genesis Wealth Advisors, LLC Portfolio Holdings by Sector
Genesis Wealth Advisors, LLC
- $115 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY BSCR IVV VFQY EUSA DYNF IQLT GLDM 48 stocks |
$106 Million
92.77% of portfolio
|
  48  
|
- |
  48  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK 2 stocks |
$2.92 Million
2.55% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.09 Million
1.82% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$912,119
0.8% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$584,570
0.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$473,882
0.41% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HONE 1 stocks |
$356,172
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$219,905
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$209,737
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$205,920
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
UIHC 1 stocks |
$162,408
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$128,894
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
POWW 1 stocks |
$12,753
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|