Genesis Wealth Advisors, LLC Portfolio Holdings by Sector

Genesis Wealth Advisors, LLC

$142 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY VXUS IVV VFQY DYNF EUSA BND IQLT 45 stocks	$131 Million 92.42% of portfolio	14	13	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ MRK 2 stocks	$3.55 Million 2.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.13 Million 1.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1.15 Million 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$718,335 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$555,951 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HONE 1 stocks	$409,507 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate AGNC 1 stocks	$359,969 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$321,276 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$258,413 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$255,556 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$239,784 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$230,506 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$222,151 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$213,442 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services UIHC 1 stocks	$114,424 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials POWW 1 stocks	$17,159 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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