Genesis Wealth Advisors, LLC Portfolio Holdings

Genesis Wealth Advisors, LLC

  • $115 Billion
  • Q4 2024

Genesis Wealth Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $115 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $16.9B, Invesco Et Self Idxd Fd Tr Bul with a value of $8.21B, Ishares Core S&P 500 ETF with a value of $8.02B, Vanguard Wellington Fd U S Qua with a value of $6.91B, and Ishares Msci Usa Equal Weighte with a value of $6.1B.

Examining the 13F form we can see an increase of $115B in the current position value.

Genesis Wealth Advisors, LLC is based out at Braintree, MA

Below you can find more details about Genesis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $106 Billion
Healthcare: $2.92 Billion
Technology: $2.67 Billion
Communication Services: $1.12 Billion
Financial Services: $519 Million
Consumer Cyclical: $474 Million
Consumer Defensive: $220 Million
Industrials: $219 Million
Other: $129 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$267 Million 0.23% of portfolio
10,189
Q4 2024 New
J P Morgan Exchange Traded F
-
$245 Million 0.21% of portfolio
-
Q4 2024 New
$0
$240 Million 0.21% of portfolio
5,940
Q4 2024 New
$452B
$220 Million 0.19% of portfolio
240
Q4 2024 New
$0
$223 Million 0.19% of portfolio
2,413
Q4 2024 New
$0
$215 Million 0.19% of portfolio
2,753
Q4 2024 New
$150B
$206 Million 0.18% of portfolio
903
Q4 2024 New
$167B
$210 Million 0.18% of portfolio
5,245
Q4 2024 New
$0
$206 Million 0.18% of portfolio
3,954
Q4 2024 New
$0
$196 Million 0.17% of portfolio
10,710
Q4 2024 New
$325M
$162 Million 0.14% of portfolio
12,066
Q4 2024 New
$5.55B
$129 Million 0.11% of portfolio
13,995
Q4 2024 New
$205M
$12.8 Million 0.01% of portfolio
11,594
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $115 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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