Gen Wealth Group, Inc. Portfolio Holdings by Sector
Gen Wealth Group, Inc.
- $448 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
TLT IAU GLD SCHV IEF VUG VOO ZROZ 51 stocks |
$436,551
98.0% of portfolio
|
  23  
|
  20  
|
  5  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,358
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ AMGN LLY 3 stocks |
$1,261
0.28% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$1,125
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$866
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$649
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$568
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$442
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$372
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$331
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$264
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$240
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$224
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$217
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|