GENESIS PRIVATE WEALTH, LLC
Q4 2024 13F Holdings
- Locationashburn, VA
- Num holdings
136
- Value ($000)
$181,436
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001965529
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $12.71M | 7 % | 31,640 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $11.83M | 7 % | 263,732 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $11.28M | 6 % | 60,936 | ||
PTRB PGIM ETF TR | TOTAL RETURN BON | 69344A800 | $7.78M | 4 % | 189,923 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $7.19M | 4 % | 193,421 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $6.54M | 4 % | 27,027 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.91M | 3 % | 117,969 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.66M | 3 % | 28,897 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $5.63M | 3 % | 95,219 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $5.30M | 3 % | 70,872 |
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