Genesis Wealth Advisors, LLC
Q4 2024 13F Holdings
- Locationbraintree, MA
- Num holdings
63
- Value ($000)
$114,693
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001637241
- 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 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $16.94M | 15 % | 28,911 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $8.21M | 7 % | 421,479 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $8.02M | 7 % | 13,624 | ||
VFQY VANGUARD WELLINGTON FD | US QUALITY | 921935706 | $6.91M | 6 % | 49,042 | ||
EUSA ISHARES INC | MSCI EQUAL WEITE | 464286681 | $6.10M | 5 % | 63,924 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $6.06M | 5 % | 118,331 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $5.30M | 5 % | 142,678 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $3.80M | 3 % | 73,022 | ||
BSCP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | $3.69M | 3 % | 178,617 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $3.44M | 3 % | 58,291 |
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