Gen-Wealth Partners Inc
Q1 2025 13F Holdings
- Locationzeeland, MI
- Num holdings
622
- Value ($000)
$239,536
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002023375
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR PORTFOLIO S&P 500 ETF | ETF | 78464A854 | $17.09M | 7 % | 259,937 | ||
IVW ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $7.30M | 3 % | 78,616 | ||
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | $7.03M | 3 % | 144,074 | ||
QUAL ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | $6.48M | 3 % | 37,920 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $5.84M | 2 % | 10,395 | ||
EFV ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | $5.48M | 2 % | 92,966 | ||
IVE ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $5.20M | 2 % | 27,302 | ||
EFG ISHARES MSCI EAFE GROWTH ETF | ETF | 464288885 | $3.32M | 1 % | 33,205 | ||
WMT WALMART INC COM | STOCK | 931142103 | $3.03M | 1 % | 34,559 | ||
PG PROCTER AND GAMBLE CO COM | STOCK | 742718109 | $2.87M | 1 % | 16,856 |
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