Genesis Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbraintree, MA
- CIK0001637241
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
63 | $114.69M | SPY, BSCR, IVV, VFQY | 13F-HR | Feb 4, 2025 | 000195175725000179 | ||
522 | $123.07B | IVV, 9000000D, EFA, IGIB | 13F-HR | Aug 24, 2015 | 000163724115000003 | ||
474 | $120.33B | IVV, 9000000D, EFA, AGG | 13F-HR | May 15, 2015 | 000163724115000002 | ||
506 | $126.05B | IVV, 9000000D, EFA, IGIB | 13F-HR | May 4, 2015 | 000163724115000001 |