Genesis Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    braintree, MA
  • CIK
    0001637241
  • All SEC filings
Q4 2024
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
Genesis Wealth Advisors, Llc 13F Filings