GENESIS PRIVATE WEALTH, LLC
Q1 2025 13F Holdings
- Locationashburn, VA
- Num holdings
144
- Value ($000)
$188,536
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $12.54M | 7 % | 274,603 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $11.47M | 6 % | 31,754 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $11.31M | 6 % | 60,124 | ||
PTRB PGIM ETF TR | TOTAL RETURN BON | 69344A800 | $8.28M | 4 % | 198,427 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $8.10M | 4 % | 28,116 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $6.97M | 4 % | 203,489 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $6.32M | 3 % | 127,304 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.87M | 3 % | 30,245 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $5.78M | 3 % | 98,787 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $5.67M | 3 % | 74,109 |
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