GENTRY PRIVATE WEALTH, LLC
Q1 2025 13F Holdings
- Locationwichita, KS
- Num holdings
86
- Value ($000)
$121,569
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002022634
- 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 |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $44.43M | 37 % | 86,460 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.32M | 8 % | 25,137 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $6.52M | 5 % | 196,222 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $2.99M | 3 % | 50,000 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $2.41M | 2 % | 31,882 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.34M | 2 % | 8,518 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $2.28M | 2 % | 10,264 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $2.16M | 2 % | 16,076 | ||
AFLG FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | 33740F821 | $1.93M | 2 % | 57,427 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $1.83M | 2 % | 22,764 |
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