Genesis Wealth Advisors, LLC
Q1 2025 13F Holdings
- Locationbraintree, MA
- Num holdings
61
- Value ($000)
$123,493
- Date Filed05/05/2025
- Form type13F-HR
- CIK0001637241
- 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 |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $17.32M | 14 % | 30,967 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $10.44M | 9 % | 168,194 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.83M | 6 % | 13,933 | ||
VFQY VANGUARD WELLINGTON FD | US QUALITY | 921935706 | $6.96M | 6 % | 52,069 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.41M | 5 % | 87,316 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $6.30M | 5 % | 321,590 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $6.19M | 5 % | 127,016 | ||
EUSA ISHARES INC | MSCI EQUAL WEITE | 464286681 | $6.19M | 5 % | 66,161 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $5.95M | 5 % | 149,858 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.67M | 4 % | 103,114 |
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