Gen-Wealth Partners
Latest statistics and disclosures from Gen-Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IVW, DYNF, IVV, QUAL, and represent 19.47% of Gen-Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SPMO, NVDA, SHW, TSCO, EFG, EFV, AMGN, EMXC, MRK, CL.
- Started 38 new stock positions in WGS, Brookfield Infrastructure Corp Com Sub Vtg A, SILJ, BYRN, RGTI, LOAR, Grayscale Bitcoin Mini Trust Etf, WAY, CLBT, ALAB.
- Reduced shares in these 10 stocks: DOW, INTC, AVGO, SPLG, GIGB, WMT, IUSB, MSFT, JPM, AXP.
- Sold out of its positions in ADMA, ASTS, ANET, ARM, BWIN, BRCC, BLBD, BIPC, CVS, CSWC.
- Gen-Wealth Partners was a net buyer of stock by $6.3M.
- Gen-Wealth Partners has $233M in assets under management (AUM), dropping by 1.59%.
- Central Index Key (CIK): 0002023375
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Portfolio Holdings for Gen-Wealth Partners
Gen-Wealth Partners holds 648 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Gen-Wealth Partners has 648 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Gen-Wealth Partners Dec. 31, 2024 positions
- Download the Gen-Wealth Partners December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 7.4 | $17M | -2% | 251k | 68.94 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 3.5 | $8.0M | 79k | 101.53 |
|
|
| Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) | 3.1 | $7.2M | 140k | 51.25 |
|
|
| Ishares Core S&p 500 Etf Etf (IVV) | 2.8 | $6.5M | 11k | 588.68 |
|
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 2.7 | $6.3M | +3% | 36k | 178.08 |
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 2.4 | $5.6M | +8% | 58k | 96.83 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 2.3 | $5.2M | +7% | 100k | 52.47 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 1.4 | $3.3M | +8% | 60k | 55.45 |
|
| Walmart Stock (WMT) | 1.4 | $3.1M | -7% | 35k | 90.35 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 1.3 | $3.1M | +4% | 16k | 190.89 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 1.3 | $3.0M | 19k | 159.52 |
|
|
| Microsoft Corp Stock (MSFT) | 1.2 | $2.7M | -7% | 6.4k | 421.52 |
|
| Procter And Gamble Stock (PG) | 1.2 | $2.7M | +8% | 16k | 167.65 |
|
| International Business Machs Stock (IBM) | 1.0 | $2.3M | -2% | 10k | 219.82 |
|
| Mcdonalds Corp Stock (MCD) | 1.0 | $2.2M | 7.7k | 289.90 |
|
|
| Caterpillar Stock (CAT) | 0.9 | $2.2M | 6.1k | 362.73 |
|
|
| Amazon Stock (AMZN) | 0.9 | $2.1M | 9.5k | 219.40 |
|
|
| Apple Stock (AAPL) | 0.9 | $2.0M | 8.2k | 250.42 |
|
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 0.8 | $2.0M | -11% | 44k | 45.20 |
|
| Johnson & Johnson Stock (JNJ) | 0.8 | $2.0M | +3% | 14k | 144.62 |
|
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.8 | $1.9M | +4% | 82k | 22.70 |
|
| Amgen Stock (AMGN) | 0.8 | $1.8M | +19% | 7.0k | 260.63 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.8 | $1.8M | -10% | 7.5k | 239.72 |
|
| Unitedhealth Group Stock (UNH) | 0.8 | $1.8M | +10% | 3.5k | 505.86 |
|
| Sherwin Williams Stock (SHW) | 0.8 | $1.8M | +133% | 5.2k | 339.95 |
|
| Coca Cola Stock (KO) | 0.8 | $1.8M | +5% | 28k | 62.26 |
|
| Visa Inc Com Cl A Stock (V) | 0.7 | $1.6M | 5.1k | 316.05 |
|
|
| Chevron Corp Stock (CVX) | 0.7 | $1.6M | +5% | 11k | 144.84 |
|
| Home Depot Stock (HD) | 0.7 | $1.6M | -3% | 4.1k | 389.03 |
|
| 3M Stock (MMM) | 0.7 | $1.5M | 12k | 129.09 |
|
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.7 | $1.5M | +7% | 14k | 106.55 |
|
| Nvidia Corporation Stock (NVDA) | 0.6 | $1.5M | +230% | 11k | 134.29 |
|
| Invesco S&p 500 Momentum Etf Etf (SPMO) | 0.6 | $1.5M | NEW | 16k | 95.01 |
|
| Automatic Data Processing Stock (ADP) | 0.6 | $1.5M | +13% | 5.0k | 292.75 |
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.6 | $1.5M | +6% | 3.4k | 425.50 |
|
| Cisco Sys Stock (CSCO) | 0.6 | $1.4M | 24k | 59.20 |
|
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.6 | $1.4M | 11k | 128.82 |
|
|
| Merck & Co Stock (MRK) | 0.6 | $1.4M | +22% | 14k | 99.48 |
|
| American Express Stock (AXP) | 0.6 | $1.3M | -9% | 4.5k | 296.80 |
|
| Boeing Stock (BA) | 0.6 | $1.3M | +20% | 7.5k | 177.00 |
|
| Nike Inc Cl B Stock (NKE) | 0.6 | $1.3M | -6% | 17k | 75.67 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.6 | $1.3M | +20% | 17k | 76.24 |
|
| Church & Dwight Stock (CHD) | 0.6 | $1.3M | +17% | 13k | 104.71 |
|
| Goldman Sachs Group Stock (GS) | 0.6 | $1.3M | -8% | 2.2k | 572.66 |
|
| Salesforce Stock (CRM) | 0.5 | $1.3M | -2% | 3.8k | 334.33 |
|
| Disney Walt Stock (DIS) | 0.5 | $1.3M | 11k | 111.35 |
|
|
| Verizon Communications Stock (VZ) | 0.5 | $1.3M | 31k | 39.99 |
|
|
| Colgate Palmolive Stock (CL) | 0.5 | $1.2M | +23% | 14k | 90.91 |
|
| Honeywell Intl Stock (HON) | 0.5 | $1.2M | 5.4k | 225.90 |
|
|
| Travelers Companies Stock (TRV) | 0.5 | $1.2M | -4% | 5.0k | 240.90 |
|
| Pepsico Stock (PEP) | 0.5 | $1.2M | +15% | 8.0k | 152.06 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.5 | $1.1M | +3% | 2.0k | 569.58 |
|
| Ishares Mbs Etf Etf (MBB) | 0.5 | $1.0M | 11k | 91.68 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $980k | +2% | 4.4k | 220.96 |
|
| Oracle Corp Stock (ORCL) | 0.4 | $969k | +16% | 5.8k | 166.65 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.4 | $957k | +6% | 18k | 52.22 |
|
| Costco Whsl Corp Stock (COST) | 0.4 | $914k | +21% | 998.00 | 916.05 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $875k | 8.1k | 107.57 |
|
|
| Fiserv Stock (FI) | 0.4 | $853k | +21% | 4.2k | 205.42 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.4 | $847k | -11% | 1.4k | 585.41 |
|
| Abbott Labs Stock (ABT) | 0.4 | $834k | -2% | 7.4k | 113.11 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.4 | $830k | +26% | 2.4k | 351.80 |
|
| Factset Resh Sys Stock (FDS) | 0.4 | $818k | +24% | 1.7k | 480.34 |
|
| Msci Stock (MSCI) | 0.3 | $810k | +27% | 1.3k | 600.12 |
|
| Check Point Software Tech Ltd Ord Stock (CHKP) | 0.3 | $806k | +33% | 4.3k | 186.72 |
|
| Becton Dickinson & Co Stock (BDX) | 0.3 | $806k | +2% | 3.6k | 226.88 |
|
| Illinois Tool Wks Stock (ITW) | 0.3 | $805k | +2% | 3.2k | 253.56 |
|
| Ecolab Stock (ECL) | 0.3 | $801k | +3% | 3.4k | 234.33 |
|
| Fastenal Stock (FAST) | 0.3 | $796k | 11k | 71.91 |
|
|
| Grainger W W Stock (GWW) | 0.3 | $791k | -3% | 751.00 | 1053.62 |
|
| Intuit Stock (INTU) | 0.3 | $777k | +29% | 1.2k | 628.71 |
|
| Paychex Stock (PAYX) | 0.3 | $769k | +27% | 5.5k | 140.21 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $769k | +15% | 21k | 37.53 |
|
| Fair Isaac Corp Stock (FICO) | 0.3 | $764k | +17% | 383.00 | 1993.45 |
|
| Tractor Supply Stock (TSCO) | 0.3 | $760k | +513% | 14k | 53.06 |
|
| Abbvie Stock (ABBV) | 0.3 | $753k | 4.2k | 177.72 |
|
|
| Monster Beverage Corp Stock (MNST) | 0.3 | $753k | +31% | 14k | 52.56 |
|
| Autozone Stock (AZO) | 0.3 | $749k | +30% | 234.00 | 3201.93 |
|
| Intercontinental Exchange Stock (ICE) | 0.3 | $745k | +33% | 5.0k | 149.00 |
|
| Cencora Stock (COR) | 0.3 | $740k | +28% | 3.3k | 224.71 |
|
| Roper Technologies Stock (ROP) | 0.3 | $737k | +3% | 1.4k | 519.74 |
|
| Linde Stock (LIN) | 0.3 | $731k | +4% | 1.7k | 418.70 |
|
| Ishares Flexible Income Active Etf Etf (BINC) | 0.3 | $717k | +4% | 14k | 52.02 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.3 | $717k | -3% | 3.8k | 189.30 |
|
| Smucker J M Stock (SJM) | 0.3 | $715k | 6.5k | 110.11 |
|
|
| Rollins Stock (ROL) | 0.3 | $711k | +33% | 15k | 46.35 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.3 | $689k | +29% | 1.3k | 520.25 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $681k | 1.00 | 680920.00 |
|
|
| General Dynamics Corp Stock (GD) | 0.3 | $658k | +3% | 2.5k | 263.44 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $645k | +3% | 7.5k | 86.02 |
|
| Mettler Toledo International Stock (MTD) | 0.3 | $645k | +34% | 527.00 | 1223.69 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.3 | $644k | 1.1k | 585.93 |
|
|
| Ishares S&p 100 Etf Etf (OEF) | 0.3 | $632k | 2.2k | 288.89 |
|
|
| Hershey Stock (HSY) | 0.3 | $629k | +28% | 3.7k | 169.33 |
|
| West Pharmaceutical Svsc Stock (WST) | 0.3 | $614k | 1.9k | 327.53 |
|
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.3 | $613k | 9.8k | 62.31 |
|
|
| Emerson Elec Stock (EMR) | 0.3 | $604k | -12% | 4.9k | 123.93 |
|
| Archer Daniels Midland Stock (ADM) | 0.3 | $597k | +20% | 12k | 50.52 |
|
| Hormel Foods Corp Stock (HRL) | 0.3 | $596k | +13% | 19k | 31.37 |
|
| Aflac Stock (AFL) | 0.3 | $588k | 5.7k | 103.43 |
|
|
| Cintas Corp Stock (CTAS) | 0.2 | $580k | 3.2k | 182.72 |
|
|
| Cardinal Health Stock (CAH) | 0.2 | $580k | -2% | 4.9k | 118.26 |
|
| Atmos Energy Corp Stock (ATO) | 0.2 | $579k | -4% | 4.2k | 139.28 |
|
| Clorox Co Del Stock (CLX) | 0.2 | $576k | 3.5k | 162.43 |
|
|
| Cincinnati Finl Corp Stock (CINF) | 0.2 | $573k | -5% | 4.0k | 143.71 |
|
| Brown & Brown Stock (BRO) | 0.2 | $573k | 5.6k | 102.02 |
|
|
| Chubb Stock (CB) | 0.2 | $569k | -2% | 2.1k | 276.25 |
|
| Dover Corp Stock (DOV) | 0.2 | $568k | 3.0k | 187.61 |
|
|
| Nextera Energy Stock (NEE) | 0.2 | $568k | -3% | 7.9k | 71.69 |
|
| S&p Global Stock (SPGI) | 0.2 | $567k | +3% | 1.1k | 498.19 |
|
| Pentair Stock (PNR) | 0.2 | $564k | -11% | 5.6k | 100.64 |
|
| Medtronic Stock (MDT) | 0.2 | $557k | +2% | 7.0k | 79.88 |
|
| Essex Ppty Tr Reit (ESS) | 0.2 | $557k | +2% | 2.0k | 285.45 |
|
| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.2 | $557k | +4% | 5.0k | 111.96 |
|
| Air Prods & Chems Stock (APD) | 0.2 | $556k | -9% | 1.9k | 289.99 |
|
| C H Robinson Worldwide Stock (CHRW) | 0.2 | $552k | -11% | 5.3k | 103.32 |
|
| Sysco Corp Stock (SYY) | 0.2 | $543k | +4% | 7.1k | 76.46 |
|
| Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) | 0.2 | $541k | -10% | 8.5k | 64.05 |
|
| Kenvue Stock (KVUE) | 0.2 | $537k | -2% | 25k | 21.35 |
|
| Lowes Cos Stock (LOW) | 0.2 | $534k | 2.2k | 246.84 |
|
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| Consolidated Edison Stock (ED) | 0.2 | $532k | +4% | 6.0k | 89.23 |
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| Keycorp Stock (KEY) | 0.2 | $527k | 31k | 17.14 |
|
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| Kimberly-clark Corp Stock (KMB) | 0.2 | $527k | +6% | 4.0k | 131.04 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.2 | $527k | 2.2k | 240.28 |
|
|
| Price T Rowe Group Stock (TROW) | 0.2 | $526k | +3% | 4.7k | 113.09 |
|
| Genuine Parts Stock (GPC) | 0.2 | $526k | +23% | 4.5k | 116.75 |
|
| Ppg Inds Stock (PPG) | 0.2 | $519k | +12% | 4.3k | 119.46 |
|
| Realty Income Corp Reit (O) | 0.2 | $519k | +6% | 9.7k | 53.41 |
|
| Stryker Corporation Stock (SYK) | 0.2 | $513k | -5% | 1.4k | 360.05 |
|
| Franklin Resources Stock (BEN) | 0.2 | $512k | +13% | 25k | 20.29 |
|
| Amcor Plc Ord Stock (AMCR) | 0.2 | $512k | +4% | 54k | 9.41 |
|
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.2 | $508k | +2% | 5.8k | 87.33 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.2 | $507k | 2.4k | 210.45 |
|
|
| Smith A O Corp Stock (AOS) | 0.2 | $502k | +17% | 7.4k | 68.21 |
|
| Target Corp Stock (TGT) | 0.2 | $501k | +6% | 3.7k | 135.18 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.2 | $500k | +7% | 4.5k | 110.76 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.2 | $488k | +15% | 13k | 37.98 |
|
| Stanley Black & Decker Stock (SWK) | 0.2 | $485k | +13% | 6.0k | 80.28 |
|
| Albemarle Corp Stock (ALB) | 0.2 | $474k | 5.5k | 86.08 |
|
|
| Ishares U.s. Infrastructure Etf Etf (IFRA) | 0.2 | $473k | +3% | 10k | 46.29 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.2 | $447k | -3% | 1.6k | 283.85 |
|
| Nucor Corp Stock (NUE) | 0.2 | $446k | +19% | 3.8k | 116.72 |
|
| Nordson Corp Stock (NDSN) | 0.2 | $445k | +6% | 2.1k | 209.19 |
|
| Adobe Stock (ADBE) | 0.2 | $412k | -3% | 926.00 | 444.80 |
|
| Ishares Esg Advanced Msci Usa Etf Etf (USXF) | 0.2 | $388k | -4% | 7.8k | 49.72 |
|
| Spdr S&p Dividend Etf Etf (SDY) | 0.2 | $364k | 2.8k | 132.10 |
|
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.2 | $358k | 1.3k | 280.09 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $355k | 2.0k | 175.23 |
|
|
| Ishares Msci Kld 400 Social Etf Etf (DSI) | 0.2 | $351k | -18% | 3.2k | 110.25 |
|
| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.1 | $341k | 4.9k | 70.00 |
|
|
| Ishares Silver Trust Etf (SLV) | 0.1 | $340k | 13k | 26.33 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $337k | -11% | 659.00 | 511.23 |
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.1 | $333k | 3.8k | 88.79 |
|
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| Eaton Corp Stock (ETN) | 0.1 | $331k | 996.00 | 331.87 |
|
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| Royal Caribbean Group Stock (RCL) | 0.1 | $329k | 1.4k | 230.69 |
|
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| Resmed Stock (RMD) | 0.1 | $328k | 1.4k | 228.69 |
|
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| Ishares Core High Dividend Etf Etf (HDV) | 0.1 | $326k | 2.9k | 112.26 |
|
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| Emcor Group Stock (EME) | 0.1 | $320k | 704.00 | 453.90 |
|
|
| Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) | 0.1 | $314k | +2% | 9.0k | 34.75 |
|
| Metlife Stock (MET) | 0.1 | $310k | -7% | 3.8k | 81.88 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $304k | 2.4k | 126.74 |
|
|
| Rtx Corporation Stock (RTX) | 0.1 | $299k | -11% | 2.6k | 115.72 |
|
| Oreilly Automotive Stock (ORLY) | 0.1 | $293k | -12% | 247.00 | 1185.80 |
|
| Henry Jack & Assoc Stock (JKHY) | 0.1 | $288k | +3% | 1.6k | 175.30 |
|
| Howmet Aerospace Stock (HWM) | 0.1 | $284k | 2.6k | 109.37 |
|
|
| Aptargroup Stock (ATR) | 0.1 | $283k | 1.8k | 157.10 |
|
|
| Comfort Sys Usa Stock (FIX) | 0.1 | $283k | 667.00 | 424.06 |
|
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| Waters Corp Stock (WAT) | 0.1 | $282k | 759.00 | 370.98 |
|
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| Ansys Stock (ANSS) | 0.1 | $281k | 834.00 | 337.33 |
|
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $280k | -3% | 519.00 | 538.81 |
|
| Idex Corp Stock (IEX) | 0.1 | $277k | 1.3k | 209.29 |
|
|
| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.1 | $277k | 2.2k | 124.96 |
|
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| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.1 | $276k | 2.4k | 113.61 |
|
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $274k | +10% | 12k | 22.98 |
|
| Fs Kkr Cap Corp Cef (FSK) | 0.1 | $270k | -10% | 12k | 21.72 |
|
| Pool Corp Stock (POOL) | 0.1 | $269k | 788.00 | 340.94 |
|
|
| Targa Res Corp Stock (TRGP) | 0.1 | $268k | 1.5k | 178.50 |
|
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| Tjx Cos Stock (TJX) | 0.1 | $267k | 2.2k | 120.81 |
|
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| Axon Enterprise Stock (AXON) | 0.1 | $266k | 448.00 | 594.32 |
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| Henry Schein Stock (HSIC) | 0.1 | $263k | +2% | 3.8k | 69.20 |
|
| Quest Diagnostics Stock (DGX) | 0.1 | $262k | +2% | 1.7k | 150.86 |
|
| Vanguard Value Etf Etf (VTV) | 0.1 | $256k | 1.5k | 169.29 |
|
|
| Ishares Convertible Bond Etf Etf (ICVT) | 0.1 | $253k | +55% | 3.0k | 84.97 |
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| Cgi Inc Cl A Sub Vtg Stock (GIB) | 0.1 | $251k | +3% | 2.3k | 109.32 |
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| Gartner Stock (IT) | 0.1 | $250k | +2% | 516.00 | 484.47 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $250k | +2% | 1.2k | 201.79 |
|
| Qualcomm Stock (QCOM) | 0.1 | $249k | -6% | 1.6k | 153.62 |
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| Donaldson Stock (DCI) | 0.1 | $249k | -5% | 3.7k | 67.35 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $246k | +14% | 2.1k | 115.23 |
|
| Sprouts Fmrs Mkt Stock (SFM) | 0.1 | $242k | +35% | 1.9k | 127.07 |
|
| Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) | 0.1 | $241k | -3% | 3.7k | 64.62 |
|
| Vanguard Growth Etf Etf (VUG) | 0.1 | $238k | +3% | 580.00 | 410.72 |
|
| Cms Energy Corp Stock (CMS) | 0.1 | $238k | -8% | 3.6k | 66.65 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $236k | 3.1k | 75.63 |
|
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.1 | $235k | +7% | 2.4k | 99.54 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $234k | 2.2k | 108.61 |
|
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $231k | 2.8k | 81.25 |
|
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.1 | $226k | +5% | 1.7k | 135.37 |
|
| Celestica Stock (CLS) | 0.1 | $224k | 2.4k | 92.30 |
|
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $222k | 1.4k | 161.77 |
|
|
| Idexx Labs Stock (IDXX) | 0.1 | $222k | +4% | 538.00 | 413.44 |
|
| Public Storage Oper Reit (PSA) | 0.1 | $220k | -7% | 736.00 | 299.44 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $219k | 2.9k | 75.61 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.1 | $216k | -4% | 892.00 | 242.13 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.1 | $216k | -2% | 851.00 | 253.75 |
|
| Kroger Stock (KR) | 0.1 | $210k | 3.4k | 61.15 |
|
|
| Starbucks Corp Stock (SBUX) | 0.1 | $210k | +2% | 2.3k | 91.25 |
|
| Pfizer Stock (PFE) | 0.1 | $207k | +2% | 7.8k | 26.53 |
|
| Toll Brothers Stock (TOL) | 0.1 | $206k | 1.6k | 125.95 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.1 | $205k | 266.00 | 772.00 |
|
|
| Oneok Stock (OKE) | 0.1 | $201k | 2.0k | 100.40 |
|
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.1 | $196k | 1.9k | 103.30 |
|
|
| Quanta Svcs Stock (PWR) | 0.1 | $196k | 620.00 | 316.05 |
|
|
| Blackrock Stock (BLK) | 0.1 | $196k | -30% | 191.00 | 1025.11 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $192k | -13% | 2.1k | 92.23 |
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.1 | $191k | +2% | 2.1k | 89.04 |
|
| Ftai Aviation Stock (FTAI) | 0.1 | $191k | 1.3k | 144.04 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $188k | -5% | 972.00 | 192.85 |
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $182k | +19% | 777.00 | 234.70 |
|
| Southern Stock (SO) | 0.1 | $180k | -18% | 2.2k | 82.32 |
|
| First Trust Value Line Dividend Index Fund Etf (FVD) | 0.1 | $176k | 4.0k | 43.64 |
|
|
| American Tower Corp Reit (AMT) | 0.1 | $175k | -20% | 952.00 | 183.41 |
|
| Wp Carey Reit (WPC) | 0.1 | $173k | -19% | 3.2k | 54.48 |
|
| Credo Technology Group Holding Ordinary Shares Stock (CRDO) | 0.1 | $170k | 2.5k | 67.21 |
|
|
| Allstate Corp Stock (ALL) | 0.1 | $170k | 879.00 | 192.79 |
|
|
| Coca Cola Cons Stock (COKE) | 0.1 | $166k | 132.00 | 1259.99 |
|
|
| Ishares Global Energy Etf Etf (IXC) | 0.1 | $165k | +4% | 4.3k | 38.18 |
|
| Transdigm Group Stock (TDG) | 0.1 | $161k | 127.00 | 1267.28 |
|
|
| Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) | 0.1 | $159k | 2.2k | 70.71 |
|
|
| Conocophillips Stock (COP) | 0.1 | $158k | 1.6k | 99.17 |
|
|
| Progressive Corp Stock (PGR) | 0.1 | $158k | 658.00 | 239.61 |
|
|
| Fs Credit Opportunities Corp Cef (FSCO) | 0.1 | $157k | -13% | 23k | 6.82 |
|
| Cohen & Steers Infrastructure Cef (UTF) | 0.1 | $156k | -2% | 6.5k | 24.04 |
|
| Deckers Outdoor Corp Stock (DECK) | 0.1 | $155k | 761.00 | 203.09 |
|
|
| Guidewire Software Stock (GWRE) | 0.1 | $154k | 912.00 | 168.58 |
|
|
| Spdr Gold Minishares Trust Etf (GLDM) | 0.1 | $153k | NEW | 2.9k | 51.99 |
|
| Agnico Eagle Mines Stock (AEM) | 0.1 | $150k | -34% | 1.9k | 78.21 |
|
| Carpenter Technology Corp Stock (CRS) | 0.1 | $147k | NEW | 864.00 | 169.71 |
|
| Cion Invt Corp Stock (CION) | 0.1 | $145k | -12% | 13k | 11.40 |
|
| Deere & Co Stock (DE) | 0.1 | $144k | 340.00 | 423.70 |
|
|
| General Mls Stock (GIS) | 0.1 | $142k | -26% | 2.2k | 63.77 |
|
| Carrier Global Corporation Stock (CARR) | 0.1 | $140k | 2.1k | 68.26 |
|
|
| Canadian Natl Ry Stock (CNI) | 0.1 | $140k | 1.4k | 101.51 |
|
|
| Philip Morris Intl Stock (PM) | 0.1 | $140k | -12% | 1.2k | 120.35 |
|
| Parker-hannifin Corp Stock (PH) | 0.1 | $139k | -13% | 219.00 | 636.03 |
|
| Union Pac Corp Stock (UNP) | 0.1 | $137k | 600.00 | 228.04 |
|
|
| Gentex Corp Stock (GNTX) | 0.1 | $135k | 4.7k | 28.73 |
|
|
| Nutanix Inc Cl A Stock (NTNX) | 0.1 | $134k | 2.2k | 61.18 |
|
|
| Argan Stock (AGX) | 0.1 | $133k | 970.00 | 137.04 |
|
|
| Ishares Gold Trust Etf (IAU) | 0.1 | $132k | 2.7k | 49.51 |
|
Past Filings by Gen-Wealth Partners
SEC 13F filings are viewable for Gen-Wealth Partners going back to 2024
- Gen-Wealth Partners 2024 Q4 filed Feb. 14, 2025
- Gen-Wealth Partners 2024 Q3 filed Nov. 13, 2024
- Gen-Wealth Partners 2024 Q2 filed Aug. 13, 2024
- Gen-Wealth Partners 2024 Q1 filed May 15, 2024