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 19.66% of Gen-Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IVW, DYNF, EFG, IEMG, DIA, IJH, VB, QQQM, FAST, NVDA.
- Started 61 new stock positions in HOOD, HAS, BWXT, HWM, OC, ASPN, ONTO, BSX, TWST, ALL.
- Reduced shares in these 10 stocks: ESGU, EFV, KEY, SPLG, IVV, PNC, USMV, IXC, SCHI, CDNS.
- Sold out of its positions in ANF, PALL, BRBR, OWL, BHM, BAM, BLDR, CDNS, Celestica, NET.
- Gen-Wealth Partners was a net buyer of stock by $6.7M.
- Gen-Wealth Partners has $207M in assets under management (AUM), dropping by 2.61%.
- Central Index Key (CIK): 0002023375
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Portfolio Holdings for Gen-Wealth Partners
Gen-Wealth Partners holds 647 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Gen-Wealth Partners has 647 total positions. Only the first 250 positions are shown.
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- Download the Gen-Wealth Partners June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 7.9 | $16M | -6% | 254k | 64.00 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 3.4 | $7.1M | +60% | 77k | 92.54 |
|
| Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF) | 3.0 | $6.1M | +37% | 131k | 46.94 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 2.7 | $5.6M | -10% | 10k | 547.25 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 2.7 | $5.6M | 33k | 170.76 |
|
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 2.5 | $5.1M | +37% | 50k | 102.30 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 1.4 | $2.9M | 19k | 150.50 |
|
|
| Microsoft Corp Stock (MSFT) | 1.4 | $2.8M | +2% | 6.3k | 446.97 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 1.3 | $2.7M | +3% | 15k | 182.01 |
|
| Walmart Stock (WMT) | 1.2 | $2.6M | +9% | 38k | 67.71 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 1.2 | $2.5M | 42k | 59.20 |
|
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 1.2 | $2.4M | -39% | 46k | 53.04 |
|
| Procter And Gamble Stock (PG) | 1.1 | $2.3M | +5% | 14k | 164.92 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 1.0 | $2.2M | -3% | 48k | 45.22 |
|
| Caterpillar Stock (CAT) | 1.0 | $2.0M | -3% | 6.0k | 333.11 |
|
| Johnson & Johnson Stock (JNJ) | 0.9 | $1.9M | +10% | 13k | 146.16 |
|
| Coca Cola Stock (KO) | 0.9 | $1.9M | +7% | 30k | 63.65 |
|
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.9 | $1.9M | 42k | 45.58 |
|
|
| Apple Stock (AAPL) | 0.9 | $1.9M | +2% | 9.1k | 210.62 |
|
| 3M Stock (MMM) | 0.9 | $1.9M | +11% | 19k | 102.19 |
|
| Amazon Stock (AMZN) | 0.9 | $1.9M | 9.7k | 193.25 |
|
|
| International Business Machs Stock (IBM) | 0.9 | $1.9M | +5% | 11k | 172.95 |
|
| Mcdonalds Corp Stock (MCD) | 0.9 | $1.8M | +9% | 7.1k | 254.85 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.9 | $1.8M | 8.8k | 202.27 |
|
|
| Chevron Corp Stock (CVX) | 0.8 | $1.8M | 11k | 156.42 |
|
|
| Amgen Stock (AMGN) | 0.8 | $1.7M | +8% | 5.6k | 312.46 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.7 | $1.5M | +155% | 28k | 53.53 |
|
| Home Depot Stock (HD) | 0.7 | $1.5M | +6% | 4.3k | 344.27 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.7 | $1.4M | 13k | 106.55 |
|
|
| Unitedhealth Group Stock (UNH) | 0.7 | $1.4M | +6% | 2.8k | 509.32 |
|
| Merck & Co Stock (MRK) | 0.7 | $1.4M | 11k | 123.80 |
|
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.7 | $1.3M | +68% | 3.5k | 391.13 |
|
| Verizon Communications Stock (VZ) | 0.6 | $1.3M | +5% | 32k | 41.24 |
|
| Visa Inc Com Cl A Stock (V) | 0.6 | $1.3M | +5% | 5.0k | 262.47 |
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.6 | $1.3M | -58% | 11k | 119.32 |
|
| Disney Walt Stock (DIS) | 0.6 | $1.3M | +5% | 13k | 99.29 |
|
| Goldman Sachs Group Stock (GS) | 0.6 | $1.2M | 2.7k | 452.34 |
|
|
| American Express Stock (AXP) | 0.6 | $1.2M | -3% | 5.3k | 231.56 |
|
| Cisco Sys Stock (CSCO) | 0.6 | $1.1M | +4% | 24k | 47.51 |
|
| Ishares Mbs Etf Etf (MBB) | 0.5 | $1.1M | 12k | 91.81 |
|
|
| Dow Stock (DOW) | 0.5 | $1.1M | +2% | 21k | 53.05 |
|
| Boeing Stock (BA) | 0.5 | $1.1M | +24% | 6.2k | 182.01 |
|
| Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) | 0.5 | $1.1M | -12% | 32k | 35.55 |
|
| Honeywell Intl Stock (HON) | 0.5 | $1.1M | +3% | 5.2k | 213.55 |
|
| Travelers Companies Stock (TRV) | 0.5 | $1.1M | +2% | 5.4k | 203.35 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.5 | $1.1M | -9% | 2.1k | 504.16 |
|
| Nike Inc Cl B Stock (NKE) | 0.5 | $1.0M | +17% | 13k | 75.37 |
|
| Salesforce Stock (CRM) | 0.5 | $1.0M | +5% | 3.9k | 257.10 |
|
| Intel Corp Stock (INTC) | 0.5 | $982k | +12% | 32k | 30.97 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.5 | $964k | +10% | 1.8k | 535.08 |
|
| Colgate Palmolive Stock (CL) | 0.5 | $949k | +6% | 9.8k | 97.04 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $917k | +2% | 8.0k | 115.12 |
|
| Automatic Data Processing Stock (ADP) | 0.4 | $907k | +23% | 3.8k | 238.68 |
|
| Pepsico Stock (PEP) | 0.4 | $902k | +10% | 5.5k | 164.92 |
|
| Church & Dwight Stock (CHD) | 0.4 | $898k | +14% | 8.7k | 103.68 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.4 | $842k | +17% | 12k | 70.94 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $817k | +23% | 5.7k | 142.74 |
|
| Ecolab Stock (ECL) | 0.4 | $811k | +10% | 3.4k | 238.01 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $797k | +13% | 3.9k | 202.89 |
|
| Clorox Co Del Stock (CLX) | 0.4 | $782k | +18% | 5.7k | 136.47 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $780k | -2% | 4.3k | 182.15 |
|
| Abbott Labs Stock (ABT) | 0.4 | $733k | +6% | 7.1k | 103.92 |
|
| Abbvie Stock (ABBV) | 0.4 | $728k | +8% | 4.2k | 171.54 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.4 | $727k | +14% | 5.8k | 124.80 |
|
| Roper Technologies Stock (ROP) | 0.4 | $727k | +13% | 1.3k | 563.67 |
|
| Linde Stock (LIN) | 0.3 | $718k | +15% | 1.6k | 438.83 |
|
| General Dynamics Corp Stock (GD) | 0.3 | $697k | +2% | 2.4k | 290.16 |
|
| Grainger W W Stock (GWW) | 0.3 | $697k | +8% | 772.00 | 902.27 |
|
| Oracle Corp Stock (ORCL) | 0.3 | $694k | +9% | 4.9k | 141.20 |
|
| Becton Dickinson & Co Stock (BDX) | 0.3 | $680k | +20% | 2.9k | 233.72 |
|
| Sherwin Williams Stock (SHW) | 0.3 | $676k | +11% | 2.3k | 298.44 |
|
| Fastenal Stock (FAST) | 0.3 | $661k | +254% | 11k | 62.84 |
|
| Illinois Tool Wks Stock (ITW) | 0.3 | $660k | +16% | 2.8k | 236.97 |
|
| Hormel Foods Corp Stock (HRL) | 0.3 | $659k | +8% | 22k | 30.49 |
|
| Nextera Energy Stock (NEE) | 0.3 | $635k | -13% | 9.0k | 70.81 |
|
| Cintas Corp Stock (CTAS) | 0.3 | $623k | +19% | 890.00 | 700.29 |
|
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.3 | $622k | -17% | 6.8k | 91.78 |
|
| Smucker J M Stock (SJM) | 0.3 | $600k | +24% | 5.5k | 109.03 |
|
| Emerson Elec Stock (EMR) | 0.3 | $598k | +7% | 5.4k | 110.15 |
|
| C H Robinson Worldwide Stock (CHRW) | 0.3 | $585k | +10% | 6.6k | 88.11 |
|
| At&t Stock (T) | 0.3 | $579k | -3% | 30k | 19.11 |
|
| Essex Ppty Tr Reit (ESS) | 0.3 | $578k | +9% | 2.1k | 272.23 |
|
| Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) | 0.3 | $578k | 9.7k | 59.41 |
|
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.3 | $575k | +504% | 9.8k | 58.52 |
|
| Brown & Brown Stock (BRO) | 0.3 | $563k | +9% | 6.3k | 89.41 |
|
| Archer Daniels Midland Stock (ADM) | 0.3 | $555k | -5% | 9.2k | 60.45 |
|
| Adobe Stock (ADBE) | 0.3 | $552k | 993.00 | 555.68 |
|
|
| Ishares S&p 100 Etf Etf (OEF) | 0.3 | $550k | -12% | 2.1k | 264.30 |
|
| Chubb Stock (CB) | 0.3 | $550k | +9% | 2.2k | 255.09 |
|
| Dover Corp Stock (DOV) | 0.3 | $548k | +6% | 3.0k | 180.46 |
|
| Costco Whsl Corp Stock (COST) | 0.3 | $543k | -4% | 639.00 | 849.99 |
|
| Air Prods & Chems Stock (APD) | 0.3 | $541k | +9% | 2.1k | 258.08 |
|
| Aflac Stock (AFL) | 0.3 | $524k | +9% | 5.9k | 89.31 |
|
| Amcor Plc Ord Stock (AMCR) | 0.3 | $522k | +13% | 53k | 9.78 |
|
| Kimberly-clark Corp Stock (KMB) | 0.3 | $520k | +10% | 3.8k | 138.18 |
|
| Atmos Energy Corp Stock (ATO) | 0.3 | $518k | +10% | 4.4k | 116.64 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.2 | $517k | +9% | 4.4k | 118.11 |
|
| Pentair Stock (PNR) | 0.2 | $512k | +8% | 6.7k | 76.67 |
|
| Medtronic Stock (MDT) | 0.2 | $512k | +9% | 6.5k | 78.71 |
|
| S&p Global Stock (SPGI) | 0.2 | $507k | +10% | 1.1k | 446.02 |
|
| Consolidated Edison Stock (ED) | 0.2 | $507k | -9% | 5.7k | 89.42 |
|
| Stryker Corporation Stock (SYK) | 0.2 | $499k | +6% | 1.5k | 340.16 |
|
| Wp Carey Reit (WPC) | 0.2 | $498k | +75% | 9.0k | 55.05 |
|
| Smith A O Corp Stock (AOS) | 0.2 | $494k | +8% | 6.0k | 81.78 |
|
| Realty Income Corp Reit (O) | 0.2 | $488k | +12% | 9.2k | 52.82 |
|
| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.2 | $486k | +11% | 4.8k | 100.96 |
|
| Blackrock Flexible Income Etf Etf (BINC) | 0.2 | $484k | 9.3k | 52.20 |
|
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $483k | -7% | 888.00 | 544.25 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.2 | $478k | NEW | 2.2k | 218.04 |
|
| Lowes Cos Stock (LOW) | 0.2 | $476k | +10% | 2.2k | 220.48 |
|
| Price T Rowe Group Stock (TROW) | 0.2 | $475k | +6% | 4.1k | 115.31 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.2 | $475k | NEW | 2.4k | 197.11 |
|
| Nucor Corp Stock (NUE) | 0.2 | $473k | +16% | 3.0k | 158.09 |
|
| Tractor Supply Stock (TSCO) | 0.2 | $471k | +17% | 1.7k | 269.96 |
|
| Nvidia Corporation Stock (NVDA) | 0.2 | $463k | +868% | 3.8k | 123.54 |
|
| Cardinal Health Stock (CAH) | 0.2 | $461k | +14% | 4.7k | 98.33 |
|
| Ppg Inds Stock (PPG) | 0.2 | $443k | +14% | 3.5k | 125.90 |
|
| Target Corp Stock (TGT) | 0.2 | $442k | -5% | 3.0k | 148.02 |
|
| Sysco Corp Stock (SYY) | 0.2 | $440k | +11% | 6.2k | 71.40 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.2 | $439k | -6% | 10k | 43.19 |
|
| Nordson Corp Stock (NDSN) | 0.2 | $438k | +11% | 1.9k | 231.95 |
|
| Keycorp Stock (KEY) | 0.2 | $437k | -74% | 31k | 14.21 |
|
| Kenvue Stock (KVUE) | 0.2 | $431k | +15% | 24k | 18.18 |
|
| Genuine Parts Stock (GPC) | 0.2 | $428k | +9% | 3.1k | 138.33 |
|
| Stanley Black & Decker Stock (SWK) | 0.2 | $420k | +11% | 5.3k | 79.89 |
|
| Franklin Resources Stock (BEN) | 0.2 | $419k | +17% | 19k | 22.35 |
|
| Albemarle Corp Stock (ALB) | 0.2 | $416k | +10% | 4.4k | 95.52 |
|
| Cencora Stock (COR) | 0.2 | $408k | +21% | 1.8k | 225.24 |
|
| West Pharmaceutical Svsc Stock (WST) | 0.2 | $405k | +11% | 1.2k | 329.39 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.2 | $404k | +19% | 1.6k | 259.31 |
|
| Check Point Software Tech Ltd Ord Stock (CHKP) | 0.2 | $404k | +30% | 2.4k | 165.00 |
|
| Rollins Stock (ROL) | 0.2 | $398k | +24% | 8.2k | 48.79 |
|
| Ishares U.s. Infrastructure Etf Etf (IFRA) | 0.2 | $397k | +5% | 9.4k | 42.12 |
|
| Fair Isaac Corp Stock (FICO) | 0.2 | $396k | +54% | 266.00 | 1488.66 |
|
| Intuit Stock (INTU) | 0.2 | $395k | +19% | 601.00 | 656.66 |
|
| Broadcom Stock (AVGO) | 0.2 | $393k | +30% | 245.00 | 1605.53 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $387k | +24% | 699.00 | 553.00 |
|
| Fiserv Stock (FI) | 0.2 | $386k | +23% | 2.6k | 149.03 |
|
| Autozone Stock (AZO) | 0.2 | $385k | +25% | 130.00 | 2964.10 |
|
| Intercontinental Exchange Stock (ICE) | 0.2 | $385k | +22% | 2.8k | 136.88 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.2 | $382k | +31% | 1.3k | 303.29 |
|
| Eaton Corp Stock (ETN) | 0.2 | $376k | +97% | 1.2k | 313.55 |
|
| Ishares Msci Kld 400 Social Etf Etf (DSI) | 0.2 | $375k | +2% | 3.6k | 103.85 |
|
| Mettler Toledo International Stock (MTD) | 0.2 | $372k | +35% | 266.00 | 1397.59 |
|
| Invesco S&p 500 Low Volatility Etf Etf (SPLV) | 0.2 | $369k | 5.7k | 64.95 |
|
|
| Paychex Stock (PAYX) | 0.2 | $363k | +25% | 3.1k | 118.54 |
|
| Spdr S&p Dividend Etf Etf (SDY) | 0.2 | $351k | 2.8k | 127.18 |
|
|
| Ishares Esg Advanced Msci Usa Etf Etf (USXF) | 0.2 | $349k | +3% | 7.5k | 46.58 |
|
| Factset Resh Sys Stock (FDS) | 0.2 | $334k | +35% | 819.00 | 408.15 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.2 | $334k | -34% | 3.1k | 106.79 |
|
| Fs Kkr Cap Corp Cef (FSK) | 0.2 | $334k | -6% | 17k | 19.73 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $333k | 695.00 | 479.11 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $333k | 2.0k | 164.28 |
|
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.2 | $332k | -58% | 4.0k | 83.95 |
|
| Msci Stock (MSCI) | 0.2 | $331k | +43% | 686.00 | 481.75 |
|
| Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB) | 0.2 | $327k | NEW | 7.2k | 45.25 |
|
| Qualcomm Stock (QCOM) | 0.2 | $321k | +52% | 1.6k | 199.18 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.2 | $316k | -9% | 1.3k | 250.03 |
|
| Ishares Core High Dividend Etf Etf (HDV) | 0.2 | $316k | 2.9k | 108.70 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.2 | $312k | +35% | 344.00 | 905.38 |
|
| Hershey Stock (HSY) | 0.1 | $308k | +19% | 1.7k | 183.78 |
|
| Monster Beverage Corp Stock (MNST) | 0.1 | $295k | +16% | 5.9k | 49.95 |
|
| Rtx Corporation Stock (RTX) | 0.1 | $295k | -5% | 2.9k | 100.39 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $290k | -4% | 579.00 | 500.13 |
|
| Metlife Stock (MET) | 0.1 | $289k | -12% | 4.1k | 70.19 |
|
| Cms Energy Corp Stock (CMS) | 0.1 | $283k | 4.8k | 59.53 |
|
|
| Tjx Cos Stock (TJX) | 0.1 | $277k | +11% | 2.5k | 110.10 |
|
| Oreilly Automotive Stock (ORLY) | 0.1 | $275k | +10% | 260.00 | 1056.06 |
|
| Ftai Aviation Stock (FTAI) | 0.1 | $272k | 2.6k | 103.23 |
|
|
| Conocophillips Stock (COP) | 0.1 | $269k | -9% | 2.4k | 114.38 |
|
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.1 | $266k | 3.1k | 86.57 |
|
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $257k | 2.3k | 110.33 |
|
|
| Emcor Group Stock (EME) | 0.1 | $257k | +43% | 703.00 | 365.08 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $251k | +9% | 1.2k | 213.34 |
|
| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.1 | $251k | 2.2k | 113.46 |
|
|
| Donaldson Stock (DCI) | 0.1 | $251k | +13% | 3.5k | 71.56 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $243k | -10% | 11k | 22.57 |
|
| Aptargroup Stock (ATR) | 0.1 | $242k | +19% | 1.7k | 140.81 |
|
| Edwards Lifesciences Corp Stock (EW) | 0.1 | $239k | +18% | 2.6k | 92.37 |
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.1 | $236k | -8% | 2.3k | 102.70 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $233k | -31% | 2.7k | 87.74 |
|
| Oneok Stock (OKE) | 0.1 | $231k | 2.8k | 81.55 |
|
|
| Public Storage Oper Reit (PSA) | 0.1 | $229k | +20% | 796.00 | 287.65 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $229k | 3.0k | 76.57 |
|
|
| Ishares Silver Trust Etf (SLV) | 0.1 | $227k | 8.5k | 26.57 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $226k | 2.9k | 78.33 |
|
|
| Quanta Svcs Stock (PWR) | 0.1 | $226k | +43% | 888.00 | 254.09 |
|
| Blackrock Stock (BLK) | 0.1 | $225k | -3% | 286.00 | 787.32 |
|
| Marathon Pete Corp Stock (MPC) | 0.1 | $223k | 1.3k | 173.48 |
|
|
| Jacobs Solutions Stock (J) | 0.1 | $223k | -4% | 1.6k | 139.71 |
|
| American Tower Corp Reit (AMT) | 0.1 | $223k | +52% | 1.1k | 194.38 |
|
| Ishares Gold Trust Etf (IAU) | 0.1 | $222k | -35% | 5.0k | 43.93 |
|
| Ansys Stock (ANSS) | 0.1 | $217k | +27% | 676.00 | 321.50 |
|
| Quest Diagnostics Stock (DGX) | 0.1 | $216k | +25% | 1.6k | 136.88 |
|
| Resmed Stock (RMD) | 0.1 | $212k | +26% | 1.1k | 191.42 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $211k | 1.4k | 150.43 |
|
|
| Southern Stock (SO) | 0.1 | $210k | -33% | 2.7k | 77.57 |
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.1 | $210k | +27% | 3.1k | 68.00 |
|
| Cion Invt Corp Stock (CION) | 0.1 | $210k | -3% | 17k | 12.12 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $210k | 2.2k | 97.27 |
|
|
| Gartner Stock (IT) | 0.1 | $209k | NEW | 465.00 | 449.06 |
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.1 | $208k | 1.6k | 128.43 |
|
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.1 | $208k | -25% | 2.3k | 88.48 |
|
| Starbucks Corp Stock (SBUX) | 0.1 | $206k | +53% | 2.6k | 77.85 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.1 | $205k | 893.00 | 229.56 |
|
|
| Cgi Inc Cl A Sub Vtg Stock (GIB) | 0.1 | $202k | NEW | 2.0k | 99.81 |
|
| Henry Jack & Assoc Stock (JKHY) | 0.1 | $200k | +22% | 1.2k | 166.02 |
|
| Comfort Sys Usa Stock (FIX) | 0.1 | $200k | +35% | 657.00 | 304.12 |
|
| Idex Corp Stock (IEX) | 0.1 | $199k | +26% | 987.00 | 201.20 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $198k | -7% | 1.9k | 106.68 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.1 | $195k | 2.1k | 93.81 |
|
|
| Idexx Labs Stock (IDXX) | 0.1 | $195k | +29% | 400.00 | 487.20 |
|
| Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) | 0.1 | $194k | +6% | 2.9k | 67.43 |
|
| Targa Res Corp Stock (TRGP) | 0.1 | $193k | 1.5k | 128.78 |
|
|
| General Mls Stock (GIS) | 0.1 | $192k | +33% | 3.0k | 63.26 |
|
| Super Micro Computer Stock (SMCI) | 0.1 | $192k | -14% | 234.00 | 819.35 |
|
| Waters Corp Stock (WAT) | 0.1 | $188k | +24% | 648.00 | 290.12 |
|
| Henry Schein Stock (HSIC) | 0.1 | $186k | +30% | 2.9k | 64.10 |
|
| Toll Brothers Stock (TOL) | 0.1 | $186k | 1.6k | 115.18 |
|
|
| Dollar Tree Stock (DLTR) | 0.1 | $186k | +31% | 1.7k | 106.77 |
|
| Pfizer Stock (PFE) | 0.1 | $182k | -30% | 6.5k | 27.98 |
|
| Global Pmts Stock (GPN) | 0.1 | $181k | +45% | 1.9k | 96.70 |
|
| Pool Corp Stock (POOL) | 0.1 | $178k | +33% | 578.00 | 307.33 |
|
| First Trust Value Line Dividend Index Fund Etf (FVD) | 0.1 | $174k | -3% | 4.3k | 40.75 |
|
| Ge Aerospace Stock (GE) | 0.1 | $171k | +69% | 1.1k | 158.96 |
|
| Fs Credit Opportunities Corp Cef (FSCO) | 0.1 | $170k | 27k | 6.37 |
|
|
| Phillips 66 Stock (PSX) | 0.1 | $167k | 1.2k | 141.17 |
|
|
| Cohen & Steers Infrastructure Cef (UTF) | 0.1 | $166k | 7.4k | 22.48 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $164k | -75% | 1.1k | 155.48 |
|
| Transdigm Group Stock (TDG) | 0.1 | $161k | 126.00 | 1277.61 |
|
|
| Kroger Stock (KR) | 0.1 | $160k | 3.2k | 49.93 |
|
|
| Makemytrip Limited Mauritius Stock (MMYT) | 0.1 | $159k | 1.9k | 84.10 |
|
|
| Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) | 0.1 | $156k | 2.2k | 69.36 |
|
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $155k | -56% | 405.00 | 383.19 |
|
| Royal Caribbean Group Stock (RCL) | 0.1 | $153k | 960.00 | 159.43 |
|
|
| Ishares Global Energy Etf Etf (IXC) | 0.1 | $152k | -74% | 3.7k | 41.51 |
|
| Franklin Bsp Rlty Tr Reit (FBRT) | 0.1 | $150k | -9% | 12k | 12.60 |
|
| Prudential Finl Stock (PRU) | 0.1 | $148k | -2% | 1.3k | 117.19 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $145k | 1.4k | 101.33 |
|
|
| Topbuild Corp Stock (BLD) | 0.1 | $143k | 372.00 | 385.27 |
|
|
| Ishares Msci World Etf Etf (URTH) | 0.1 | $141k | 958.00 | 147.49 |
|
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.1 | $141k | 1.4k | 103.27 |
|
|
| Ishares Convertible Bond Etf Etf (ICVT) | 0.1 | $141k | 1.8k | 78.63 |
|
|
| Coca Cola Cons Stock (COKE) | 0.1 | $140k | 129.00 | 1085.00 |
|
|
| Celestica Stock (CLS) | 0.1 | $139k | NEW | 2.4k | 57.33 |
|
| Public Svc Enterprise Grp Stock (PEG) | 0.1 | $137k | -47% | 1.9k | 73.70 |
|
| Ishares Esg Aware Msci Em Etf Etf (ESGE) | 0.1 | $136k | +41% | 4.1k | 33.53 |
|
| Weatherford Intl Plc Ord Stock (WFRD) | 0.1 | $134k | NEW | 1.1k | 122.45 |
|
| Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) | 0.1 | $134k | 4.4k | 30.63 |
|
|
| Bank America Corp Stock (BAC) | 0.1 | $132k | -50% | 3.3k | 39.77 |
|
Past Filings by Gen-Wealth Partners
SEC 13F filings are viewable for Gen-Wealth Partners going back to 2024
- Gen-Wealth Partners 2024 Q2 filed Aug. 13, 2024
- Gen-Wealth Partners 2024 Q1 filed May 15, 2024