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Genesis Wealth Advisors

Latest statistics and disclosures from Genesis Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, Claymore Exchange Trd Fd Tr gug bull2018 e, EFA, IGIB, AGG, and represent 35.45% of Genesis Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IEFA, ACWI, Claymore Exchange Trd Fd Tr gug bull2019 e, IEMG, IEI, IGIB, Claymore Exchange Trd Fd Tr gug bull2018 e, AGG, VWO, PowerShares Intl. Dividend Achiev..
Started 73 new stock positions in DOX, BIIB, SCZ, IUSG, IUSV, priceline.com Incorporated, Rydex Etf Trust s^psc600 purvl, IGD, UAA, LMT.
Reduced shares in these 10 stocks: IEF, VT, SPSB, Claymore Exchange-traded Fd gugg crp bd 2017, EEM, IGSB, Inland American Reit, CEW, PowerShares QQQ Trust, Series 1, Nustar Logistics Lp prf.
Sold out of its positions in Anworth Mtg Asset Corp pfd stk, Cys Invts 7.75%ser A Pfd ps, Citigroup Inc. 7.125% prd, DUK, Dynex Capital 8.5% Pfd ps, Fifth Street Finance, First Republic B 7.000% 00/00/ preferred stocks, HCP, ING Global Equity Divid.&Premium Opp-ETF, Inland American Reit.
Genesis Wealth Advisors was a net buyer of stock by $4.1M.
Genesis Wealth Advisors has $123M in assets under management (AUM), dropping by 2.28%.
Central Index Key (CIK): 0001637241

Portfolio Holdings for Genesis Wealth Advisors

Genesis Wealth Advisors holds 522 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Genesis Wealth Advisors has 522 total positions. Only the first 250 positions are shown.

Sign up to view all of the Genesis Wealth Advisors June 30, 2015 positions
Download the Genesis Wealth Advisors June 2015 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares S&P 500 Index (IVV)	12.8	$16M		76k	207.22	View chart
Claymore Exchange Trd Fd Tr gug bull2018 e	7.9	$9.7M	+5%	456k	21.26	View chart
iShares MSCI EAFE Index Fund (EFA)	5.5	$6.7M		106k	63.49	View chart
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)	4.7	$5.8M	+9%	53k	108.86	View chart
iShares Lehman Aggregate Bond (AGG)	4.6	$5.7M	+8%	52k	108.78	View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA)	4.3	$5.3M	+59%	92k	58.30	View chart
iShares MSCI ACWI Index Fund (ACWI)	3.9	$4.8M	+24%	81k	59.45	View chart
iShares Lehman 3-7 Yr Treasury Bond (IEI)	3.5	$4.3M	+17%	35k	122.96	View chart
Vanguard Emerging Markets ETF (VWO)	3.1	$3.9M	+11%	95k	40.88	View chart
Spdr S&p 500 Etf (SPY)	2.8	$3.4M	+7%	17k	205.86	View chart
Claymore Exchange Trd Fd Tr gug bull2019 e	2.6	$3.3M	+27%	155k	21.07	View chart
Cambria Etf Tr shshld yield etf (SYLD)	2.4	$2.9M	+4%	94k	31.28	View chart
PowerShares Intl. Dividend Achiev.	2.2	$2.8M	+11%	162k	17.09	View chart
WisdomTree Emerging Markets Eq (DEM)	2.2	$2.7M	+9%	63k	43.43	View chart
Vanguard Total World Stock Idx (VT)	2.1	$2.6M	-17%	42k	61.52	View chart
SPDR S&P MidCap 400 ETF (MDY)	1.9	$2.3M	-4%	8.6k	273.20	View chart
iShares Russell 2000 Index (IWM)	1.8	$2.2M	-3%	18k	124.87	View chart
Johnson & Johnson (JNJ)	1.5	$1.8M		19k	97.46	View chart
Cambria Etf Tr cambria fgn shr (FYLD)	1.5	$1.8M	+7%	83k	22.14	View chart
PowerShares QQQ Trust, Series 1	1.1	$1.3M	-12%	13k	107.08	View chart
iShares MSCI Emerging Markets Indx (EEM)	1.1	$1.3M	-21%	33k	39.62	View chart
iShares Barclays TIPS Bond Fund (TIP)	1.0	$1.2M	-2%	11k	112.06	View chart
Ishares Inc core msci emkt (IEMG)	0.7	$811k	+559%	17k	48.04	View chart
Cambria Etf Tr Cambria Global Momentum Etf (GMOM)	0.6	$760k	+16%	31k	24.39	View chart
Exxon Mobil Corporation (XOM)	0.6	$730k	+3%	8.8k	83.21	View chart
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB)	0.6	$687k		6.3k	109.93	View chart
iShares Russell 1000 Value Index (IWD)	0.4	$522k	-19%	5.1k	103.15	View chart
Apple (AAPL)	0.4	$492k	+12%	3.9k	125.44	View chart
At&t (T)	0.4	$455k	-8%	13k	35.52	View chart
Verizon Communications (VZ)	0.3	$393k		8.4k	46.61	View chart
SPDR Gold Trust (GLD)	0.3	$381k	-24%	3.4k	112.37	View chart
WisdomTree Dreyfus Emerging Currency (CEW)	0.3	$386k	-34%	21k	18.18	View chart
iShares Russell 1000 Growth Index (IWF)	0.3	$353k	+11%	3.6k	99.01	View chart
WisdomTree DEFA (DWM)	0.3	$346k		6.8k	51.05	View chart
Merck & Co (MRK)	0.3	$333k		5.9k	56.93	View chart
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)	0.3	$331k	-42%	3.1k	105.33	View chart
Pepsi (PEP)	0.3	$317k		3.4k	93.34	View chart
Invesco Van Kampen Dyn Cr Opp Fund	0.3	$320k	+10%	28k	11.61	View chart
Claymore Exchange-traded Fd gugg crp bd 2017	0.2	$304k	-54%	13k	22.75	View chart
Wmte Japan Hd Sml (DXJS)	0.2	$308k	+194%	8.6k	35.91	View chart
E.I. du Pont de Nemours & Company	0.2	$290k		4.5k	63.95	View chart
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)	0.2	$296k	-58%	9.7k	30.60	View chart
Doubleline Income Solutions (DSL)	0.2	$298k	+5%	15k	19.77	View chart
JPMorgan Chase & Co. (JPM)	0.2	$282k		4.2k	67.76	View chart
Boeing Company (BA)	0.2	$277k		2.0k	138.72	View chart
Reaves Utility Income Fund (UTG)	0.2	$280k		9.8k	28.67	View chart
Global X Fds globx supdv us (DIV)	0.2	$280k		11k	26.39	View chart
Meridian Ban	0.2	$268k		20k	13.41	View chart
Procter & Gamble Company (PG)	0.2	$260k	-7%	3.3k	78.25	View chart
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC)	0.2	$257k	+564%	30k	8.61	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$265k	+14%	20k	13.47	View chart
Mfa Financial 7.5% Prp Cl 4/15 p (MFA.PB)	0.2	$254k	+43%	11k	24.07	View chart
Altria (MO)	0.2	$243k	-7%	5.0k	48.91	View chart
iShares iBoxx $ High Yid Corp Bond (HYG)	0.2	$242k	-5%	2.7k	88.81	View chart
New America High Income Fund I (HYB)	0.2	$249k	+24%	28k	8.77	View chart
Hatteras Financia	0.2	$251k	+54%	11k	23.31	View chart
Nustar Logistics Lp prf	0.2	$241k	-41%	9.1k	26.50	View chart
General Electric Company	0.2	$237k	-11%	8.9k	26.57	View chart
Blackstone	0.2	$223k		5.4k	40.87	View chart
Rydex S&P MidCap 400 Pure Growth ETF	0.2	$222k	-6%	1.7k	132.30	View chart
Anworth Mortgage Asset Cp Pfd Ser C 7.625% Isin #us0373474081 Sedol #bv0lx11 preferred	0.2	$225k	+224%	9.4k	23.94	View chart
Chevron Corporation (CVX)	0.2	$212k		2.2k	96.49	View chart
Bristol Myers Squibb (BMY)	0.2	$208k		3.1k	66.54	View chart
iShares Lehman 7-10 Yr Treas. Bond (IEF)	0.2	$210k	-79%	2.0k	105.03	View chart
Morgan Stanley Cap Tr Gtd Cap p	0.2	$204k	+74%	8.0k	25.35	View chart
Powershares Senior Loan Portfo mf	0.2	$214k	+12%	9.0k	23.79	View chart
Synthetic Biologics	0.2	$214k		75k	2.85	View chart
Annaly Capital Mgmt Pfd D 7.50	0.2	$207k	+43%	8.6k	24.03	View chart
Direct Lending Income Fund Lp etfs	0.2	$214k	+2%	214k	1.00	View chart
Health Care SPDR (XLV)	0.2	$196k	-12%	2.6k	74.39	View chart
Sally Beauty Holdings (SBH)	0.2	$199k	+5%	6.3k	31.58	View chart
iShares S&P GSCI Commodity-Indexed (GSG)	0.2	$195k	-32%	9.2k	21.11	View chart
Ishares Tr fltg rate nt (FLOT)	0.2	$191k	-35%	3.8k	50.64	View chart
Consumer Staples Select Sect. SPDR (XLP)	0.1	$190k	+42%	4.0k	47.60	View chart
Pimco Dynamic Credit Income other	0.1	$179k		8.8k	20.18	View chart
Lehman Brothers First Trust IOF (NHS)	0.1	$174k	+28%	15k	11.78	View chart
Kinder Morgan (KMI)	0.1	$155k		4.0k	38.39	View chart
Capstead Mtg Corp - Pfd E eqp	0.1	$162k	+179%	6.7k	24.19	View chart
Northeast Utilities System	0.1	$146k		3.2k	45.41	View chart
International Business Machines (IBM)	0.1	$147k	-26%	903.00	162.66	View chart
Gilead Sciences (GILD)	0.1	$151k	+16%	1.3k	117.08	View chart
Utilities SPDR (XLU)	0.1	$145k	-38%	3.5k	41.46	View chart
iShares Dow Jones US Real Estate (IYR)	0.1	$152k		2.1k	71.30	View chart
SPDR S&P China (GXC)	0.1	$151k	+12%	1.7k	88.96	View chart
Vanguard Dividend Appreciation ETF (VIG)	0.1	$144k		1.8k	78.58	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$152k	NEW	14k	10.79	View chart
Triangle Preferred p	0.1	$146k		5.7k	25.51	View chart
Walt Disney Company (DIS)	0.1	$135k	+8%	1.2k	114.15	View chart
Intel Corporation (INTC)	0.1	$133k	-31%	4.4k	30.41	View chart
PowerShares FTSE RAFI US 1500 Small-Mid	0.1	$141k		1.4k	103.76	View chart
Alerian Mlp Etf	0.1	$130k	-14%	8.3k	15.56	View chart
Franklin Templeton (FTF)	0.1	$140k	NEW	12k	11.65	View chart
Powershares Global Etf Trust ex us sml port	0.1	$138k		4.9k	28.12	View chart
Ishares Tr cmn (EIRL)	0.1	$131k	+28%	3.3k	39.08	View chart
Ishares S&p Amt-free Municipal	0.1	$139k		5.5k	25.53	View chart
Business Dev Corp Of Amer	0.1	$136k		12k	11.20	View chart
Consolidated Edison (ED)	0.1	$129k		2.2k	57.88	View chart
3M Company (MMM)	0.1	$123k		799.00	154.30	View chart
Yum! Brands (YUM)	0.1	$118k		1.3k	90.08	View chart
iShares Russell 2000 Value Index (IWN)	0.1	$117k		1.2k	101.96	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$122k	-3%	5.8k	21.02	View chart
SPDR S&P Russia ETF	0.1	$118k	NEW	6.8k	17.38	View chart
Home Depot (HD)	0.1	$110k	+9%	990.00	111.13	View chart
Wells Fargo & Company (WFC)	0.1	$105k	+13%	1.9k	56.26	View chart
Brookline Ban (BRKL)	0.1	$113k		10k	11.29	View chart
Financial Select Sector SPDR (XLF)	0.1	$106k	-22%	4.4k	24.38	View chart
SPDR DJ Wilshire REIT (RWR)	0.1	$115k		1.4k	84.38	View chart
iShares FTSE NAREIT Mort. Plus Capp	0.1	$108k	+10%	10k	10.58	View chart
American Capital 8% Pfd ps	0.1	$116k		4.6k	25.22	View chart
Arbor Rlty Tr Inc7.375% Sr Ntsexp 05/15/21 equities	0.1	$106k	-9%	4.3k	24.75	View chart
Inland Real Estate Income Trust	0.1	$113k		11k	10.00	View chart
Microsoft Corporation (MSFT)	0.1	$104k	+10%	2.3k	44.17	View chart
MasterCard Incorporated (MA)	0.1	$94k		1.0k	93.55	View chart
Safety Insurance (SAFT)	0.1	$94k		1.6k	57.74	View chart
Coca-Cola Company (KO)	0.1	$98k		2.5k	39.23	View chart
Union Pacific Corporation (UNP)	0.1	$105k	+4%	1.1k	95.37	View chart
iShares S&P SmallCap 600 Index (IJR)	0.1	$100k		844.00	117.88	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.1	$98k		22k	4.46	View chart
PowerShares Dynamic Market	0.1	$93k		1.2k	75.88	View chart
iShares 2016 S&P AMT-Free Mun Ser ETF	0.1	$102k	+56%	3.8k	26.57	View chart
Blackstone Gso Lng Shrt Cr I (BGX)	0.1	$100k	-10%	6.5k	15.49	View chart
Colony Pfd Ser A 8.5% p	0.1	$97k	-2%	3.8k	25.86	View chart
Facebook Inc cl a (META)	0.1	$101k	+8%	1.2k	85.76	View chart
Global X Fds glb x ftse nor (GURU)	0.1	$95k	-10%	3.6k	26.34	View chart
Eli Lilly & Co. (LLY)	0.1	$88k		1.1k	83.49	View chart
Continental Resources	0.1	$89k		2.1k	42.39	View chart
Reynolds American	0.1	$86k		1.1k	74.66	View chart
Ford Motor Company (F)	0.1	$89k	+9%	5.9k	15.01	View chart
iShares IBoxx $ Invest Grade Corp Bd (LQD)	0.1	$90k		775.00	115.72	View chart
Constant Contact	0.1	$86k		3.0k	28.76	View chart
Templeton Global Income Fund	0.1	$84k	-31%	12k	7.03	View chart
Vanguard Total Stock Market ETF (VTI)	0.1	$86k		800.00	107.02	View chart
Rydex S&P MidCap 400 Pure Value ETF	0.1	$80k		1.5k	54.37	View chart
WisdomTree Europe SmallCap Div (DFE)	0.1	$80k	+180%	1.4k	57.15	View chart
Transamerica Income Shares	0.1	$92k	-8%	4.6k	19.89	View chart
Abbvie (ABBV)	0.1	$87k		1.3k	67.19	View chart
Northstar Realty Finance Pref p	0.1	$85k		3.4k	24.92	View chart
Gugenheim Bulletshares 2022 Corp Bd	0.1	$87k		4.2k	20.65	View chart
Bank of America Corporation (BAC)	0.1	$75k	+10%	4.4k	17.02	View chart
Pfizer (PFE)	0.1	$71k	+13%	2.1k	33.53	View chart
Valero Energy Corporation (VLO)	0.1	$70k	+11%	1.1k	62.60	View chart
iShares S&P MidCap 400 Value Index (IJJ)	0.1	$75k		580.00	128.96	View chart
Cohen & Steers Clsd-End Optuny Fnd (FOF)	0.1	$73k		6.0k	12.09	View chart
Annaly Cap Mgmt Inc 7.625% 12/ preferred	0.1	$72k	NEW	3.0k	24.13	View chart
Market Vectors Etf Tr	0.1	$76k		3.7k	20.22	View chart
Hercules Technology Growth Capital Inc. 6.25% Htgx preferred	0.1	$76k		3.0k	25.25	View chart
Abbott Laboratories (ABT)	0.1	$64k		1.3k	49.08	View chart
United Technologies Corporation	0.1	$61k	+6%	548.00	110.96	View chart
UnitedHealth (UNH)	0.1	$64k	+7%	521.00	122.08	View chart
Illinois Tool Works (ITW)	0.1	$65k		710.00	91.88	View chart
Google	0.1	$59k	+6%	110.00	540.04	View chart
Ares Capital Corporation (ARCC)	0.1	$56k	-29%	3.4k	16.46	View chart
Cheniere Energy (LNG)	0.1	$62k		900.00	69.26	View chart
Church & Dwight (CHD)	0.1	$57k		705.00	81.13	View chart
First Ban (FNLC)	0.1	$62k		3.2k	19.44	View chart
SPDR S&P Dividend (SDY)	0.1	$56k		735.00	76.21	View chart
Claymore Exchange-traded Fd gugg crp bd 2016	0.1	$56k		2.5k	22.22	View chart
Pimco Total Return Etf totl (BOND)	0.1	$64k		600.00	107.00	View chart
Phillips 66 (PSX)	0.1	$61k	-24%	753.00	80.66	View chart
D Spdr Index Shs Fds (SPGM)	0.1	$56k		845.00	66.18	View chart
Claymore Etf gug blt2017 hy	0.1	$59k		2.2k	26.42	View chart
Claymore Etf gug blt2016 hy	0.1	$58k		2.2k	26.31	View chart
Market Vectors Etf Tr falln angl usd	0.1	$65k	-9%	2.4k	27.20	View chart
Claymore Exchange Trd Fd Tr gug blt2018 hy	0.1	$58k		2.2k	25.91	View chart
Google Inc Class C	0.1	$60k	+11%	115.00	520.50	View chart
Tortoise Energy Infrastructure Corp 00.00% 05/01/2018 Pfd preferred	0.1	$64k		6.2k	10.25	View chart
Caterpillar (CAT)	0.0	$44k		520.00	84.82	View chart
Genuine Parts Company (GPC)	0.0	$45k		500.00	89.53	View chart
AFLAC Incorporated (AFL)	0.0	$53k		850.00	62.20	View chart
Philip Morris International (PM)	0.0	$49k		605.00	80.17	View chart
Target Corporation (TGT)	0.0	$46k	NEW	565.00	81.63	View chart
Central Securities (CET)	0.0	$46k		2.1k	21.33	View chart
MetLife (MET)	0.0	$44k	+14%	777.00	55.99	View chart
Colony Financial	0.0	$45k		2.0k	22.65	View chart
iShares S&P 500 Growth Index (IVW)	0.0	$52k	-56%	454.00	113.86	View chart
Dassault Systemes (DASTY)	0.0	$51k		704.00	72.67	View chart
Vanguard FTSE All-World ex-US ETF (VEU)	0.0	$49k		1.0k	48.55	View chart
Spdr S&p Bric 40	0.0	$44k	-21%	1.9k	23.50	View chart
WisdomTree Intl. SmallCap Div (DLS)	0.0	$48k	NEW	802.00	60.34	View chart
Annaly Capital Mgmt Inc Pfd A p	0.0	$45k		1.8k	25.07	View chart
ProShares UltraShort 7-10 Year Trea (PST)	0.0	$54k	-31%	2.2k	24.48	View chart
Western Asset Global Cp Defi (GDO)	0.0	$55k	-8%	3.2k	17.15	View chart
Claymore Exchange-traded Fd gugg spinoff etf	0.0	$54k		1.2k	45.91	View chart
Powershares Etf Trust dyna buybk ach	0.0	$49k		1.0k	48.62	View chart
Rydex Etf Trust s^psc600 purvl	0.0	$55k	NEW	854.00	63.99	View chart
Partnerre	0.0	$52k	-7%	2.0k	25.96	View chart
Mondelez Int (MDLZ)	0.0	$49k	-7%	1.2k	41.14	View chart
Northstar Realty Ser E 8.75% p	0.0	$50k		2.0k	25.21	View chart
Xenia Hotels & Resorts (XHR)	0.0	$53k	+53%	2.4k	21.74	View chart
Time Warner	0.0	$33k	+23%	378.00	87.41	View chart
BlackRock (BLK)	0.0	$42k	+500%	120.00	345.98	View chart
Two Harbors Investment	0.0	$34k		3.5k	9.74	View chart
Berkshire Hathaway (BRK.B)	0.0	$33k		242.00	136.11	View chart
McDonald's Corporation (MCD)	0.0	$40k		420.00	95.07	View chart
AGL Resources	0.0	$34k		730.00	46.56	View chart
Polaris Industries (PII)	0.0	$32k	+13%	215.00	148.11	View chart
Automatic Data Processing (ADP)	0.0	$32k		400.00	80.23	View chart
CVS Caremark Corporation (CVS)	0.0	$35k	+39%	334.00	104.88	View chart
ConocoPhillips (COP)	0.0	$43k	-41%	699.00	61.48	View chart
eBay (EBAY)	0.0	$34k	+18%	565.00	60.24	View chart
Southern Company (SO)	0.0	$31k		744.00	41.90	View chart
Prudential Financial (PRU)	0.0	$33k	-5%	374.00	87.52	View chart
Nestle SA Reg Shs. Ser. B Spons (NSRGY)	0.0	$42k		581.00	72.23	View chart
Entravision Communication (EVC)	0.0	$33k		4.0k	8.23	View chart
PowerShares DB Com Indx Trckng Fund	0.0	$38k		2.1k	18.00	View chart
Under Armour (UAA)	0.0	$37k	NEW	440.00	83.44	View chart
IPG Photonics Corporation (IPGP)	0.0	$34k		400.00	85.17	View chart
Targa Resources Partners	0.0	$32k		839.00	38.64	View chart
Omega Healthcare Investors (OHI)	0.0	$33k		960.00	34.36	View chart
United Natural Foods (UNFI)	0.0	$41k	+18%	650.00	63.68	View chart
iShares Gold Trust	0.0	$35k	-25%	3.1k	11.34	View chart
iShares Russell Midcap Index Fund (IWR)	0.0	$37k	+79%	215.00	170.31	View chart
iShares MSCI South Korea Index Fund (EWY)	0.0	$32k	NEW	576.00	55.11	View chart
Sun Communities (SUI)	0.0	$33k		530.00	61.86	View chart
iShares FTSE KLD Select Scil Idx (SUSA)	0.0	$36k		425.00	85.11	View chart
Putnam Premier Income Trust (PPT)	0.0	$34k	-8%	6.7k	5.10	View chart
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL)	0.0	$39k		1.3k	29.74	View chart
ISHARES TR MSCI Small Cap msci small cap (SCZ)	0.0	$38k	NEW	750.00	51.02	View chart
iShares S&P Global Healthcare Sect. (IXJ)	0.0	$39k		360.00	108.72	View chart
iShares S&P Global Technology Sect. (IXN)	0.0	$37k		385.00	95.67	View chart
iShares S&P Global Telecommunicat. (IXP)	0.0	$35k		560.00	62.14	View chart
ACADIA Pharmaceuticals (ACAD)	0.0	$38k		900.00	41.88	View chart
Spdr Euro Stoxx 50 Etf (FEZ)	0.0	$39k		1.0k	37.45	View chart
ProShares Short 20+ Year Treasury ETF (TBF)	0.0	$34k		1.3k	26.23	View chart
WisdomTree Total Dividend Fund (DTD)	0.0	$37k	-20%	500.00	73.19	View chart
Invesco Van Kampen High Inc Trust II (VLT)	0.0	$43k	NEW	3.0k	14.31	View chart
iShares S&P Global Financials Sect. (IXG)	0.0	$36k		625.00	57.28	View chart
PowerShares Hgh Yield Corporate Bnd	0.0	$38k	-8%	2.0k	18.66	View chart
SPDR Dow Jones Global Real Estate (RWO)	0.0	$39k		845.00	45.82	View chart
Vanguard Long Term Corporate Bond ETF (VCLT)	0.0	$41k	-56%	482.00	85.31	View chart
Guggenheim Bulletshs Etf equity	0.0	$40k		1.5k	26.04	View chart
Marathon Petroleum Corp (MPC)	0.0	$42k	+113%	800.00	52.31	View chart
Cnl Lifestyle Properties	0.0	$40k		7.7k	5.20	View chart
Kraft Foods	0.0	$34k		393.00	85.14	View chart
Global X Fds glbx suprinc e (SPFF)	0.0	$41k	-8%	2.9k	14.13	View chart
Wpp Plc- (WPP)	0.0	$34k		300.00	112.72	View chart
Ares 5 7/8% Pfd preferred	0.0	$42k	-46%	1.7k	25.32	View chart
Blackrock Multi-sector Incom other (BIT)	0.0	$43k		2.6k	16.58	View chart
Ishares Tr 2016 cp tm etf	0.0	$34k	-60%	333.00	100.78	View chart
Stifel Finl Corp Sr Nt 22 p	0.0	$41k	-60%	1.6k	25.45	View chart
Ishares Tr 2018 cp tm etf	0.0	$39k	-57%	383.00	102.80	View chart
Ishares Tr 2020 cp tm etf	0.0	$35k	-60%	333.00	104.31	View chart
Cheniere Engy Ptnrs	0.0	$35k		1.5k	23.42	View chart
Medtronic (MDT)	0.0	$35k		468.00	74.10	View chart
Cognizant Technology Solutions (CTSH)	0.0	$24k		400.00	61.09	View chart
Comcast Corporation (CMCSA)	0.0	$19k	+46%	318.00	60.14	View chart
Discover Financial Services (DFS)	0.0	$27k	+27%	474.00	57.66	View chart
IDEXX Laboratories (IDXX)	0.0	$26k	+100%	400.00	64.14	View chart
McGraw-Hill Companies	0.0	$20k		200.00	100.45	View chart
Adobe Systems Incorporated (ADBE)	0.0	$31k		378.00	81.01	View chart

Past Filings by Genesis Wealth Advisors

SEC 13F filings are viewable for Genesis Wealth Advisors going back to 2014

Genesis Wealth Advisors 2015 Q2 filed Aug. 24, 2015
Genesis Wealth Advisors 2015 Q1 filed May 15, 2015
Genesis Wealth Advisors 2014 Q4 filed May 4, 2015

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