Genesis Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Braintree, MA
CIK
0001637241
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 61 123,493 SPY, VXUS, IVV, VFQY 13F-HR 5/5/2025 000195175725000512
Q4 2024 63 114,692 SPY, BSCR, IVV, VFQY 13F-HR 2/4/2025 000195175725000179
Q2 2015 522 123,065 IVV, Claymore Exchange Traded Fd Trust Guggenheim Bulletshares 2018, EFA, IGIB 13F-HR 8/24/2015 000163724115000003
Q1 2015 474 120,326 IVV, Claymore Exchange Traded Fd Trust Guggenheim Bulletshares 2018, EFA, AGG 13F-HR 5/15/2015 000163724115000002
Q4 2014 506 126,053 IVV, Claymore Exchange Traded Fd Trust Guggenheim Bulletshares 2018, EFA, IGIB 13F-HR 5/4/2015 000163724115000001