Gen-Wealth Partners Inc Top Holdings and 13F Report (2025) About Gen-Wealth Partners IncInvestment ActivityGen-Wealth Partners Inc has $232.59 million in total holdings as of December 31, 2024.Gen-Wealth Partners Inc owns shares of 648 different stocks, but just 126 companies or ETFs make up 80% of its holdings.Approximately 6.55% of the portfolio was purchased this quarter.About 3.86% of the portfolio was sold this quarter.This quarter, Gen-Wealth Partners Inc has purchased 670 new stocks and bought additional shares in 158 stocks.Gen-Wealth Partners Inc sold shares of 160 stocks and completely divested from 61 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $17,285,281iShares S&P 500 Growth ETF $8,045,512iShares U.S. Equity Factor Rotation Active ETF $7,168,951iShares Core S&P 500 ETF $6,473,136iShares MSCI USA Quality Factor ETF $6,314,085 Largest New Holdings this Quarter Invesco S&P 500 Momentum ETF $1,495,845 HoldingSPDR Gold MiniShares Trust $152,747 HoldingCarpenter Technology $146,629 HoldingPGIM Active High Yield Bond ETF $122,389 HoldingByrna Technologies $114,664 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 15,744 shares (about $1.50M)NVIDIA 7,780 shares (about $1.04M)Sherwin-Williams 2,988 shares (about $1.02M)Tractor Supply 11,987 shares (about $636.02K)iShares MSCI EAFE Growth ETF 4,439 shares (about $429.83K) Largest Sales this Quarter DOW 19,500 shares (about $782.53K)Intel 38,582 shares (about $773.55K)Broadcom 2,398 shares (about $555.95K)SPDR Portfolio S&P 500 ETF 5,597 shares (about $385.86K)Walmart 2,757 shares (about $249.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGen-Wealth Partners Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$17,285,281$385,858 ▼-2.2%250,7297.4%ETFIVWiShares S&P 500 Growth ETF$8,045,512$11,879 ▼-0.1%79,2433.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,168,951$122,436 ▲1.7%139,8823.1%ETFIVViShares Core S&P 500 ETF$6,473,136$26,491 ▲0.4%10,9962.8%ETFQUALiShares MSCI USA Quality Factor ETF$6,314,085$234,000 ▲3.8%35,4562.7%ETFEFGiShares MSCI EAFE Growth ETF$5,565,716$429,830 ▲8.4%57,4792.4%ETFEFViShares MSCI EAFE Value ETF$5,241,911$355,274 ▲7.3%99,9032.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,318,046$257,230 ▲8.4%59,8391.4%ManufacturingWMTWalmart$3,140,905$249,093 ▼-7.3%34,7641.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$3,124,217$143,546 ▲4.8%16,3671.3%ETFIYWiShares U.S. Technology ETF$3,015,175$22,651 ▲0.8%18,9021.3%ManufacturingMSFTMicrosoft$2,702,361$212,446 ▼-7.3%6,4111.2%Computer and TechnologyPGProcter & Gamble$2,675,906$205,542 ▲8.3%15,9611.2%Consumer StaplesIBMInternational Business Machines$2,269,868$47,261 ▼-2.0%10,3261.0%Computer and TechnologyMCDMcDonald's$2,227,284$34,208 ▲1.6%7,6831.0%Retail/WholesaleCATCaterpillar$2,208,665$4,353 ▼-0.2%6,0890.9%Industrial ProductsAMZNAmazon.com$2,079,872$20,843 ▼-1.0%9,4800.9%Retail/WholesaleAAPLApple$2,045,891$6,761 ▲0.3%8,1700.9%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$1,974,404$246,789 ▼-11.1%43,6820.8%ManufacturingJNJJohnson & Johnson$1,967,880$67,683 ▲3.6%13,6070.8%MedicalSCHZSchwab U.S. Aggregate Bond ETF$1,859,777$88,212 ▲5.0%81,9290.8%ETFAMGNAmgen$1,819,690$296,332 ▲19.5%6,9820.8%MedicalJPMJPMorgan Chase & Co.$1,801,022$201,365 ▼-10.1%7,5130.8%FinanceUNHUnitedHealth Group$1,778,604$172,498 ▲10.7%3,5160.8%MedicalSHWSherwin-Williams$1,773,884$1,015,785 ▲134.0%5,2180.8%Basic MaterialsKOCoca-Cola$1,764,188$84,984 ▲5.1%28,3360.8%Consumer StaplesVVisa$1,622,893$1,580 ▼-0.1%5,1350.7%Business ServicesCVXChevron$1,602,482$78,357 ▲5.1%11,0640.7%Oils/EnergyHDHome Depot$1,581,027$57,966 ▼-3.5%4,0640.7%Retail/WholesaleMMM3M$1,549,726$14,845 ▲1.0%12,0050.7%Multi-Sector ConglomeratesMUBiShares National Muni Bond ETF$1,521,054$110,177 ▲7.8%14,2750.7%ETFNVDANVIDIA$1,498,676$1,044,776 ▲230.2%11,1600.6%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$1,495,845$1,495,845 ▲New Holding15,7440.6%ETFADPAutomatic Data Processing$1,477,824$170,090 ▲13.0%5,0480.6%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$1,463,295$89,355 ▲6.5%3,4390.6%FinanceCSCOCisco Systems$1,442,985$15,037 ▼-1.0%24,3750.6%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$1,430,185$26,537 ▼-1.8%11,1020.6%ManufacturingMRKMerck & Co., Inc.$1,408,886$256,550 ▲22.3%14,1630.6%MedicalAXPAmerican Express$1,340,651$133,561 ▼-9.1%4,5170.6%FinanceBABoeing$1,330,155$227,445 ▲20.6%7,5150.6%AerospaceNKENIKE$1,312,224$84,450 ▼-6.0%17,3410.6%Consumer DiscretionaryMKCMcCormick & Company, Incorporated$1,310,101$221,171 ▲20.3%17,1840.6%Consumer StaplesCHDChurch & Dwight$1,304,426$193,915 ▲17.5%12,4580.6%Consumer StaplesGSThe Goldman Sachs Group$1,283,897$125,412 ▼-8.9%2,2420.6%FinanceCRMSalesforce$1,279,156$38,114 ▼-2.9%3,8260.5%Computer and TechnologyDISWalt Disney$1,266,621$10,912 ▼-0.9%11,3750.5%Consumer DiscretionaryVZVerizon Communications$1,256,625$3,119 ▼-0.2%31,4230.5%Computer and TechnologyCLColgate-Palmolive$1,237,508$237,010 ▲23.7%13,6120.5%Consumer StaplesHONHoneywell International$1,226,884$21,009 ▲1.7%5,4310.5%Multi-Sector ConglomeratesTRVTravelers Companies$1,216,080$55,408 ▼-4.4%5,0480.5%FinancePEPPepsiCo$1,211,154$166,353 ▲15.9%7,9650.5%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$1,136,312$34,744 ▲3.2%1,9950.5%ETFMBBiShares MBS ETF$1,047,536$20,261 ▲2.0%11,4260.5%ETFIWMiShares Russell 2000 ETF$979,516$27,399 ▲2.9%4,4330.4%FinanceORCLOracle$968,730$135,486 ▲16.3%5,8130.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$956,497$60,522 ▲6.8%18,3170.4%ETFCOSTCostco Wholesale$914,222$159,393 ▲21.1%9980.4%Retail/WholesaleXOMExxon Mobil$874,559$7,315 ▲0.8%8,1300.4%Oils/EnergyFIFiserv$853,303$150,776 ▲21.5%4,1540.4%Business ServicesMETAMeta Platforms$847,087$110,642 ▼-11.6%1,4470.4%Computer and TechnologyABTAbbott Laboratories$834,041$21,716 ▼-2.5%7,3740.4%MedicalACNAccenture$829,900$173,438 ▲26.4%2,3590.4%Computer and TechnologyFDSFactSet Research Systems$818,025$160,915 ▲24.5%1,7030.4%Business ServicesMSCIMSCI$809,565$176,436 ▲27.9%1,3490.3%FinanceCHKPCheck Point Software Technologies$806,426$200,533 ▲33.1%4,3190.3%Computer and TechnologyBDXBecton, Dickinson and Company$806,096$19,511 ▲2.5%3,5530.3%MedicalITWIllinois Tool Works$804,785$21,045 ▲2.7%3,1740.3%Industrial ProductsECLEcolab$801,412$24,136 ▲3.1%3,4200.3%Basic MaterialsFASTFastenal$796,280$8,054 ▲1.0%11,0730.3%Retail/WholesaleGWWW.W. Grainger$791,265$25,287 ▼-3.1%7510.3%Industrial ProductsINTUIntuit$776,461$176,668 ▲29.5%1,2350.3%Computer and TechnologyPAYXPaychex$768,917$167,552 ▲27.9%5,4840.3%Business ServicesCMCSAComcast$768,500$104,821 ▲15.8%20,4770.3%Consumer DiscretionaryFICOFair Isaac$763,492$113,627 ▲17.5%3830.3%Computer and TechnologyTSCOTractor Supply$759,805$636,018 ▲513.8%14,3200.3%Retail/WholesaleABBVAbbVie$753,176$3,377 ▲0.5%4,2380.3%MedicalMNSTMonster Beverage$752,959$181,696 ▲31.8%14,3260.3%Consumer StaplesAZOAutoZone$749,252$172,904 ▲30.0%2340.3%Retail/WholesaleICEIntercontinental Exchange$745,142$185,205 ▲33.1%5,0010.3%FinanceCORCencora$739,532$165,164 ▲28.8%3,2910.3%MedicalROPRoper Technologies$736,998$24,948 ▲3.5%1,4180.3%Computer and TechnologyLINDE PLC SHS$730,627$32,240 ▲4.6%1,7450.3%StockBINCiShares Flexible Income Active ETF$717,408$28,455 ▲4.1%13,7910.3%ETFGOOGLAlphabet$716,690$25,556 ▼-3.4%3,7860.3%Computer and TechnologySJMJ. M. Smucker$715,082$8,809 ▲1.2%6,4940.3%Consumer StaplesROLRollins$710,556$179,887 ▲33.9%15,3300.3%ConstructionTMOThermo Fisher Scientific$688,813$157,116 ▲29.5%1,3240.3%MedicalBRK.ABerkshire Hathaway$680,9200.0%10.3%FinanceGDGeneral Dynamics$658,344$20,285 ▲3.2%2,4990.3%AerospaceNVONovo Nordisk A/S$645,051$21,160 ▲3.4%7,4990.3%MedicalMTDMettler-Toledo International$644,887$166,422 ▲34.8%5270.3%MedicalSPYSPDR S&P 500 ETF Trust$643,938$8,789 ▼-1.3%1,0990.3%FinanceOEFiShares S&P 100 ETF$632,086$6,356 ▲1.0%2,1880.3%ETFHSYHershey$628,890$139,189 ▲28.4%3,7140.3%Consumer StaplesWSTWest Pharmaceutical Services$614,446$10,153 ▲1.7%1,8760.3%MedicalIJHiShares Core S&P Mid-Cap ETF$612,5070.0%9,8300.3%ETFEMREmerson Electric$603,656$82,908 ▼-12.1%4,8710.3%Industrial ProductsADMArcher-Daniels-Midland$597,005$102,557 ▲20.7%11,8170.3%Consumer StaplesHRLHormel Foods$595,566$68,701 ▲13.0%18,9850.3%Consumer StaplesAFLAflac$588,013$3,724 ▲0.6%5,6850.3%FinanceShowing largest 100 holdings. View all holdings. 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