Genesis Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Genesis Wealth Advisors, LLCInvestment ActivityGenesis Wealth Advisors, LLC has $114.69 million in total holdings as of December 31, 2024.Genesis Wealth Advisors, LLC owns shares of 63 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $16,944,053Invesco BulletShares 2027 Corporate Bond ETF $8,210,407iShares Core S&P 500 ETF $8,020,176Vanguard U.S. Quality Factor ETF $6,909,593iShares MSCI USA Equal Weighted ETF $6,095,826 Sector AllocationMap of 500 Largest Holdings ofGenesis Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$16,944,05328,91114.8%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$8,210,407421,4797.2%ETFIVViShares Core S&P 500 ETF$8,020,17613,6247.0%ETFVFQYVanguard U.S. Quality Factor ETF$6,909,59349,0426.0%ETFEUSAiShares MSCI USA Equal Weighted ETF$6,095,82663,9245.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$6,064,464118,3315.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$5,296,225142,6784.6%ETFGLDMSPDR Gold MiniShares Trust$3,796,41473,0223.3%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$3,688,441178,6173.2%ETFVXUSVanguard Total International Stock ETF$3,435,08958,2913.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,274,112168,5082.9%ETFXLEEnergy Select Sector SPDR Fund$3,146,22336,7292.7%ETFBNDVanguard Total Bond Market ETF$3,053,56242,4642.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,893,59247,6312.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,592,39558,8652.3%ETFJNJJohnson & Johnson$2,549,65117,6302.2%MedicalVBRVanguard Small-Cap Value ETF$2,289,82911,5542.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,254,94646,5712.0%ManufacturingAAPLApple$2,086,6868,3331.8%Computer and TechnologyIBBiShares Biotechnology ETF$2,033,83815,3831.8%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,810,49989,9401.6%ETFGLDSPDR Gold Shares$1,325,6625,4751.2%FinanceEFAiShares MSCI EAFE ETF$1,324,23417,5141.2%FinanceQUALiShares MSCI USA Quality Factor ETF$897,7015,0410.8%ETFQQQInvesco QQQ$863,6061,6890.8%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$848,2496,5950.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$841,7708,6870.7%FinanceIEFAiShares Core MSCI EAFE ETF$685,4419,7530.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$644,2041,1310.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$601,21911,6290.5%ManufacturingMSFTMicrosoft$584,5701,3870.5%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$573,88212,6960.5%ManufacturingMETAMeta Platforms$556,2359500.5%Computer and TechnologyIWDiShares Russell 1000 Value ETF$512,6252,7690.4%ETFAMZNAmazon.com$473,8822,1600.4%Retail/WholesaleACWIiShares MSCI ACWI ETF$428,1703,6440.4%ManufacturingSYLDCambria Shareholder Yield ETF$416,1616,0780.4%ETFMRKMerck & Co., Inc.$367,7783,6970.3%MedicalIEIiShares 3-7 Year Treasury Bond ETF$360,5163,1200.3%ETFHONEHarborOne Bancorp$356,17230,1070.3%FinanceGOOGLAlphabet$355,8841,8800.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$341,9533,3680.3%ETFIWMiShares Russell 2000 ETF$339,3951,5360.3%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$328,7242,8540.3%ETFIAUiShares Gold Trust$313,2006,3260.3%FinanceVTVanguard Total World Stock ETF$296,6372,5250.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$276,7635,3730.2%ManufacturingRFGInvesco S&P MidCap 400 Pure Growth ETF$269,6905,5700.2%ETFPFMInvesco Dividend Achievers ETF$268,9235,8640.2%ManufacturingDBMFiMGP DBi Managed Futures Strategy ETF$266,54410,1890.2%ETFACWViShares MSCI Global Min Vol Factor ETF$262,2982,4020.2%ETFJ P MORGAN EXCHANGE TRADED F$244,8723,9470.2%HEDGED EQUITY LAPRFInvesco FTSE RAFI US 1000 ETF$239,6205,9400.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$223,0822,4130.2%ETFCOSTCostco Wholesale$219,9052400.2%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$214,7622,7530.2%ETFVZVerizon Communications$209,7375,2450.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$206,4783,9540.2%ETFUNPUnion Pacific$205,9209030.2%TransportationPIDInvesco International Dividend Achievers ETF$196,10010,7100.2%ManufacturingACICAtlas Crest Investment$162,40812,0660.1%FinanceAGNCAGNC Investment$128,89413,9950.1%FinancePOWWAMMO$12,75311,5940.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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