Genesis-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "GOOGL", null, null, "UNP", "META", null, null, null, null, "IVW", null, null, null, null, null, "MSFT", "GE", "IWD", "IEMG", "IVV", null, null, "AAPL", "SPY", "MRK", "VZ", null, "IEFA", "GLD", null, "AGNC", "ACWV", "VWO", null, "PRF", null, null, "POWW", "IEF", null, "HONE", "AMZN", null, "VXUS", "BND", "VT", null, null, null, null, "COST", "EFA", "QQQ", "IWM", "MDY", "JNJ", "ITOT", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 61
- Total Value
- 123493312
- Accession Number
- 0001951757-25-000512
- Form Type
- 13F-HR
- Manager Name
- Genesis-Wealth-Advisors
Data Enrichment
56% identified34 identified27 unidentified
Holdings
61 positions • $123.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
AMMO, INC.(POWWcusip00175J107) | 11.6K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $16.0K | 0.0% ($16.0K/$123.5M) | YoY- |