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Home > Institutional Investor > Genesis Wealth Advisors, Llc > Profile

Instuitional Investor - Genesis Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Genesis Wealth Advisors, Llc
Portfolio Value $133,290,508
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 33,645 $20,787,826 15.6%
2.
Vanguard Star Fds
 175,993 $12,159,372 9.12%
3.
Ishares Trust
 IEF 13,815 $8,577,734 6.44%
4.
Vanguard Wellington Fd
 55,131 $7,923,472 5.94%
5.
Blackrock Etf Trust
 137,819 $7,505,639 5.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)