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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 $123,493,312
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 30,967 $17,322,567 14.03%
2.
Vanguard Star Fds
 168,194 $10,444,865 8.46%
3.
Ishares Trust
 IEF 13,933 $7,828,953 6.34%
4.
Vanguard Wellington Fd
 52,069 $6,959,258 5.64%
5.
Vanguard Bond Index Funds
 BND 87,316 $6,413,362 5.19%
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)