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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 $114,692,640
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 28,911 $16,944,053 14.77%
2.
Invesco Exch Trd Slf Idx Fd
 421,479 $8,210,407 7.15%
3.
Ishares Trust
 IEF 13,624 $8,020,176 6.99%
4.
Vanguard Wellington Fd
 49,042 $6,909,593 6.02%
5.
Ishares Inc
 EWA 63,924 $6,095,826 5.31%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)