Genesis Private Wealth, LLC New Holdings in Q4 2024

Genesis Private Wealth, LLC

  • $181 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CACI
Caci International Inc

Technology
609
New
N/A
609 $246M
FCN
Fti Consulting, Inc

Industrials
1.28K
New
$190.39 - $231.2 $244K - $296K
1.28K $245M
BSX
Boston Scientific Corp

Healthcare
2.72K
New
$83.62 - $91.5 $227K - $248K
2.72K $243M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.45K
New
$165.45 - $196.93 $241K - $286K
1.45K $241M
ACN
Accenture PLC

Technology
682
New
$343.9 - $376.86 $235K - $257K
682 $240M
UNH
Unitedhealth Group Inc

Healthcare
474
New
$485.52 - $625.25 $230K - $296K
474 $240M
LNG
Cheniere Energy, Inc.

Energy
1.12K
New
$181.07 - $225.92 $202K - $252K
1.12K $240M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
967
New
$229.83 - $258.46 $222K - $250K
967 $239M
UNP
Union Pacific Corp

Industrials
1.04K
New
$223.15 - $249.32 $232K - $260K
1.04K $237M
LLY
Eli Lilly & CO

Healthcare
304
New
$727.2 - $932.06 $221K - $283K
304 $235M
SHOP
Shopify Inc.

Technology
2.18K
New
$78.14 - $119.49 $170K - $260K
2.18K $232M
XEL
Xcel Energy Inc

Utilities
3.43K
New
$62.16 - $72.92 $213K - $250K
3.43K $232M
TFC
Truist Financial Corp

Financial Services
5.27K
New
$41.51 - $48.1 $219K - $253K
5.27K $228M
NGG
National Grid PLC

Utilities
3.84K
New
$57.68 - $70.03 $221K - $269K
3.84K $228M
VGSH
Vanguard

ETFs
3.88K
New
$58.02 - $58.88 $225K - $229K
3.88K $226M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.75K
New
$128.36 - $186.0 $225K - $326K
1.75K $225M
BRO
Brown & Brown, Inc.

Financial Services
2.15K
New
$100.93 - $113.42 $217K - $244K
2.15K $219M
VRSK
Verisk Analytics, Inc.

Industrials
794
New
$262.86 - $294.75 $209K - $234K
794 $219M
TRP
Tc Energy Corp

Energy
4.58K
New
$44.03 - $50.23 $202K - $230K
4.58K $213M
ADI
Analog Devices Inc

Technology
997
New
$206.35 - $236.48 $206K - $236K
997 $212M
TFX
Teleflex Inc

Healthcare
1.19K
New
$172.66 - $245.13 $205K - $290K
1.19K $211M
AZN
Astrazeneca PLC

Healthcare
3.21K
New
$63.2 - $79.58 $203K - $255K
3.21K $210M
PEG
Public Service Enterprise Group Inc

Utilities
2.48K
New
$81.87 - $94.51 $203K - $235K
2.48K $210M
TT
Trane Technologies PLC

Industrials
566
New
$369.35 - $419.14 $209K - $237K
566 $209M
GS
Goldman Sachs Group Inc

Financial Services
363
New
$486.1 - $608.57 $176K - $221K
363 $208M
Linde PLC
494
New
N/A
494 $207M
SPY
Spdr S&P 500 ETF Trust

ETFs
352
New
$567.81 - $607.81 $200K - $214K
352 $206M
Atlassian Corporation
846
New
N/A
846 $206M
BURL
Burlington Stores, Inc.

Consumer Cyclical
720
New
$242.7 - $295.49 $175K - $213K
720 $205M
SNY
Sanofi

Healthcare
4.25K
New
$45.89 - $57.31 $195K - $244K
4.25K $205M
APO
Apollo Global Management, Inc.

Financial Services
1.24K
New
$131.36 - $178.61 $162K - $221K
1.24K $204M
CASY
Caseys General Stores Inc

Consumer Cyclical
514
New
$366.65 - $427.88 $188K - $220K
514 $204M
TRMB
Trimble Inc.

Technology
2.87K
New
$60.21 - $75.4 $173K - $217K
2.87K $203M
COF
Capital One Financial Corp

Financial Services
1.12K
New
$145.19 - $192.01 $163K - $215K
1.12K $200M
HBAN
Huntington Bancshares Inc

Financial Services
10.7K
New
$14.18 - $18.2 $152K - $195K
10.7K $175M
Activity Summary
Buys All Purchases 136 New Holdings 136 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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