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
WRB
Berkley W R Corp

Financial Services
8.04K
New
$56.48 - $64.94 $454K - $522K
8.04K $470M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.34K
New
$172.07 - $207.36 $402K - $485K
2.34K $462M
GOOG
Alphabet Inc.

Communication Services
2.4K
New
$163.08 - $198.16 $392K - $476K
2.4K $458M
V
Visa Inc.

Financial Services
1.44K
New
$273.87 - $320.91 $395K - $463K
1.44K $456M
DUK
Duke Energy Corp

Utilities
3.76K
New
$105.76 - $120.76 $398K - $454K
3.76K $405M
XOM
Exxon Mobil Corp

Energy
3.74K
New
$105.51 - $125.37 $394K - $469K
3.74K $402M
VTV
Vanguard Value ETF

ETFs
2.37K
New
$168.32 - $181.87 $399K - $431K
2.37K $401M
ABBV
Abb Vie Inc.

Healthcare
2.24K
New
$164.99 - $203.87 $370K - $457K
2.24K $398M
SPOT
Spotify Technology S.A.

Communication Services
870
New
$362.95 - $502.38 $316K - $437K
870 $389M
NOW
Service Now, Inc.

Technology
357
New
$867.18 - $1148.42 $310K - $410K
357 $378M
GILD
Gilead Sciences, Inc.

Healthcare
3.92K
New
$83.95 - $97.9 $329K - $383K
3.92K $362M
SAP
Sap Se

Technology
1.45K
New
$218.13 - $255.54 $316K - $370K
1.45K $357M
CRM
Salesforce, Inc.

Technology
1.06K
New
$270.87 - $367.87 $288K - $391K
1.06K $355M
CSL
Carlisle Companies Inc

Industrials
961
New
$368.67 - $480.91 $354K - $462K
961 $354M
USB
Us Bancorp \De\

Financial Services
7.39K
New
$43.98 - $53.66 $325K - $396K
7.39K $353M
APH
Amphenol Corp

Technology
4.94K
New
$62.07 - $75.35 $306K - $372K
4.94K $343M
VO
Vanguard Mid Cap ETF

ETFs
1.29K
New
$261.5 - $284.63 $337K - $367K
1.29K $340M
LII
Lennox International Inc

Industrials
557
New
$589.36 - $678.43 $328K - $378K
557 $339M
MS
Morgan Stanley

Financial Services
2.64K
New
$104.42 - $134.99 $275K - $356K
2.64K $331M
ETN
Eaton Corp PLC

Industrials
996
New
$326.96 - $377.52 $326K - $376K
996 $331M
ENB
Enbridge Inc

Energy
7.47K
New
$40.4 - $43.92 $302K - $328K
7.47K $317M
PGR
Progressive Corp

Financial Services
1.31K
New
$239.6 - $268.88 $313K - $351K
1.31K $313M
SO
Southern CO

Utilities
3.8K
New
$81.5 - $94.15 $309K - $357K
3.8K $313M
JNJ
Johnson & Johnson

Healthcare
2.13K
New
$143.34 - $165.86 $305K - $353K
2.13K $308M
NFLX
Netflix Inc

Communication Services
343
New
$687.65 - $936.56 $236K - $321K
343 $306M
BMY
Bristol Myers Squibb CO

Healthcare
5.27K
New
$51.92 - $59.94 $274K - $316K
5.27K $298M
ASML
Asml Holding Nv

Technology
425
New
$658.43 - $872.27 $280K - $371K
425 $295M
MKL
Markel Corp

Financial Services
167
New
$1542.01 - $1785.11 $258K - $298K
167 $288M
FLRN
Spdr Bloomberg Investment Grad

ETFs
9.37K
New
$30.67 - $30.84 $287K - $289K
9.37K $288M
MCK
Mckesson Corp

Healthcare
500
New
$482.27 - $628.5 $241K - $314K
500 $285M
GDDY
Go Daddy Inc.

Technology
1.43K
New
$153.16 - $209.03 $219K - $299K
1.43K $282M
AON
Aon PLC

Financial Services
783
New
$344.14 - $393.31 $269K - $308K
783 $281M
RTX
Raytheon Technologies Corp

Industrials
2.42K
New
$114.45 - $127.21 $277K - $308K
2.42K $280M
VZ
Verizon Communications Inc

Communication Services
6.97K
New
$39.6 - $45.21 $276K - $315K
6.97K $279M
IAU
Ishares Gold Trust

ETFs
5.62K
New
$48.37 - $52.65 $272K - $296K
5.62K $278M
ABT
Abbott Laboratories

Healthcare
2.46K
New
$111.93 - $119.39 $275K - $293K
2.46K $278M
LSTR
Landstar System Inc

Industrials
1.61K
New
$171.86 - $192.81 $277K - $311K
1.61K $277M
GE
General Electric CO

Industrials
1.65K
New
$159.95 - $194.23 $264K - $320K
1.65K $275M
TTE
Total Energies Se

Energy
4.92K
New
N/A
4.92K $268M
COP
Conocophillips

Energy
2.7K
New
$95.12 - $114.72 $257K - $309K
2.7K $267M
CVX
Chevron Corp

Energy
1.82K
New
$141.15 - $162.53 $256K - $295K
1.82K $263M
CHH
Choice Hotels International Inc

Consumer Cyclical
1.84K
New
$128.7 - $152.73 $237K - $282K
1.84K $262M
MORN
Morningstar, Inc.

Financial Services
770
New
$312.56 - $358.78 $241K - $276K
770 $259M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.22K
New
$209.89 - $233.24 $256K - $284K
1.22K $259M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.31K
New
$178.39 - $215.0 $234K - $282K
1.31K $253M
NVO
Novo Nordisk A S

Healthcare
2.93K
New
$85.0 - $120.04 $249K - $352K
2.93K $252M
Kenvue Inc
11.7K
New
N/A
11.7K $251M
HWM
Howmet Aerospace Inc.

Industrials
2.27K
New
$99.72 - $120.09 $227K - $273K
2.27K $249M
CB
Chubb LTD

Financial Services
897
New
$271.57 - $301.89 $244K - $271K
897 $248M
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
Track This Portfolio

Track Genesis Private Wealth, LLC Portfolio

Follow Genesis Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesis Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email