Gen Wealth Group, Inc. Portfolio Holdings by Sector
Gen Wealth Group, Inc.
- $436 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IAU SCHV VUG VOO IEF IVV IWP DIA 52 stocks |
$424,095
98.04% of portfolio
|
  17  
|
  30  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,332
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$1,148
0.27% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ AMGN PFE 3 stocks |
$981
0.23% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$906
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$583
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$540
0.12% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$336
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$308
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$256
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$244
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$225
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$212
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$211
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$211
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|