Gen-Wealth Partners Inc Top Holdings and 13F Report (2025) About Gen-Wealth Partners IncInvestment ActivityGen-Wealth Partners Inc has $239.54 million in total holdings as of March 31, 2025.Gen-Wealth Partners Inc owns shares of 622 different stocks, but just 120 companies or ETFs make up 80% of its holdings.Approximately 8.87% of the portfolio was purchased this quarter.About 5.50% of the portfolio was sold this quarter.This quarter, Gen-Wealth Partners Inc has purchased 648 new stocks and bought additional shares in 137 stocks.Gen-Wealth Partners Inc sold shares of 191 stocks and completely divested from 59 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $17,093,432iShares S&P 500 Growth ETF $7,297,902iShares U.S. Equity Factor Rotation Active ETF $7,025,071iShares MSCI USA Quality Factor ETF $6,480,157iShares Core S&P 500 ETF $5,840,903 Largest New Holdings this Quarter 46137V233 - Invesco S&P 500 Top 50 ETF $1,286,191 Holding09290C806 - BlackRock Future U.S. Themes ETF $805,779 Holding09789C812 - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $790,849 Holding30161Q104 - Exelixis $175,038 Holding092528843 - ISHARES HIGH YIELD MUNI ACTIVE ETF $166,683 Holding Largest Purchases this Quarter iShares S&P 500 Value ETF 10,935 shares (about $2.08M)Invesco S&P 500 Top 50 ETF 27,949 shares (about $1.29M)iShares Core MSCI Emerging Markets ETF 23,668 shares (about $1.28M)iShares Currency Hedged MSCI EAFE ETF 24,201 shares (about $878.26K)BlackRock Future U.S. Themes ETF 25,427 shares (about $805.78K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 24,274 shares (about $2.43M)iShares ESG Aware MSCI USA ETF 8,287 shares (about $1.01M)iShares MSCI Emerging Markets ex China ETF 13,985 shares (about $770.43K)iShares MSCI EAFE Value ETF 6,937 shares (about $408.86K)iShares 20+ Year Treasury Bond ETF 4,441 shares (about $404.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGen-Wealth Partners Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$17,093,432$605,517 ▲3.7%259,9377.1%ETFIVWiShares S&P 500 Growth ETF$7,297,902$58,204 ▼-0.8%78,6163.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,025,071$204,403 ▲3.0%144,0742.9%ETFQUALiShares MSCI USA Quality Factor ETF$6,480,157$421,073 ▲6.9%37,9202.7%ETFIVViShares Core S&P 500 ETF$5,840,903$337,699 ▼-5.5%10,3952.4%ETFEFViShares MSCI EAFE Value ETF$5,479,390$408,865 ▼-6.9%92,9662.3%ETFIVEiShares S&P 500 Value ETF$5,203,277$2,084,017 ▲66.8%27,3022.2%ETFEFGiShares MSCI EAFE Growth ETF$3,320,507$2,427,405 ▼-42.2%33,2051.4%ETFWMTWalmart$3,033,927$17,997 ▼-0.6%34,5591.3%Retail/WholesalePGProcter & Gamble$2,872,557$152,524 ▲5.6%16,8561.2%Consumer StaplesIYWiShares U.S. Technology ETF$2,715,906$61,371 ▲2.3%19,3391.1%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$2,526,087$770,431 ▼-23.4%45,8541.1%ManufacturingMSFTMicrosoft$2,481,070$74,331 ▲3.1%6,6091.0%Computer and TechnologyIBMInternational Business Machines$2,474,879$92,749 ▼-3.6%9,9531.0%Computer and TechnologyMCDMcDonald's$2,426,927$26,865 ▲1.1%7,7691.0%Retail/WholesaleJNJJohnson & Johnson$2,415,096$158,541 ▲7.0%14,5631.0%MedicalAMGNAmgen$2,391,066$215,897 ▲9.9%7,6751.0%MedicalIEMGiShares Core MSCI Emerging Markets ETF$2,265,947$1,277,371 ▲129.2%41,9850.9%ETFCATCaterpillar$2,110,593$102,562 ▲5.1%6,4000.9%IndustrialsKOCoca-Cola$2,104,827$75,415 ▲3.7%29,3890.9%Consumer StaplesUNHUnitedHealth Group$2,092,075$250,379 ▲13.6%3,9940.9%MedicalSCHZSchwab U.S. Aggregate Bond ETF$2,070,839$173,354 ▲9.1%89,4140.9%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,064,970$621,003 ▲43.0%4,9180.9%FinanceMUBiShares National Muni Bond ETF$2,010,321$505,164 ▲33.6%19,0660.8%ETFCVXChevron$1,965,914$115,091 ▲6.2%11,7520.8%EnergySHWSherwin-Williams$1,917,202$94,987 ▲5.2%5,4900.8%Basic MaterialsAAPLApple$1,914,506$99,735 ▲5.5%8,6190.8%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$1,896,510$116,352 ▼-5.8%41,1570.8%ManufacturingVVisa$1,882,707$83,061 ▲4.6%5,3720.8%Business ServicesAMZNAmazon.com$1,874,489$70,779 ▲3.9%9,8520.8%Retail/WholesaleJPMJPMorgan Chase & Co.$1,871,983$28,947 ▲1.6%7,6310.8%FinanceMMM3M$1,813,887$50,814 ▲2.9%12,3510.8%Multi-Sector ConglomeratesHDHome Depot$1,573,889$84,302 ▲5.7%4,2940.7%Retail/WholesaleCSCOCisco Systems$1,563,304$59,118 ▲3.9%25,3330.7%Computer and TechnologyADPAutomatic Data Processing$1,546,383$3,972 ▲0.3%5,0610.6%Business ServicesVZVerizon Communications$1,537,012$111,675 ▲7.8%33,8850.6%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$1,492,323$35,532 ▲2.4%16,1280.6%ETFCHDChurch & Dwight$1,477,296$105,796 ▲7.7%13,4190.6%Consumer StaplesMKCMcCormick & Company, Incorporated$1,470,358$55,970 ▲4.0%17,8640.6%Consumer StaplesTRVTravelers Companies$1,450,650$115,576 ▲8.7%5,4850.6%FinancePEPPepsiCo$1,402,237$207,967 ▲17.4%9,3520.6%Consumer StaplesBABoeing$1,401,921$120,238 ▲9.4%8,2200.6%AerospaceCLColgate-Palmolive$1,397,028$121,619 ▲9.5%14,9100.6%Consumer StaplesMRKMerck & Co., Inc.$1,385,685$114,442 ▲9.0%15,4380.6%MedicalFDSFactSet Research Systems$1,378,621$604,283 ▲78.0%3,0320.6%Business ServicesGSThe Goldman Sachs Group$1,305,181$80,310 ▲6.6%2,3890.5%FinanceAXPAmerican Express$1,292,568$77,220 ▲6.4%4,8040.5%FinanceNKENIKE$1,292,105$191,324 ▲17.4%20,3550.5%Consumer DiscretionaryXLGInvesco S&P 500 Top 50 ETF$1,286,191$1,286,191 ▲New Holding27,9490.5%ETFHONHoneywell International$1,264,869$114,776 ▲10.0%5,9730.5%Multi-Sector ConglomeratesNVDANVIDIA$1,238,458$28,937 ▲2.4%11,4270.5%Computer and TechnologyDISWalt Disney$1,223,410$100,676 ▲9.0%12,3950.5%Consumer DiscretionaryHEFAiShares Currency Hedged MSCI EAFE ETF$1,205,813$878,258 ▲268.1%33,2270.5%ETFCRMSalesforce$1,120,144$93,390 ▲9.1%4,1740.5%Computer and TechnologyMBBiShares MBS ETF$1,108,307$36,762 ▲3.4%11,8180.5%ETFCHKPCheck Point Software Technologies$1,066,499$82,056 ▲8.3%4,6790.4%Computer and TechnologyCOSTCostco Wholesale$1,037,405$93,622 ▲9.9%1,0970.4%Retail/WholesaleCORCencora$1,018,664$103,452 ▲11.3%3,6630.4%MedicalFIFiserv$979,718$62,488 ▲6.8%4,4370.4%Business ServicesMNSTMonster Beverage$977,951$139,574 ▲16.6%16,7110.4%Consumer StaplesAZOAutoZone$968,812$76,284 ▲8.5%2540.4%Retail/WholesaleCMCSAComcast$967,757$212,142 ▲28.1%26,2260.4%Consumer DiscretionaryICEIntercontinental Exchange$955,212$92,468 ▲10.7%5,5370.4%FinancePAYXPaychex$945,174$99,053 ▲11.7%6,1260.4%Business ServicesXOMExxon Mobil$941,659$25,212 ▼-2.6%7,9180.4%EnergyROLRollins$937,865$109,574 ▲13.2%17,3580.4%ConstructionORCLOracle$912,850$100,107 ▲12.3%6,5290.4%Computer and TechnologyTSCOTractor Supply$904,213$115,162 ▲14.6%16,4100.4%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$882,780$532,163 ▲151.8%5,0960.4%ETFINTUIntuit$879,278$120,962 ▲16.0%1,4320.4%Computer and TechnologyMSCIMSCI$863,896$101,202 ▲13.3%1,5280.4%FinanceBDXBecton, Dickinson and Company$854,911$41,005 ▲5.0%3,7320.4%MedicalFASTFastenal$849,987$8,685 ▼-1.0%10,9610.4%Retail/WholesaleHSYHershey$842,474$207,283 ▲32.6%4,9260.4%Consumer StaplesACNAccenture$842,232$106,098 ▲14.4%2,6990.4%Computer and TechnologyMETAMeta Platforms$833,272$576 ▼-0.1%1,4460.3%Computer and TechnologySJMJ. M. Smucker$826,541$57,550 ▲7.5%6,9800.3%Consumer StaplesFICOFair Isaac$821,168$114,410 ▲16.2%4450.3%Computer and TechnologyOEFiShares S&P 100 ETF$816,515$223,966 ▲37.8%3,0150.3%ETFEFAiShares MSCI EAFE ETF$811,579$575,379 ▲243.6%9,9300.3%FinanceABTAbbott Laboratories$808,900$169,261 ▼-17.3%6,0980.3%MedicalBTHMBlackRock Future U.S. Themes ETF$805,779$805,779 ▲New Holding25,4270.3%ETFROPRoper Technologies$805,210$30,652 ▼-3.7%1,3660.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$804,488$259,805 ▼-24.4%1,5080.3%ETFECLEcolab$802,198$64,906 ▼-7.5%3,1640.3%Basic MaterialsBRK.ABerkshire Hathaway$798,4420.0%10.3%FinanceBINCiShares Flexible Income Active ETF$796,817$74,433 ▲10.3%15,2120.3%ETFTMOThermo Fisher Scientific$792,493$133,823 ▲20.3%1,5930.3%MedicalXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$790,849$790,849 ▲New Holding16,9820.3%ETFQQQInvesco QQQ$787,317$478,299 ▲154.8%1,6790.3%FinanceLINDE PLC SHS$785,138$27,475 ▼-3.4%1,6860.3%StockITWIllinois Tool Works$779,770$7,441 ▼-0.9%3,1440.3%IndustrialsMTDMettler-Toledo International$763,739$141,652 ▲22.8%6470.3%MedicalGWWW.W. Grainger$743,543$1,975 ▲0.3%7530.3%IndustrialsABBVAbbVie$732,030$155,876 ▼-17.6%3,4940.3%MedicalGDGeneral Dynamics$685,726$4,633 ▲0.7%2,5160.3%AerospaceNVONovo Nordisk A/S$674,718$154,011 ▲29.6%9,7170.3%MedicalUSMViShares MSCI USA Min Vol Factor ETF$673,884$322,378 ▲91.7%7,1950.3%ETFEDConsolidated Edison$649,117$10,505 ▼-1.6%5,8700.3%UtilitiesCTASCintas$641,563$11,097 ▼-1.7%3,1220.3%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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