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Genesis Private Wealth, LLC

All holdings · as of Dec 31, 2025

180 positions

CompanyClassValueShares% of portfolio
Chubb Ltd—$283.7K9090.1%
SOUTHERN CO—$284.0K3,2570.1%
ASTRAZENECA PLC—$288.2K3,1350.1%
Howmet Aerospace Inc.—$289.1K1,4100.1%
PEPSICO INC—$292.1K2,0350.1%
SHOPIFY INC—$292.3K1,8160.1%
PROGRESSIVE CORP/OH—$293.8K1,2900.1%
AMERICAN EXPRESS CO—$301.1K8140.1%
SPOTIFY TECHNOLOGY S A—$304.3K5240.1%
SANOFI—$306.5K6,3240.1%
CATERPILLAR INC—$312.2K5450.1%
Jack Henry & Associates Inc—$314.4K1,7230.1%
WORLD GOLD TR—$314.8K3,6870.1%
The Boeing Company—$321.3K1,4800.1%
NATIONAL GRID PLC—$330.3K4,2700.1%
ENBRIDGE INC—$331.8K6,9370.1%
J P MORGAN EXCHANGE TRADED F—$332.2K6,5790.1%
ISHARES TR—$333.3K3,1120.1%
ABBOTT LABORATORIES—$337.9K2,6970.1%
ISHARES TR—$343.0K3,0160.1%
BANK OF AMERICA CORP /DE—$343.9K6,2530.1%
W. R. Berkley Corporation—$346.0K4,9340.1%
TRIMBLE INC.—$346.5K4,4220.1%
CAPITAL ONE FINANCIAL CORP—$356.3K1,4700.1%
KLA CORP—$357.2K2940.1%
TRUIST FINANCIAL CORP—$364.9K7,4160.1%
The PNC Financial Services Group, Inc.—$386.9K1,8530.1%
CHEVRON CORP—$390.2K2,5600.1%
ISHARES GOLD TR—$393.8K4,8520.1%
KKR & Co. Inc.—$399.8K3,1360.1%
SPDR S&P MIDCAP 400 ETF TR—$405.4K6720.1%
Visa Inc—$415.6K1,1850.1%
RTX Corp—$430.5K2,3470.1%
Duke Energy Corp—$431.0K3,6770.1%
BRITISH AMERN TOB PLC—$434.9K7,6800.1%
AMGEN INC—$441.6K1,3490.1%
US BANCORP \DE—$445.4K8,3480.1%
AbbVie Inc.—$451.2K1,9750.1%
TotalEnergies SE—$453.3K6,9290.1%
ASML HOLDING N V—$467.5K4370.1%
CAPITAL GRP FIXED INCM ETF T—$473.3K17,2860.1%
GILEAD SCIENCES, INC.—$492.2K4,0100.2%
WELLS FARGO & COMPANY/MN—$512.8K5,5020.2%
VANGUARD INDEX FDS—$514.2K2,6920.2%
SPDR SERIES TRUST—$519.4K3,7320.2%
JOHNSON & JOHNSON—$534.6K2,5830.2%
THERMO FISHER SCIENTIFIC INC.—$534.8K9230.2%
ISHARES TR—$566.3K5,8970.2%
Prologis Inc—$570.4K4,4680.2%
AMPHENOL CORP /DE—$575.3K4,2570.2%
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