Genesis Private Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| KKR & Co. Inc. | $399.8K | 0.1% |
| ISHARES GOLD TR | $393.8K | 0.1% |
| CHEVRON CORP | $390.2K | 0.1% |
| The PNC Financial Services Group, Inc. | $386.9K | 0.1% |
| TRUIST FINANCIAL CORP | $364.9K | 0.1% |
| KLA CORP | $357.2K | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $356.3K | 0.1% |
| TRIMBLE INC. | $346.5K | 0.1% |
| W. R. Berkley Corporation | $346.0K | 0.1% |
| BANK OF AMERICA CORP /DE | $343.9K | 0.1% |
| ISHARES TR | $343.0K | 0.1% |
| ABBOTT LABORATORIES | $337.9K | 0.1% |
| ISHARES TR | $333.3K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $332.2K | 0.1% |
| ENBRIDGE INC | $331.8K | 0.1% |
| NATIONAL GRID PLC | $330.3K | 0.1% |
| The Boeing Company | $321.3K | 0.1% |
| WORLD GOLD TR | $314.8K | 0.1% |
| Jack Henry & Associates Inc | $314.4K | 0.1% |
| CATERPILLAR INC | $312.2K | 0.1% |
| SANOFI | $306.5K | 0.1% |
| SPOTIFY TECHNOLOGY S A | $304.3K | 0.1% |
| AMERICAN EXPRESS CO | $301.1K | 0.1% |
| PROGRESSIVE CORP/OH | $293.8K | 0.1% |
| SHOPIFY INC | $292.3K | 0.1% |
| PEPSICO INC | $292.1K | 0.1% |
| Howmet Aerospace Inc. | $289.1K | 0.1% |
| ASTRAZENECA PLC | $288.2K | 0.1% |
| SOUTHERN CO | $284.0K | 0.1% |
| Chubb Ltd | $283.7K | 0.1% |
| GENERAL DYNAMICS CORP | $283.5K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $280.3K | 0.1% |
| O REILLY AUTOMOTIVE INC | $278.9K | 0.1% |
| MARSH & MCLENNAN COMPANIES, INC. | $277.6K | 0.1% |
| BlackRock, Inc. | $277.2K | 0.1% |
| GE Vernova Inc. | $275.8K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $275.0K | 0.1% |
| JOHN HANCOCK EXCHANGE TRADED | $274.0K | 0.1% |
| Markel Group Inc | $273.0K | 0.1% |
| FIRST TR EXCHANGE TRAD FD VI | $264.5K | 0.1% |
| Medtronic plc | $262.6K | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $259.3K | 0.1% |
| MCKESSON CORP | $258.4K | 0.1% |
| Union Pacific Corp | $254.5K | 0.1% |
| PFIZER INC | $253.7K | 0.1% |
| VANGUARD BD INDEX FDS | $252.5K | 0.1% |
| CACI INTERNATIONAL INC /DE | $252.0K | 0.1% |
| FirstEnergy Corp | $247.0K | 0.1% |
| Morgan Stanley | $245.5K | 0.1% |
| TEXAS INSTRUMENTS INC | $243.2K | 0.1% |