IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Gen-Wealth Partners Inc

Q1 2024 Holdings

Filed 2024-05-15 | 631 holdings | $201.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
LAM Research Corp COM(LRCXEUR)Stock512807108$247.8K2550.1%
Broadcom Inc COM(AVGO)Stock11135F101$249.2K1880.1%
Vertiv Holdings Co COM CL A(VRT)Stock92537N108$250.9K3,0720.1%
Paccar Inc COM(PCAR)Stock693718108$252.7K2,0400.1%
Bank America Corp COM(BAC)Stock060505104$254.0K6,6970.1%
Jacobs Solutions Inc COM(J)Stock46982L108$256.9K1,6710.1%
Marathon Pete Corp COM(MPC)Stock56585A102$259.3K1,2870.1%
Pfizer Inc COM(PFE)Stock717081103$260.7K9,3940.1%
Ishares S&P Mid-Cap 400 Value ETF(IJJ)ETF464287705$262.0K2,2150.1%
Mettler Toledo International COM(MTD)Stock592688105$262.3K1970.1%
Ishares 10-20 Year Treasury Bond ETF(TLH)ETF464288653$263.0K2,5040.1%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$266.4K2360.1%
Msci Inc COM(MSCI)Stock55354G100$267.9K4780.1%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$268.7K2,3550.1%
Hershey Co COM(HSY)Stock427866108$271.9K1,3980.1%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$272.9K11,9840.1%
Factset Resh SYS Inc COM(FDS)Stock303075105$273.8K6030.1%
Super Micro Computer Inc COM(SMCIUSD)Stock86800U104$277.8K2750.1%
Cadence Design System Inc COM(CDNS)Stock127387108$279.5K8980.1%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$281.7K3,1410.1%
CMS Energy Corp COM(CMS)Stock125896100$287.0K4,7560.1%
WP Carey Inc COM(WPC)REIT92936U109$290.7K5,1500.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$290.8K6050.1%
Southern Co COM(SO)Stock842587107$294.6K4,1070.1%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$299.8K9350.1%
Paychex Inc COM(PAYX)Stock704326107$299.8K2,4410.1%
Monster Beverage Corp New COM(MNST)Stock61174X109$301.3K5,0820.1%
Rollins Inc COM(ROL)Stock775711104$303.3K6,5550.2%
RTX Corporation COM(RTX)Stock75513E101$304.3K3,1200.2%
Check Point Software Tech LTD ORD(CHKP)StockM22465104$307.7K1,8760.2%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$309.9K6980.2%
Schwab 5-10 Year Corporate Bond ETF(SCHI)ETF808524698$310.9K6,9890.2%
Intercontinental Exchange Inc COM(ICE)Stock45866F104$315.3K2,2950.2%
Ishares Core High Dividend ETF(HDV)ETF46429B663$320.1K2,9040.2%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$325.5K5600.2%
Fifth Third Bancorp COM(FITB)Stock316773100$325.6K8,7510.2%
Gallagher Arthur J & Co COM(AJG)Stock363576109$326.3K1,3050.2%
Autozone Inc COM(AZO)Stock053332102$327.8K1040.2%
Intuit COM(INTU)Stock461202103$328.3K5050.2%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$328.3K7,2720.2%
Ishares Gold Trust(IAU)ETF464285204$329.8K7,8500.2%
Conocophillips COM(COP)Stock20825C104$330.0K2,5930.2%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$331.4K9560.2%
American Elec PWR Co Inc COM(AEP)Stock025537101$333.6K3,8750.2%
Fiserv Inc COM(FISV)Stock337738108$335.5K2,1000.2%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$342.8K2,0240.2%
FS KKR Cap Corp COM(FSK)CEF302635206$343.1K17,9920.2%
Nvidia Corporation COM(NVDA)Stock67066G104$349.7K3870.2%
Metlife Inc COM(MET)Stock59156R108$350.3K4,7270.2%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$353.5K3,5070.2%
PreviousPage 10 of 13Next