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Gen-Wealth Partners Inc

Q1 2025 Holdings

Filed 2025-05-13 | 622 holdings | $239.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Genuine Parts Co COM(GPC)Stock372460105$532.0K4,4650.2%
Nextera Energy Inc COM(NEE)Stock65339F101$539.3K7,6070.2%
C H Robinson Worldwide Inc COM New(CHRW)Stock12541W209$540.0K5,2730.2%
Expeditors Intl Wash Inc COM(EXPD)Stock302130109$540.2K4,4930.2%
Realty Income Corp COM(O)REIT756109104$550.1K9,4840.2%
Kenvue Inc COM(KVUE)Stock49177J102$550.8K22,9700.2%
AIR Prods & Chems Inc COM(APD)Stock009158106$557.0K1,8890.2%
Kimberly-Clark Corp COM(KMB)Stock494368103$558.1K3,9240.2%
Essex Ppty TR Inc COM(ESS)REIT297178105$568.2K1,8530.2%
Medtronic PLC SHS(MDT)StockG5960L103$573.2K6,3780.2%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$573.6K9,8300.2%
Cincinnati Finl Corp COM(CINF)Stock172062101$577.4K3,9080.2%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$580.4K3,7530.2%
Atmos Energy Corp COM(ATO)Stock049560105$588.6K3,8080.2%
Hormel Foods Corp COM(HRL)Stock440452100$588.7K19,0260.2%
Aflac Inc COM(AFL)Stock001055102$589.0K5,2970.2%
Brown & Brown Inc COM(BRO)Stock115236101$589.4K4,7380.2%
Archer Daniels Midland Co COM(ADM)Stock039483102$592.1K12,3340.2%
Chubb Limited COM(CB)StockH1467J104$603.3K1,9980.3%
Ishares Russell 2000 ETF(IWM)ETF464287655$607.8K3,0470.3%
Cardinal Health Inc COM(CAH)Stock14149Y108$618.7K4,4910.3%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$631.7K1,1290.3%
Cintas Corp COM(CTAS)Stock172908105$641.6K3,1220.3%
Consolidated Edison Inc COM(ED)Stock209115104$649.1K5,8700.3%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$673.9K7,1950.3%
Novo-Nordisk A S ADR(NVO)ADR670100205$674.7K9,7170.3%
General Dynamics Corp COM(GD)Stock369550108$685.7K2,5160.3%
Abbvie Inc COM(ABBV)Stock00287Y109$732.0K3,4940.3%
Grainger W W Inc COM(GWW)Stock384802104$743.5K7530.3%
Mettler Toledo International COM(MTD)Stock592688105$763.7K6470.3%
Illinois Tool WKS Inc COM(ITW)Stock452308109$779.8K3,1440.3%
Linde PLC SHS(LIN)StockG54950103$785.1K1,6860.3%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$787.3K1,6790.3%
Bondbloxx Bloomberg TEN Year Target Duration US Treasury ETF(XTEN)ETF09789C812$790.8K16,9820.3%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$792.5K1,5930.3%
Ishares Flexible Income Active ETF(BINC)ETF092528603$796.8K15,2120.3%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$798.4K10.3%
Ecolab Inc COM(ECL)Stock278865100$802.2K3,1640.3%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$804.5K1,5080.3%
Roper Technologies Inc COM(ROP)Stock776696106$805.2K1,3660.3%
Ishares U.S. Thematic Rotation Active ETF(THRO)ETF09290C806$805.8K25,4270.3%
Abbott Labs COM(ABT)Stock002824100$808.9K6,0980.3%
Ishares Msci Eafe ETF(EFA)ETF464287465$811.6K9,9300.3%
Ishares S&P 100 ETF(OEF)ETF464287101$816.5K3,0150.3%
Fair Isaac Corp COM(FICO)Stock303250104$821.2K4450.3%
Smucker J M Co COM New(SJM)Stock832696405$826.5K6,9800.3%
Meta Platforms Inc CL A(META)Stock30303M102$833.3K1,4460.3%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$842.2K2,6990.4%
Hershey Co COM(HSY)Stock427866108$842.5K4,9260.4%
Fastenal Co COM(FAST)Stock311900104$850.0K10,9610.4%
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