GEN-WEALTH PARTNERS INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SYY | 6K | $512.50K |
 | F | 6K | $73.56K |
 | CRM | 6K | $1.45M |
 | SHW | 6K | $2.08M |
 | V | 6K | $2.03M |
 | MDT | 6K | $557.15K |
 | CPB | 6K | $183.84K |
 | TRV | 6K | $1.61M |
 | ABT | 6K | $761.84K |
 | AXP | 6K | $1.83M |
 | FBRT | 5K | $59.11K |
 | ICE | 5K | $911.18K |
 | JKHY | 5K | $804.85K |
 | NTLA | 5K | $91.58K |
 | GOOGL | 5K | $1.27M |
 | CHKP | 5K | $1.07M |
 | ED | 5K | $520.11K |
 | UNH | 5K | $1.77M |
 | SJM | 5K | $556.09K |
 | BRO | 5K | $478.01K |
Sysco Corporation
SYY
Shares Held
6K
Value
$512.50K
Ford Motor Company
F
Shares Held
6K
Value
$73.56K
Salesforce, Inc.
CRM
Shares Held
6K
Value
$1.45M
The Sherwin-Williams Company
SHW
Shares Held
6K
Value
$2.08M
Visa Inc.
V
Shares Held
6K
Value
$2.03M
Medtronic plc
MDT
Shares Held
6K
Value
$557.15K
Campbell Soup Company
CPB
Shares Held
6K
Value
$183.84K
The Travelers Companies, Inc.
TRV
Shares Held
6K
Value
$1.61M
Abbott Laboratories
ABT
Shares Held
6K
Value
$761.84K
American Express Company
AXP
Shares Held
6K
Value
$1.83M
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
5K
Value
$59.11K
Intercontinental Exchange, Inc.
ICE
Shares Held
5K
Value
$911.18K
Jack Henry & Associates, Inc.
JKHY
Shares Held
5K
Value
$804.85K
Intellia Therapeutics, Inc.
NTLA
Shares Held
5K
Value
$91.58K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.27M
Check Point Software Technologies Ltd.
CHKP
Shares Held
5K
Value
$1.07M
Consolidated Edison, Inc.
ED
Shares Held
5K
Value
$520.11K
UnitedHealth Group Incorporated
UNH
Shares Held
5K
Value
$1.77M
The J. M. Smucker Company
SJM
Shares Held
5K
Value
$556.09K
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$478.01K