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Asset Manager ← All Institutions

GenTrust, LLC

1450 BRICKELL AVENUE SUITE 3050, MIAMI, FL 33131 • 3056776688

Q2 2025 · Filed 2025-07-31
Market Value
$2.1B
+1.8%
Holdings
200
-18
New Purchases
11
Added To
31
Closed
24
Reduced
93
Top 10 Concentration
54.3%
Turnover
17.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EUSA 1.92% 0.00% +1.92% $41M
VCIT 1.22% 0.04% +1.19% $26M
URA 2.29% 1.32% +0.97% $49M
EWL 0.72% 0.06% +0.66% $15M
QQQ 2.93% 2.33% +0.59% $62M
EPI 1.07% 0.62% +0.45% $23M
NVDA 1.66% 1.23% +0.43% $35M
VTI 1.77% 1.44% +0.32% $37M
VTEB 2.49% 2.18% +0.30% $53M
COIN 0.28% 0.05% +0.24% $6M
IBIT 1.06% 0.83% +0.23% $23M
SPHY 0.22% 0.00% +0.22% $5M
SPY 5.41% 5.19% +0.22% $115M
GOVT 0.19% 0.00% +0.19% $4M
BKLC 0.20% 0.02% +0.18% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LTPZ 0.02% 1.66% -1.64% $432K
RSP 1.14% 2.33% -1.19% $24M
AGG 5.12% 6.16% -1.04% $109M
VWO 2.63% 3.14% -0.50% $56M
IEF 2.69% 3.09% -0.41% $57M
BRK-B 2.45% 2.85% -0.39% $52M
VOO 22.00% 22.38% -0.38% $467M
XLE 1.31% 1.57% -0.25% $28M
IEI 0.00% 0.22% -0.22% $0
VGK 3.09% 3.27% -0.18% $65M
TLH 1.02% 1.20% -0.18% $22M
IEUR 2.12% 2.29% -0.18% $45M
EWC 0.91% 1.08% -0.17% $19M
VO 1.66% 1.83% -0.17% $35M
IEMG 1.90% 2.06% -0.16% $40M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 90.9%
Technology 4.2%
Consumer Cyclical 2.0%
Communication Services 1.0%
Energy 0.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 38 $1.0B 48.0%
Large Cap 112 $808M 38.1%
Mid Cap 33 $218M 10.3%
Small Cap 15 $78M 3.7%
Micro Cap 2 $12K 0.0%

Portfolio Analytics

Avg Market Cap
$267.3B
Median Market Cap
$46.5B
Avg P/E
35.4
Median P/E
27.3
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
76
# ETFs / Funds
124

Top Holdings (200 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 22.00% 819,147 $467M $569.77 $429K -88,204 -9.7%
2 SPY 5.41% 185,171 $115M $619.61 $7M -7,582 -3.9%
3 AGG 5.12% 1,095,504 $109M $99.20 -$20M -202,495 -15.6%
4 BND 4.18% 1,205,677 $89M $73.63 -$355K -7,783 -0.6%
5 VPL 3.77% 973,093 $80M $82.18 -$1M -145,900 -13.0%
6 VGK 3.09% 844,660 $65M $77.50 -$3M -125,206 -12.9%
7 QQQ 2.93% 112,416 $62M $552.23 $13M +8,936 +8.6%
8 IEF 2.69% 595,000 $57M $95.77 -$7M -80,715 -11.9%
9 VWO 2.63% 1,130,386 $56M $49.46 -$9M -312,901 -21.7%
10 VTEB 2.49% 1,075,627 $53M $49.03 $7M +159,359 +17.4%
11 BRK-B 2.45% 107,188 $52M $485.77 -$7M -4,250 -3.8%
12 URA 2.29% 1,253,568 $49M $38.81 $21M +50,763 +4.2%
13 IEUR 2.12% 678,558 $45M $66.20 -$3M -115,938 -14.6%
14 EUSA 1.92% 411,470 $41M $99.12 +411,470 NEW
15 IEMG 1.90% 671,754 $40M $60.03 -$3M -122,783 -15.4%
16 VTI 1.77% 122,865 $37M $304.84 $7M +13,546 +12.4%
17 VO 1.66% 125,411 $35M $280.90 -$3M -21,858 -14.8%
18 NVDA 1.66% 222,576 $35M $158.00 $10M -12,744 -5.4%
19 XLE 1.31% 328,097 $28M $84.81 -$5M -20,882 -6.0%
20 AAPL 1.27% 130,842 $27M $205.17 -$1M +3,909 +3.1%
21 VCIT 1.22% 313,339 $26M $82.92 $25M +303,521 +3091.5%
22 RSP 1.14% 133,654 $24M $181.74 -$24M -147,057 -52.4%
23 TIP 1.14% 219,734 $24M $110.04 -$2M -13,022 -5.6%
24 EPI 1.07% 476,510 $23M $47.47 $10M +180,739 +61.1%
25 IBIT 1.06% 368,034 $23M $61.21 $5M
26 TLH 1.02% 213,842 $22M $101.60 -$3M -27,390 -11.3%
27 EWC 0.91% 418,923 $19M $46.20 -$3M -135,266 -24.4%
28 MLPX 0.84% 285,235 $18M $62.66 -$2M -22,504 -7.3%
29 VUG 0.83% 40,121 $18M $438.91 $1M -3,785 -8.6%
30 SCHW 0.75% 174,255 $16M $91.24 $2M +103 +0.1%
31 XBI 0.74% 188,821 $16M $82.93 $277K -851 -0.5%
32 EWL 0.72% 278,761 $15M $54.81 $14M +253,980 +1024.9%
33 IVV 0.70% 23,994 $15M $620.90 $1M
34 MELI 0.65% 5,250 $14M $2,613.63 $3M -2 -0.0%
35 PNC 0.64% 72,275 $13M $186.42 $759K -63 -0.1%
36 GLD 0.58% 40,194 $12M $304.83 -$2M -10,746 -21.1%
37 WIP 0.56% 299,787 $12M $39.88 $255K -12,220 -3.9%
38 VNQ 0.52% 124,098 $11M $89.06 $101K +3,148 +2.6%
39 OWL 0.50% 553,876 $11M $19.21 -$463K -171 -0.0%
40 EPD 0.49% 332,201 $10M $31.01 -$1M
41 IPAC 0.44% 137,140 $9M $68.70 $692K -3,121 -2.2%
42 TSLA 0.41% 27,513 $9M $317.66 $2M +2,644 +10.6%
43 BIL 0.41% 94,458 $9M $91.73 -$3M -28,313 -23.1%
44 AMZN 0.37% 35,984 $8M $219.39 $33K -5,337 -12.9%
45 MSFT 0.37% 15,658 $8M $497.41 $2M -988 -5.9%
46 VEA 0.34% 126,854 $7M $57.01 $553K -4,548 -3.5%
47 VTV 0.30% 36,268 $6M $177.70 -$1M -7,716 -17.5%
48 PLTR 0.30% 46,315 $6M $136.32 $2M +130 +0.3%
49 GS 0.29% 8,760 $6M $707.75 $1M -409 -4.5%
50 VGIT 0.29% 102,184 $6M $59.81 -$1M -18,739 -15.5%
51 SHM 0.29% 126,658 $6M $47.83 -$37K -1,389 -1.1%
52 COIN 0.28% 17,219 $6M $350.49 $5M +11,340 +192.9%
53 BABA 0.27% 49,771 $6M $115.41 -$837K
54 MUB 0.25% 50,629 $5M $104.48 -$1M -12,815 -20.2%
55 IXC 0.25% 134,381 $5M $39.29 -$1M -26,666 -16.6%
56 EMLP 0.24% 138,124 $5M $37.51 -$102K -2,785 -2.0%
57 SPHY 0.22% 199,646 $5M $23.80 +199,646 NEW
58 SCHP 0.22% 171,480 $5M $26.68 -$2M -54,470 -24.1%
59 IJH 0.21% 72,889 $5M $62.02 -$397K -11,382 -13.5%
60 BKLC 0.20% 35,370 $4M $118.43 $4M +31,619 +843.0%
61 VB 0.20% 17,606 $4M $237.77 -$146K -1,931 -9.9%
62 GOVT 0.19% 177,831 $4M $22.98 +177,831 NEW
63 MAR 0.18% 14,350 $4M $273.21 $499K -14 -0.1%
64 VBIL 0.17% 47,268 $4M $75.55 $3M +41,945 +788.0%
65 EMB 0.17% 38,140 $4M $92.62 $308K +2,543 +7.1%
66 VWOB 0.16% 51,710 $3M $65.35 -$845K -14,089 -21.4%
67 CRWD 0.12% 5,172 $3M $509.31 $811K
68 XLF 0.12% 47,748 $3M $52.37 -$114K -4,734 -9.0%
69 DBB 0.12% 128,681 $2M $19.37 -$137K -8,350 -6.1%
70 VTES 0.11% 23,587 $2M $100.93 -$1M -10,580 -31.0%
71 XLY 0.11% 10,766 $2M $217.32 -$7K -1,120 -9.4%
72 ESGU 0.10% 16,389 $2M $135.30 $221K +11 +0.1%
73 XLP 0.10% 26,853 $2M $80.97 -$249K -2,813 -9.5%
74 FCX 0.10% 49,745 $2M $43.35 $273K
75 IVE 0.10% 10,900 $2M $195.42 $53K
76 JPM 0.10% 7,194 $2M $289.91 $153K -683 -8.7%
77 IWB 0.10% 5,942 $2M $339.57 $195K
78 IWM 0.09% 8,802 $2M $215.78 -$597K -3,712 -29.7%
79 MDY 0.08% 3,164 $2M $568.30 $38K -127 -3.9%
80 ESGD 0.08% 19,022 $2M $89.22 $298K +1,891 +11.0%
81 SPIB 0.08% 49,447 $2M $33.58 -$420K -13,140 -21.0%
82 QQQM 0.07% 6,990 $2M $227.10 -$2M -10,335 -59.6%
83 XLK 0.07% 6,228 $2M $253.21 +6,228 NEW
84 GSY 0.07% 30,779 $2M $50.14 +30,779 NEW
85 SUB 0.07% 13,724 $1M $106.34 -$2M -14,474 -51.3%
86 VT 0.06% 10,260 $1M $128.52 $119K -82 -0.8%
87 EAGG 0.06% 27,699 $1M $47.54 -$15K -345 -1.2%
88 EWY 0.06% 18,244 $1M $71.78 $359K +658 +3.7%
89 VV 0.06% 4,532 $1M $286.15 $132K
90 SHY 0.06% 15,583 $1M $82.86 -$268K -3,270 -17.3%
91 ESGV 0.06% 11,767 $1M $109.64 $126K -115 -1.0%
92 BBEU 0.06% 19,025 $1M $67.46 $96K -175 -0.9%
93 BXSL 0.06% 40,715 $1M $31.52 -$66K
94 COF 0.06% 5,990 $1M $212.76 $207K +35 +0.6%
95 HOOD 0.06% 13,359 $1M $93.63 $695K
96 SCZ 0.05% 15,849 $1M $72.68 $145K
97 COMT 0.05% 42,760 $1M $25.85 +42,760 NEW
98 GOOGL 0.05% 6,161 $1M $176.23 $79K -352 -5.4%
99 ESGE 0.05% 27,430 $1M $39.17 $325K +5,993 +28.0%
100 HEDJ 0.05% 21,954 $1M $48.12 $2K -260 -1.2%

New Positions

SymbolValue% Port
EUSA $41M 1.92%
SPHY $5M 0.22%
GOVT $4M 0.19%
XLK $2M 0.07%
GSY $2M 0.07%
COMT $1M 0.05%
NFLX $287K 0.01%
EUAD $258K 0.01%
QTUM $219K 0.01%
MOAT $206K 0.01%
PRFZ $204K 0.01%

Sold Out Positions

SymbolValue% Port
CB —%
BN —%
ABBV —%
RL —%
KO —%
LOW —%
UPS —%
SHW —%
MCD —%
APH —%
HBAN —%
ADBE —%
BUCK —%
IEI —%
XLV —%
View SEC EDGAR Filings for GenTrust, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms