Vest Gen Advisors, LLC Purchases in Q3 2025

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.1K
+ 68.07%
$38.58 - $58.24 $158K - $239K
10.1K $397M
XLY
Select Sector Spdr Consumer Di

ETFs
138
+ 14.94%
$216.09 - $242.18 $29.8K - $33.4K
1.06K $255M
COIN
Coinbase Global, Inc.

Technology
184
+ 23.65%
$297.99 - $419.78 $54.8K - $77.2K
962 $325M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
124
+ 0.65%
$29.27 - $32.3 $3.63K - $4.01K
19.1K $618M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
201
+ 2.0%
$79.83 - $84.0 $16K - $16.9K
10.3K $861M
VNQ
Vanguard Specialized Funds Van

ETFs
414
+ 8.4%
$88.47 - $93.24 $36.6K - $38.6K
5.34K $488M
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
1.77K
+ 12.05%
N/A
16.5K $431M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
2.19K
+ 11.24%
$21.35 - $21.7 $46.7K - $47.5K
21.7K $467M
Invesco Exch Trd Slf Idx Fd
1.71K
+ 13.48%
N/A
14.4K $384M
ZBRA
Zebra Technologies Corp

Technology
506
+ 8.3%
$296.92 - $341.36 $150K - $173K
6.6K $1.96B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.1K
+ 10.34%
$21.89 - $22.2 $46K - $46.7K
22.4K $495M
TTD
Trade Desk, Inc.

Technology
16.4K
+ 49.8%
$43.93 - $89.76 $721K - $1.47M
49.4K $2.42B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
45
+ 0.87%
$161.6 - $171.2 $7.27K - $7.7K
5.21K $892M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
538
+ 5.25%
$65.91 - $67.24 $35.5K - $36.2K
10.8K $722M
WES
Western Midstream Partners, LP

Energy
972
+ 7.53%
$37.5 - $41.18 $36.5K - $40K
13.9K $546M
SFLR
Innovator Etfs Tr Equity Manag
361
+ 1.84%
N/A
19.9K $719M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
281
+ 12.24%
$107.5 - $115.86 $30.2K - $32.6K
2.58K $295M
RSG
Republic Services, Inc.

Industrials
401
+ 13.78%
$225.33 - $246.01 $90.4K - $98.7K
3.31K $760M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
18
+ 0.08%
$41.5 - $43.83 $747 - $789
22.2K $972M
SBUX
Starbucks Corp

Consumer Cyclical
2.88K
+ 7.83%
$81.9 - $96.86 $236K - $279K
39.7K $3.36B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.05K
+ 0.52%
$23.46 - $23.77 $24.6K - $24.9K
202K $4.78B
ECL
Ecolab Inc.

Basic Materials
129
+ 13.72%
$259.39 - $285.47 $33.5K - $36.8K
1.07K $293M
CARG
Car Gurus, Inc.

Communication Services
37
+ 0.37%
$29.11 - $37.85 $1.08K - $1.4K
10K $374M
ROP
Roper Technologies Inc

Industrials
134
+ 31.38%
$495.03 - $573.0 $66.3K - $76.8K
561 $280M
ET
Energy Transfer LP

Energy
18.2K
+ 6.43%
$17.11 - $18.16 $312K - $331K
302K $5.18B
CL
Colgate Palmolive CO

Consumer Defensive
1.15K
+ 22.02%
$79.36 - $93.33 $91.3K - $107K
6.37K $509M
BSCV
Invesco ETF Self Indexed Fd Tr
1.84K
+ 3.64%
$16.39 - $16.83 $30.1K - $31K
52.4K $874M
FDX
Fedex Corp

Industrials
105
+ 10.73%
$217.1 - $243.2 $22.8K - $25.5K
1.08K $256M
IXN
Ishares Global Information Tec

ETFs
99
+ 3.26%
$91.28 - $103.32 $9.04K - $10.2K
3.14K $324M
TXN
Texas Instruments Inc

Technology
677
+ 17.46%
N/A
4.56K $837M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.12K
+ 10.94%
$21.99 - $23.38 $24.6K - $26.2K
11.4K $263M
KMI
Kinder Morgan, Inc.

Energy
1.45K
+ 0.81%
$26.23 - $28.5 $37.9K - $41.2K
179K $5.07B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2
+ 0.02%
$92.97 - $100.18 $186 - $200
8.48K $843M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
296
+ 2.81%
$33.86 - $35.74 $10K - $10.6K
10.8K $387M
Spdr Series Trust
326
+ 3.38%
N/A
9.98K $286M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
790
+ 2.76%
$23.27 - $23.51 $18.4K - $18.6K
29.5K $689M
AIG
American International Group, Inc.

Financial Services
793
+ 13.01%
$76.34 - $85.87 $60.5K - $68.1K
6.89K $541M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
204
+ 15.54%
$196.15 - $217.83 $40K - $44.4K
1.52K $306M
FTHI
First Trust Exchange Traded Fd

ETFs
233
+ 1.58%
$22.76 - $23.92 $5.3K - $5.57K
15K $355M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
89
+ 1.06%
$46.97 - $48.89 $4.18K - $4.35K
8.47K $414M
UPS
United Parcel Service Inc

Industrials
11.5K
+ 15.06%
$82.58 - $105.54 $948K - $1.21M
87.7K $7.33B
CRGY
Crescent Energy CO

Energy
300
+ 1.84%
$8.22 - $9.94 $2.47K - $2.98K
16.6K $148M
Jpmorgan Chase Finl CO LLC
533
+ 4.03%
N/A
13.8K $406M
ZTS
Zoetis Inc.

Healthcare
130
+ 8.95%
$141.13 - $159.19 $18.3K - $20.7K
1.58K $231M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
64
+ 0.24%
N/A
26.5K $553M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
136
+ 0.4%
$24.45 - $24.58 $3.33K - $3.34K
34.1K $836M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
34
+ 0.66%
$47.76 - $48.46 $1.62K - $1.65K
5.15K $248M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9
+ 0.04%
$25.0 - $25.33 $225 - $228
24K $607M
AVT
Avnet Inc

Technology
30
+ 0.35%
$49.46 - $56.3 $1.48K - $1.69K
8.55K $447M
Activity Summary
Buys All Purchases 515 New Holdings 144 Increased Positions 371 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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