Vest Gen Advisors, LLC Purchases in Q1 2025

Vest Gen Advisors, LLC

  • $2.2 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.35K
New
$71.17 - $73.66 $310K - $320K
4.35K $320M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.86K
New
$44.72 - $46.25 $307K - $317K
6.86K $316M
EME
Emcor Group, Inc.

Industrials
854
New
$361.16 - $535.99 $308K - $458K
854 $316M
EXEL
Exelixis, Inc.

Healthcare
8.5K
New
$32.38 - $39.16 $275K - $333K
8.5K $314M
AIQ
Global X Funds Global X Artifi

ETFs
8.62K
New
$36.38 - $42.77 $314K - $369K
8.62K $314M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.16K
New
$56.51 - $62.98 $292K - $325K
5.16K $313M
EEMV
Ishares Msci Emerging Markets

ETFs
5.36K
New
$57.07 - $59.29 $306K - $318K
5.36K $312M
DUK
Duke Energy Corp

Utilities
2.53K
New
$105.87 - $121.97 $268K - $309K
2.53K $309M
ACGL
Arch Capital Group Ltd.

Financial Services
3.19K
New
$88.13 - $96.94 $281K - $309K
3.19K $307M
XT
Ishares Tr Exponential Technol

ETFs
5.33K
New
$57.56 - $64.0 $307K - $341K
5.33K $307M
SNPS
Synopsys Inc

Technology
705
New
$428.58 - $551.54 $302K - $389K
705 $302M
TRV
Travelers Companies, Inc.

Financial Services
1.14K
New
$232.43 - $265.13 $265K - $303K
1.14K $302M
BMAR
Innovator U.S. Equity Buffer E

ETFs
6.6K
New
$44.99 - $47.69 $297K - $315K
6.6K $301M
EQIX
Equinix Inc

Real Estate
367
New
$803.0 - $959.97 $295K - $352K
367 $299M
GD
General Dynamics Corp

Industrials
1.09K
New
$241.94 - $272.58 $263K - $297K
1.09K $297M
HPE
Hewlett Packard Enterprise CO

Technology
19.2K
New
$14.77 - $24.42 $284K - $469K
19.2K $297M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
14K
New
$21.04 - $21.64 $295K - $303K
14K $295M
MAR
Marriott International Inc

Consumer Cyclical
1.23K
New
$237.01 - $304.45 $291K - $374K
1.23K $292M
CARG
Car Gurus, Inc.

Communication Services
10K
New
$28.82 - $40.55 $288K - $406K
10K $291M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.89K
New
$68.32 - $75.06 $266K - $292K
3.89K $291M
NRG
Nrg Energy, Inc.

Utilities
3.04K
New
$84.82 - $113.33 $258K - $345K
3.04K $290M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
14.2K
New
N/A
14.2K $289M
C
Citigroup Inc

Financial Services
4.03K
New
$67.23 - $84.63 $271K - $341K
4.03K $286M
PSX
Phillips 66

Energy
2.3K
New
$113.93 - $131.55 $262K - $302K
2.3K $284M
AMT
American Tower Corp

Real Estate
1.3K
New
$173.46 - $217.6 $226K - $284K
1.3K $284M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.48K
New
$106.22 - $111.09 $264K - $276K
2.48K $276M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
14.7K
New
$18.55 - $18.81 $273K - $276K
14.7K $275M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
24.4K
New
$11.22 - $11.8 $274K - $288K
24.4K $274M
CTAS
Cintas Corp

Industrials
1.33K
New
$182.09 - $208.14 $242K - $277K
1.33K $274M
LVHD
Franklin U.S. Low Volatility H

ETFs
6.67K
New
$37.44 - $41.02 $250K - $274K
6.67K $273M
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
10.7K
New
N/A
10.7K $272M
CSGP
Costar Group, Inc.

Real Estate
3.42K
New
$69.29 - $80.37 $237K - $275K
3.42K $271M
QLC
Flexshares Tr Us Quality Large

ETFs
4.23K
New
$62.78 - $69.86 $266K - $296K
4.23K $270M
FDS
Factset Research Systems Inc

Financial Services
591
New
$427.5 - $476.51 $253K - $282K
591 $269M
PAYX
Paychex Inc

Industrials
1.74K
New
$136.06 - $154.52 $237K - $269K
1.74K $268M
CDW
Cdw Corp

Technology
1.66K
New
$160.26 - $206.13 $266K - $342K
1.66K $266M
SO
Southern CO

Utilities
2.89K
New
$80.96 - $92.96 $234K - $268K
2.89K $265M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.91K
New
$85.29 - $92.57 $248K - $269K
2.91K $265M
WSO
Watsco Inc

Industrials
518
New
$463.86 - $530.75 $240K - $275K
518 $263M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.16K
New
$119.84 - $136.1 $259K - $294K
2.16K $262M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.31K
New
$39.96 - $43.3 $252K - $273K
6.31K $260M
ON
On Semiconductor Corp

Technology
6.39K
New
$40.69 - $64.51 $260K - $412K
6.39K $260M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.96K
New
$62.43 - $84.12 $247K - $333K
3.96K $258M
AEP
American Electric Power CO Inc

Utilities
2.36K
New
$90.32 - $109.27 $213K - $258K
2.36K $258M
CFG
Citizens Financial Group Inc

Financial Services
6.28K
New
$39.73 - $48.36 $250K - $304K
6.28K $257M
CACI
Caci International Inc

Technology
700
New
N/A
700 $257M
WELL
Welltower Inc.

Real Estate
1.67K
New
$124.05 - $156.86 $207K - $261K
1.67K $255M
AZO
Autozone Inc

Consumer Cyclical
66
New
$3193.96 - $3828.11 $211K - $253K
66 $252M
EMB
Ishares Tr

ETFs
2.77K
New
$88.64 - $92.03 $245K - $255K
2.77K $251M
Activity Summary
Buys All Purchases 545 New Holdings 545 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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