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
DDWM
Wisdomtree Tr Currency Hedged

ETFs
22.8K
+ 16.35%
$39.39 - $42.09 $898K - $959K
162K $6.78B
DHI
Horton D R Inc

Consumer Cyclical
7.33K
New
$129.82 - $184.04 $952K - $1.35M
7.33K $1.24B
AVUS
American Centy ETF Tr Avantis

ETFs
7.33K
+ 13.04%
$101.2 - $109.16 $742K - $800K
63.5K $6.91B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.6K
+ 9.08%
$49.43 - $54.52 $574K - $634K
140K $7.56B
NOW
Service Now, Inc.

Technology
1.84K
+ 43.16%
$850.86 - $1044.69 $1.56M - $1.92M
6.09K $5.61B
IDXX
Idexx Laboratories Inc

Healthcare
1.89K
New
$514.61 - $682.78 $973K - $1.29M
1.89K $1.21B
FAST
Fastenal CO

Industrials
24.4K
New
$42.47 - $50.39 $1.04M - $1.23M
24.4K $1.2B
BA
Boeing CO

Industrials
5.44K
+ 88.27%
$209.79 - $237.38 $1.14M - $1.29M
11.6K $2.5B
ITB
Ishares Tr

ETFs
11.1K
New
$94.18 - $117.14 $1.05M - $1.3M
11.1K $1.19B
MCK
Mckesson Corp

Healthcare
1.44K
+ 118.17%
$659.01 - $772.54 $947K - $1.11M
2.65K $2.05B
IWY
Ishares Tr Russell 200 Growth

ETFs
358
+ 0.63%
$243.93 - $275.62 $87.3K - $98.7K
57K $15.6B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.53K
+ 10.04%
$110.74 - $122.12 $612K - $675K
60.5K $7.33B
HD
Home Depot, Inc.

Consumer Cyclical
1.84K
+ 17.09%
$357.4 - $423.42 $656K - $777K
12.6K $5.09B
IVE
Ishares S&P 500 Value ETF

ETFs
1.21K
+ 1.41%
$194.44 - $206.51 $234K - $249K
86.8K $17.9B
XOM
Exxon Mobil Corp

Energy
8.01K
+ 18.08%
$105.83 - $117.22 $847K - $939K
52.3K $5.9B
SNPS
Synopsys Inc

Technology
2.25K
+ 289.83%
$387.78 - $645.35 $873K - $1.45M
3.03K $1.49B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
26.5K
+ 79.53%
$39.58 - $40.74 $1.05M - $1.08M
59.8K $2.43B
UBER
Uber Technologies, Inc

Technology
7.41K
+ 9.72%
$86.91 - $99.57 $644K - $738K
83.6K $8.19B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.6K
+ 4.27%
$35.42 - $38.65 $374K - $408K
258K $9.81B
FTGS
First Tr Exchange Traded Fd Gr
25.4K
+ 27.23%
N/A
119K $4.27B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.24K
+ 35.62%
$105.16 - $140.03 $551K - $734K
20K $2.71B
PHYS
Sprott Physical Gold Trust

Financial Services
35.7K
New
$25.02 - $29.62 $893K - $1.06M
35.7K $1.06B
ITW
Illinois Tool Works Inc

Industrials
3.8K
+ 68.35%
$252.31 - $269.41 $958K - $1.02M
9.36K $2.44B
SHW
Sherwin Williams CO

Basic Materials
3.04K
+ 175.9%
$330.88 - $375.23 $1M - $1.14M
4.76K $1.65B
LIT
Global X Fds Global X Lithium

ETFs
18.4K
New
$38.41 - $56.85 $708K - $1.05M
18.4K $1.05B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.81K
+ 1.42%
$39.8 - $42.86 $191K - $206K
344K $14.7B
NEM
Newmont Corp

Basic Materials
11.8K
New
$57.35 - $85.25 $675K - $1M
11.8K $992M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.23K
+ 9.79%
$224.68 - $282.71 $276K - $347K
13.8K $3.85B
DIS
Walt Disney CO

Communication Services
8.54K
+ 138.98%
$112.25 - $124.0 $959K - $1.06M
14.7K $1.68B
NU
Nu Holdings Ltd.

Financial Services
57.4K
New
$11.92 - $16.3 $684K - $935K
57.4K $918M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.13K
+ 24.87%
$404.94 - $499.99 $458K - $565K
5.68K $2.75B
AMAT
Applied Materials Inc

Technology
3.93K
+ 86.9%
$156.25 - $204.95 $614K - $806K
8.46K $1.73B
DUK
Duke Energy Corp

Utilities
7.13K
+ 220.66%
$116.31 - $125.93 $829K - $897K
10.4K $1.28B
GE
General Electric CO

Industrials
907
+ 5.9%
$244.75 - $305.63 $222K - $277K
16.3K $4.9B
CB
Chubb LTD

Financial Services
3.27K
+ 68.48%
$265.99 - $289.59 $869K - $946K
8.04K $2.27B
ADBE
Adobe Inc.

Technology
2.58K
+ 318.1%
$333.65 - $392.1 $862K - $1.01M
3.4K $1.2B
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.67K
+ 53.51%
$87.29 - $93.61 $757K - $812K
24.9K $2.32B
FXI
Ishares Tr

ETFs
15.7K
+ 35.18%
$36.18 - $41.62 $568K - $654K
60.3K $2.48B
IBM
International Business Machines Corp

Technology
2K
+ 11.08%
$234.77 - $292.47 $470K - $586K
20.1K $5.67B
BAC
Bank Of America Corp

Financial Services
11.4K
+ 21.57%
$44.92 - $52.42 $510K - $596K
64K $3.3B
APH
Amphenol Corp

Technology
5.41K
+ 84.17%
$97.39 - $125.4 $527K - $678K
11.8K $1.46B
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.35K
+ 10.4%
$135.0 - $146.02 $452K - $489K
35.5K $5.17B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
15K
+ 6.3%
$35.94 - $38.52 $538K - $577K
253K $9.4B
CGGO
Capital Group Global Growth Eq

ETFs
9.31K
+ 4.18%
$31.71 - $34.17 $295K - $318K
232K $7.93B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.47K
New
$275.84 - $326.36 $680K - $804K
2.47K $804M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
15.9K
New
$43.35 - $50.12 $689K - $797K
15.9K $797M
YUM
Yum Brands Inc

Consumer Cyclical
5.06K
New
$139.5 - $153.94 $705K - $778K
5.06K $768M
KLAC
Kla Corp

Technology
82
+ 2.21%
$843.9 - $1078.6 $69.2K - $88.4K
3.8K $4.1B
BX
Blackstone Inc.

Financial Services
4.47K
New
$152.77 - $188.68 $683K - $844K
4.47K $764M
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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