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
EEM
Ishares Msci Emerging Markets

ETFs
14.2K
New
$48.07 - $53.4 $684K - $760K
14.2K $760M
SO
Southern CO

Utilities
7.85K
+ 175.63%
$90.83 - $96.0 $713K - $754K
12.3K $1.17B
UNP
Union Pacific Corp

Industrials
3K
+ 55.5%
$214.91 - $237.16 $645K - $711K
8.41K $1.99B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.01K
+ 8.13%
$50.79 - $76.4 $102K - $153K
26.7K $2.04B
SPG
Simon Property Group Inc

Real Estate
4.02K
New
$159.93 - $187.67 $643K - $755K
4.02K $755M
CVX
Chevron Corp

Energy
3.2K
+ 9.23%
$145.57 - $161.83 $466K - $518K
37.8K $5.88B
MO
Altria Group, Inc.

Consumer Defensive
10.2K
+ 98.3%
$57.75 - $67.68 $587K - $688K
20.5K $1.35B
CG
Carlyle Group Inc.

Financial Services
11.9K
New
$52.82 - $69.35 $630K - $828K
11.9K $748M
T
At&T Inc.

Communication Services
27.3K
+ 44.6%
$26.94 - $29.62 $734K - $807K
88.4K $2.5B
BMY
Bristol Myers Squibb CO

Healthcare
16.6K
+ 370.16%
$43.31 - $48.98 $717K - $811K
21K $949M
INTC
Intel Corp

Technology
18.6K
+ 203.28%
$19.31 - $35.5 $359K - $660K
27.7K $930M
USFR
Wisdomtree Floating Rate Treas

ETFs
14.4K
+ 22.23%
$50.23 - $50.48 $725K - $729K
79.4K $3.99B
PFE
Pfizer Inc

Healthcare
26.4K
+ 68.84%
$23.29 - $25.88 $616K - $684K
64.8K $1.65B
DE
Deere & CO

Industrials
2.23K
+ 38.78%
$457.26 - $524.37 $1.02M - $1.17M
7.97K $3.65B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.16K
New
$567.09 - $607.37 $655K - $702K
1.16K $688M
IESC
Ies Holdings, Inc.

Industrials
1.72K
New
$289.3 - $397.65 $496K - $682K
1.72K $682M
Labcorp Holdings Inc
2.35K
New
N/A
2.35K $675M
Capital Group Core Balanced
9.21K
+ 3.32%
N/A
286K $9.95B
NKE
Nike, Inc.

Consumer Cyclical
9.6K
+ 262.4%
$69.24 - $79.24 $664K - $760K
13.3K $924M
SGDM
Sprott ETF Tr Gold Miners ETF
10.7K
New
N/A
10.7K $663M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.39K
+ 2.87%
$137.51 - $145.26 $329K - $347K
85.7K $12.2B
XLF
Financial Sector Spdr

ETFs
11.4K
+ 46.66%
$51.37 - $54.25 $583K - $616K
35.7K $1.92B
Arm Holdings PLC
4.29K
New
N/A
4.29K $607M
ETN
Eaton Corp PLC

Industrials
1.25K
+ 13.95%
$342.99 - $392.76 $427K - $489K
10.2K $3.81B
DHR
Danaher Corp

Healthcare
2.95K
+ 49.12%
$181.46 - $212.2 $535K - $625K
8.94K $1.77B
V
Visa Inc.

Financial Services
2.35K
+ 8.43%
$332.09 - $358.86 $782K - $845K
30.3K $10.3B
SLV
I Shares Silver Trust

ETFs
7.57K
+ 26.38%
$32.73 - $42.5 $248K - $322K
36.3K $1.54B
Gsk PLC
2.56K
+ 3.02%
N/A
87.2K $3.76B
EFV
Msci Eafe Value ETF

ETFs
2.5K
+ 2.42%
$62.79 - $68.42 $157K - $171K
106K $7.19B
CMI
Cummins Inc

Industrials
1.32K
New
$327.85 - $426.39 $434K - $565K
1.32K $559M
PANW
Palo Alto Networks Inc

Technology
2.87K
+ 11.51%
$167.06 - $208.19 $479K - $597K
27.8K $5.66B
DVY
Ishares Tr

ETFs
3.17K
+ 29.5%
$133.88 - $142.57 $425K - $453K
13.9K $1.98B
MEDP
Medpace Holdings, Inc.

Healthcare
1.05K
New
$308.88 - $514.16 $324K - $540K
1.05K $540M
VIG
Vanguard Dividend Appreciation

ETFs
498
+ 1.31%
N/A
38.4K $8.29B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.47K
+ 39.0%
$136.48 - $142.97 $474K - $496K
12.4K $1.73B
LVHI
Franklin International Low Vol

ETFs
2.45K
+ 1.23%
$32.69 - $35.19 $80K - $86.1K
202K $7.02B
BP
Bp PLC

Energy
15.1K
New
$30.25 - $35.69 $456K - $538K
15.1K $520M
CCI
Crown Castle International Corp

Real Estate
5.29K
New
$92.96 - $113.91 $491K - $602K
5.29K $510M
D
Dominion Energy, Inc

Utilities
8.28K
New
$56.32 - $62.1 $466K - $514K
8.28K $506M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.19K
+ 30.86%
$167.28 - $188.45 $701K - $789K
17.8K $2.99B
Blackrock ETF Trust
4.43K
+ 2.38%
N/A
191K $7.23B
COF
Capital One Financial Corp

Financial Services
2.29K
+ 17.72%
$207.29 - $229.74 $475K - $526K
15.2K $3.24B
Vitesse Energy Inc
20.9K
New
N/A
20.9K $484M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
40.9K
+ 260.85%
$11.15 - $11.87 $456K - $485K
56.5K $656M
Listed Fds Tr
7.41K
New
N/A
7.41K $480M
URI
United Rentals, Inc.

Industrials
502
New
$774.14 - $975.23 $389K - $490K
502 $479M
ITM
Vaneck Intermediate Muni ETF

ETFs
10.3K
New
$45.2 - $46.71 $463K - $479K
10.3K $478M
VMC
Vulcan Materials CO

Basic Materials
1.55K
New
$260.62 - $307.62 $403K - $475K
1.55K $475M
STX
Seagate Technology Holdings PLC

Technology
1.99K
New
$142.01 - $236.06 $283K - $470K
1.99K $470M
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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