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
ETN
Eaton Corp PLC

Industrials
7.35K
New
$271.83 - $371.23 $2M - $2.73M
7.35K $2B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11.9K
New
$165.25 - $224.62 $1.97M - $2.68M
11.9K $1.98B
HEFA
Ishares Currency Hedged Msci E

ETFs
54.3K
New
$34.83 - $37.52 $1.89M - $2.04M
54.3K $1.97B
UNM
Unum Group

Financial Services
24.2K
New
$71.8 - $83.34 $1.73M - $2.01M
24.2K $1.97B
JMBS
Janus Detroit Str Tr Henderson

ETFs
43.3K
New
$43.53 - $45.42 $1.89M - $1.97M
43.3K $1.96B
Te Connectivity PLC
13.9K
New
N/A
13.9K $1.96B
ALC
Alcon Inc

Healthcare
20.6K
New
$82.73 - $96.8 $1.71M - $2M
20.6K $1.96B
SPGI
S&P Global Inc.

Financial Services
3.82K
New
$478.26 - $543.77 $1.83M - $2.08M
3.82K $1.94B
XSMO
Invesco S&P Smallcap Momentum

ETFs
30.8K
New
$59.97 - $70.03 $1.85M - $2.16M
30.8K $1.93B
PM
Philip Morris International Inc.

Consumer Defensive
12K
New
$117.15 - $158.79 $1.41M - $1.91M
12K $1.91B
CEG
Constellation Energy Corp

Utilities
9.38K
New
$201.63 - $347.44 $1.89M - $3.26M
9.38K $1.89B
ITA
Ishares Tr

ETFs
12.3K
New
$144.84 - $159.5 $1.79M - $1.97M
12.3K $1.89B
SHOP
Shopify Inc.

Technology
19.8K
New
$90.59 - $129.31 $1.79M - $2.56M
19.8K $1.89B
BYLD
Ishares Tr Yield Optimized Bd
82.9K
New
N/A
82.9K $1.86B
IYC
Ishares U.S. Consumer Discreti

ETFs
20.9K
New
$85.71 - $101.2 $1.79M - $2.12M
20.9K $1.85B
NXPI
Nxp Semiconductors N.V.

Technology
9.69K
New
$189.99 - $245.86 $1.84M - $2.38M
9.69K $1.84B
MRK
Merck & Co., Inc.

Healthcare
20.4K
New
$83.01 - $101.02 $1.69M - $2.06M
20.4K $1.83B
Linde PLC
3.89K
New
N/A
3.89K $1.81B
PEP
Pepsico Inc

Consumer Defensive
12K
New
$142.64 - $156.42 $1.72M - $1.88M
12K $1.81B
IYG
Ishares Tr

ETFs
22.9K
New
$74.6 - $84.81 $1.71M - $1.95M
22.9K $1.8B
PGR
Progressive Corp

Financial Services
6.36K
New
$235.61 - $291.22 $1.5M - $1.85M
6.36K $1.8B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.5K
New
$73.78 - $76.59 $1.73M - $1.8M
23.5K $1.8B
BDX
Becton Dickinson & CO

Healthcare
7.79K
New
$222.79 - $249.08 $1.74M - $1.94M
7.79K $1.78B
AXP
American Express CO

Financial Services
6.62K
New
$255.39 - $325.87 $1.69M - $2.16M
6.62K $1.78B
TTD
Trade Desk, Inc.

Technology
31.9K
New
$53.59 - $126.58 $1.71M - $4.04M
31.9K $1.75B
DHR
Danaher Corp

Healthcare
8.29K
New
$201.62 - $250.59 $1.67M - $2.08M
8.29K $1.7B
LPLA
Lpl Financial Holdings Inc.

Financial Services
5.18K
New
$308.87 - $383.33 $1.6M - $1.99M
5.18K $1.7B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
23.8K
New
$66.9 - $71.57 $1.59M - $1.7M
23.8K $1.68B
XLI
Industrial Sector Spdr

ETFs
12.7K
New
$128.78 - $141.67 $1.64M - $1.8M
12.7K $1.67B
NOC
Northrop Grumman Corp

Industrials
3.13K
New
$433.45 - $513.82 $1.36M - $1.61M
3.13K $1.6B
TDG
Trans Digm Group Inc

Industrials
1.15K
New
$1251.32 - $1394.11 $1.44M - $1.61M
1.15K $1.59B
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.19K
New
$302.31 - $337.54 $1.57M - $1.75M
5.19K $1.59B
Ge Vernova Inc
5.21K
New
N/A
5.21K $1.59B
PENN
Penn National Gaming Inc

Consumer Cyclical
97.2K
New
$16.23 - $22.73 $1.58M - $2.21M
97.2K $1.59B
FEMS
First Trust Emerging Markets S

ETFs
42.6K
New
$36.09 - $39.16 $1.54M - $1.67M
42.6K $1.58B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.26K
New
$402.49 - $513.76 $1.31M - $1.68M
3.26K $1.58B
TTEK
Tetra Tech Inc

Industrials
54K
New
$28.26 - $42.58 $1.52M - $2.3M
54K $1.58B
GWW
W.W. Grainger, Inc.

Industrials
1.6K
New
$953.54 - $1132.42 $1.52M - $1.81M
1.6K $1.58B
MPWR
Monolithic Power Systems Inc

Technology
2.67K
New
$565.7 - $720.25 $1.51M - $1.93M
2.67K $1.55B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
62.4K
New
$24.5 - $24.95 $1.53M - $1.56M
62.4K $1.55B
T
At&T Inc.

Communication Services
54.5K
New
$21.56 - $28.28 $1.17M - $1.54M
54.5K $1.54B
BSMU
Invesco Exchange Self Ind Tr

ETFs
70.9K
New
$21.49 - $22.03 $1.52M - $1.56M
70.9K $1.53B
RGA
Reinsurance Group Of America Inc

Financial Services
7.77K
New
$186.01 - $231.1 $1.44M - $1.79M
7.77K $1.53B
LOW
Lowes Companies Inc

Consumer Cyclical
6.55K
New
$222.66 - $268.42 $1.46M - $1.76M
6.55K $1.53B
IWN
Ishares Russell2000 Val ETF

ETFs
9.99K
New
$149.27 - $169.4 $1.49M - $1.69M
9.99K $1.51B
JEF
Jefferies Financial Group Inc.

Financial Services
27.9K
New
$52.22 - $81.31 $1.46M - $2.27M
27.9K $1.49B
AXON
Axon Enterprise, Inc.

Industrials
2.83K
New
$496.65 - $710.01 $1.4M - $2.01M
2.83K $1.49B
Aptiv PLC
25K
New
N/A
25K $1.49B
INTC
Intel Corp

Technology
64.7K
New
$19.1 - $27.39 $1.24M - $1.77M
64.7K $1.47B
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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