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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.55K
New
$79.76 - $85.78 $443K - $476K
5.55K $470M
IBB
Ishares Biotechnology ETF

ETFs
3.24K
New
$127.63 - $144.37 $413K - $467K
3.24K $467M
FDL
First Tr Morningstar Dividend

ETFs
8.52K
+ 4.85%
$41.96 - $44.59 $357K - $380K
184K $7.99B
XLI
Industrial Sector Spdr

ETFs
2.44K
+ 20.28%
$147.94 - $154.99 $361K - $378K
14.5K $2.23B
RGLD
Royal Gold Inc

Basic Materials
2.28K
New
$151.42 - $200.58 $344K - $456K
2.28K $456M
CLF
Cleveland Cliffs Inc.

Basic Materials
19
+ 0.02%
$8.12 - $12.84 $154 - $244
98.9K $1.21B
PEP
Pepsico Inc

Consumer Defensive
2.66K
+ 21.66%
$133.81 - $152.16 $356K - $405K
15K $2.1B
LOW
Lowes Companies Inc

Consumer Cyclical
959
+ 13.84%
$215.01 - $273.02 $206K - $262K
7.89K $1.98B
EWI
Ishares Inc Msci Italy ETF

ETFs
4.75K
+ 9.55%
$47.32 - $52.39 $225K - $249K
54.4K $2.83B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.5K
+ 5.83%
$19.49 - $19.61 $420K - $422K
391K $7.65B
MRK
Merck & Co., Inc.

Healthcare
3.09K
+ 8.56%
$77.6 - $87.37 $240K - $270K
39.2K $3.29B
AON
Aon PLC

Financial Services
1.2K
+ 15.53%
$350.91 - $375.27 $422K - $452K
8.96K $3.19B
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.4K
+ 57.85%
$51.78 - $57.89 $331K - $370K
17.5K $1B
Wedbush Ser Tr
13K
New
N/A
13K $419M
FDUS
Fidus Investment Corp

Financial Services
20.6K
New
$20.18 - $21.99 $416K - $454K
20.6K $418M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
389
+ 4.68%
$284.45 - $324.95 $111K - $126K
8.71K $2.79B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.94K
+ 36.37%
$82.96 - $95.7 $327K - $377K
14.8K $1.33B
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.06K
New
$89.29 - $100.17 $363K - $407K
4.06K $406M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.86K
+ 12.63%
$94.17 - $99.95 $269K - $286K
25.5K $2.55B
CRDO
Credo Technology Group Holding LTD

Technology
2.79K
New
$87.59 - $172.31 $244K - $480K
2.79K $406M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.61K
New
$107.66 - $112.36 $388K - $405K
3.61K $402M
C
Citigroup Inc

Financial Services
3.01K
+ 51.46%
$85.57 - $103.49 $258K - $312K
8.87K $900M
HUBB
Hubbell Inc

Industrials
906
+ 169.66%
$410.51 - $450.93 $372K - $409K
1.44K $620M
VLO
Valero Energy Corp

Energy
2.33K
New
$131.77 - $175.63 $306K - $408K
2.33K $396M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
234
+ 0.15%
$55.15 - $58.11 $12.9K - $13.6K
161K $9.24B
USRT
Ishares Core U.S. Reit ETF

ETFs
6.25K
+ 52.21%
$55.64 - $59.37 $348K - $371K
18.2K $1.07B
EFG
Msci Eafe Growth ETF

ETFs
3.1K
+ 15.64%
$106.99 - $114.46 $332K - $355K
22.9K $2.61B
AXP
American Express CO

Financial Services
855
+ 13.16%
$294.27 - $342.31 $252K - $293K
7.35K $2.44B
JIG
J P Morgan Exchange Traded Fd

ETFs
5.14K
New
$69.55 - $75.34 $357K - $387K
5.14K $387M
IHDG
Wisdomtree Tr

ETFs
4.69K
+ 2.83%
$43.81 - $46.31 $206K - $217K
170K $7.85B
NUV
Nuveen Municipal Value Fund Inc

Financial Services
43K
New
$8.46 - $9.02 $364K - $388K
43K $386M
BLDG
Cambria ETF Tr Global Real Est

ETFs
14K
+ 49.47%
$24.68 - $26.37 $346K - $369K
42.3K $1.09B
GPK
Graphic Packaging Holding CO

Consumer Cyclical
19.6K
New
$19.08 - $23.53 $375K - $462K
19.6K $384M
PHM
Pultegroup Inc

Consumer Cyclical
2.9K
New
$108.0 - $141.42 $313K - $410K
2.9K $383M
MAIN
Main Street Capital Corp

Financial Services
5.99K
New
$59.28 - $67.54 $355K - $405K
5.99K $381M
CLX
Clorox CO

Consumer Defensive
3.09K
New
$117.67 - $131.43 $363K - $406K
3.09K $381M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5.54K
+ 5.72%
$38.1 - $40.7 $211K - $225K
102K $4.05B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.9K
+ 5.2%
$19.61 - $19.79 $370K - $374K
382K $7.52B
MLPX
Global X Mlp & Energy Infrastr

ETFs
6K
+ 51.04%
$59.5 - $62.99 $357K - $378K
17.8K $1.11B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
13.6K
New
$26.52 - $27.64 $360K - $375K
13.6K $375M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
10.7K
New
$33.07 - $34.84 $354K - $373K
10.7K $373M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
77K
New
$2.4 - $5.57 $185K - $429K
77K $372M
PDI
Pimco Dynamic Income Fund

Financial Services
18.6K
New
$18.85 - $20.07 $351K - $373K
18.6K $368M
ASML
Asml Holding Nv

Technology
326
+ 110.14%
$689.63 - $968.09 $225K - $316K
622 $602M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
329
+ 1.67%
$236.25 - $257.69 $77.7K - $84.8K
20K $5.13B
JBL
Jabil Inc

Technology
1.65K
New
$202.08 - $234.45 $333K - $387K
1.65K $358M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
17.7K
New
$15.38 - $20.2 $272K - $358K
17.7K $358M
MUB
Ishares National Muni Bond ETF

ETFs
3.08K
+ 25.42%
$103.24 - $106.68 $318K - $328K
15.2K $1.62B
BKNG
Booking Holdings Inc.

Consumer Cyclical
82
+ 36.28%
$5364.25 - $5815.92 $440K - $477K
308 $1.66B
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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