Vest Gen Advisors, LLC Purchases in Q2 2025

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
384
+ 5.87%
$210.83 - $235.28 $81K - $90.3K
6.93K $1.54B
CSGP
Costar Group, Inc.

Real Estate
20
+ 0.58%
$72.62 - $83.22 $1.45K - $1.66K
3.44K $277M
PAYX
Paychex Inc

Industrials
136
+ 7.82%
$137.01 - $159.78 $18.6K - $21.7K
1.88K $273M
ACGL
Arch Capital Group Ltd.

Financial Services
224
+ 7.02%
$84.99 - $96.82 $19K - $21.7K
3.41K $311M
EQIX
Equinix Inc

Real Estate
12
+ 3.27%
$740.07 - $914.43 $8.88K - $11K
379 $302M
AIG
American International Group, Inc.

Financial Services
121
+ 2.03%
$77.56 - $87.72 $9.38K - $10.6K
6.1K $522M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
11
+ 0.22%
$47.02 - $47.83 $517 - $526
5.12K $245M
AZO
Autozone Inc

Consumer Cyclical
2
+ 3.03%
$3478.38 - $3880.15 $6.96K - $7.76K
68 $252M
VNQ
Vanguard Specialized Funds Van

ETFs
66
+ 1.36%
$79.79 - $91.42 $5.27K - $6.03K
4.93K $439M
MSI
Motorola Solutions, Inc.

Technology
79
+ 2.67%
$394.72 - $440.39 $31.2K - $34.8K
3.04K $1.29B
OXY
Occidental Petroleum Corp

Energy
1.21K
+ 15.83%
$36.11 - $49.33 $43.6K - $59.5K
8.83K $371M
FMB
First Tr Exchange Traded Fd Ii

ETFs
45
+ 0.35%
$49.12 - $50.93 $2.21K - $2.29K
12.7K $634M
ZTS
Zoetis Inc.

Healthcare
39
+ 2.76%
$144.41 - $170.3 $5.63K - $6.64K
1.45K $226M
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.23%
$313.51 - $363.51 $1.25K - $1.45K
1.73K $593M
EXC
Exelon Corp

Utilities
995
+ 4.04%
$42.2 - $47.37 $42K - $47.1K
25.6K $1.13B
FNF
Fidelity National Financial, Inc.

Financial Services
374
+ 11.21%
$53.62 - $66.59 $20.1K - $24.9K
3.71K $208M
ALB
Albemarle Corp

Basic Materials
342
+ 10.2%
$50.76 - $72.25 $17.4K - $24.7K
3.7K $232M
FLMI
Franklin Dynamic Municipal Bon

ETFs
1K
+ 0.51%
$23.57 - $24.6 $23.6K - $24.6K
196K $4.75B
PFE
Pfizer Inc

Healthcare
1.12K
+ 3.01%
$21.59 - $24.84 $24.2K - $27.9K
38.4K $931M
BMY
Bristol Myers Squibb CO

Healthcare
706
+ 18.74%
$44.12 - $59.6 $31.1K - $42.1K
4.47K $207M
WES
Western Midstream Partners, LP

Energy
142
+ 1.11%
$34.99 - $41.61 $4.97K - $5.91K
12.9K $500M
CLF
Cleveland Cliffs Inc.

Basic Materials
3.74K
+ 3.93%
$5.83 - $8.88 $21.8K - $33.2K
98.8K $751M
XOM
Exxon Mobil Corp

Energy
3.75K
+ 9.26%
$99.93 - $119.04 $375K - $447K
44.3K $4.77B
ET
Energy Transfer LP

Energy
498
+ 0.18%
$15.65 - $18.93 $7.79K - $9.43K
283K $5.14B
PEP
Pepsico Inc

Consumer Defensive
256
+ 2.13%
$128.02 - $151.37 $32.8K - $38.8K
12.3K $1.66B
CMCSA
Comcast Corp

Communication Services
2.43K
+ 2.69%
$32.84 - $36.72 $79.7K - $89.2K
92.5K $3.09B
MCD
Mcdonalds Corp

Consumer Cyclical
310
+ 1.28%
$285.55 - $321.23 $88.5K - $99.6K
24.6K $7.3B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.64K
+ 185.29%
$87.84 - $1441.89 $144K - $2.36M
2.52K $227M
Activity Summary
Buys All Purchases 329 New Holdings 70 Increased Positions 259 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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