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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.6K
New
$27.01 - $28.54 $1.04M - $1.1M
38.6K $1.08B
HDV
Ishares Core High Dividend ETF

ETFs
8.8K
New
$110.86 - $121.12 $975K - $1.07M
8.8K $1.07B
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.4K
New
$24.91 - $29.02 $1.06M - $1.23M
42.4K $1.06B
SCHW
Schwab Charles Corp

Financial Services
13.4K
New
$71.24 - $83.64 $957K - $1.12M
13.4K $1.05B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
25.6K
New
$38.89 - $41.6 $995K - $1.06M
25.6K $1.04B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
25.3K
New
$38.99 - $40.37 $986K - $1.02M
25.3K $1.02B
USRT
Ishares Core U.S. Reit ETF

ETFs
17.3K
New
$55.14 - $60.29 $951K - $1.04M
17.3K $994M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
21.6K
New
$34.58 - $45.97 $746K - $992K
21.6K $992M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
16.7K
New
$55.47 - $61.45 $927K - $1.03M
16.7K $986M
TFC
Truist Financial Corp

Financial Services
23.9K
New
$39.48 - $48.15 $942K - $1.15M
23.9K $982M
BRKR
Bruker Corp

Healthcare
23.1K
New
$41.74 - $62.95 $963K - $1.45M
23.1K $963M
HOLX
Hologic Inc

Healthcare
15.5K
New
$60.7 - $73.77 $942K - $1.14M
15.5K $958M
PFE
Pfizer Inc

Healthcare
37.3K
New
$25.01 - $27.13 $932K - $1.01M
37.3K $945M
VGT
Vanguard Information Technolog

ETFs
1.74K
New
$542.38 - $646.34 $943K - $1.12M
1.74K $943M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
38.3K
New
$24.41 - $24.65 $934K - $943K
38.3K $937M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.52K
New
$121.0 - $142.28 $910K - $1.07M
7.52K $936M
ADP
Automatic Data Processing Inc

Industrials
3.05K
New
$286.85 - $318.64 $874K - $971K
3.05K $931M
UNP
Union Pacific Corp

Industrials
3.94K
New
$225.21 - $254.42 $887K - $1M
3.94K $931M
MUB
Ishares National Muni Bond ETF

ETFs
8.73K
New
$104.71 - $107.69 $914K - $940K
8.73K $920M
SPMD
Spdr Portfolio

ETFs
17.3K
New
$50.21 - $57.73 $871K - $1M
17.3K $887M
LMT
Lockheed Martin Corp

Industrials
1.98K
New
$423.19 - $506.29 $837K - $1M
1.98K $884M
Capital Group International
29K
New
N/A
29K $849M
BSX
Boston Scientific Corp

Healthcare
8.32K
New
$89.38 - $106.18 $743K - $883K
8.32K $839M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.8K
New
$81.83 - $82.73 $802K - $811K
9.8K $811M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.2K
New
$95.85 - $99.25 $786K - $814K
8.2K $811M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.62K
New
$307.43 - $357.48 $807K - $938K
2.62K $811M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
71.8K
New
$9.19 - $12.93 $660K - $929K
71.8K $802M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
38.6K
New
$20.57 - $21.12 $793K - $814K
38.6K $799M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
MLM
Martin Marietta Materials Inc

Basic Materials
1.67K
New
$460.39 - $552.64 $768K - $922K
1.67K $798M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
10.2K
New
$74.87 - $79.99 $766K - $819K
10.2K $787M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
27.5K
New
$27.64 - $28.58 $759K - $785K
27.5K $785M
Blackrock Inc
829
New
N/A
829 $785M
CLF
Cleveland Cliffs Inc.

Basic Materials
95.1K
New
$8.22 - $12.02 $782K - $1.14M
95.1K $782M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
9.91K
New
$77.67 - $90.15 $770K - $893K
9.91K $776M
ALCC
Alt C Acquisition Corp.

Financial Services
35.5K
New
N/A
35.5K $767M
AMGN
Amgen Inc

Healthcare
2.37K
New
$258.59 - $327.36 $613K - $776K
2.37K $739M
BSCU
Invesco Exc Self Ind Tr

ETFs
44K
New
$16.2 - $16.64 $713K - $732K
44K $730M
TXN
Texas Instruments Inc

Technology
4.03K
New
N/A
4.03K $723M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
30.8K
New
$23.03 - $23.17 $710K - $714K
30.8K $710M
TT
Trane Technologies PLC

Industrials
2.1K
New
$332.0 - $400.86 $696K - $840K
2.1K $706M
JGRO
J P Morgan Exchange Traded Fd
9.46K
New
N/A
9.46K $698M
RSG
Republic Services, Inc.

Industrials
2.88K
New
$200.09 - $242.16 $576K - $697K
2.88K $697M
Invesco Exch Trd Slf Idx Fd
28K
New
N/A
28K $690M
FCX
Freeport Mcmoran Inc

Basic Materials
18.1K
New
$34.5 - $43.01 $623K - $777K
18.1K $684M
KWEB
Kraneshares Tr Csi China Inter

ETFs
19.3K
New
$27.29 - $38.29 $525K - $737K
19.3K $672M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
5.08K
New
$120.5 - $145.97 $613K - $742K
5.08K $669M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
28.4K
New
$23.19 - $23.5 $658K - $667K
28.4K $658M
AA
Alcoa Corp

Basic Materials
21.1K
New
$30.5 - $39.53 $644K - $834K
21.1K $644M
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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