Vest Gen Advisors, LLC Incresed Positions in Q3 2025

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
102K
+ 49.28%
$202.38 - $256.87 $20.6M - $26.2M
309K $78.6B
NVDA
Nvidia Corp

Technology
101K
+ 28.04%
$153.3 - $186.58 $15.5M - $18.9M
462K $86.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
24.9K
+ 16.18%
$617.65 - $666.84 $15.4M - $16.6M
179K $119B
GOOG
Alphabet Inc.

Communication Services
32.4K
+ 29.5%
$175.16 - $255.24 $5.68M - $8.27M
142K $34.7B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
210K
+ 75.96%
$54.35 - $59.32 $11.4M - $12.5M
488K $28.9B
VTI
Vanguard Total Stock Market Et

ETFs
3.14K
+ 0.61%
$303.93 - $329.86 $955K - $1.04M
519K $170B
AVGO
Broadcom Inc.

Technology
24.1K
+ 36.77%
$264.74 - $369.57 $6.38M - $8.91M
89.7K $29.6B
MSFT
Microsoft Corp

Technology
19.8K
+ 21.79%
$491.09 - $535.64 $9.75M - $10.6M
111K $57.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.11K
+ 2.35%
$546.99 - $602.2 $2.25M - $2.48M
179K $108B
ORCL
Oracle Corp

Technology
27.2K
+ 70.94%
$218.96 - $328.33 $5.95M - $8.93M
65.5K $18.4B
META
Meta Platforms, Inc.

Communication Services
10.9K
+ 36.38%
$695.21 - $791.73 $7.57M - $8.62M
40.8K $30B
SHOP
Shopify Inc.

Technology
41.8K
+ 111.31%
$112.11 - $157.12 $4.69M - $6.57M
79.4K $11.8B
PLTR
Palantir Technologies Inc.

Technology
11.7K
+ 6.83%
$130.68 - $186.97 $1.53M - $2.19M
183K $33.4B
AMZN
Amazon Com Inc

Consumer Cyclical
32.3K
+ 27.02%
$211.65 - $238.24 $6.85M - $7.71M
152K $33.4B
VGT
Vanguard Information Technolog

ETFs
9.45K
+ 545.87%
$656.44 - $753.15 $6.2M - $7.12M
11.2K $8.35B
OEF
Ishares S&P 100 ETF

ETFs
20.2K
+ 92.31%
N/A
42K $14B
COST
Costco Wholesale Corp

Consumer Defensive
6.56K
+ 155.29%
$915.95 - $994.57 $6M - $6.52M
10.8K $9.97B
GLD
Spdr Gold Trust

ETFs
11.4K
+ 45.36%
$300.96 - $355.47 $3.44M - $4.06M
36.6K $13B
JPM
Jpmorgan Chase & CO

Financial Services
11.9K
+ 18.56%
$282.78 - $316.06 $3.35M - $3.75M
75.7K $23.9B
Blackrock ETF Trust
141K
+ 166.31%
N/A
225K $7.69B
ABBV
Abb Vie Inc.

Healthcare
14.1K
+ 35.54%
$184.85 - $231.54 $2.61M - $3.27M
53.8K $12.5B
GOOGL
Alphabet Inc.

Communication Services
8.18K
+ 17.84%
$174.36 - $254.72 $1.43M - $2.08M
54K $13.1B
Lam Research Corp
29K
+ 158.18%
N/A
47.3K $6.34B
ALCC
Alt C Acquisition Corp.

Financial Services
29.4K
+ 141.31%
N/A
50.3K $5.61B
UNH
Unitedhealth Group Inc

Healthcare
11.3K
+ 131.04%
$237.77 - $353.61 $2.68M - $3.98M
19.8K $6.85B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25K
+ 4.64%
$72.65 - $78.68 $1.82M - $1.97M
564K $44.2B
CAT
Caterpillar Inc

Industrials
6.99K
+ 63.96%
$390.92 - $477.15 $2.73M - $3.34M
17.9K $8.55B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.6K
+ 14.38%
$225.11 - $247.9 $2.39M - $2.63M
84.3K $20.8B
IONQ
Ion Q, Inc.

Technology
61.7K
+ 461.5%
$36.79 - $75.14 $2.27M - $4.63M
75K $4.61B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.98K
+ 2.86%
$420.11 - $472.68 $833K - $937K
71.3K $33.4B
Tidal Trust I
138K
+ 73.43%
N/A
326K $8.14B
ITA
Ishares Tr

ETFs
15.5K
+ 102.66%
$184.73 - $209.26 $2.86M - $3.24M
30.6K $6.4B
WMT
Walmart Inc.

Consumer Defensive
29.3K
+ 28.11%
$94.4 - $104.27 $2.77M - $3.05M
134K $13.8B
Ishares Bitcoin Trust ETF
40.2K
+ 50.27%
N/A
120K $7.8B
GS
Goldman Sachs Group Inc

Financial Services
2.91K
+ 51.33%
$696.56 - $806.32 $2.03M - $2.35M
8.59K $6.84B
MA
Mastercard Inc

Financial Services
4.77K
+ 33.2%
$550.18 - $598.96 $2.62M - $2.86M
19.1K $10.9B
IVV
Ishares Core S&P 500 ETF

ETFs
430
+ 0.84%
$620.67 - $670.08 $267K - $288K
51.4K $34.4B
IYW
Ishares Dj Us Tech ETF

ETFs
13.6K
+ 630.38%
$171.38 - $197.01 $2.33M - $2.67M
15.7K $3.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.42K
+ 9.24%
$459.11 - $506.91 $1.57M - $1.73M
40.4K $20.3B
IAU
Ishares Gold Trust

ETFs
26.2K
+ 38.39%
$61.62 - $72.77 $1.61M - $1.91M
94.4K $6.87B
DRI
Darden Restaurants Inc

Consumer Cyclical
16.6K
+ 58.6%
$184.73 - $220.27 $3.06M - $3.65M
44.8K $8.53B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9.57K
+ 95.84%
$103.83 - $179.9 $993K - $1.72M
19.6K $3.49B
RTX
Raytheon Technologies Corp

Industrials
11.2K
+ 28.57%
$144.19 - $167.33 $1.61M - $1.87M
50.3K $8.41B
AMD
Advanced Micro Devices Inc

Technology
12.5K
+ 58.46%
$134.8 - $184.42 $1.69M - $2.31M
33.9K $5.49B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
30.7K
+ 242.47%
$72.01 - $74.44 $2.21M - $2.28M
43.3K $3.18B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.85K
+ 2.09%
$84.28 - $89.46 $661K - $702K
383K $34.1B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.4K
+ 9.07%
$42.67 - $46.91 $1.09M - $1.19M
306K $14.3B
DKNG
Draft Kings Inc.

Consumer Cyclical
60.8K
+ 211.04%
$37.4 - $48.23 $2.28M - $2.93M
89.7K $3.35B
Arista Networks Inc
3.87K
+ 11.18%
N/A
38.4K $5.6B
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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