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
QCOM
Qualcomm Inc

Technology
9.88K
+ 42.57%
$145.84 - $173.55 $1.44M - $1.72M
33.1K $5.51B
CSCO
Cisco Systems, Inc.

Technology
30K
+ 153.51%
$66.2 - $71.79 $1.98M - $2.15M
49.5K $3.39B
CGDV
Capital Group Divid Value ETF

ETFs
29.4K
+ 7.11%
$39.59 - $42.21 $1.17M - $1.24M
444K $18.6B
Ge Vernova Inc
2.72K
+ 59.2%
N/A
7.32K $4.5B
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.59K
+ 17.32%
$181.56 - $190.33 $1.56M - $1.63M
58.2K $11B
MU
Micron Technology Inc

Technology
11K
+ 544.23%
$104.88 - $168.89 $1.16M - $1.86M
13.1K $2.18B
PWR
Quanta Services, Inc.

Industrials
3.99K
+ 93.05%
$372.29 - $421.68 $1.49M - $1.68M
8.28K $3.43B
DGRO
Ishares Core Dividend Growth E

ETFs
24.8K
+ 145.12%
$64.12 - $68.08 $1.59M - $1.69M
41.9K $2.85B
WBD
Warner Bros. Discovery, Inc.

Communication Services
84.8K
+ 739.0%
$10.78 - $19.82 $915K - $1.68M
96.3K $1.88B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10.9K
+ 26.98%
$128.6 - $136.01 $1.4M - $1.49M
51.4K $6.95B
VEU
Vanguard Ftse All World Ex Us

ETFs
21.9K
+ 97.74%
$66.38 - $71.68 $1.46M - $1.57M
44.4K $3.17B
BROS
Dutch Bros Inc.

Consumer Cyclical
54.3K
+ 73.27%
$52.34 - $74.24 $2.84M - $4.03M
128K $6.72B
GILD
Gilead Sciences, Inc.

Healthcare
14.9K
+ 797.64%
$108.22 - $120.47 $1.61M - $1.79M
16.8K $1.86B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
32.1K
+ 45.98%
$50.53 - $50.82 $1.62M - $1.63M
102K $5.17B
VEA
Vanguard Ftse Developed Market

ETFs
8.42K
+ 2.24%
$56.02 - $60.3 $472K - $508K
384K $23B
VB
Vanguard Small Cap ETF

ETFs
3.38K
+ 8.05%
$237.58 - $259.17 $803K - $876K
45.4K $11.5B
MDT
Medtronic PLC

Healthcare
15.9K
+ 492.55%
$87.67 - $95.74 $1.4M - $1.52M
19.2K $1.82B
CDNS
Cadence Design Systems Inc

Technology
2.99K
+ 28.94%
$309.46 - $373.37 $925K - $1.12M
13.3K $4.68B
IWR
Ishares Russell Mid Cap ETF

ETFs
8.72K
+ 6.19%
$92.26 - $97.51 $805K - $850K
150K $14.5B
SPOT
Spotify Technology S.A.

Communication Services
2.19K
+ 315.27%
$620.01 - $738.53 $1.36M - $1.62M
2.88K $2.01B
SYLD
Cambria Shareholder Yld ETF

ETFs
4.76K
+ 1.53%
$63.93 - $70.45 $304K - $335K
316K $21.7B
CGGR
Capital Group Growth ETF Shs C

ETFs
15.1K
+ 6.58%
$40.2 - $44.58 $608K - $674K
245K $10.7B
CGUS
Capital Group Core Equity ETF
17.8K
+ 6.72%
$36.89 - $39.72 $656K - $706K
282K $11.2B
JNJ
Johnson & Johnson

Healthcare
3.02K
+ 10.08%
$155.17 - $185.42 $469K - $560K
33K $6.12B
XSMO
Invesco S&P Smallcap Momentum

ETFs
15.9K
+ 44.2%
$67.1 - $74.29 $1.06M - $1.18M
51.7K $3.8B
VST
Vistra Corp.

Utilities
6.93K
+ 277.72%
$182.0 - $217.92 $1.26M - $1.51M
9.43K $1.85B
Macquarie ETF Trust
21.2K
+ 4.0%
N/A
551K $16.6B
MCD
Mcdonalds Corp

Consumer Cyclical
3.83K
+ 15.59%
$291.67 - $316.99 $1.12M - $1.21M
28.4K $8.63B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
26.9K
+ 5.03%
N/A
562K $14.5B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
22.8K
+ 16.35%
$39.39 - $42.09 $898K - $959K
162K $6.78B
AVUS
American Centy ETF Tr Avantis

ETFs
7.33K
+ 13.04%
$101.2 - $109.16 $742K - $800K
63.5K $6.91B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.6K
+ 9.08%
$49.43 - $54.52 $574K - $634K
140K $7.56B
NOW
Service Now, Inc.

Technology
1.84K
+ 43.16%
$850.86 - $1044.69 $1.56M - $1.92M
6.09K $5.61B
BA
Boeing CO

Industrials
5.44K
+ 88.27%
$209.79 - $237.38 $1.14M - $1.29M
11.6K $2.5B
MCK
Mckesson Corp

Healthcare
1.44K
+ 118.17%
$659.01 - $772.54 $947K - $1.11M
2.65K $2.05B
ALL
Allstate Corp

Financial Services
5.15K
+ 166.52%
$192.0 - $214.65 $988K - $1.1M
8.24K $1.77B
IWY
Ishares Tr Russell 200 Growth

ETFs
358
+ 0.63%
$243.93 - $275.62 $87.3K - $98.7K
57K $15.6B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.53K
+ 10.04%
$110.74 - $122.12 $612K - $675K
60.5K $7.33B
HD
Home Depot, Inc.

Consumer Cyclical
1.84K
+ 17.09%
$357.4 - $423.42 $656K - $777K
12.6K $5.09B
IVE
Ishares S&P 500 Value ETF

ETFs
1.21K
+ 1.41%
$194.44 - $206.51 $234K - $249K
86.8K $17.9B
XOM
Exxon Mobil Corp

Energy
8.01K
+ 18.08%
$105.83 - $117.22 $847K - $939K
52.3K $5.9B
SNPS
Synopsys Inc

Technology
2.25K
+ 289.83%
$387.78 - $645.35 $873K - $1.45M
3.03K $1.49B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
26.5K
+ 79.53%
$39.58 - $40.74 $1.05M - $1.08M
59.8K $2.43B
UBER
Uber Technologies, Inc

Technology
7.41K
+ 9.72%
$86.91 - $99.57 $644K - $738K
83.6K $8.19B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.6K
+ 4.27%
$35.42 - $38.65 $374K - $408K
258K $9.81B
FTGS
First Tr Exchange Traded Fd Gr
25.4K
+ 27.23%
N/A
119K $4.27B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.24K
+ 35.62%
$105.16 - $140.03 $551K - $734K
20K $2.71B
ITW
Illinois Tool Works Inc

Industrials
3.8K
+ 68.35%
$252.31 - $269.41 $958K - $1.02M
9.36K $2.44B
SHW
Sherwin Williams CO

Basic Materials
3.04K
+ 175.9%
$330.88 - $375.23 $1M - $1.14M
4.76K $1.65B
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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