Vest Gen Advisors, LLC New Holdings in Q3 2025

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IMCB
Ishares Morningstar Mid Cap Et

ETFs
68.8K
New
$79.58 - $83.45 $5.48M - $5.75M
68.8K $5.72B
PII
Polaris Inc.

Consumer Cyclical
74.6K
New
$44.87 - $59.95 $3.35M - $4.47M
74.6K $4.33B
KSS
Kohls Corp

Consumer Cyclical
264K
New
$9.02 - $17.38 $2.38M - $4.59M
264K $4.06B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
75.2K
New
$50.9 - $52.37 $3.83M - $3.94M
75.2K $3.93B
FIX
Comfort Systems Usa Inc

Industrials
4.52K
New
$521.66 - $825.18 $2.36M - $3.73M
4.52K $3.73B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
138K
New
$14.73 - $19.31 $2.03M - $2.66M
138K $2.65B
IYF
Ishares Tr

ETFs
19.6K
New
$119.89 - $127.16 $2.35M - $2.5M
19.6K $2.49B
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
33K
New
$40.33 - $66.97 $1.33M - $2.21M
33K $2.17B
Amplify ETF Tr
18.6K
New
N/A
18.6K $1.62B
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
304K
New
$4.36 - $5.16 $1.33M - $1.57M
304K $1.57B
WTW
Willis Towers Watson PLC

Financial Services
4.35K
New
$301.83 - $345.45 $1.31M - $1.5M
4.35K $1.5B
EPD
Enterprise Products Partners L.P.

Energy
45.5K
New
$30.74 - $32.14 $1.4M - $1.46M
45.5K $1.42B
LYV
Live Nation Entertainment, Inc.

Communication Services
8.65K
New
$143.56 - $174.06 $1.24M - $1.51M
8.65K $1.41B
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.6K
New
$85.01 - $90.35 $1.33M - $1.41M
15.6K $1.39B
TSCO
Tractor Supply CO

Consumer Cyclical
23.9K
New
$54.08 - $62.65 $1.29M - $1.5M
23.9K $1.36B
EXPE
Expedia Group, Inc.

Consumer Cyclical
6.23K
New
$171.01 - $228.24 $1.06M - $1.42M
6.23K $1.33B
Ishares Ethereum Tr
41.8K
New
N/A
41.8K $1.32B
NVMI
Nova Ltd.

Technology
4.1K
New
$237.16 - $319.66 $972K - $1.31M
4.1K $1.31B
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
144K
New
$8.41 - $8.94 $1.21M - $1.29M
144K $1.25B
DHI
Horton D R Inc

Consumer Cyclical
7.33K
New
$129.82 - $184.04 $952K - $1.35M
7.33K $1.24B
IDXX
Idexx Laboratories Inc

Healthcare
1.89K
New
$514.61 - $682.78 $973K - $1.29M
1.89K $1.21B
FAST
Fastenal CO

Industrials
24.4K
New
$42.47 - $50.39 $1.04M - $1.23M
24.4K $1.2B
ITB
Ishares Tr

ETFs
11.1K
New
$94.18 - $117.14 $1.05M - $1.3M
11.1K $1.19B
PHYS
Sprott Physical Gold Trust

Financial Services
35.7K
New
$25.02 - $29.62 $893K - $1.06M
35.7K $1.06B
LIT
Global X Fds Global X Lithium

ETFs
18.4K
New
$38.41 - $56.85 $708K - $1.05M
18.4K $1.05B
NEM
Newmont Corp

Basic Materials
11.8K
New
$57.35 - $85.25 $675K - $1M
11.8K $992M
NU
Nu Holdings Ltd.

Financial Services
57.4K
New
$11.92 - $16.3 $684K - $935K
57.4K $918M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.47K
New
$275.84 - $326.36 $680K - $804K
2.47K $804M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
15.9K
New
$43.35 - $50.12 $689K - $797K
15.9K $797M
YUM
Yum Brands Inc

Consumer Cyclical
5.06K
New
$139.5 - $153.94 $705K - $778K
5.06K $768M
BX
Blackstone Inc.

Financial Services
4.47K
New
$152.77 - $188.68 $683K - $844K
4.47K $764M
EEM
Ishares Msci Emerging Markets

ETFs
14.2K
New
$48.07 - $53.4 $684K - $760K
14.2K $760M
SPG
Simon Property Group Inc

Real Estate
4.02K
New
$159.93 - $187.67 $643K - $755K
4.02K $755M
CG
Carlyle Group Inc.

Financial Services
11.9K
New
$52.82 - $69.35 $630K - $828K
11.9K $748M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.16K
New
$567.09 - $607.37 $655K - $702K
1.16K $688M
IESC
Ies Holdings, Inc.

Industrials
1.72K
New
$289.3 - $397.65 $496K - $682K
1.72K $682M
Labcorp Holdings Inc
2.35K
New
N/A
2.35K $675M
SGDM
Sprott ETF Tr Gold Miners ETF
10.7K
New
N/A
10.7K $663M
Arm Holdings PLC
4.29K
New
N/A
4.29K $607M
CMI
Cummins Inc

Industrials
1.32K
New
$327.85 - $426.39 $434K - $565K
1.32K $559M
MEDP
Medpace Holdings, Inc.

Healthcare
1.05K
New
$308.88 - $514.16 $324K - $540K
1.05K $540M
BP
Bp PLC

Energy
15.1K
New
$30.25 - $35.69 $456K - $538K
15.1K $520M
CCI
Crown Castle International Corp

Real Estate
5.29K
New
$92.96 - $113.91 $491K - $602K
5.29K $510M
D
Dominion Energy, Inc

Utilities
8.28K
New
$56.32 - $62.1 $466K - $514K
8.28K $506M
Vitesse Energy Inc
20.9K
New
N/A
20.9K $484M
Listed Fds Tr
7.41K
New
N/A
7.41K $480M
URI
United Rentals, Inc.

Industrials
502
New
$774.14 - $975.23 $389K - $490K
502 $479M
ITM
Vaneck Intermediate Muni ETF

ETFs
10.3K
New
$45.2 - $46.71 $463K - $479K
10.3K $478M
VMC
Vulcan Materials CO

Basic Materials
1.55K
New
$260.62 - $307.62 $403K - $475K
1.55K $475M
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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