Vest Gen Advisors, LLC New Holdings in Q1 2025

Vest Gen Advisors, LLC

  • $2.2 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRGP
Targa Resources Corp.

Energy
1.23K
New
$178.44 - $217.22 $219K - $267K
1.23K $246M
BRO
Brown & Brown, Inc.

Financial Services
1.97K
New
$100.54 - $124.4 $198K - $245K
1.97K $245M
NKE
Nike, Inc.

Consumer Cyclical
3.85K
New
$63.29 - $81.72 $243K - $314K
3.85K $244M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.1K
New
$47.33 - $47.92 $242K - $245K
5.1K $243M
Cooper Cos Inc
2.87K
New
N/A
2.87K $242M
ALB
Albemarle Corp

Basic Materials
3.35K
New
$69.95 - $97.49 $235K - $327K
3.35K $242M
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
5.49K
New
N/A
5.49K $241M
MDT
Medtronic PLC

Healthcare
2.64K
New
$79.84 - $94.5 $211K - $250K
2.64K $238M
MNST
Monster Beverage Corp

Consumer Defensive
4K
New
$46.16 - $58.58 $185K - $234K
4K $234M
ZTS
Zoetis Inc.

Healthcare
1.41K
New
$156.48 - $175.67 $221K - $248K
1.41K $233M
BLDR
Builders First Source, Inc.

Industrials
1.86K
New
$122.8 - $173.51 $228K - $322K
1.86K $232M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
6.77K
New
$33.28 - $36.41 $225K - $247K
6.77K $232M
Wisdomtree Tr
5.26K
New
N/A
5.26K $231M
IXN
Ishares Global Information Tec

ETFs
3.04K
New
$75.73 - $88.4 $230K - $268K
3.04K $230M
BMY
Bristol Myers Squibb CO

Healthcare
3.77K
New
$53.9 - $63.11 $203K - $238K
3.77K $230M
ADSK
Autodesk, Inc.

Technology
875
New
N/A
875 $229M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.57K
New
$49.42 - $50.43 $226K - $231K
4.57K $229M
TGT
Target Corp

Consumer Defensive
2.17K
New
$103.65 - $142.5 $225K - $309K
2.17K $226M
CI
Cigna Corp

Healthcare
685
New
$274.49 - $329.0 $188K - $225K
685 $225M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.16K
New
$42.86 - $45.92 $221K - $237K
5.16K $224M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.86K
New
$119.38 - $161.42 $223K - $301K
1.86K $223M
FSS
Federal Signal Corp

Industrials
2.99K
New
$73.55 - $101.32 $220K - $303K
2.99K $220M
Globalstar Inc
10.5K
New
N/A
10.5K $220M
ROP
Roper Technologies Inc

Industrials
373
New
$502.71 - $593.81 $188K - $221K
373 $220M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.64K
New
$58.81 - $68.2 $214K - $248K
3.64K $218M
FNF
Fidelity National Financial, Inc.

Financial Services
3.34K
New
$54.25 - $65.27 $181K - $218K
3.34K $217M
TECK
Teck Resources LTD

Basic Materials
5.89K
New
$36.43 - $43.86 $214K - $258K
5.89K $214M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.2K
New
N/A
4.2K $210M
PRU
Prudential Financial Inc

Financial Services
1.88K
New
$105.04 - $122.33 $197K - $229K
1.88K $209M
VOT
Vanguard Mid Cap Growth Index

ETFs
852
New
$237.72 - $276.98 $203K - $236K
852 $208M
MRVL
Marvell Technology, Inc.

Technology
3.38K
New
$61.57 - $126.06 $208K - $426K
3.38K $208M
KR
Kroger CO

Consumer Defensive
3.05K
New
$58.36 - $67.72 $178K - $207K
3.05K $207M
OKE
Oneok Inc

Energy
2.08K
New
$89.57 - $109.85 $186K - $228K
2.08K $206M
PMAR
Innovator U.S. Equity Power Bu

ETFs
5.13K
New
$39.51 - $41.0 $203K - $210K
5.13K $205M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
4.18K
New
$46.78 - $57.72 $195K - $241K
4.18K $203M
FICO
Fair Isaac Corp

Technology
110
New
$1695.35 - $2030.47 $186K - $223K
110 $203M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.85K
New
$105.1 - $109.61 $194K - $202K
1.85K $201M
Kenvue Inc
8.36K
New
N/A
8.36K $200M
CRGY
Crescent Energy CO

Energy
16.3K
New
$10.3 - $16.74 $168K - $273K
16.3K $183M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11K
New
$12.04 - $13.32 $132K - $147K
11K $138M
RCAT
Red Cat Holdings, Inc.

Technology
22.5K
New
$4.82 - $14.19 $109K - $320K
22.5K $132M
F
Ford Motor CO

Consumer Cyclical
10.2K
New
$9.12 - $10.43 $92.6K - $106K
10.2K $102M
RAVE
Rave Restaurant Group, Inc.

Consumer Cyclical
12.5K
New
$2.31 - $3.21 $28.9K - $40.1K
12.5K $34.4M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
12.3K
New
$0.6 - $1.22 $7.38K - $15K
12.3K $7.45M
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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