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
TSLA
Tesla, Inc.

Consumer Cyclical
34.9K
New
$222.15 - $428.22 $7.76M - $15M
34.9K $9.05B
EVER
Ever Quote, Inc.

Communication Services
343K
New
$17.84 - $29.71 $6.11M - $10.2M
343K $8.98B
PG
Procter & Gamble CO

Consumer Defensive
51.6K
New
$158.56 - $176.26 $8.17M - $9.09M
51.6K $8.79B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
157K
New
$53.6 - $58.97 $8.43M - $9.27M
157K $8.61B
Capital Group Dividend Growe
276K
New
N/A
276K $8.53B
CGUS
Capital Group Core Equity ETF
253K
New
$33.08 - $36.62 $8.36M - $9.25M
253K $8.44B
WMT
Walmart Inc.

Consumer Defensive
94.6K
New
$84.5 - $105.05 $7.99M - $9.94M
94.6K $8.3B
CGMS
Capital Grp Core Plus Income E
303K
New
N/A
303K $8.26B
UNH
Unitedhealth Group Inc

Healthcare
15.7K
New
$461.52 - $548.18 $7.27M - $8.63M
15.7K $8.25B
Capital Group Core Balanced
264K
New
N/A
264K $8.17B
RSP
Invesco S&P 500 Equal Weight E

ETFs
45.2K
New
$169.43 - $182.84 $7.65M - $8.26M
45.2K $7.82B
MCD
Mcdonalds Corp

Consumer Cyclical
24.2K
New
$279.74 - $321.29 $6.78M - $7.79M
24.2K $7.57B
MA
Mastercard Inc

Financial Services
13.8K
New
$504.67 - $576.31 $6.97M - $7.96M
13.8K $7.57B
CGGR
Capital Group Growth ETF Shs C

ETFs
220K
New
$33.98 - $39.84 $7.46M - $8.75M
220K $7.52B
VIG
Vanguard Dividend Appreciation

ETFs
37.9K
New
N/A
37.9K $7.36B
AVGO
Broadcom Inc.

Technology
43.9K
New
$167.43 - $244.7 $7.34M - $10.7M
43.9K $7.34B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
76.9K
New
$87.68 - $94.52 $6.75M - $7.27M
76.9K $7.21B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
362K
New
$19.42 - $19.54 $7.03M - $7.08M
362K $7.05B
GOOGL
Alphabet Inc.

Communication Services
45.4K
New
$154.33 - $206.19 $7.01M - $9.37M
45.4K $7.02B
GLD
Spdr Gold Trust

ETFs
24.2K
New
$243.19 - $288.14 $5.88M - $6.97M
24.2K $6.97B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
205K
New
$32.49 - $37.99 $6.67M - $7.8M
205K $6.87B
IHDG
Wisdomtree Tr

ETFs
156K
New
$43.4 - $47.51 $6.77M - $7.41M
156K $6.77B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
67K
New
$100.34 - $100.68 $6.72M - $6.75M
67K $6.74B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
342K
New
$19.43 - $19.62 $6.65M - $6.72M
342K $6.71B
CME
Cme Group Inc.

Financial Services
25.1K
New
$225.82 - $266.54 $5.66M - $6.68M
25.1K $6.65B
ABBV
Abb Vie Inc.

Healthcare
30.2K
New
$169.2 - $216.66 $5.1M - $6.53M
30.2K $6.32B
FDL
First Tr Morningstar Dividend

ETFs
142K
New
$39.69 - $43.83 $5.63M - $6.22M
142K $6.16B
IYH
Ishares Tr

ETFs
100K
New
$58.32 - $62.76 $5.84M - $6.28M
100K $6.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
134K
New
$42.5 - $46.71 $5.7M - $6.27M
134K $6.07B
CGGO
Capital Group Global Growth Eq

ETFs
211K
New
$28.33 - $30.84 $5.97M - $6.5M
211K $5.97B
DRI
Darden Restaurants Inc

Consumer Cyclical
28.1K
New
$180.02 - $208.56 $5.07M - $5.87M
28.1K $5.85B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
66K
New
N/A
66K $5.81B
LVHI
Franklin International Low Vol

ETFs
177K
New
$30.53 - $32.85 $5.41M - $5.83M
177K $5.74B
CRM
Salesforce, Inc.

Technology
21.3K
New
$268.36 - $359.95 $5.72M - $7.67M
21.3K $5.72B
UPS
United Parcel Service Inc

Industrials
51.4K
New
$109.66 - $136.26 $5.64M - $7.01M
51.4K $5.65B
UBER
Uber Technologies, Inc

Technology
76.1K
New
$63.17 - $81.49 $4.81M - $6.2M
76.1K $5.55B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
187K
New
$27.47 - $30.62 $5.13M - $5.72M
187K $5.52B
BNDX
Vanguard Total International B

ETFs
112K
New
$48.33 - $49.5 $5.42M - $5.55M
112K $5.47B
NFLX
Netflix Inc

Communication Services
5.78K
New
$828.4 - $1058.6 $4.78M - $6.11M
5.78K $5.39B
ET
Energy Transfer LP

Energy
283K
New
$17.26 - $21.08 $4.88M - $5.96M
283K $5.26B
JNJ
Johnson & Johnson

Healthcare
31.6K
New
$142.06 - $167.7 $4.49M - $5.3M
31.6K $5.24B
KMI
Kinder Morgan, Inc.

Energy
182K
New
$26.1 - $31.22 $4.74M - $5.67M
182K $5.18B
RTX
Raytheon Technologies Corp

Industrials
38.7K
New
$114.1 - $135.66 $4.42M - $5.26M
38.7K $5.13B
CVX
Chevron Corp

Energy
30.4K
New
$146.71 - $167.97 $4.46M - $5.11M
30.4K $5.09B
OMFL
Invesco Exchange Traded Self I

ETFs
92.9K
New
$52.19 - $57.45 $4.85M - $5.34M
92.9K $4.95B
WM
Waste Management Inc

Industrials
21.3K
New
$200.54 - $233.78 $4.27M - $4.97M
21.3K $4.92B
COST
Costco Wholesale Corp

Consumer Defensive
5.21K
New
$890.62 - $1076.86 $4.64M - $5.61M
5.21K $4.92B
CGDV
Capital Group Divid Value ETF

ETFs
136K
New
$34.95 - $37.36 $4.75M - $5.08M
136K $4.85B
XOM
Exxon Mobil Corp

Energy
40.5K
New
$105.44 - $118.93 $4.27M - $4.82M
40.5K $4.82B
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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