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
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.98K
New
$122.57 - $132.57 $243K - $263K
1.98K $257M
IP
International Paper CO

Consumer Cyclical
5.53K
New
$45.32 - $55.68 $250K - $308K
5.53K $256M
DINO
Hf Sinclair Corp

Energy
4.9K
New
$42.11 - $54.01 $206K - $264K
4.9K $256M
SMR
Nuscale Power Corp

Industrials
7.06K
New
$32.65 - $51.67 $231K - $365K
7.06K $254M
PRU
Prudential Financial Inc

Financial Services
2.44K
New
$100.68 - $109.89 $246K - $268K
2.44K $253M
Grayscale Ethereum Trust ETF
7.18K
New
N/A
7.18K $246M
Celestica Inc
1K
New
N/A
1K $246M
NSC
Norfolk Southern Corp

Industrials
815
New
$259.49 - $300.41 $211K - $245K
815 $245M
DG
Dollar General Corp

Consumer Defensive
2.37K
New
$101.86 - $116.32 $241K - $276K
2.37K $245M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.27K
New
$24.46 - $26.5 $227K - $246K
9.27K $244M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.1K
New
$23.54 - $23.97 $237K - $242K
10.1K $241M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.6K
New
$30.67 - $32.13 $233K - $244K
7.6K $240M
OKE
Oneok Inc

Energy
3.23K
New
$71.36 - $83.47 $230K - $270K
3.23K $236M
SOUN
Soundhound Ai, Inc.

Technology
14.5K
New
$10.11 - $18.05 $147K - $262K
14.5K $234M
CW
Curtiss Wright Corp

Industrials
428
New
$472.43 - $542.94 $202K - $232K
428 $232M
ABC
Amerisourcebergen Corp

Healthcare
741
New
N/A
741 $232M
BIDU
Baidu, Inc.

Communication Services
1.76K
New
$85.86 - $137.83 $151K - $242K
1.76K $232M
SNOW
Snowflake Inc.

Technology
1.03K
New
$191.73 - $241.0 $197K - $247K
1.03K $231M
PSN
Parsons Corp

Industrials
2.79K
New
$72.77 - $82.92 $203K - $231K
2.79K $231M
VTR
Ventas, Inc.

Real Estate
3.26K
New
$62.76 - $69.99 $204K - $228K
3.26K $228M
WPC
W. P. Carey Inc.

Real Estate
3.37K
New
$61.29 - $68.7 $207K - $232K
3.37K $228M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
16K
New
$13.32 - $14.12 $213K - $226K
16K $226M
SOXX
Ishares Semiconductor ETF

ETFs
807
New
$236.93 - $271.12 $191K - $219K
807 $219M
PLD
Prologis, Inc.

Real Estate
1.91K
New
$104.08 - $115.35 $198K - $220K
1.91K $218M
Nebius Group N.V.
1.93K
New
N/A
1.93K $217M
LHX
L3 Harris Technologies, Inc.

Industrials
706
New
$252.18 - $305.41 $178K - $216K
706 $216M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.17K
New
$22.64 - $23.22 $208K - $213K
9.17K $212M
RS
Reliance Steel & Aluminum CO

Basic Materials
750
New
$277.33 - $343.66 $208K - $258K
750 $211M
IDV
Ishares Tr

ETFs
5.75K
New
$34.54 - $37.28 $199K - $215K
5.75K $210M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
804
New
$259.44 - $278.65 $209K - $224K
804 $209M
IEF
Ishares Barclays

ETFs
2.15K
New
$93.91 - $97.26 $202K - $209K
2.15K $207M
Invesco Exch Trd Slf Idx Fd
8.01K
New
N/A
8.01K $207M
IMFL
Invesco Ex Tr Self Indx Fd Tr
7.45K
New
$26.82 - $28.12 $200K - $210K
7.45K $206M
CVS
Cvs Health Corp

Healthcare
2.73K
New
$58.75 - $76.5 $161K - $209K
2.73K $206M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.77K
New
$108.47 - $114.7 $192K - $203K
1.77K $203M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
5.21K
New
$37.73 - $38.9 $197K - $203K
5.21K $203M
EA
Electronic Arts Inc.

Communication Services
1K
New
$147.79 - $202.05 $148K - $203K
1K $202M
OTIS
Otis Worldwide Corp

Industrials
2.2K
New
$84.93 - $101.07 $187K - $222K
2.2K $201M
Kenvue Inc
10.8K
New
N/A
10.8K $175M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
17.5K
New
$8.89 - $10.82 $156K - $189K
17.5K $156M
EFC
Ellington Financial Inc.

Real Estate
11K
New
$12.66 - $14.02 $140K - $155K
11K $143M
Bw Lpg LTD
10K
New
N/A
10K $143M
DNP
Dnp Select Income Fund Inc

Financial Services
10.9K
New
$9.65 - $10.02 $105K - $109K
10.9K $109M
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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