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
ALL
Allstate Corp

Financial Services
3.1K
New
$180.99 - $210.18 $561K - $652K
3.1K $642M
FMB
First Tr Exchange Traded Fd Ii

ETFs
12.7K
New
$50.17 - $51.45 $637K - $653K
12.7K $640M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
9.75K
New
$64.46 - $66.33 $629K - $647K
9.75K $638M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
15.1K
New
$41.26 - $44.98 $623K - $679K
15.1K $634M
DIS
Walt Disney CO

Communication Services
6.35K
New
$96.87 - $114.0 $615K - $724K
6.35K $627M
IDCC
Inter Digital, Inc.

Communication Services
3K
New
$171.68 - $225.72 $515K - $678K
3K $621M
KLAC
Kla Corp

Technology
912
New
$636.62 - $777.63 $581K - $709K
912 $620M
MBB
Ishares Tr

ETFs
6.59K
New
$90.37 - $94.08 $595K - $620K
6.59K $618M
MCK
Mckesson Corp

Healthcare
907
New
$566.21 - $672.99 $514K - $610K
907 $610M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
24.4K
New
$24.6 - $24.99 $600K - $609K
24.4K $609M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.9K
New
$41.61 - $44.72 $578K - $621K
13.9K $602M
SHW
Sherwin Williams CO

Basic Materials
1.72K
New
$330.16 - $365.55 $569K - $629K
1.72K $601M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.8K
New
$50.39 - $50.66 $593K - $596K
11.8K $596M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.48K
New
$91.45 - $91.75 $593K - $595K
6.48K $595M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.41K
New
$58.01 - $64.46 $546K - $607K
9.41K $584M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
3.7K
New
$152.57 - $163.66 $565K - $606K
3.7K $580M
IFRA
Ishares Tr

ETFs
12.8K
New
$44.8 - $49.25 $575K - $632K
12.8K $578M
PEAK
Healthpeak Properties, Inc.

Real Estate
28.6K
New
N/A
28.6K $578M
FPX
First Trust Us Equity Opportun

ETFs
5.07K
New
$106.21 - $143.53 $538K - $728K
5.07K $566M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.56K
New
$100.32 - $100.76 $557K - $560K
5.56K $559M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
10.9K
New
$49.85 - $56.22 $545K - $614K
10.9K $555M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
11K
New
$50.21 - $51.23 $551K - $562K
11K $552M
SYY
Sysco Corp

Consumer Defensive
7.33K
New
$70.0 - $77.13 $513K - $565K
7.33K $550M
AOA
Ishares Tr Core Aggressive All

ETFs
7.1K
New
$75.7 - $80.01 $537K - $568K
7.1K $543M
ADI
Analog Devices Inc

Technology
2.67K
New
$201.56 - $243.82 $538K - $651K
2.67K $538M
WES
Western Midstream Partners, LP

Energy
12.8K
New
$37.87 - $42.89 $484K - $548K
12.8K $523M
MMM
3 M CO

Industrials
3.55K
New
$129.7 - $155.12 $460K - $550K
3.55K $521M
AIG
American International Group, Inc.

Financial Services
5.98K
New
$70.5 - $86.94 $421K - $519K
5.98K $519M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
18.9K
New
$26.51 - $28.57 $502K - $541K
18.9K $519M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
45K
New
$11.4 - $11.96 $513K - $538K
45K $518M
NTRS
Northern Trust Corp

Financial Services
5.23K
New
$96.09 - $113.81 $502K - $595K
5.23K $516M
CBSH
Commerce Bancshares Inc

Financial Services
8.28K
New
$58.85 - $68.59 $488K - $568K
8.28K $516M
XLG
Invesco Exchange Traded Fd Tr

ETFs
11.1K
New
$45.72 - $51.73 $506K - $573K
11.1K $510M
NVO
Novo Nordisk A S

Healthcare
7.22K
New
$69.3 - $90.95 $500K - $657K
7.22K $501M
MCO
Moodys Corp

Financial Services
1.08K
New
$437.8 - $527.48 $471K - $568K
1.08K $501M
SUB
Ishares Short Term National Mu

ETFs
4.61K
New
$105.3 - $106.24 $486K - $490K
4.61K $487M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
6.15K
New
N/A
6.15K $485M
JLL
Jones Lang Lasalle Inc

Real Estate
1.95K
New
$238.0 - $284.76 $465K - $556K
1.95K $484M
INTU
Intuit Inc

Technology
787
New
$555.63 - $630.23 $437K - $496K
787 $483M
COP
Conocophillips

Energy
4.58K
New
$88.6 - $105.85 $406K - $485K
4.58K $481M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.76K
New
$81.62 - $96.63 $470K - $556K
5.76K $479M
BSCV
Invesco ETF Self Indexed Fd Tr
28.5K
New
$15.87 - $16.38 $452K - $467K
28.5K $465M
ED
Consolidated Edison Inc

Utilities
4.17K
New
$88.0 - $110.59 $367K - $461K
4.17K $461M
WNC
Wabash National Corp

Industrials
41.6K
New
$10.59 - $17.28 $440K - $719K
41.6K $460M
IR
Ingersoll Rand Inc.

Industrials
5.74K
New
$79.44 - $94.23 $456K - $541K
5.74K $459M
Invesco Exchange Traded Fd T
7.12K
New
N/A
7.12K $456M
EOG
Eog Resources Inc

Energy
3.54K
New
$120.54 - $138.05 $427K - $489K
3.54K $454M
PH
Parker Hannifin Corp

Industrials
747
New
$591.65 - $707.05 $442K - $528K
747 $454M
GL
Globe Life Inc.

Financial Services
3.41K
New
$111.2 - $131.72 $380K - $450K
3.41K $450M
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
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email