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
XEL
Xcel Energy Inc

Utilities
6.33K
New
$63.37 - $72.1 $401K - $457K
6.33K $448M
VNQ
Vanguard Specialized Funds Van

ETFs
4.86K
New
$85.55 - $94.34 $416K - $459K
4.86K $440M
APH
Amphenol Corp

Technology
6.62K
New
$61.62 - $78.55 $408K - $520K
6.62K $434M
AMAT
Applied Materials Inc

Technology
2.96K
New
$145.06 - $195.51 $429K - $579K
2.96K $430M
Jpmorgan Chase Finl CO LLC
13.2K
New
N/A
13.2K $430M
XYL
Xylem Inc.

Industrials
3.6K
New
$114.02 - $132.04 $410K - $475K
3.6K $429M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.4K
New
$69.81 - $78.9 $377K - $426K
5.4K $420M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.98K
New
$211.47 - $267.17 $419K - $529K
1.98K $419M
GIS
General Mills Inc

Consumer Defensive
6.96K
New
$57.56 - $65.3 $401K - $454K
6.96K $416M
EPI
Wisdomtree Tr India Earnings F

ETFs
9.5K
New
$40.08 - $45.85 $381K - $435K
9.5K $415M
AVT
Avnet Inc

Technology
8.52K
New
$46.61 - $54.65 $397K - $465K
8.52K $409M
DELL
Dell Technologies Inc.

Technology
4.47K
New
$90.34 - $124.66 $404K - $558K
4.47K $408M
QWLD
Spdr Index Shs Fds

ETFs
3.19K
New
$122.65 - $131.03 $391K - $418K
3.19K $408M
USB
Us Bancorp \De\

Financial Services
9.6K
New
$40.92 - $50.9 $393K - $489K
9.6K $405M
Series Portfolios Tr
15.2K
New
N/A
15.2K $403M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.03K
New
$80.53 - $147.57 $244K - $447K
3.03K $401M
CL
Colgate Palmolive CO

Consumer Defensive
4.27K
New
$85.68 - $97.5 $366K - $416K
4.27K $400M
TRUP
Trupanion, Inc.

Financial Services
10.6K
New
$32.4 - $49.87 $343K - $528K
10.6K $395M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
3.57K
New
$104.87 - $112.53 $374K - $401K
3.57K $392M
DKNG
Draft Kings Inc.

Consumer Cyclical
11.7K
New
$33.21 - $53.49 $389K - $627K
11.7K $389M
ETR
Entergy Corp

Utilities
4.43K
New
$75.26 - $87.89 $333K - $389K
4.43K $379M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.55K
New
$208.48 - $244.03 $323K - $378K
1.55K $378M
OXY
Occidental Petroleum Corp

Energy
7.63K
New
$45.45 - $52.7 $347K - $402K
7.63K $376M
WERN
Werner Enterprises Inc

Industrials
12.7K
New
$29.25 - $38.23 $371K - $485K
12.7K $371M
KKR
Kkr & Co. Inc.

Financial Services
3.18K
New
$108.17 - $167.07 $344K - $531K
3.18K $367M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.31K
New
$47.79 - $59.89 $349K - $437K
7.31K $367M
BUG
Global X Fds Cybersecurity ETF

ETFs
11.2K
New
$31.56 - $36.78 $355K - $414K
11.2K $364M
SPOT
Spotify Technology S.A.

Communication Services
661
New
$457.79 - $648.32 $303K - $429K
661 $364M
ADBE
Adobe Inc.

Technology
941
New
$377.84 - $464.11 $356K - $437K
941 $361M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.15K
New
$88.0 - $115.5 $277K - $364K
3.15K $359M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
12.6K
New
$28.04 - $28.63 $353K - $361K
12.6K $354M
Lam Research Corp
4.83K
New
N/A
4.83K $351M
MO
Altria Group, Inc.

Consumer Defensive
5.78K
New
$50.81 - $60.02 $294K - $347K
5.78K $347M
BSJR
Invesco Indx Tr

ETFs
15.3K
New
$22.4 - $22.69 $344K - $348K
15.3K $344M
MPC
Marathon Petroleum Corp

Energy
2.36K
New
$134.72 - $159.03 $318K - $375K
2.36K $343M
NUSC
Nuveen Esg Small Cap ETF

ETFs
8.9K
New
$37.9 - $43.9 $337K - $390K
8.9K $341M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
534
New
$634.14 - $744.83 $339K - $398K
534 $339M
SFLR
Innovator Etfs Tr Equity Manag
10.6K
New
N/A
10.6K $333M
SLV
I Shares Silver Trust

ETFs
10.7K
New
$26.93 - $31.32 $289K - $336K
10.7K $332M
DOV
Dover Corp

Industrials
1.89K
New
$174.65 - $206.43 $330K - $391K
1.89K $332M
HCA
Hca Healthcare, Inc.

Healthcare
950
New
$296.7 - $345.55 $282K - $328K
950 $328M
JPUS
Jpmorgan Diversified Return Us

ETFs
2.84K
New
$111.89 - $119.08 $318K - $339K
2.84K $328M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
15K
New
$21.64 - $22.08 $325K - $331K
15K $325M
UNOV
Earth Science Tech, Inc.

ETFs
9.52K
New
$33.76 - $35.42 $322K - $337K
9.52K $323M
BMO
Bank Of Montreal

Financial Services
3.37K
New
$94.92 - $104.14 $320K - $351K
3.37K $322M
JHML
John Hancock Multifactor Large

ETFs
4.77K
New
$66.07 - $73.03 $315K - $348K
4.77K $321M
PBE
Invesco Exchange Traded Fd Tr

ETFs
5.05K
New
$63.44 - $70.44 $320K - $356K
5.05K $320M
VST
Vistra Corp.

Utilities
2.73K
New
$108.49 - $191.89 $296K - $523K
2.73K $320M
FTHI
First Trust Exchange Traded Fd

ETFs
14.6K
New
$21.62 - $23.74 $316K - $347K
14.6K $320M
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