Vest Gen Advisors, LLC Portfolio Holdings

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025

Vest Gen Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.51 Trillion distributed in 579 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $158B, Invesco Qqq Trust, Series 1 with a value of $97.1B, Spdr S&P 500 ETF Trust with a value of $95.1B, Gaming & Leisure Properties, Inc. with a value of $73.8B, and Nvidia Corp with a value of $57.7B.

Examining the 13F form we can see an increase of $308B in the current position value, from $2.2T to 2.51T.

Vest Gen Advisors, LLC is based out at Inverness, IL

Below you can find more details about Vest Gen Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.51 Trillion
Technology: $292 Billion
ETFs: $163 Billion
Financial Services: $107 Billion
Consumer Cyclical: $82.6 Billion
Communication Services: $80.3 Billion
Real Estate: $79.6 Billion
Industrials: $72 Billion
Healthcare: $56 Billion
Other: $81.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$3.43 Billion 0.14% of portfolio
-
Q2 2025 Reduced 1.52%
$48.9B
$3.58 Billion 0.14% of portfolio
20,729
Q2 2025 Added 0.81%
$186B
$3.45 Billion 0.14% of portfolio
23,213
Q2 2025 Reduced 21.61%
$96.8B
$3.32 Billion 0.13% of portfolio
36,818
Q2 2025 Reduced 22.73%
$146B
$3.2 Billion 0.13% of portfolio
8,930
Q2 2025 Added 21.58%
$260B
$3.17 Billion 0.13% of portfolio
21,416
Q2 2025 Reduced 15.7%
$95.6B
$3.18 Billion 0.13% of portfolio
10,327
Q2 2025 Reduced 23.95%
-
$3.19 Billion 0.13% of portfolio
-
Q2 2025 Added 35.1%
$151B
$3.33 Billion 0.13% of portfolio
3,715
Q2 2025 Added 307.35%
$140B
$3.36 Billion 0.13% of portfolio
8,481
Q2 2025 Reduced 2.76%
$233B
$3.26 Billion 0.13% of portfolio
24,154
Q2 2025 Reduced 2.91%
$60B
$3.07 Billion 0.12% of portfolio
10,705
Q2 2025 Added 3.32%
$155B
$3.08 Billion 0.12% of portfolio
5,667
Q2 2025 Reduced 29.79%
$208B
$2.93 Billion 0.12% of portfolio
8,378
Q2 2025 New
$140B
$2.93 Billion 0.12% of portfolio
5,745
Q2 2025 Added 119.86%
$150B
$2.93 Billion 0.12% of portfolio
42,150
Q2 2025 Reduced 2.21%
$73.4B
$2.77 Billion 0.11% of portfolio
7,752
Q2 2025 Reduced 0.4%
$85.8B
$2.75 Billion 0.11% of portfolio
12,931
Q2 2025 Added 76.15%
$199B
$2.86 Billion 0.11% of portfolio
36,115
Q2 2025 Added 76.89%
$76.4B
$2.77 Billion 0.11% of portfolio
20,780
Q2 2025 Reduced 9.72%
$3.08B
$2.74 Billion 0.11% of portfolio
6,785
Q2 2025 Added 54.91%
$1.42T
$2.85 Billion 0.11% of portfolio
12,544
Q2 2025 Added 5.01%
$93.8B
$2.49 Billion 0.1% of portfolio
13,575
Q2 2025 Reduced 11.5%
$323B
$2.6 Billion 0.1% of portfolio
8,588
Q2 2025 Reduced 45.46%
$13B
$2.49 Billion 0.1% of portfolio
106,725
Q2 2025 Added 2.37%
$421B
$2.47 Billion 0.1% of portfolio
52,663
Q2 2025 Added 5.36%
$26.7B
$2.39 Billion 0.1% of portfolio
47,803
Q2 2025 Reduced 30.54%
$39.8B
$2.25 Billion 0.09% of portfolio
6,774
Q2 2025 Reduced 17.42%
$90.1B
$2.26 Billion 0.09% of portfolio
9,859
Q2 2025 Reduced 53.65%
$22B
$2.37 Billion 0.09% of portfolio
32,956
Q2 2025 Added 3.24%
$644M
$2.16 Billion 0.09% of portfolio
72,906
Q2 2025 New
$253B
$2.32 Billion 0.09% of portfolio
13,121
Q2 2025 Added 9.16%
$1.77B
$2.07 Billion 0.08% of portfolio
128,957
Q2 2025 New
$15.4B
$1.91 Billion 0.08% of portfolio
6,093
Q2 2025 New
$18.6B
$1.91 Billion 0.08% of portfolio
16,909
Q2 2025 Added 11.73%
$156B
$2.12 Billion 0.08% of portfolio
7,292
Q2 2025 Reduced 44.65%
$3.78B
$2.02 Billion 0.08% of portfolio
43,444
Q2 2025 New
$27.2B
$2.07 Billion 0.08% of portfolio
5,519
Q2 2025 Added 6.46%
$139B
$1.93 Billion 0.08% of portfolio
17,974
Q2 2025 Added 116.09%
$256B
$2.05 Billion 0.08% of portfolio
6,498
Q2 2025 Reduced 1.77%
$3B
$1.74 Billion 0.07% of portfolio
97,182
Q1 2025 New
$193B
$1.66 Billion 0.07% of portfolio
12,300
Q2 2025 Added 2.13%
$200B
$1.75 Billion 0.07% of portfolio
61,107
Q2 2025 Added 12.13%
-
$1.63 Billion 0.07% of portfolio
-
Q2 2025 Reduced 12.77%
$273B
$1.67 Billion 0.07% of portfolio
11,868
Q2 2025 Reduced 3.33%
$160B
$1.87 Billion 0.07% of portfolio
3,538
Q2 2025 Reduced 7.36%
$47.9B
$1.64 Billion 0.07% of portfolio
1,579
Q2 2025 Reduced 1.13%
$1.88B
$1.72 Billion 0.07% of portfolio
47,776
Q2 2025 Reduced 11.46%
$141B
$1.77 Billion 0.07% of portfolio
7,627
Q2 2025 Added 13.18%

Summary

  • Portfolio
  • No. of Stocks 579
  • Current Value $2.51 Trillion
  • Prior Value $2.2 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 70 stocks
  • Additional Purchases 259 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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