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
$63.5B
$919 Million 0.04% of portfolio
10,829
Q2 2025 Added 173.74%
$38.5B
$1.01 Billion 0.04% of portfolio
552
Q2 2025 Added 401.82%
$122B
$968 Million 0.04% of portfolio
3,139
Q2 2025 Added 3.02%
-
$968 Million 0.04% of portfolio
-
Q2 2025 New
$64.3B
$969 Million 0.04% of portfolio
3,028
Q2 2025 Reduced 4.21%
$7.02B
$1.08 Billion 0.04% of portfolio
17,721
Q2 2025 Added 113.92%
$60.9B
$1.12 Billion 0.04% of portfolio
26,000
Q2 2025 Added 8.96%
$47.1B
$1.1 Billion 0.04% of portfolio
5,250
Q2 2025 Reduced 9.0%
$72.4B
$718 Million 0.03% of portfolio
2,910
Q2 2025 Added 1.15%
$10.3B
$812 Million 0.03% of portfolio
3,003
Q2 2025 Added 0.03%
$16.8B
$873 Million 0.03% of portfolio
13,401
Q2 2025 Reduced 13.62%
$126B
$633 Million 0.03% of portfolio
2,658
Q2 2025 Reduced 0.37%
$4.26B
$714 Million 0.03% of portfolio
15,391
Q2 2025 New
$209B
$750 Million 0.03% of portfolio
6,144
Q2 2025 Reduced 3.27%
$6.05B
$751 Million 0.03% of portfolio
98,835
Q2 2025 Added 3.93%
$177B
$805 Million 0.03% of portfolio
3,878
Q2 2025 Reduced 3.65%
$96B
$817 Million 0.03% of portfolio
1,875
Q2 2025 Reduced 10.5%
$176B
$828 Million 0.03% of portfolio
4,525
Q2 2025 Added 52.87%
$109B
$871 Million 0.03% of portfolio
1,216
Q2 2025 Added 34.07%
-
$674 Million 0.03% of portfolio
-
Q2 2025 Added 84.46%
$16.7B
$707 Million 0.03% of portfolio
9,320
Q2 2025 New
$10.4B
$825 Million 0.03% of portfolio
71,826
Q2 2025 Added 0.01%
$450B
$729 Million 0.03% of portfolio
1
Q1 2025 New
$52.5B
$713 Million 0.03% of portfolio
4,137
Q2 2025 Reduced 46.9%
$72B
$634 Million 0.03% of portfolio
6,425
Q2 2025 Reduced 2.99%
-
$790 Million 0.03% of portfolio
-
Q2 2025 Reduced 5.44%
$88.9B
$593 Million 0.02% of portfolio
1,726
Q2 2025 Added 0.23%
$41.5B
$555 Million 0.02% of portfolio
7,330
Q1 2025 New
$59.2B
$522 Million 0.02% of portfolio
6,096
Q2 2025 Added 2.03%
$102B
$411 Million 0.02% of portfolio
4,472
Q2 2025 Added 55.01%
$25.9B
$447 Million 0.02% of portfolio
3,459
Q2 2025 Reduced 3.78%
$43.8B
$480 Million 0.02% of portfolio
7,053
Q2 2025 Added 11.37%
$118B
$606 Million 0.02% of portfolio
10,342
Q2 2025 Added 78.99%
-
$453 Million 0.02% of portfolio
-
Q2 2025 Reduced 80.95%
$84B
$377 Million 0.02% of portfolio
1,205
Q2 2025 New
$141B
$533 Million 0.02% of portfolio
694
Q2 2025 Added 4.99%
$5.87B
$620 Million 0.02% of portfolio
21,014
Q2 2025 Reduced 0.4%
-
$492 Million 0.02% of portfolio
-
Q2 2025 New
$545M
$401 Million 0.02% of portfolio
41,586
Q1 2025 New
$82.4B
$484 Million 0.02% of portfolio
2,496
Q2 2025 Reduced 8.44%
$14.8B
$500 Million 0.02% of portfolio
12,915
Q2 2025 Added 1.11%
$57.1B
$622 Million 0.02% of portfolio
3,091
Q2 2025 Reduced 0.35%
$1.84B
$586 Million 0.02% of portfolio
10,593
Q1 2025 New
$73.6B
$398 Million 0.02% of portfolio
777
Q2 2025 Added 10.21%
$122B
$408 Million 0.02% of portfolio
4,549
Q2 2025 Reduced 0.68%
$91.2B
$432 Million 0.02% of portfolio
1,481
Q2 2025 Added 36.0%
$200B
$499 Million 0.02% of portfolio
5,857
Q2 2025 Added 45.44%
$35.3B
$477 Million 0.02% of portfolio
4,748
Q2 2025 Added 14.0%
$116B
$384 Million 0.02% of portfolio
2,883
Q2 2025 Reduced 9.28%

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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