Vest Gen Advisors, LLC Portfolio Holdings

Vest Gen Advisors, LLC

  • $2.2 Trillion
  • Q1 2025

Vest Gen Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.2 Trillion distributed in 545 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 $144B, Invesco Qqq Trust, Series 1 with a value of $83B, Spdr S&P 500 ETF Trust with a value of $81.9B, Gaming & Leisure Properties, Inc. with a value of $80.4B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $60.7B.

Examining the 13F form we can see an increase of $2.2T in the current position value.

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 $2.2 Trillion
Technology: $215 Billion
ETFs: $146 Billion
Financial Services: $108 Billion
Real Estate: $85.5 Billion
Communication Services: $75.9 Billion
Consumer Cyclical: $73.9 Billion
Healthcare: $66.9 Billion
Industrials: $55.6 Billion
Other: $70.9 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39B
$3.75 Billion 0.17% of portfolio
60,687
Q1 2025 New
$3.2B
$2 Billion 0.09% of portfolio
110,954
Q1 2025 New
$2.51B
$1.59 Billion 0.07% of portfolio
97,182
Q1 2025 New
$3.61B
$1.26 Billion 0.06% of portfolio
4,380
Q1 2025 New
$3.87B
$782 Million 0.04% of portfolio
95,098
Q1 2025 New
$9.86B
$802 Million 0.04% of portfolio
71,816
Q1 2025 New
$5.96B
$963 Million 0.04% of portfolio
23,079
Q1 2025 New
$5.06B
$644 Million 0.03% of portfolio
21,099
Q1 2025 New
$6.45B
$621 Million 0.03% of portfolio
3,002
Q1 2025 New
$7.83B
$516 Million 0.02% of portfolio
8,284
Q1 2025 New
$4.66B
$409 Million 0.02% of portfolio
8,515
Q1 2025 New
$7.21B
$242 Million 0.01% of portfolio
3,353
Q1 2025 New
$5.3B
$220 Million 0.01% of portfolio
2,994
Q1 2025 New
$2.88B
$291 Million 0.01% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 545
  • Current Value $2.2 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 545 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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