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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.8B
$233 Million 0.01% of portfolio
1,413
Q1 2025 New
$20.8B
$316 Million 0.01% of portfolio
854
Q1 2025 New
$72.5B
$232 Million 0.01% of portfolio
917
Q1 2025 New
$89.2B
$309 Million 0.01% of portfolio
2,533
Q1 2025 New
$0
$320 Million 0.01% of portfolio
4,351
Q1 2025 New
$79.3B
$299 Million 0.01% of portfolio
367
Q1 2025 New
$12.8B
$314 Million 0.01% of portfolio
8,500
Q1 2025 New
$17.4B
$269 Million 0.01% of portfolio
591
Q1 2025 New
$397M
$183 Million 0.01% of portfolio
16,300
Q1 2025 New
Wisdomtree Tr
-
$231 Million 0.01% of portfolio
-
Q1 2025 New
$34.9B
$307 Million 0.01% of portfolio
3,190
Q1 2025 New
$53.1B
$229 Million 0.01% of portfolio
875
Q1 2025 New
$2.88B
$291 Million 0.01% of portfolio
10,000
Q1 2025 New
$10.1B
$257 Million 0.01% of portfolio
700
Q1 2025 New
$67.5B
$255 Million 0.01% of portfolio
1,667
Q1 2025 New
$18.4B
$232 Million 0.01% of portfolio
1,857
Q1 2025 New
$31.3B
$245 Million 0.01% of portfolio
1,967
Q1 2025 New
$69.6B
$252 Million 0.01% of portfolio
66
Q1 2025 New
$16.1B
$263 Million 0.01% of portfolio
518
Q1 2025 New
$61.4B
$304 Million 0.01% of portfolio
4,793
Q1 2025 New
$25.5B
$266 Million 0.01% of portfolio
1,657
Q1 2025 New
$30.7B
$271 Million 0.01% of portfolio
3,421
Q1 2025 New
Cooper Cos Inc
-
$242 Million 0.01% of portfolio
-
Q1 2025 New
$0
$138 Million 0.01% of portfolio
11,000
Q1 2025 New
$51.9B
$258 Million 0.01% of portfolio
2,359
Q1 2025 New
$0
$313 Million 0.01% of portfolio
5,161
Q1 2025 New
$102B
$230 Million 0.01% of portfolio
3,768
Q1 2025 New
$96.8B
$284 Million 0.01% of portfolio
1,304
Q1 2025 New
$20.6B
$257 Million 0.01% of portfolio
6,284
Q1 2025 New
$145B
$286 Million 0.01% of portfolio
4,027
Q1 2025 New
$22B
$274 Million 0.01% of portfolio
1,331
Q1 2025 New
$68.4B
$322 Million 0.01% of portfolio
3,372
Q1 2025 New
$54.7B
$268 Million 0.01% of portfolio
1,740
Q1 2025 New
$0
$273 Million 0.01% of portfolio
6,674
Q1 2025 New
$49.4B
$207 Million 0.01% of portfolio
3,052
Q1 2025 New
Kenvue Inc
-
$200 Million 0.01% of portfolio
-
Q1 2025 New
$0
$321 Million 0.01% of portfolio
4,766
Q1 2025 New
$0
$328 Million 0.01% of portfolio
2,844
Q1 2025 New
$0
$229 Million 0.01% of portfolio
4,571
Q1 2025 New
$0
$316 Million 0.01% of portfolio
6,860
Q1 2025 New
$0
$307 Million 0.01% of portfolio
5,327
Q1 2025 New
$95.6B
$265 Million 0.01% of portfolio
2,885
Q1 2025 New
$0
$251 Million 0.01% of portfolio
2,768
Q1 2025 New
$0
$265 Million 0.01% of portfolio
2,907
Q1 2025 New
$0
$230 Million 0.01% of portfolio
3,036
Q1 2025 New
$0
$201 Million 0.01% of portfolio
1,845
Q1 2025 New
$61B
$220 Million 0.01% of portfolio
373
Q1 2025 New
$88.3B
$292 Million 0.01% of portfolio
1,227
Q1 2025 New
$38B
$206 Million 0.01% of portfolio
2,078
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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