All Gen Financial Advisors, Inc. Purchases in Q1 2025

All Gen Financial Advisors, Inc.

  • $338 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
285K
New
$67.03 - $74.61 $19.1M - $21.3M
285K $19.4B
VTI
Vanguard Total Stock Market Et

ETFs
64.8K
+ 62.75%
$271.18 - $303.12 $17.6M - $19.6M
168K $46.2B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
92.3K
New
$51.3 - $56.76 $4.74M - $5.24M
92.3K $4.89B
VEU
Vanguard Ftse All World Ex Us

ETFs
47.1K
+ 20.75%
$56.51 - $62.98 $2.66M - $2.96M
274K $16.6B
BND
Vanguard Bd Index Fd Inc Total

ETFs
30.6K
+ 4.41%
$71.17 - $73.66 $2.18M - $2.25M
724K $53.2B
JCPB
J P Morgan Exchange Traded Fd

ETFs
14.8K
+ 1.81%
$45.56 - $47.23 $676K - $701K
833K $39.2B
VGSH
Vanguard

ETFs
5.45K
+ 1.65%
$58.07 - $58.69 $317K - $320K
335K $19.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
67.1K
+ 15.54%
$24.91 - $29.02 $1.67M - $1.95M
499K $12.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
878
New
$507.05 - $563.67 $445K - $495K
878 $451M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
9.03K
+ 167.47%
$48.25 - $52.09 $435K - $470K
14.4K $711M
IXUS
Ishares Tr

ETFs
1.95K
+ 3.52%
$65.06 - $72.31 $127K - $141K
57.2K $3.99B
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.55K
+ 5.04%
$25.54 - $27.64 $142K - $153K
116K $3.15B
LMB
Limbach Holdings, Inc.

Industrials
3.35K
New
$68.92 - $104.65 $231K - $350K
3.35K $249M
NFLX
Netflix Inc

Communication Services
250
New
$828.4 - $1058.6 $207K - $265K
250 $233M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
3.05K
+ 1.86%
$19.03 - $20.94 $57.9K - $63.8K
167K $3.41B
XOM
Exxon Mobil Corp

Energy
445
+ 2.97%
$105.44 - $118.93 $46.9K - $52.9K
15.4K $1.84B
SO
Southern CO

Utilities
2.3K
New
$80.96 - $92.96 $186K - $214K
2.3K $211M
Falcons Beyond Global Inc
24K
New
N/A
24K $209M
CSL
Carlisle Companies Inc

Industrials
864
+ 20.43%
$326.43 - $408.24 $282K - $353K
5.09K $1.73B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.33K
+ 2.38%
N/A
57.4K $3.69B
ROST
Ross Stores, Inc.

Consumer Cyclical
1.47K
+ 10.71%
$123.3 - $154.95 $181K - $228K
15.2K $1.94B
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.8%
$222.15 - $428.22 $2K - $3.85K
1.14K $295M
AAPL
Apple Inc.

Technology
152
+ 1.74%
$209.68 - $247.1 $31.9K - $37.6K
8.91K $1.98B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
177
+ 0.14%
$53.6 - $58.97 $9.49K - $10.4K
131K $7.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
723
+ 5.12%
$468.34 - $539.52 $339K - $390K
14.8K $6.96B
MSFT
Microsoft Corp

Technology
919
+ 6.16%
$375.39 - $447.2 $345K - $411K
15.8K $5.94B
Activity Summary
Buys All Purchases 27 New Holdings 7 Increased Positions 20 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track All Gen Financial Advisors, Inc. Portfolio

Follow All Gen Financial Advisors, Inc. 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 All Gen Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on All Gen Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email