Vest Gen Advisors, LLC Purchases and Sells in Q2 2025

Vest Gen Advisors, LLC

$2.51 Trillion
Q2 2025

Top Buys

Incresed Positions

259 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	21.4K + 6.32%	$94.31 - $157.99 $2.02M - $3.38M	361K $57.7B
SPY	7.41K + 5.06%	$496.48 - $617.85 $3.68M - $4.58M	154K $95.1B
MSFT	792 + 0.88%	$354.56 - $497.45 $281K - $394K	91.1K $46.5B
CGDV	278K + 204.48%	$31.93 - $39.49 $8.88M - $11M	414K $16.6B
AVGO	21.7K + 49.49%	$146.29 - $275.65 $3.18M - $5.98M	65.6K $18.4B
SYLD	127K + 69.09%	$55.35 - $65.57 $7.04M - $8.34M	311K $20.2B

New Holdings

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LGLV	50K New	$157.93 - $175.89 $7.9M - $8.8M	50K $8.74B
EYLD	238K New	$27.65 - $36.12 $6.57M - $8.58M	238K $8.58B
BLACKROCK ETF TRUST	187K New	N/A	187K $6.73B
EFV	103K New	$52.4 - $64.65 $5.42M - $6.69M	103K $6.63B
SCHO	250K New	$24.19 - $24.45 $6.05M - $6.11M	250K $6.1B
AVUS	56.2K New	$81.38 - $100.82 $4.57M - $5.67M	56.2K $5.67B

Top Sells

Reduced Positions

212 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-384K - 41.58%	$58.41 - $72.69 $22.4M - $27.9M	539K $40B
GLPI	-31 - -0.0%	$45.92 - $50.78 $1.42K - $1.57K	1.58M $73.8B
UNH	-7.16K - 45.46%	$274.35 - $599.47 $1.96M - $4.29M	8.59K $2.6B
AAPL	-1.18K - 0.57%	$172.42 - $223.89 $204K - $264K	207K $42.3B
BRK-B	-2.28K - 5.8%	$483.48 - $539.8 $1.1M - $1.23M	37K $17.7B
GILD	-25.7K - 93.23%	$96.91 - $113.0 $2.49M - $2.91M	1.87K $207M

Activity Summary All Purchases 329 New Holdings 70 Increased Positions 259 All Sells 212 Reductions 212 Sold out 0 Calls 0 Puts 0

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