Vest Gen Advisors, LLC Purchases in Q2 2025

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
21.4K
+ 6.32%
$94.31 - $157.99 $2.02M - $3.38M
361K $57.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.41K
+ 5.06%
$496.48 - $617.85 $3.68M - $4.58M
154K $95.1B
MSFT
Microsoft Corp

Technology
792
+ 0.88%
$354.56 - $497.45 $281K - $394K
91.1K $46.5B
CGDV
Capital Group Divid Value ETF

ETFs
278K
+ 204.48%
$31.93 - $39.49 $8.88M - $11M
414K $16.6B
AVGO
Broadcom Inc.

Technology
21.7K
+ 49.49%
$146.29 - $275.65 $3.18M - $5.98M
65.6K $18.4B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
50K
New
$157.93 - $175.89 $7.9M - $8.8M
50K $8.74B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
238K
New
$27.65 - $36.12 $6.57M - $8.58M
238K $8.58B
SYLD
Cambria Shareholder Yld ETF

ETFs
127K
+ 69.09%
$55.35 - $65.57 $7.04M - $8.34M
311K $20.2B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
159K
+ 130.48%
$34.72 - $42.74 $5.51M - $6.79M
280K $12.1B
Blackrock ETF Trust
187K
New
N/A
187K $6.73B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
64.7K
+ 1164.44%
$100.04 - $100.54 $6.47M - $6.51M
70.3K $7.06B
SCHO
Schwab Short Term Us Treasury

ETFs
250K
New
$24.19 - $24.45 $6.05M - $6.11M
250K $6.1B
AVUS
American Centy ETF Tr Avantis

ETFs
56.2K
New
$81.38 - $100.82 $4.57M - $5.67M
56.2K $5.67B
ORCL
Oracle Corp

Technology
13.9K
+ 56.99%
$122.82 - $218.63 $1.71M - $3.04M
38.3K $8.97B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.6K
+ 2.37%
$320.42 - $424.58 $514K - $681K
69.4K $29.5B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
12.9K
+ 2.82%
$60.34 - $74.89 $778K - $966K
470K $35.9B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
47.7K
+ 71.24%
$100.35 - $100.71 $4.79M - $4.81M
115K $11.6B
AXON
Axon Enterprise, Inc.

Industrials
4.09K
+ 144.59%
$497.13 - $827.94 $2.03M - $3.38M
6.91K $5.72B
SMIN
Ishares Msci India Small Cap I

ETFs
48.8K
New
$64.64 - $77.18 $3.15M - $3.76M
48.8K $3.76B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
76.4K
New
$44.68 - $45.96 $3.41M - $3.51M
76.4K $3.51B
AMZN
Amazon Com Inc

Consumer Cyclical
391
+ 0.33%
$167.32 - $223.3 $65.4K - $87.3K
120K $26.1B
OEF
Ishares S&P 100 ETF

ETFs
8.79K
+ 67.19%
N/A
21.9K $6.81B
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.52K
+ 7.31%
$152.42 - $182.82 $1.3M - $1.56M
125K $23.1B
TSLA
Tesla, Inc.

Consumer Cyclical
3.77K
+ 10.8%
$221.86 - $362.89 $837K - $1.37M
38.7K $12.2B
IEFA
Ishares Tr

ETFs
18.7K
+ 8.86%
$67.83 - $84.09 $1.27M - $1.57M
229K $19B
JPM
Jpmorgan Chase & CO

Financial Services
216
+ 0.34%
$210.28 - $289.91 $45.4K - $62.6K
63.9K $18.7B
APP
App Lovin Corp

Technology
8.38K
New
$219.37 - $417.89 $1.84M - $3.5M
8.38K $2.93B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
45.3K
+ 6.27%
$27.3 - $31.8 $1.24M - $1.44M
768K $24.4B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.9K
+ 6.5%
$43.53 - $54.46 $737K - $921K
277K $15.5B
KLAC
Kla Corp

Technology
2.8K
+ 307.35%
$576.53 - $902.94 $1.62M - $2.53M
3.72K $3.33B
Blackrock ETF Trust
84.5K
New
N/A
84.5K $2.63B
IGV
Ishares Expanded Tech Software

ETFs
23.4K
New
$80.15 - $109.5 $1.87M - $2.56M
23.4K $2.56B
BBUS
J P Morgan Exchg Traded Fd

ETFs
19.5K
+ 88.91%
$89.63 - $111.92 $1.75M - $2.19M
41.5K $4.75B
SHOP
Shopify Inc.

Technology
17.8K
+ 89.95%
$76.89 - $115.35 $1.37M - $2.05M
37.6K $4.34B
J P Morgan Exchange Traded F
45.1K
+ 23.5%
N/A
237K $12.7B
IVE
Ishares S&P 500 Value ETF

ETFs
10.1K
+ 13.31%
$168.34 - $195.42 $1.69M - $1.96M
85.6K $16.8B
EWI
Ishares Inc Msci Italy ETF

ETFs
49.7K
New
$36.6 - $48.32 $1.82M - $2.4M
49.7K $2.39B
Macquarie ETF Trust
39K
+ 7.96%
N/A
530K $15.2B
GREK
Global X Msci Greece ETF

ETFs
40.4K
New
$40.77 - $59.31 $1.65M - $2.4M
40.4K $2.35B
NOW
Service Now, Inc.

Technology
1.64K
+ 62.5%
$721.65 - $1040.18 $1.18M - $1.7M
4.26K $4.38B
CEG
Constellation Energy Corp

Utilities
3.32K
+ 35.42%
$170.96 - $322.76 $568K - $1.07M
12.7K $4.14B
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
72.9K
New
N/A
72.9K $2.16B
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
129K
New
$11.71 - $19.37 $1.51M - $2.5M
129K $2.07B
AAP
Advance Auto Parts Inc

Consumer Cyclical
43.4K
New
$30.31 - $53.25 $1.32M - $2.31M
43.4K $2.02B
DBA
Invesco Db Agriculture Fund

ETFs
76.9K
New
$25.27 - $27.68 $1.94M - $2.13M
76.9K $2.01B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
43.4K
+ 91.49%
$45.07 - $52.57 $1.96M - $2.28M
90.9K $4.44B
GS
Goldman Sachs Group Inc

Financial Services
1.92K
+ 51.23%
$462.22 - $707.75 $889K - $1.36M
5.68K $4.02B
WMT
Walmart Inc.

Consumer Defensive
9.62K
+ 10.17%
$81.79 - $99.98 $787K - $962K
104K $10.3B
USFR
Wisdomtree Floating Rate Treas

ETFs
38.7K
+ 147.05%
$50.28 - $50.47 $1.94M - $1.95M
65K $3.27B
Activity Summary
Buys All Purchases 329 New Holdings 70 Increased Positions 259 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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