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
COM
Direxion Shs ETF Tr Auspice Br

ETFs
31.9K
New
$27.55 - $29.44 $880K - $940K
31.9K $884M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
598
+ 5.01%
$141.37 - $228.57 $84.5K - $137K
12.5K $2.85B
FCX
Freeport Mcmoran Inc

Basic Materials
17.6K
+ 97.66%
$29.15 - $44.46 $514K - $784K
35.7K $1.55B
DKNG
Draft Kings Inc.

Consumer Cyclical
17.1K
+ 145.8%
$31.67 - $42.89 $542K - $733K
28.8K $1.24B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
11.3K
+ 8.83%
$32.86 - $40.05 $371K - $453K
139K $5.53B
FICO
Fair Isaac Corp

Technology
442
+ 401.82%
$1503.62 - $2206.01 $665K - $975K
552 $1.01B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
30K
New
$26.41 - $26.76 $793K - $803K
30K $803M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
37.6K
+ 16.76%
$18.28 - $18.7 $687K - $703K
262K $4.92B
LVHI
Franklin International Low Vol

ETFs
22.3K
+ 12.57%
$28.91 - $33.28 $644K - $742K
200K $6.5B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.95K
+ 229.36%
$99.37 - $134.05 $691K - $932K
9.98K $1.13B
CELH
Celsius Holdings, Inc.

Consumer Defensive
15.4K
New
$33.89 - $46.39 $522K - $714K
15.4K $714M
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.61K
+ 10.7%
$122.04 - $169.14 $197K - $273K
16.7K $2.82B
MKC
Mccormick & CO Inc

Consumer Defensive
9.32K
New
$71.11 - $82.25 $663K - $767K
9.32K $707M
IHDG
Wisdomtree Tr

ETFs
9.84K
+ 6.31%
$38.54 - $46.0 $379K - $453K
166K $7.47B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
31K
+ 13.3%
$20.16 - $20.49 $625K - $635K
264K $5.42B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.87K
+ 173.74%
$60.61 - $87.72 $417K - $603K
10.8K $919M
DLR
Digital Realty Trust, Inc.

Real Estate
166
+ 0.81%
$136.11 - $177.69 $22.6K - $29.5K
20.7K $3.58B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
8.76K
+ 225.36%
$68.13 - $74.77 $597K - $655K
12.7K $921M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
26.8K
New
N/A
26.8K $626M
TTD
Trade Desk, Inc.

Technology
1.03K
+ 3.24%
$45.27 - $79.4 $46.8K - $82.1K
33K $2.37B
SLV
I Shares Silver Trust

ETFs
18K
+ 167.61%
$27.08 - $33.74 $487K - $607K
28.7K $954M
IONQ
Ion Q, Inc.

Technology
13.4K
New
$20.68 - $48.04 $276K - $642K
13.4K $574M
PH
Parker Hannifin Corp

Industrials
717
+ 95.98%
$517.23 - $700.54 $371K - $502K
1.46K $1.02B
CBSH
Commerce Bancshares Inc

Financial Services
9.44K
+ 113.92%
$55.42 - $65.63 $523K - $619K
17.7K $1.08B
MPC
Marathon Petroleum Corp

Energy
3K
+ 127.45%
$118.55 - $170.08 $356K - $511K
5.36K $890M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.7K
+ 15.08%
$50.1 - $51.02 $538K - $548K
82K $4.19B
MA
Mastercard Inc

Financial Services
548
+ 3.97%
$479.92 - $590.74 $263K - $324K
14.4K $8.08B
ACM
Aecom

Industrials
1.78K
+ 11.73%
$87.19 - $113.06 $155K - $201K
16.9K $1.91B
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.03K
+ 16.31%
$55.15 - $68.11 $277K - $343K
35.9K $2.44B
ITOT
Ishares Core S&P Total U.S. St

ETFs
698
+ 2.22%
$108.12 - $135.04 $75.5K - $94.3K
32.2K $4.34B
TAFI
Ab Active Etfs Inc Tax Aware S
19.6K
New
N/A
19.6K $492M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.22K
+ 10.61%
$79.19 - $99.64 $176K - $221K
23.1K $2.3B
Wisdomtree Tr
7.63K
+ 145.08%
N/A
12.9K $677M
CME
Cme Group Inc.

Financial Services
672
+ 2.68%
$252.37 - $290.71 $170K - $195K
25.7K $7.09B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.63K
+ 14.12%
$49.79 - $50.75 $430K - $438K
69.7K $3.54B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
19.1K
+ 20.18%
$23.36 - $24.11 $446K - $460K
114K $2.71B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.2K
+ 5.91%
$19.49 - $19.66 $395K - $398K
363K $7.14B
VO
Vanguard Mid Cap ETF

ETFs
351
+ 2.34%
$228.54 - $279.83 $80.2K - $98.2K
15.4K $4.3B
PM
Philip Morris International Inc.

Consumer Defensive
1.1K
+ 9.16%
$149.23 - $184.95 $164K - $204K
13.1K $2.32B
IYG
Ishares Tr

ETFs
2.9K
+ 12.65%
$68.9 - $85.6 $200K - $248K
25.8K $2.21B
OUNZ
Van Eck Merk Gold Trust

ETFs
12.8K
New
$28.68 - $33.09 $368K - $425K
12.8K $409M
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.02%
N/A
37.9K $7.77B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8K
+ 67.99%
$50.36 - $50.68 $403K - $406K
19.8K $1B
Capital Group International
9.02K
+ 31.13%
N/A
38K $1.25B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
8.38K
New
$41.3 - $47.0 $346K - $394K
8.38K $399M
AMAT
Applied Materials Inc

Technology
1.57K
+ 52.87%
$126.95 - $183.52 $199K - $287K
4.53K $828M
Capital Grp Fixed Incm ETF T
14.8K
+ 8.53%
N/A
188K $4.95B
BAC
Bank Of America Corp

Financial Services
2.68K
+ 5.36%
$34.39 - $47.46 $92.1K - $127K
52.7K $2.47B
FNGS
Bank Of Montreal

ETFs
5.82K
New
$44.91 - $65.15 $261K - $379K
5.82K $379M
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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