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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.21K
New
$177.93 - $313.14 $214K - $377K
1.21K $377M
BSCV
Invesco ETF Self Indexed Fd Tr
22K
+ 77.3%
$15.97 - $16.53 $352K - $364K
50.5K $841M
LPLA
Lpl Financial Holdings Inc.

Financial Services
335
+ 6.46%
$283.31 - $388.96 $94.9K - $130K
5.52K $2.07B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
797
New
$328.01 - $475.68 $261K - $379K
797 $373M
BSCU
Invesco Exc Self Ind Tr

ETFs
21.2K
+ 48.12%
$16.31 - $16.78 $345K - $355K
65.2K $1.1B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
10.5K
New
$28.75 - $33.88 $303K - $356K
10.5K $362M
SFLR
Innovator Etfs Tr Equity Manag
8.97K
+ 84.46%
N/A
19.6K $674M
SPYI
Shp ETF Tr Neos S&P 500 High I
6.77K
New
N/A
6.77K $341M
MUB
Ishares National Muni Bond ETF

ETFs
3.37K
+ 38.63%
$102.31 - $105.8 $345K - $357K
12.1K $1.26B
HON
Honeywell International Inc

Industrials
888
+ 13.18%
$182.86 - $232.88 $162K - $207K
7.63K $1.77B
Invesco Exch Trd Slf Idx Fd
12.6K
New
N/A
12.6K $336M
XLC
Select Sector Spdr Tr Communic

ETFs
3.02K
New
$86.13 - $108.53 $260K - $328K
3.02K $328M
Coreweave Inc
2K
New
N/A
2K $326M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.02K
+ 31.7%
$39.34 - $40.41 $315K - $324K
33.3K $1.34B
DRI
Darden Restaurants Inc

Consumer Cyclical
131
+ 0.47%
$186.58 - $225.78 $24.4K - $29.6K
28.3K $6.16B
VRT
Vertiv Holdings CO

Industrials
2.46K
New
N/A
2.46K $316M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
4.46K
+ 40.8%
$44.58 - $54.92 $199K - $245K
15.4K $858M
UNP
Union Pacific Corp

Industrials
1.47K
+ 37.18%
$208.27 - $238.46 $305K - $349K
5.41K $1.23B
LNT
Alliant Energy Corp

Utilities
4.95K
New
$58.79 - $64.85 $291K - $321K
4.95K $300M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.12K
+ 14.47%
$41.45 - $54.46 $129K - $170K
24.7K $1.29B
Blackrock Inc
198
+ 23.88%
N/A
1.03K $1.08B
CB
Chubb LTD

Financial Services
1.16K
+ 32.15%
$274.32 - $302.46 $318K - $351K
4.77K $1.38B
PLW
Invesco 1 30 Laddered Treasury

ETFs
14.5K
+ 3.69%
N/A
407K $11.2B
URA
Global X Uranium ETF

ETFs
7.19K
New
$20.26 - $38.81 $146K - $279K
7.19K $279M
WFC
Wells Fargo & Company

Financial Services
1.74K
+ 9.71%
$60.98 - $80.12 $106K - $139K
19.6K $1.56B
Global X Fds
12.3K
New
N/A
12.3K $278M
RYT
Invesco S&P 500 Equal Weight T

ETFs
6.71K
New
N/A
6.71K $274M
COIN
Coinbase Global, Inc.

Technology
778
New
$151.47 - $375.07 $118K - $292K
778 $273M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.46K
+ 39.54%
$140.84 - $163.09 $206K - $239K
5.17K $846M
Spdr Series Trust
9.65K
New
N/A
9.65K $264M
MCK
Mckesson Corp

Healthcare
309
+ 34.07%
$652.83 - $732.78 $202K - $226K
1.22K $871M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
32
+ 0.39%
$224.16 - $285.86 $7.17K - $9.15K
8.32K $2.38B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
12.2K
+ 86.37%
N/A
26.4K $548M
MO
Altria Group, Inc.

Consumer Defensive
4.56K
+ 78.99%
$55.56 - $60.91 $254K - $278K
10.3K $606M
TJX
Tjx Companies Inc

Consumer Cyclical
468
+ 1.49%
$119.13 - $135.03 $55.8K - $63.2K
31.8K $4.08B
Fidelity Covington Trust
7.77K
New
N/A
7.77K $258M
FPX
First Trust Us Equity Opportun

ETFs
612
+ 12.07%
$99.2 - $144.91 $60.7K - $88.7K
5.68K $823M
SCHW
Schwab Charles Corp

Financial Services
903
+ 6.72%
$69.06 - $91.24 $62.4K - $82.4K
14.3K $1.31B
MAR
Marriott International Inc

Consumer Cyclical
774
+ 63.08%
$211.12 - $274.14 $163K - $212K
2K $547M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.3K
New
$83.67 - $109.12 $192K - $251K
2.3K $251M
CTA
Simplify Exch Traded Fds Simpl

ETFs
9.29K
New
$26.61 - $29.9 $247K - $278K
9.29K $248M
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.41K
New
$50.53 - $212.53 $223K - $938K
4.41K $245M
ASML
Asml Holding Nv

Technology
296
New
$595.37 - $815.24 $176K - $241K
296 $237M
LNG
Cheniere Energy, Inc.

Energy
969
New
$197.25 - $244.33 $191K - $237K
969 $236M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
10.2K
New
$21.37 - $22.67 $219K - $232K
10.2K $231M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.23K
+ 2.05%
$47.46 - $55.3 $153K - $179K
160K $8.84B
DOV
Dover Corp

Industrials
1.24K
+ 65.54%
$151.14 - $186.7 $187K - $232K
3.13K $560M
CSCO
Cisco Systems, Inc.

Technology
1.25K
+ 6.85%
$53.19 - $69.38 $66.6K - $86.9K
19.5K $1.35B
AIQ
Global X Funds Global X Artifi

ETFs
3.6K
+ 41.74%
$31.5 - $43.69 $113K - $157K
12.2K $539M
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
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen Advisors, LLC 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 Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email