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
FDX
Fedex Corp

Industrials
979
New
$198.07 - $245.17 $194K - $240K
979 $223M
NRG
Nrg Energy, Inc.

Utilities
141
+ 4.64%
$83.61 - $162.67 $11.8K - $22.9K
3.18K $511M
ETF Opportunities Trust
2.6K
+ 2.55%
N/A
104K $2.78B
APO
Apollo Global Management, Inc.

Financial Services
1.54K
New
$108.68 - $145.07 $167K - $223K
1.54K $218M
HUBB
Hubbell Inc

Industrials
534
New
$315.94 - $408.41 $169K - $218K
534 $218M
WMB
Williams Companies, Inc.

Energy
3.46K
New
$54.33 - $62.87 $188K - $217K
3.46K $217M
AEE
Ameren Corp

Utilities
2.25K
New
$94.23 - $101.68 $212K - $229K
2.25K $216M
C
Citigroup Inc

Financial Services
1.83K
+ 45.44%
$58.13 - $85.12 $106K - $156K
5.86K $499M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.8K
+ 76.15%
$36.25 - $42.28 $174K - $203K
11.1K $470M
AME
Ametek Inc

Industrials
1.15K
New
$151.41 - $182.75 $174K - $210K
1.15K $208M
IAK
Ishares Tr

ETFs
1.87K
+ 13.59%
$122.44 - $138.47 $229K - $259K
15.6K $2.1B
O
Realty Income Corp

Real Estate
3.56K
New
$52.27 - $58.52 $186K - $208K
3.56K $205M
GLW
Corning Inc

Technology
3.86K
New
$39.07 - $52.59 $151K - $203K
3.86K $203M
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.35K
New
N/A
3.35K $203M
VRSK
Verisk Analytics, Inc.

Industrials
649
New
$277.03 - $321.33 $180K - $209K
649 $202M
SIL
Global X Silver Miners ETF

ETFs
4.18K
New
$33.97 - $49.02 $142K - $205K
4.18K $201M
EME
Emcor Group, Inc.

Industrials
112
+ 13.11%
$342.02 - $534.89 $38.3K - $59.9K
966 $517M
XLY
Select Sector Spdr Consumer Di

ETFs
924
New
$176.34 - $218.59 $163K - $202K
924 $201M
GTO
Invesco Actively Managed ETF T

ETFs
3.73K
+ 1.81%
$45.73 - $47.2 $170K - $176K
210K $9.87B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
7.64K
+ 5.77%
$22.22 - $22.92 $170K - $175K
140K $3.2B
FV
First Trust Dorsey Wright Focu

ETFs
108
+ 0.25%
$48.43 - $59.26 $5.23K - $6.4K
42.9K $2.54B
IDCC
Inter Digital, Inc.

Communication Services
1
+ 0.03%
$183.37 - $234.7 $183 - $235
3K $812M
IWS
Ishares Russell Midcap Value E

ETFs
132
+ 0.48%
$110.58 - $132.14 $14.6K - $17.4K
27.5K $3.63B
BSJR
Invesco Indx Tr

ETFs
7.54K
+ 49.1%
$21.81 - $22.71 $164K - $171K
22.9K $520M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.03K
+ 2.15%
$32.99 - $38.56 $67.1K - $78.4K
96.7K $3.67B
SPOT
Spotify Technology S.A.

Communication Services
33
+ 4.99%
$503.3 - $775.9 $16.6K - $25.6K
694 $533M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.25K
+ 2.0%
$19.44 - $19.56 $141K - $142K
369K $7.22B
AMGN
Amgen Inc

Healthcare
782
+ 32.97%
$262.28 - $309.85 $205K - $242K
3.15K $899M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.88K
+ 19.17%
$82.21 - $83.12 $154K - $156K
11.7K $968M
BSMU
Invesco Exchange Self Ind Tr

ETFs
6.8K
+ 9.59%
$20.97 - $21.71 $143K - $148K
77.7K $1.68B
SUB
Ishares Short Term National Mu

ETFs
1.35K
+ 29.28%
$104.77 - $106.34 $141K - $144K
5.96K $636M
MLM
Martin Marietta Materials Inc

Basic Materials
56
+ 3.36%
$452.51 - $568.19 $25.3K - $31.8K
1.72K $946M
SO
Southern CO

Utilities
1.59K
+ 55.01%
$84.91 - $92.56 $135K - $147K
4.47K $411M
TFC
Truist Financial Corp

Financial Services
2.14K
+ 8.96%
$34.79 - $42.99 $74.4K - $91.9K
26K $1.12B
Invesco Exchange Traded Fd T
1.47K
+ 20.67%
N/A
8.59K $591M
GD
General Dynamics Corp

Industrials
392
+ 36.0%
$247.68 - $291.66 $97.1K - $114K
1.48K $432M
EFA
Ishares Tr Msci Eafe ETF

ETFs
117
+ 0.73%
$72.96 - $90.39 $8.54K - $10.6K
16.2K $1.45B
CGCP
Capital Group Core Plus Income

ETFs
5.25K
+ 3.15%
$21.92 - $22.56 $115K - $118K
172K $3.87B
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
5.47K
+ 39.09%
$20.29 - $21.52 $111K - $118K
19.5K $418M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
5.33K
+ 35.48%
$20.93 - $22.05 $111K - $117K
20.3K $448M
F
Ford Motor CO

Consumer Cyclical
10.5K
+ 103.36%
$8.69 - $10.85 $91.2K - $114K
20.6K $224M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
4.71K
+ 2.4%
$23.03 - $23.64 $108K - $111K
201K $4.74B
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.73K
+ 6.29%
$43.89 - $45.45 $120K - $124K
46.1K $2.07B
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
4.03K
+ 37.72%
N/A
14.7K $382M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.07%
$59.24 - $71.39 $948 - $1.14K
21.5K $1.53B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
3.89K
+ 2.83%
$22.66 - $23.35 $88.2K - $90.9K
141K $3.29B
RTO
Rentokil Initial PLC

Industrials
2.47K
+ 2.37%
$19.89 - $24.42 $49.2K - $60.4K
107K $2.49B
MRVL
Marvell Technology, Inc.

Technology
571
+ 16.91%
$49.38 - $79.97 $28.2K - $45.7K
3.95K $305M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.79K
+ 9.4%
$51.14 - $57.0 $91.7K - $102K
20.9K $1.19B
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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