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
SNPS
Synopsys Inc

Technology
72
+ 10.21%
$380.9 - $517.66 $27.4K - $37.3K
777 $398M
EQX
Equinox Gold Corp.

Basic Materials
16K
New
$5.68 - $7.31 $90.9K - $117K
16K $92M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
892
+ 10.88%
$96.84 - $99.46 $86.4K - $88.7K
9.09K $902M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
2.9K
+ 23.02%
$27.01 - $28.59 $78.3K - $82.9K
15.5K $441M
ADSK
Autodesk, Inc.

Technology
136
+ 15.54%
N/A
1.01K $313M
Invesco Exch Trd Slf Idx Fd
3.51K
+ 12.53%
N/A
31.5K $771M
ON
On Semiconductor Corp

Technology
108
+ 1.69%
$31.95 - $54.21 $3.45K - $5.85K
6.49K $340M
KO
Coca Cola CO

Consumer Defensive
1.44K
+ 8.82%
$68.37 - $73.9 $98.5K - $106K
17.8K $1.25B
XLF
Financial Sector Spdr

ETFs
320
+ 1.33%
$43.92 - $52.37 $14.1K - $16.8K
24.3K $1.27B
CL
Colgate Palmolive CO

Consumer Defensive
954
+ 22.35%
$87.57 - $96.0 $83.5K - $91.6K
5.22K $475M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.26K
+ 8.25%
$28.21 - $28.85 $63.9K - $65.3K
29.7K $855M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
29
+ 0.39%
$108.87 - $133.04 $3.16K - $3.86K
7.55K $1B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
433
+ 2.16%
$26.69 - $33.44 $11.6K - $14.5K
20.4K $672M
EPI
Wisdomtree Tr India Earnings F

ETFs
634
+ 6.68%
$41.3 - $47.52 $26.2K - $30.1K
10.1K $481M
CARR
Carrier Global Corp

Industrials
248
+ 5.17%
$55.55 - $75.83 $13.8K - $18.8K
5.04K $369M
MDLZ
Mondelez International, Inc.

Consumer Defensive
926
+ 15.27%
$63.54 - $68.5 $58.8K - $63.4K
6.99K $471M
AEP
American Electric Power CO Inc

Utilities
689
+ 29.21%
$98.59 - $109.11 $67.9K - $75.2K
3.05K $316M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
830
+ 5.5%
$37.73 - $43.54 $31.3K - $36.1K
15.9K $688M
BMO
Bank Of Montreal

Financial Services
2
+ 0.06%
$87.54 - $110.63 $175 - $221
3.37K $373M
LMT
Lockheed Martin Corp

Industrials
38
+ 1.92%
$430.82 - $486.45 $16.4K - $18.5K
2.02K $934M
MCO
Moodys Corp

Financial Services
21
+ 1.95%
$396.7 - $501.59 $8.33K - $10.5K
1.1K $550M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.98K
+ 10.3%
$24.32 - $27.87 $96.7K - $111K
42.6K $1.13B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
2.44K
+ 6.33%
$20.08 - $20.98 $49K - $51.2K
41K $848M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
100
+ 1.63%
N/A
6.25K $533M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
82
+ 0.43%
$24.53 - $29.78 $2.01K - $2.44K
19K $566M
HCA
Hca Healthcare, Inc.

Healthcare
22
+ 2.32%
$317.61 - $387.52 $6.99K - $8.53K
972 $373M
MDT
Medtronic PLC

Healthcare
589
+ 22.28%
$80.68 - $88.86 $47.5K - $52.3K
3.23K $282M
TECK
Teck Resources LTD

Basic Materials
467
+ 7.93%
$29.05 - $41.48 $13.6K - $19.4K
6.35K $257M
RCAT
Red Cat Holdings, Inc.

Technology
1.1K
+ 4.87%
$4.66 - $9.19 $5.11K - $10.1K
23.6K $172M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
495
+ 5.08%
$63.02 - $65.94 $31.2K - $32.6K
10.2K $676M
ADP
Automatic Data Processing Inc

Industrials
92
+ 3.02%
$276.76 - $326.81 $25.5K - $30.1K
3.14K $968M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.06K
+ 1.39%
$23.2 - $23.63 $47.7K - $48.6K
150K $3.53B
CVX
Chevron Corp

Energy
4.22K
+ 13.87%
$133.73 - $168.51 $564K - $711K
34.6K $5.12B
XEL
Xcel Energy Inc

Utilities
720
+ 11.37%
$65.65 - $72.39 $47.3K - $52.1K
7.05K $480M
IR
Ingersoll Rand Inc.

Industrials
160
+ 2.79%
$66.75 - $84.94 $10.7K - $13.6K
5.9K $491M
NVO
Novo Nordisk A S

Healthcare
497
+ 6.88%
$58.08 - $81.05 $28.9K - $40.3K
7.72K $533M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10
+ 0.01%
$10.59 - $11.48 $106 - $115
71.8K $825M
ROP
Roper Technologies Inc

Industrials
54
+ 14.48%
$519.19 - $590.78 $28K - $31.9K
427 $242M
TRV
Travelers Companies, Inc.

Financial Services
69
+ 6.05%
$233.83 - $276.34 $16.1K - $19.1K
1.21K $324M
RSG
Republic Services, Inc.

Industrials
33
+ 1.15%
$227.2 - $258.07 $7.5K - $8.52K
2.91K $718M
ECL
Ecolab Inc.

Basic Materials
23
+ 2.51%
$225.65 - $270.95 $5.19K - $6.23K
940 $253M
Linde PLC
14
+ 0.36%
N/A
3.91K $1.83B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
287
+ 0.47%
$48.5 - $49.35 $13.9K - $14.2K
61K $3B
FTHI
First Trust Exchange Traded Fd

ETFs
87
+ 0.59%
$19.66 - $22.85 $1.71K - $1.99K
14.7K $336M
APD
Air Products & Chemicals, Inc.

Basic Materials
344
+ 3.32%
$248.61 - $294.96 $85.5K - $101K
10.7K $3.07B
ED
Consolidated Edison Inc

Utilities
583
+ 14.0%
$98.05 - $113.3 $57.2K - $66.1K
4.75K $477M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
188
+ 1.35%
$38.18 - $45.52 $7.18K - $8.56K
14.1K $616M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
290
+ 1.02%
$22.66 - $23.41 $6.57K - $6.79K
28.7K $669M
LVHD
Franklin U.S. Low Volatility H

ETFs
295
+ 4.42%
$37.37 - $40.85 $11K - $12.1K
6.97K $285M
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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