Vest Gen Advisors, LLC Incresed Positions 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
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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
64.7K
+ 1164.44%
$100.04 - $100.54 $6.47M - $6.51M
70.3K $7.06B
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
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
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
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
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
Macquarie ETF Trust
39K
+ 7.96%
N/A
530K $15.2B
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
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
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
42.4K
+ 20.65%
$29.52 - $35.31 $1.25M - $1.5M
248K $8.73B
GE
General Electric CO

Industrials
4.57K
+ 42.29%
$166.81 - $257.39 $762K - $1.18M
15.4K $4B
Ishares Bitcoin Trust ETF
13.7K
+ 20.76%
N/A
79.9K $4.93B
CGGR
Capital Group Growth ETF Shs C

ETFs
9.92K
+ 4.52%
$30.53 - $40.65 $303K - $403K
230K $9.33B
LLY
Eli Lilly & CO

Healthcare
3.08K
+ 21.74%
$713.71 - $898.95 $2.2M - $2.77M
17.3K $13.5B
DE
Deere & CO

Industrials
3.13K
+ 119.86%
$412.99 - $531.48 $1.29M - $1.66M
5.75K $2.93B
Tidal Trust I
44.8K
+ 31.3%
N/A
188K $4.26B
UPS
United Parcel Service Inc

Industrials
24.8K
+ 48.24%
$91.92 - $110.2 $2.28M - $2.73M
76.2K $7.31B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
47.3K
+ 9.7%
N/A
535K $13.2B
RDVY
First Trust Rising Dividend Ac

ETFs
1K
+ 0.27%
$51.6 - $62.74 $51.8K - $62.9K
373K $23.4B
KWEB
Kraneshares Tr Csi China Inter

ETFs
46.6K
+ 241.88%
$28.28 - $35.22 $1.32M - $1.64M
65.8K $2.26B
UBER
Uber Technologies, Inc

Technology
111
+ 0.15%
$64.62 - $93.3 $7.17K - $10.4K
76.2K $7.11B
MSTR
Microstrategy Inc

Technology
2.41K
+ 54.91%
$237.95 - $421.61 $572K - $1.01M
6.79K $2.74B
PMAR
Innovator U.S. Equity Power Bu

ETFs
33.3K
+ 648.87%
$37.18 - $42.23 $1.24M - $1.41M
38.4K $1.68B
VTV
Vanguard Value ETF

ETFs
1.41K
+ 0.46%
$153.67 - $176.74 $217K - $250K
306K $54B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4K
+ 7.83%
$82.32 - $112.47 $329K - $450K
55K $6.19B
Lam Research Corp
13.5K
+ 279.78%
N/A
18.3K $1.78B
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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