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
COF
Capital One Financial Corp

Financial Services
5.59K
+ 76.15%
$150.57 - $212.76 $842K - $1.19M
12.9K $2.75B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7K
+ 20.9%
$101.93 - $128.63 $713K - $900K
40.5K $5.21B
FDL
First Tr Morningstar Dividend

ETFs
33.8K
+ 23.86%
$38.19 - $43.19 $1.29M - $1.46M
176K $7.53B
INTU
Intuit Inc

Technology
1.54K
+ 196.06%
$544.07 - $787.63 $840K - $1.22M
2.33K $1.83B
CGUS
Capital Group Core Equity ETF
12K
+ 4.74%
$29.93 - $36.93 $359K - $443K
265K $9.77B
BROS
Dutch Bros Inc.

Consumer Cyclical
13.4K
+ 22.14%
$51.37 - $73.72 $690K - $991K
74.1K $5.07B
GOOGL
Alphabet Inc.

Communication Services
417
+ 0.92%
$144.7 - $178.6 $60.3K - $74.5K
45.8K $8.28B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.41K
+ 9.77%
$152.93 - $181.74 $675K - $802K
49.6K $9.04B
ETN
Eaton Corp PLC

Industrials
1.59K
+ 21.58%
$246.52 - $356.99 $391K - $566K
8.93K $3.2B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24.8K
+ 49.57%
$48.46 - $50.2 $1.2M - $1.25M
74.9K $3.7B
CGGO
Capital Group Global Growth Eq

ETFs
12.2K
+ 5.78%
$25.31 - $32.17 $308K - $392K
223K $7.12B
ABBV
Abb Vie Inc.

Healthcare
9.56K
+ 31.71%
$170.16 - $206.27 $1.63M - $1.97M
39.7K $7.47B
MNST
Monster Beverage Corp

Consumer Defensive
18K
+ 449.35%
$55.01 - $64.24 $989K - $1.15M
22K $1.38B
FTGS
First Tr Exchange Traded Fd Gr
24.3K
+ 35.1%
N/A
93.4K $3.19B
Capital Group Core Balanced
13.6K
+ 5.15%
N/A
277K $9.27B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.48K
+ 8.14%
$180.84 - $240.32 $268K - $356K
19.7K $4.77B
BSX
Boston Scientific Corp

Healthcare
9.66K
+ 116.09%
$89.7 - $107.41 $866K - $1.04M
18K $1.93B
Pimco ETF Tr
37.9K
+ 23.73%
N/A
198K $5.25B
MRK
Merck & Co., Inc.

Healthcare
15.7K
+ 76.89%
$73.47 - $87.12 $1.15M - $1.37M
36.1K $2.86B
CAT
Caterpillar Inc

Industrials
714
+ 6.99%
$273.94 - $388.21 $196K - $277K
10.9K $4.37B
ITA
Ishares Tr

ETFs
2.74K
+ 22.21%
$135.31 - $188.64 $371K - $517K
15.1K $2.84B
RTX
Raytheon Technologies Corp

Industrials
358
+ 0.92%
$113.75 - $148.48 $40.7K - $53.2K
39.1K $6.08B
IBM
International Business Machines Corp

Technology
2.41K
+ 15.35%
$221.03 - $294.78 $532K - $709K
18.1K $4.82B
PANW
Palo Alto Networks Inc

Technology
270
+ 1.1%
$152.44 - $204.64 $41.2K - $55.3K
24.9K $5.1B
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
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
GLD
Spdr Gold Trust

ETFs
1.03K
+ 4.26%
$273.71 - $316.29 $282K - $326K
25.2K $7.69B
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.61K
+ 10.7%
$122.04 - $169.14 $197K - $273K
16.7K $2.82B
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
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
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
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