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
IYC
Ishares U.S. Consumer Discreti

ETFs
2.22K
+ 10.61%
$79.19 - $99.64 $176K - $221K
23.1K $2.3B
Wisdomtree Tr
7.63K
+ 145.08%
N/A
12.9K $677M
CME
Cme Group Inc.

Financial Services
672
+ 2.68%
$252.37 - $290.71 $170K - $195K
25.7K $7.09B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.63K
+ 14.12%
$49.79 - $50.75 $430K - $438K
69.7K $3.54B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
19.1K
+ 20.18%
$23.36 - $24.11 $446K - $460K
114K $2.71B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.2K
+ 5.91%
$19.49 - $19.66 $395K - $398K
363K $7.14B
VO
Vanguard Mid Cap ETF

ETFs
351
+ 2.34%
$228.54 - $279.83 $80.2K - $98.2K
15.4K $4.3B
PM
Philip Morris International Inc.

Consumer Defensive
1.1K
+ 9.16%
$149.23 - $184.95 $164K - $204K
13.1K $2.32B
IYG
Ishares Tr

ETFs
2.9K
+ 12.65%
$68.9 - $85.6 $200K - $248K
25.8K $2.21B
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.02%
N/A
37.9K $7.77B
Capital Group International
9.02K
+ 31.13%
N/A
38K $1.25B
AMAT
Applied Materials Inc

Technology
1.57K
+ 52.87%
$126.95 - $183.52 $199K - $287K
4.53K $828M
Capital Grp Fixed Incm ETF T
14.8K
+ 8.53%
N/A
188K $4.95B
BAC
Bank Of America Corp

Financial Services
2.68K
+ 5.36%
$34.39 - $47.46 $92.1K - $127K
52.7K $2.47B
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
BSCU
Invesco Exc Self Ind Tr

ETFs
21.2K
+ 48.12%
$16.31 - $16.78 $345K - $355K
65.2K $1.1B
SFLR
Innovator Etfs Tr Equity Manag
8.97K
+ 84.46%
N/A
19.6K $674M
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
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
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
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
WFC
Wells Fargo & Company

Financial Services
1.74K
+ 9.71%
$60.98 - $80.12 $106K - $139K
19.6K $1.56B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.46K
+ 39.54%
$140.84 - $163.09 $206K - $239K
5.17K $846M
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
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
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
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
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
T
At&T Inc.

Communication Services
6.61K
+ 12.13%
$26.33 - $28.94 $174K - $191K
61.1K $1.75B
IAK
Ishares Tr

ETFs
1.87K
+ 13.59%
$122.44 - $138.47 $229K - $259K
15.6K $2.1B
EME
Emcor Group, Inc.

Industrials
112
+ 13.11%
$342.02 - $534.89 $38.3K - $59.9K
966 $517M
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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