Vest Gen Advisors, LLC Incresed Positions in Q3 2025

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.81K
+ 1.42%
$39.8 - $42.86 $191K - $206K
344K $14.7B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.23K
+ 9.79%
$224.68 - $282.71 $276K - $347K
13.8K $3.85B
DIS
Walt Disney CO

Communication Services
8.54K
+ 138.98%
$112.25 - $124.0 $959K - $1.06M
14.7K $1.68B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.13K
+ 24.87%
$404.94 - $499.99 $458K - $565K
5.68K $2.75B
AMAT
Applied Materials Inc

Technology
3.93K
+ 86.9%
$156.25 - $204.95 $614K - $806K
8.46K $1.73B
DUK
Duke Energy Corp

Utilities
7.13K
+ 220.66%
$116.31 - $125.93 $829K - $897K
10.4K $1.28B
GE
General Electric CO

Industrials
907
+ 5.9%
$244.75 - $305.63 $222K - $277K
16.3K $4.9B
CB
Chubb LTD

Financial Services
3.27K
+ 68.48%
$265.99 - $289.59 $869K - $946K
8.04K $2.27B
ADBE
Adobe Inc.

Technology
2.58K
+ 318.1%
$333.65 - $392.1 $862K - $1.01M
3.4K $1.2B
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.67K
+ 53.51%
$87.29 - $93.61 $757K - $812K
24.9K $2.32B
IBM
International Business Machines Corp

Technology
2K
+ 11.08%
$234.77 - $292.47 $470K - $586K
20.1K $5.67B
BAC
Bank Of America Corp

Financial Services
11.4K
+ 21.57%
$44.92 - $52.42 $510K - $596K
64K $3.3B
APH
Amphenol Corp

Technology
5.41K
+ 84.17%
$97.39 - $125.4 $527K - $678K
11.8K $1.46B
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.35K
+ 10.4%
$135.0 - $146.02 $452K - $489K
35.5K $5.17B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
15K
+ 6.3%
$35.94 - $38.52 $538K - $577K
253K $9.4B
CGGO
Capital Group Global Growth Eq

ETFs
9.31K
+ 4.18%
$31.71 - $34.17 $295K - $318K
232K $7.93B
KLAC
Kla Corp

Technology
82
+ 2.21%
$843.9 - $1078.6 $69.2K - $88.4K
3.8K $4.1B
SO
Southern CO

Utilities
7.85K
+ 175.63%
$90.83 - $96.0 $713K - $754K
12.3K $1.17B
UNP
Union Pacific Corp

Industrials
3K
+ 55.5%
$214.91 - $237.16 $645K - $711K
8.41K $1.99B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.01K
+ 8.13%
$50.79 - $76.4 $102K - $153K
26.7K $2.04B
CVX
Chevron Corp

Energy
3.2K
+ 9.23%
$145.57 - $161.83 $466K - $518K
37.8K $5.88B
MO
Altria Group, Inc.

Consumer Defensive
10.2K
+ 98.3%
$57.75 - $67.68 $587K - $688K
20.5K $1.35B
T
At&T Inc.

Communication Services
27.3K
+ 44.6%
$26.94 - $29.62 $734K - $807K
88.4K $2.5B
BMY
Bristol Myers Squibb CO

Healthcare
16.6K
+ 370.16%
$43.31 - $48.98 $717K - $811K
21K $949M
XLE
Energy Sector Spdr

ETFs
7.56K
+ 63.92%
$84.25 - $91.99 $637K - $696K
19.4K $1.73B
INTC
Intel Corp

Technology
18.6K
+ 203.28%
$19.31 - $35.5 $359K - $660K
27.7K $930M
USFR
Wisdomtree Floating Rate Treas

ETFs
14.4K
+ 22.23%
$50.23 - $50.48 $725K - $729K
79.4K $3.99B
PFE
Pfizer Inc

Healthcare
26.4K
+ 68.84%
$23.29 - $25.88 $616K - $684K
64.8K $1.65B
DE
Deere & CO

Industrials
2.23K
+ 38.78%
$457.26 - $524.37 $1.02M - $1.17M
7.97K $3.65B
Capital Group Core Balanced
9.21K
+ 3.32%
N/A
286K $9.95B
NKE
Nike, Inc.

Consumer Cyclical
9.6K
+ 262.4%
$69.24 - $79.24 $664K - $760K
13.3K $924M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.39K
+ 2.87%
$137.51 - $145.26 $329K - $347K
85.7K $12.2B
XLF
Financial Sector Spdr

ETFs
11.4K
+ 46.66%
$51.37 - $54.25 $583K - $616K
35.7K $1.92B
ETN
Eaton Corp PLC

Industrials
1.25K
+ 13.95%
$342.99 - $392.76 $427K - $489K
10.2K $3.81B
DHR
Danaher Corp

Healthcare
2.95K
+ 49.12%
$181.46 - $212.2 $535K - $625K
8.94K $1.77B
V
Visa Inc.

Financial Services
2.35K
+ 8.43%
$332.09 - $358.86 $782K - $845K
30.3K $10.3B
SLV
I Shares Silver Trust

ETFs
7.57K
+ 26.38%
$32.73 - $42.5 $248K - $322K
36.3K $1.54B
Gsk PLC
2.56K
+ 3.02%
N/A
87.2K $3.76B
EFV
Msci Eafe Value ETF

ETFs
2.5K
+ 2.42%
$62.79 - $68.42 $157K - $171K
106K $7.19B
PANW
Palo Alto Networks Inc

Technology
2.87K
+ 11.51%
$167.06 - $208.19 $479K - $597K
27.8K $5.66B
DVY
Ishares Tr

ETFs
3.17K
+ 29.5%
$133.88 - $142.57 $425K - $453K
13.9K $1.98B
VIG
Vanguard Dividend Appreciation

ETFs
498
+ 1.31%
N/A
38.4K $8.29B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.47K
+ 39.0%
$136.48 - $142.97 $474K - $496K
12.4K $1.73B
LVHI
Franklin International Low Vol

ETFs
2.45K
+ 1.23%
$32.69 - $35.19 $80K - $86.1K
202K $7.02B
ICE
Intercontinental Exchange, Inc.

Financial Services
4.19K
+ 30.86%
$167.28 - $188.45 $701K - $789K
17.8K $2.99B
Blackrock ETF Trust
4.43K
+ 2.38%
N/A
191K $7.23B
COF
Capital One Financial Corp

Financial Services
2.29K
+ 17.72%
$207.29 - $229.74 $475K - $526K
15.2K $3.24B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
40.9K
+ 260.85%
$11.15 - $11.87 $456K - $485K
56.5K $656M
FDL
First Tr Morningstar Dividend

ETFs
8.52K
+ 4.85%
$41.96 - $44.59 $357K - $380K
184K $7.99B
Activity Summary
Buys All Purchases 515 New Holdings 144 Increased Positions 371 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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