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
XLI
Industrial Sector Spdr

ETFs
2.44K
+ 20.28%
$147.94 - $154.99 $361K - $378K
14.5K $2.23B
CLF
Cleveland Cliffs Inc.

Basic Materials
19
+ 0.02%
$8.12 - $12.84 $154 - $244
98.9K $1.21B
PEP
Pepsico Inc

Consumer Defensive
2.66K
+ 21.66%
$133.81 - $152.16 $356K - $405K
15K $2.1B
LOW
Lowes Companies Inc

Consumer Cyclical
959
+ 13.84%
$215.01 - $273.02 $206K - $262K
7.89K $1.98B
EWI
Ishares Inc Msci Italy ETF

ETFs
4.75K
+ 9.55%
$47.32 - $52.39 $225K - $249K
54.4K $2.83B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.5K
+ 5.83%
$19.49 - $19.61 $420K - $422K
391K $7.65B
MRK
Merck & Co., Inc.

Healthcare
3.09K
+ 8.56%
$77.6 - $87.37 $240K - $270K
39.2K $3.29B
AON
Aon PLC

Financial Services
1.2K
+ 15.53%
$350.91 - $375.27 $422K - $452K
8.96K $3.19B
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.4K
+ 57.85%
$51.78 - $57.89 $331K - $370K
17.5K $1B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
389
+ 4.68%
$284.45 - $324.95 $111K - $126K
8.71K $2.79B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.86K
+ 12.63%
$94.17 - $99.95 $269K - $286K
25.5K $2.55B
C
Citigroup Inc

Financial Services
3.01K
+ 51.46%
$85.57 - $103.49 $258K - $312K
8.87K $900M
HUBB
Hubbell Inc

Industrials
906
+ 169.66%
$410.51 - $450.93 $372K - $409K
1.44K $620M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
234
+ 0.15%
$55.15 - $58.11 $12.9K - $13.6K
161K $9.24B
USRT
Ishares Core U.S. Reit ETF

ETFs
6.25K
+ 52.21%
$55.64 - $59.37 $348K - $371K
18.2K $1.07B
EFG
Msci Eafe Growth ETF

ETFs
3.1K
+ 15.64%
$106.99 - $114.46 $332K - $355K
22.9K $2.61B
AXP
American Express CO

Financial Services
855
+ 13.16%
$294.27 - $342.31 $252K - $293K
7.35K $2.44B
IHDG
Wisdomtree Tr

ETFs
4.69K
+ 2.83%
$43.81 - $46.31 $206K - $217K
170K $7.85B
BLDG
Cambria ETF Tr Global Real Est

ETFs
14K
+ 49.47%
$24.68 - $26.37 $346K - $369K
42.3K $1.09B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5.54K
+ 5.72%
$38.1 - $40.7 $211K - $225K
102K $4.05B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.9K
+ 5.2%
$19.61 - $19.79 $370K - $374K
382K $7.52B
MLPX
Global X Mlp & Energy Infrastr

ETFs
6K
+ 51.04%
$59.5 - $62.99 $357K - $378K
17.8K $1.11B
ASML
Asml Holding Nv

Technology
326
+ 110.14%
$689.63 - $968.09 $225K - $316K
622 $602M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
329
+ 1.67%
$236.25 - $257.69 $77.7K - $84.8K
20K $5.13B
MUB
Ishares National Muni Bond ETF

ETFs
3.08K
+ 25.42%
$103.24 - $106.68 $318K - $328K
15.2K $1.62B
BKNG
Booking Holdings Inc.

Consumer Cyclical
82
+ 36.28%
$5364.25 - $5815.92 $440K - $477K
308 $1.66B
BYLD
Ishares Tr Yield Optimized Bd
13.8K
+ 19.04%
N/A
86K $1.97B
MAR
Marriott International Inc

Consumer Cyclical
1.38K
+ 69.12%
$255.35 - $282.87 $353K - $391K
3.38K $881M
SIL
Global X Silver Miners ETF

ETFs
3.26K
+ 77.94%
$47.34 - $71.63 $154K - $233K
7.44K $533M
MNST
Monster Beverage Corp

Consumer Defensive
3.28K
+ 14.92%
$58.65 - $67.31 $192K - $221K
25.3K $1.7B
FNGS
Bank Of Montreal

ETFs
3.94K
+ 67.74%
$64.17 - $71.22 $253K - $281K
9.76K $683M
BBUS
J P Morgan Exchg Traded Fd

ETFs
336
+ 0.81%
$111.77 - $121.28 $37.6K - $40.8K
41.9K $5.05B
GRMN
Garmin LTD

Technology
406
+ 7.73%
$211.13 - $246.22 $85.7K - $100K
5.66K $1.39B
IDCC
Inter Digital, Inc.

Communication Services
185
+ 6.16%
$221.35 - $349.23 $40.9K - $64.6K
3.19K $1.1B
VZ
Verizon Communications Inc

Communication Services
5.78K
+ 14.76%
$40.84 - $45.06 $236K - $261K
45K $1.98B
Blackrock Inc
140
+ 13.63%
N/A
1.17K $1.36B
PLW
Invesco 1 30 Laddered Treasury

ETFs
6.98K
+ 1.72%
N/A
414K $11.5B
CGCP
Capital Group Core Plus Income

ETFs
10.7K
+ 6.22%
$22.27 - $22.95 $239K - $246K
183K $4.15B
BK
Bank Of New York Mellon Corp

Financial Services
108
+ 0.73%
$90.65 - $109.75 $9.79K - $11.9K
14.9K $1.63B
VO
Vanguard Mid Cap ETF

ETFs
212
+ 1.38%
$279.83 - $293.74 $59.3K - $62.3K
15.6K $4.57B
AEP
American Electric Power CO Inc

Utilities
2.21K
+ 72.41%
$103.26 - $115.0 $228K - $254K
5.26K $591M
AFL
Aflac Inc

Financial Services
1.74K
+ 13.98%
$98.09 - $111.7 $171K - $195K
14.2K $1.59B
NFLX
Netflix Inc

Communication Services
780
+ 14.65%
$1147.87 - $1297.18 $895K - $1.01M
6.1K $7.32B
IFRA
Ishares Tr

ETFs
4.3K
+ 36.05%
$49.77 - $52.82 $214K - $227K
16.2K $857M
GTO
Invesco Actively Managed ETF T

ETFs
3.3K
+ 1.57%
$46.43 - $47.91 $153K - $158K
213K $10.1B
MPC
Marathon Petroleum Corp

Energy
582
+ 10.86%
$158.59 - $198.69 $92.3K - $116K
5.94K $1.15B
CARR
Carrier Global Corp

Industrials
5.27K
+ 104.46%
$58.75 - $80.73 $309K - $425K
10.3K $615M
EMR
Emerson Electric CO

Industrials
2.22K
+ 10.67%
$128.6 - $149.63 $285K - $332K
23K $3.02B
IEMG
Ishares Inc

ETFs
2.41K
+ 17.58%
N/A
16.1K $1.06B
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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