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
LMT
Lockheed Martin Corp

Industrials
38
+ 1.92%
$430.82 - $486.45 $16.4K - $18.5K
2.02K $934M
MCO
Moodys Corp

Financial Services
21
+ 1.95%
$396.7 - $501.59 $8.33K - $10.5K
1.1K $550M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.98K
+ 10.3%
$24.32 - $27.87 $96.7K - $111K
42.6K $1.13B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
2.44K
+ 6.33%
$20.08 - $20.98 $49K - $51.2K
41K $848M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
100
+ 1.63%
N/A
6.25K $533M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
82
+ 0.43%
$24.53 - $29.78 $2.01K - $2.44K
19K $566M
HCA
Hca Healthcare, Inc.

Healthcare
22
+ 2.32%
$317.61 - $387.52 $6.99K - $8.53K
972 $373M
MDT
Medtronic PLC

Healthcare
589
+ 22.28%
$80.68 - $88.86 $47.5K - $52.3K
3.23K $282M
TECK
Teck Resources LTD

Basic Materials
467
+ 7.93%
$29.05 - $41.48 $13.6K - $19.4K
6.35K $257M
RCAT
Red Cat Holdings, Inc.

Technology
1.1K
+ 4.87%
$4.66 - $9.19 $5.11K - $10.1K
23.6K $172M
ADP
Automatic Data Processing Inc

Industrials
92
+ 3.02%
$276.76 - $326.81 $25.5K - $30.1K
3.14K $968M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.06K
+ 1.39%
$23.2 - $23.63 $47.7K - $48.6K
150K $3.53B
CVX
Chevron Corp

Energy
4.22K
+ 13.87%
$133.73 - $168.51 $564K - $711K
34.6K $5.12B
XEL
Xcel Energy Inc

Utilities
720
+ 11.37%
$65.65 - $72.39 $47.3K - $52.1K
7.05K $480M
IR
Ingersoll Rand Inc.

Industrials
160
+ 2.79%
$66.75 - $84.94 $10.7K - $13.6K
5.9K $491M
NVO
Novo Nordisk A S

Healthcare
497
+ 6.88%
$58.08 - $81.05 $28.9K - $40.3K
7.72K $533M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10
+ 0.01%
$10.59 - $11.48 $106 - $115
71.8K $825M
ROP
Roper Technologies Inc

Industrials
54
+ 14.48%
$519.19 - $590.78 $28K - $31.9K
427 $242M
TRV
Travelers Companies, Inc.

Financial Services
69
+ 6.05%
$233.83 - $276.34 $16.1K - $19.1K
1.21K $324M
RSG
Republic Services, Inc.

Industrials
33
+ 1.15%
$227.2 - $258.07 $7.5K - $8.52K
2.91K $718M
ECL
Ecolab Inc.

Basic Materials
23
+ 2.51%
$225.65 - $270.95 $5.19K - $6.23K
940 $253M
Linde PLC
14
+ 0.36%
N/A
3.91K $1.83B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
287
+ 0.47%
$48.5 - $49.35 $13.9K - $14.2K
61K $3B
FTHI
First Trust Exchange Traded Fd

ETFs
87
+ 0.59%
$19.66 - $22.85 $1.71K - $1.99K
14.7K $336M
APD
Air Products & Chemicals, Inc.

Basic Materials
344
+ 3.32%
$248.61 - $294.96 $85.5K - $101K
10.7K $3.07B
ED
Consolidated Edison Inc

Utilities
583
+ 14.0%
$98.05 - $113.3 $57.2K - $66.1K
4.75K $477M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
188
+ 1.35%
$38.18 - $45.52 $7.18K - $8.56K
14.1K $616M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
290
+ 1.02%
$22.66 - $23.41 $6.57K - $6.79K
28.7K $669M
LVHD
Franklin U.S. Low Volatility H

ETFs
295
+ 4.42%
$37.37 - $40.85 $11K - $12.1K
6.97K $285M
LOW
Lowes Companies Inc

Consumer Cyclical
384
+ 5.87%
$210.83 - $235.28 $81K - $90.3K
6.93K $1.54B
CSGP
Costar Group, Inc.

Real Estate
20
+ 0.58%
$72.62 - $83.22 $1.45K - $1.66K
3.44K $277M
PAYX
Paychex Inc

Industrials
136
+ 7.82%
$137.01 - $159.78 $18.6K - $21.7K
1.88K $273M
ACGL
Arch Capital Group Ltd.

Financial Services
224
+ 7.02%
$84.99 - $96.82 $19K - $21.7K
3.41K $311M
EQIX
Equinix Inc

Real Estate
12
+ 3.27%
$740.07 - $914.43 $8.88K - $11K
379 $302M
AIG
American International Group, Inc.

Financial Services
121
+ 2.03%
$77.56 - $87.72 $9.38K - $10.6K
6.1K $522M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
11
+ 0.22%
$47.02 - $47.83 $517 - $526
5.12K $245M
AZO
Autozone Inc

Consumer Cyclical
2
+ 3.03%
$3478.38 - $3880.15 $6.96K - $7.76K
68 $252M
VNQ
Vanguard Specialized Funds Van

ETFs
66
+ 1.36%
$79.79 - $91.42 $5.27K - $6.03K
4.93K $439M
MSI
Motorola Solutions, Inc.

Technology
79
+ 2.67%
$394.72 - $440.39 $31.2K - $34.8K
3.04K $1.29B
BLDR
Builders First Source, Inc.

Industrials
86
+ 4.63%
$105.63 - $131.12 $9.08K - $11.3K
1.94K $227M
OXY
Occidental Petroleum Corp

Energy
1.21K
+ 15.83%
$36.11 - $49.33 $43.6K - $59.5K
8.83K $371M
FMB
First Tr Exchange Traded Fd Ii

ETFs
45
+ 0.35%
$49.12 - $50.93 $2.21K - $2.29K
12.7K $634M
ZTS
Zoetis Inc.

Healthcare
39
+ 2.76%
$144.41 - $170.3 $5.63K - $6.64K
1.45K $226M
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.23%
$313.51 - $363.51 $1.25K - $1.45K
1.73K $593M
EXC
Exelon Corp

Utilities
995
+ 4.04%
$42.2 - $47.37 $42K - $47.1K
25.6K $1.13B
FNF
Fidelity National Financial, Inc.

Financial Services
374
+ 11.21%
$53.62 - $66.59 $20.1K - $24.9K
3.71K $208M
ALB
Albemarle Corp

Basic Materials
342
+ 10.2%
$50.76 - $72.25 $17.4K - $24.7K
3.7K $232M
FLMI
Franklin Dynamic Municipal Bon

ETFs
1K
+ 0.51%
$23.57 - $24.6 $23.6K - $24.6K
196K $4.75B
PFE
Pfizer Inc

Healthcare
1.12K
+ 3.01%
$21.59 - $24.84 $24.2K - $27.9K
38.4K $931M
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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