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
BMY
Bristol Myers Squibb CO

Healthcare
706
+ 18.74%
$44.12 - $59.6 $31.1K - $42.1K
4.47K $207M
WES
Western Midstream Partners, LP

Energy
142
+ 1.11%
$34.99 - $41.61 $4.97K - $5.91K
12.9K $500M
CLF
Cleveland Cliffs Inc.

Basic Materials
3.74K
+ 3.93%
$5.83 - $8.88 $21.8K - $33.2K
98.8K $751M
XOM
Exxon Mobil Corp

Energy
3.75K
+ 9.26%
$99.93 - $119.04 $375K - $447K
44.3K $4.77B
ET
Energy Transfer LP

Energy
498
+ 0.18%
$15.65 - $18.93 $7.79K - $9.43K
283K $5.14B
PEP
Pepsico Inc

Consumer Defensive
256
+ 2.13%
$128.02 - $151.37 $32.8K - $38.8K
12.3K $1.66B
CMCSA
Comcast Corp

Communication Services
2.43K
+ 2.69%
$32.84 - $36.72 $79.7K - $89.2K
92.5K $3.09B
MCD
Mcdonalds Corp

Consumer Cyclical
310
+ 1.28%
$285.55 - $321.23 $88.5K - $99.6K
24.6K $7.3B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.64K
+ 185.29%
$87.84 - $1441.89 $144K - $2.36M
2.52K $227M
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