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
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.2K
+ 17.31%
$26.71 - $26.81 $139K - $139K
35.2K $943M
BSCU
Invesco Exc Self Ind Tr

ETFs
8.06K
+ 12.37%
$16.67 - $17.03 $134K - $137K
73.2K $1.24B
PENN
Penn National Gaming Inc

Consumer Cyclical
106
+ 0.11%
$16.8 - $20.47 $1.78K - $2.17K
97.3K $1.87B
TDG
Trans Digm Group Inc

Industrials
286
+ 26.0%
$1271.04 - $1620.83 $364K - $464K
1.39K $1.83B
DELL
Dell Technologies Inc.

Technology
358
+ 8.01%
$120.96 - $141.77 $43.3K - $50.8K
4.83K $685M
DLR
Digital Realty Trust, Inc.

Real Estate
791
+ 3.82%
$161.21 - $180.02 $128K - $142K
21.5K $3.72B
EME
Emcor Group, Inc.

Industrials
37
+ 3.83%
$530.88 - $655.83 $19.6K - $24.3K
1K $651M
URA
Global X Uranium ETF

ETFs
1.49K
+ 20.7%
$36.45 - $50.4 $54.2K - $74.9K
8.67K $413M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.47K
+ 28.92%
$40.43 - $44.52 $99.7K - $110K
11K $485M
PSX
Phillips 66

Energy
708
+ 33.07%
$118.37 - $139.46 $83.8K - $98.7K
2.85K $388M
HON
Honeywell International Inc

Industrials
1.36K
+ 17.77%
$207.7 - $240.4 $281K - $326K
8.98K $1.89B
HDV
Ishares Core High Dividend ETF

ETFs
761
+ 8.75%
$118.16 - $123.66 $89.9K - $94.1K
9.46K $1.16B
IWN
Ishares Russell2000 Val ETF

ETFs
96
+ 1.8%
$157.1 - $178.94 $15.1K - $17.2K
5.44K $963M
NOC
Northrop Grumman Corp

Industrials
26
+ 0.98%
$498.9 - $609.32 $13K - $15.8K
2.68K $1.63B
MSI
Motorola Solutions, Inc.

Technology
36
+ 1.18%
$408.73 - $490.3 $14.7K - $17.7K
3.08K $1.41B
EOG
Eog Resources Inc

Energy
1.18K
+ 48.76%
$112.12 - $126.1 $132K - $149K
3.6K $403M
IR
Ingersoll Rand Inc.

Industrials
1.42K
+ 24.05%
$74.98 - $89.02 $106K - $126K
7.32K $604M
Pimco ETF Tr
1.82K
+ 0.92%
N/A
200K $5.36B
AZO
Autozone Inc

Consumer Cyclical
16
+ 23.53%
$3649.42 - $4354.54 $58.4K - $69.7K
84 $360M
PEAK
Healthpeak Properties, Inc.

Real Estate
3.17K
+ 11.33%
N/A
31.2K $597M
FLMI
Franklin Dynamic Municipal Bon

ETFs
246
+ 0.13%
$23.96 - $24.81 $5.89K - $6.1K
196K $4.85B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
279
+ 23.15%
$301.44 - $365.84 $84.1K - $102K
1.48K $480M
ADI
Analog Devices Inc

Technology
335
+ 12.6%
$220.68 - $255.63 $73.9K - $85.6K
2.99K $735M
HYG
Ishares Tr

ETFs
1.18K
+ 9.81%
$79.85 - $81.32 $94.2K - $96K
13.2K $1.07B
NTRS
Northern Trust Corp

Financial Services
605
+ 21.97%
$123.6 - $134.6 $74.8K - $81.4K
3.36K $452M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.01K
+ 4.67%
$67.48 - $71.55 $68K - $72.1K
22.6K $1.6B
APO
Apollo Global Management, Inc.

Financial Services
818
+ 53.19%
$131.55 - $156.05 $108K - $128K
2.36K $314M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
606
+ 3.94%
$54.9 - $59.81 $33.3K - $36.2K
16K $953M
LNG
Cheniere Energy, Inc.

Energy
440
+ 45.41%
$222.68 - $244.28 $98K - $107K
1.41K $331M
ALB
Albemarle Corp

Basic Materials
331
+ 8.96%
$62.9 - $88.1 $20.8K - $29.2K
4.03K $326M
MCO
Moodys Corp

Financial Services
256
+ 23.34%
$472.69 - $521.32 $121K - $133K
1.35K $645M
BSJR
Invesco Indx Tr

ETFs
4.09K
+ 17.89%
$22.64 - $22.85 $92.7K - $93.5K
27K $613M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.03K
+ 29.0%
$60.9 - $70.75 $123K - $143K
9.02K $563M
ED
Consolidated Edison Inc

Utilities
873
+ 18.39%
$95.57 - $105.36 $83.4K - $92K
5.62K $565M
Capital Grp Fixed Incm ETF T
1.33K
+ 0.7%
N/A
190K $5.04B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.03%
$134.94 - $145.86 $405 - $438
11.2K $1.63B
RCAT
Red Cat Holdings, Inc.

Technology
1.16K
+ 4.92%
$6.77 - $12.21 $7.87K - $14.2K
24.8K $257M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.03K
+ 6.72%
$20.66 - $20.74 $83.2K - $83.5K
63.9K $1.32B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.09K
+ 2.19%
$45.72 - $47.27 $50K - $51.7K
51K $2.39B
F
Ford Motor CO

Consumer Cyclical
4.74K
+ 22.95%
$10.82 - $12.09 $51.3K - $57.3K
25.4K $304M
Fidelity Covington Trust
1.81K
+ 23.25%
N/A
9.57K $338M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
930
+ 7.96%
$82.38 - $83.0 $76.6K - $77.2K
12.6K $1.05B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
598
+ 1.32%
$48.5 - $50.19 $29K - $30K
46K $2.3B
YEAR
Ab Active Etfs Inc Ultra Short
1.5K
+ 7.86%
N/A
20.6K $1.04B
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.08K
+ 16.11%
N/A
7.79K $347M
CTA
Simplify Exch Traded Fds Simpl

ETFs
2.17K
+ 23.34%
$26.46 - $28.43 $57.4K - $61.7K
11.5K $321M
BMO
Bank Of Montreal

Financial Services
45
+ 1.33%
$110.44 - $130.66 $4.97K - $5.88K
3.42K $445M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
17
+ 0.16%
$126.64 - $135.65 $2.15K - $2.31K
10.6K $1.43B
MBB
Ishares Tr

ETFs
613
+ 9.91%
$92.46 - $95.73 $56.7K - $58.7K
6.8K $647M
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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