Vest Gen Advisors, LLC New Holdings in Q2 2025

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
50K
New
$157.93 - $175.89 $7.9M - $8.8M
50K $8.74B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
238K
New
$27.65 - $36.12 $6.57M - $8.58M
238K $8.58B
Blackrock ETF Trust
187K
New
N/A
187K $6.73B
EFV
Msci Eafe Value ETF

ETFs
103K
New
$52.4 - $64.65 $5.42M - $6.69M
103K $6.63B
SCHO
Schwab Short Term Us Treasury

ETFs
250K
New
$24.19 - $24.45 $6.05M - $6.11M
250K $6.1B
AVUS
American Centy ETF Tr Avantis

ETFs
56.2K
New
$81.38 - $100.82 $4.57M - $5.67M
56.2K $5.67B
SMIN
Ishares Msci India Small Cap I

ETFs
48.8K
New
$64.64 - $77.18 $3.15M - $3.76M
48.8K $3.76B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
76.4K
New
$44.68 - $45.96 $3.41M - $3.51M
76.4K $3.51B
APP
App Lovin Corp

Technology
8.38K
New
$219.37 - $417.89 $1.84M - $3.5M
8.38K $2.93B
Blackrock ETF Trust
84.5K
New
N/A
84.5K $2.63B
EWI
Ishares Inc Msci Italy ETF

ETFs
49.7K
New
$36.6 - $48.32 $1.82M - $2.4M
49.7K $2.39B
GREK
Global X Msci Greece ETF

ETFs
40.4K
New
$40.77 - $59.31 $1.65M - $2.4M
40.4K $2.35B
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
72.9K
New
N/A
72.9K $2.16B
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
129K
New
$11.71 - $19.37 $1.51M - $2.5M
129K $2.07B
AAP
Advance Auto Parts Inc

Consumer Cyclical
43.4K
New
$30.31 - $53.25 $1.32M - $2.31M
43.4K $2.02B
DBA
Invesco Db Agriculture Fund

ETFs
76.9K
New
$25.27 - $27.68 $1.94M - $2.13M
76.9K $2.01B
ZBRA
Zebra Technologies Corp

Technology
6.09K
New
$213.54 - $309.26 $1.3M - $1.88M
6.09K $1.91B
HOOD
Robinhood Markets, Inc.

Technology
17.1K
New
$34.17 - $93.63 $586K - $1.61M
17.1K $1.61B
ZS
Zscaler, Inc.

Technology
5.07K
New
$174.67 - $315.32 $886K - $1.6M
5.07K $1.59B
MCHP
Microchip Technology Inc

Technology
21.7K
New
$35.34 - $71.6 $765K - $1.55M
21.7K $1.52B
MELI
Mercadolibre Inc

Consumer Cyclical
493
New
$1794.73 - $2613.63 $885K - $1.29M
493 $1.29B
CHTR
Charter Communications, Inc.

Communication Services
3.1K
New
$321.68 - $427.25 $996K - $1.32M
3.1K $1.27B
Primo Brands Corporation
34.2K
New
N/A
34.2K $1.01B
YEAR
Ab Active Etfs Inc Ultra Short
19.1K
New
N/A
19.1K $968M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
31.9K
New
$27.55 - $29.44 $880K - $940K
31.9K $884M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
30K
New
$26.41 - $26.76 $793K - $803K
30K $803M
CELH
Celsius Holdings, Inc.

Consumer Defensive
15.4K
New
$33.89 - $46.39 $522K - $714K
15.4K $714M
MKC
Mccormick & CO Inc

Consumer Defensive
9.32K
New
$71.11 - $82.25 $663K - $767K
9.32K $707M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
26.8K
New
N/A
26.8K $626M
IONQ
Ion Q, Inc.

Technology
13.4K
New
$20.68 - $48.04 $276K - $642K
13.4K $574M
TAFI
Ab Active Etfs Inc Tax Aware S
19.6K
New
N/A
19.6K $492M
OUNZ
Van Eck Merk Gold Trust

ETFs
12.8K
New
$28.68 - $33.09 $368K - $425K
12.8K $409M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
8.38K
New
$41.3 - $47.0 $346K - $394K
8.38K $399M
FNGS
Bank Of Montreal

ETFs
5.82K
New
$44.91 - $65.15 $261K - $379K
5.82K $379M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.21K
New
$177.93 - $313.14 $214K - $377K
1.21K $377M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
797
New
$328.01 - $475.68 $261K - $379K
797 $373M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
10.5K
New
$28.75 - $33.88 $303K - $356K
10.5K $362M
SPYI
Shp ETF Tr Neos S&P 500 High I
6.77K
New
N/A
6.77K $341M
XYLD
Global X Fds S&P 500 Covered C

ETFs
8.67K
New
$35.62 - $39.64 $309K - $344K
8.67K $338M
Invesco Exch Trd Slf Idx Fd
12.6K
New
N/A
12.6K $336M
XLC
Select Sector Spdr Tr Communic

ETFs
3.02K
New
$86.13 - $108.53 $260K - $328K
3.02K $328M
Coreweave Inc
2K
New
N/A
2K $326M
VRT
Vertiv Holdings CO

Industrials
2.46K
New
N/A
2.46K $316M
LNT
Alliant Energy Corp

Utilities
4.95K
New
$58.79 - $64.85 $291K - $321K
4.95K $300M
URA
Global X Uranium ETF

ETFs
7.19K
New
$20.26 - $38.81 $146K - $279K
7.19K $279M
Global X Fds
12.3K
New
N/A
12.3K $278M
RYT
Invesco S&P 500 Equal Weight T

ETFs
6.71K
New
N/A
6.71K $274M
COIN
Coinbase Global, Inc.

Technology
778
New
$151.47 - $375.07 $118K - $292K
778 $273M
Spdr Series Trust
9.65K
New
N/A
9.65K $264M
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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