Vest Gen Advisors, LLC New Holdings in Q1 2025

Vest Gen Advisors, LLC

  • $2.2 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
526K
New
$271.18 - $303.12 $143M - $159M
526K $144B
QQQ
Invesco Qqq Trust, Series 1

ETFs
177K
New
$468.34 - $539.52 $82.9M - $95.5M
177K $83B
SPY
Spdr S&P 500 ETF Trust

ETFs
146K
New
$551.42 - $612.93 $80.8M - $89.8M
146K $81.9B
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.58M
New
$45.62 - $51.12 $72.1M - $80.8M
1.58M $80.4B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
923K
New
$64.88 - $72.1 $59.9M - $66.5M
923K $60.7B
VTV
Vanguard Value ETF

ETFs
304K
New
$167.73 - $179.21 $51M - $54.5M
304K $52.5B
AAPL
Apple Inc.

Technology
208K
New
$209.68 - $247.1 $43.6M - $51.4M
208K $46.2B
NVDA
Nvidia Corp

Technology
339K
New
$106.98 - $149.43 $36.3M - $50.7M
339K $36.8B
MSFT
Microsoft Corp

Technology
90.3K
New
$375.39 - $447.2 $33.9M - $40.4M
90.3K $33.9B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
457K
New
$67.03 - $74.61 $30.6M - $34.1M
457K $31.1B
IVV
Ishares Core S&P 500 ETF

ETFs
52.1K
New
$554.06 - $615.85 $28.9M - $32.1M
52.1K $29.3B
IWF
Ishares Russell 1000 Gr ETF

ETFs
67.8K
New
$360.07 - $417.26 $24.4M - $28.3M
67.8K $24.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
44.9K
New
$507.05 - $563.67 $22.7M - $25.3M
44.9K $23.1B
AMZN
Amazon Com Inc

Consumer Cyclical
119K
New
$190.26 - $242.06 $22.7M - $28.9M
119K $22.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
380K
New
$57.21 - $65.8 $21.7M - $25M
380K $22.1B
RDVY
First Trust Rising Dividend Ac

ETFs
372K
New
$57.22 - $63.39 $21.3M - $23.6M
372K $21.8B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
722K
New
$29.34 - $31.31 $21.2M - $22.6M
722K $21.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39.3K
New
$442.66 - $534.52 $17.4M - $21M
39.3K $20.9B
SPYG
Spdr Portfolio

ETFs
258K
New
$80.05 - $92.39 $20.7M - $23.9M
258K $20.7B
VEA
Vanguard Ftse Developed Market

ETFs
406K
New
$47.4 - $52.99 $19.3M - $21.5M
406K $20.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
116K
New
$168.16 - $186.21 $19.6M - $21.7M
116K $19.9B
VUG
Vanguard Growth ETF

ETFs
52.8K
New
$369.1 - $427.61 $19.5M - $22.6M
52.8K $19.6B
GOOG
Alphabet Inc.

Communication Services
115K
New
$156.06 - $207.71 $17.9M - $23.8M
115K $17.9B
META
Meta Platforms, Inc.

Communication Services
30.7K
New
$576.36 - $736.67 $17.7M - $22.6M
30.7K $17.7B
IWD
Ishares Russell 1000 Val ETF

ETFs
94K
New
$182.82 - $196.21 $17.2M - $18.4M
94K $17.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
179K
New
$92.45 - $106.69 $16.6M - $19.1M
179K $16.6B
PLTR
Palantir Technologies Inc.

Technology
189K
New
$64.98 - $124.62 $12.3M - $23.6M
189K $16B
IEFA
Ishares Tr

ETFs
211K
New
$69.57 - $78.65 $14.7M - $16.6M
211K $15.9B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
82.1K
New
$192.82 - $222.1 $15.8M - $18.2M
82.1K $15.8B
JPM
Jpmorgan Chase & CO

Financial Services
63.7K
New
$225.19 - $279.95 $14.3M - $17.8M
63.7K $15.6B
IVE
Ishares S&P 500 Value ETF

ETFs
75.5K
New
$185.78 - $198.58 $14M - $15M
75.5K $14.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
355K
New
$33.84 - $37.77 $12M - $13.4M
355K $12.9B
Macquarie ETF Trust
491K
New
N/A
491K $12.8B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
260K
New
$48.06 - $53.73 $12.5M - $14M
260K $12.7B
IWY
Ishares Tr Russell 200 Growth

ETFs
58.8K
New
$210.19 - $243.33 $12.4M - $14.3M
58.8K $12.4B
IWR
Ishares Russell Mid Cap ETF

ETFs
144K
New
$82.81 - $92.93 $11.9M - $13.4M
144K $12.3B
SYLD
Cambria Shareholder Yld ETF

ETFs
184K
New
$62.77 - $71.4 $11.6M - $13.1M
184K $11.7B
IWM
Ishares Russell 2000 ETF

ETFs
58.8K
New
$198.1 - $229.79 $11.6M - $13.5M
58.8K $11.7B
LLY
Eli Lilly & CO

Healthcare
14.2K
New
$725.72 - $929.72 $10.3M - $13.2M
14.2K $11.7B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
488K
New
N/A
488K $11.6B
PLW
Invesco 1 30 Laddered Treasury

ETFs
392K
New
N/A
392K $10.9B
LGOV
First Tr ETF Iv Long Duration

ETFs
507K
New
$20.41 - $21.7 $10.3M - $11M
507K $10.9B
J P Morgan Exchange Traded F
192K
New
N/A
192K $10.3B
IWP
Ishares Russell Mid Cap Growth

ETFs
85.7K
New
$114.9 - $139.6 $9.85M - $12M
85.7K $10.1B
V
Visa Inc.

Financial Services
28.1K
New
$306.92 - $362.71 $8.62M - $10.2M
28.1K $9.84B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
190K
New
$49.78 - $53.19 $9.46M - $10.1M
190K $9.7B
GTO
Invesco Actively Managed ETF T

ETFs
206K
New
$45.9 - $47.37 $9.46M - $9.76M
206K $9.67B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
75.6K
New
$126.86 - $146.45 $9.59M - $11.1M
75.6K $9.6B
VB
Vanguard Small Cap ETF

ETFs
42.4K
New
$217.89 - $252.64 $9.23M - $10.7M
42.4K $9.39B
Activity Summary
Buys All Purchases 545 New Holdings 545 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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