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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
122K
New
$37.07 - $40.63 $4.51M - $4.94M
122K $4.79B
FLMI
Franklin Dynamic Municipal Bon

ETFs
195K
New
$24.22 - $24.86 $4.71M - $4.84M
195K $4.76B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
233K
New
$20.05 - $20.4 $4.67M - $4.75M
233K $4.74B
IAU
Ishares Gold Trust

ETFs
80.1K
New
$49.74 - $58.96 $3.98M - $4.72M
80.1K $4.72B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
51K
New
$91.76 - $103.26 $4.68M - $5.27M
51K $4.72B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
128K
New
$34.25 - $37.6 $4.39M - $4.81M
128K $4.71B
SBUX
Starbucks Corp

Consumer Cyclical
47.6K
New
$91.75 - $115.81 $4.37M - $5.52M
47.6K $4.67B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
196K
New
$23.49 - $23.77 $4.61M - $4.67M
196K $4.62B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
43.7K
New
$102.49 - $119.96 $4.48M - $5.24M
43.7K $4.57B
Capital Grp Fixed Incm ETF T
173K
New
N/A
173K $4.56B
CRWD
Crowd Strike Holdings, Inc.

Technology
12.3K
New
$308.86 - $455.36 $3.78M - $5.58M
12.3K $4.32B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
76.6K
New
$54.25 - $57.64 $4.15M - $4.41M
76.6K $4.22B
Pimco ETF Tr
160K
New
N/A
160K $4.21B
PANW
Palo Alto Networks Inc

Technology
24.6K
New
$167.82 - $208.28 $4.14M - $5.13M
24.6K $4.2B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
224K
New
$18.18 - $18.58 $4.08M - $4.17M
224K $4.16B
ACN
Accenture PLC

Technology
13.2K
New
$300.91 - $398.25 $3.96M - $5.25M
13.2K $4.11B
ISRG
Intuitive Surgical Inc

Healthcare
8.07K
New
$476.63 - $610.45 $3.85M - $4.93M
8.07K $4B
HD
Home Depot, Inc.

Consumer Cyclical
10.9K
New
$347.25 - $424.87 $3.78M - $4.62M
10.9K $3.98B
IBM
International Business Machines Corp

Technology
15.7K
New
$217.4 - $264.74 $3.41M - $4.15M
15.7K $3.9B
VO
Vanguard Mid Cap ETF

ETFs
15K
New
$251.87 - $277.95 $3.78M - $4.17M
15K $3.88B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
49.5K
New
$76.94 - $78.28 $3.81M - $3.87M
49.5K $3.87B
ITOT
Ishares Core S&P Total U.S. St

ETFs
31.5K
New
$120.29 - $134.6 $3.79M - $4.24M
31.5K $3.84B
TJX
Tjx Companies Inc

Consumer Cyclical
31.4K
New
$112.81 - $126.16 $3.54M - $3.96M
31.4K $3.82B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
33.5K
New
$110.9 - $132.93 $3.71M - $4.45M
33.5K $3.81B
Arista Networks Inc
48.6K
New
N/A
48.6K $3.76B
BROS
Dutch Bros Inc.

Consumer Cyclical
60.7K
New
$55.77 - $85.37 $3.38M - $5.18M
60.7K $3.75B
CGCP
Capital Group Core Plus Income

ETFs
167K
New
$21.94 - $22.64 $3.66M - $3.78M
167K $3.75B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
18.2K
New
$196.12 - $229.48 $3.57M - $4.17M
18.2K $3.68B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
71.3K
New
$50.87 - $51.09 $3.63M - $3.64M
71.3K $3.64B
OEF
Ishares S&P 100 ETF

ETFs
13.1K
New
N/A
13.1K $3.54B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
94.7K
New
$33.63 - $37.64 $3.18M - $3.56M
94.7K $3.5B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
148K
New
$23.55 - $23.74 $3.48M - $3.51M
148K $3.49B
CDNS
Cadence Design Systems Inc

Technology
13.6K
New
$233.96 - $324.52 $3.18M - $4.41M
13.6K $3.45B
IWS
Ishares Russell Midcap Value E

ETFs
27.4K
New
$122.59 - $135.24 $3.35M - $3.7M
27.4K $3.45B
Gsk PLC
88.8K
New
N/A
88.8K $3.44B
ORCL
Oracle Corp

Technology
24.4K
New
$139.81 - $186.47 $3.41M - $4.55M
24.4K $3.41B
CAT
Caterpillar Inc

Industrials
10.2K
New
$326.75 - $407.63 $3.34M - $4.16M
10.2K $3.37B
BK
Bank Of New York Mellon Corp

Financial Services
39.9K
New
$75.42 - $88.95 $3.01M - $3.55M
39.9K $3.35B
CMCSA
Comcast Corp

Communication Services
90.1K
New
$33.19 - $38.23 $2.99M - $3.44M
90.1K $3.33B
ABT
Abbott Laboratories

Healthcare
24.9K
New
$111.1 - $140.22 $2.76M - $3.49M
24.9K $3.3B
VZ
Verizon Communications Inc

Communication Services
72K
New
$37.81 - $46.49 $2.72M - $3.35M
72K $3.26B
SYK
Stryker Corp

Healthcare
8.72K
New
$355.18 - $399.9 $3.1M - $3.49M
8.72K $3.25B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
138K
New
$23.1 - $23.56 $3.18M - $3.24M
138K $3.19B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
76.6K
New
$40.03 - $46.81 $3.07M - $3.59M
76.6K $3.12B
AON
Aon PLC

Financial Services
7.78K
New
$348.44 - $409.32 $2.71M - $3.19M
7.78K $3.11B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
61.1K
New
$50.48 - $51.04 $3.09M - $3.12M
61.1K $3.1B
Ishares Bitcoin Trust ETF
66.1K
New
N/A
66.1K $3.1B
GILD
Gilead Sciences, Inc.

Healthcare
27.6K
New
$89.14 - $117.41 $2.46M - $3.24M
27.6K $3.09B
APD
Air Products & Chemicals, Inc.

Basic Materials
10.4K
New
$283.24 - $338.07 $2.93M - $3.5M
10.4K $3.06B
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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