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
NEE
Nextera Energy Inc

Utilities
43.1K
New
$66.96 - $76.16 $2.89M - $3.28M
43.1K $3.06B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
132K
New
$22.66 - $23.19 $3M - $3.07M
132K $3.01B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
60.7K
New
$48.31 - $49.23 $2.93M - $2.99M
60.7K $2.98B
DLR
Digital Realty Trust, Inc.

Real Estate
20.6K
New
$142.1 - $183.56 $2.92M - $3.77M
20.6K $2.95B
ILCG
Ishares Morningstar Growth ETF
35.9K
New
N/A
35.9K $2.91B
Veralto Corp
27.7K
New
N/A
27.7K $2.7B
BIDU
Baidu, Inc.

Communication Services
28.9K
New
$77.43 - $102.51 $2.24M - $2.96M
28.9K $2.66B
ICE
Intercontinental Exchange, Inc.

Financial Services
15.3K
New
$142.8 - $176.36 $2.19M - $2.71M
15.3K $2.65B
AMD
Advanced Micro Devices Inc

Technology
25.4K
New
$96.63 - $129.55 $2.45M - $3.29M
25.4K $2.61B
Tidal ETF Tr
143K
New
N/A
143K $2.6B
EMR
Emerson Electric CO

Industrials
23K
New
$108.64 - $131.17 $2.5M - $3.02M
23K $2.52B
Atlassian Corporation
11.8K
New
N/A
11.8K $2.51B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
54.1K
New
$44.68 - $46.49 $2.42M - $2.51M
54.1K $2.5B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
50K
New
$49.69 - $50.76 $2.49M - $2.54M
50K $2.5B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
47.5K
New
$48.65 - $53.06 $2.31M - $2.52M
47.5K $2.47B
FISV
Fiserv Inc

Technology
10.9K
New
N/A
10.9K $2.41B
RTO
Rentokil Initial PLC

Industrials
104K
New
$20.76 - $27.11 $2.16M - $2.83M
104K $2.39B
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.72K
New
$497.6 - $606.74 $2.35M - $2.87M
4.72K $2.35B
FV
First Trust Dorsey Wright Focu

ETFs
42.8K
New
$53.91 - $63.03 $2.31M - $2.7M
42.8K $2.35B
MU
Micron Technology Inc

Technology
26.8K
New
$86.89 - $109.38 $2.33M - $2.93M
26.8K $2.33B
IYW
Ishares Dj Us Tech ETF

ETFs
16.5K
New
$140.44 - $166.79 $2.32M - $2.75M
16.5K $2.32B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
46.2K
New
$49.25 - $50.66 $2.28M - $2.34M
46.2K $2.29B
VT
Vanguard Total World Stk Index

ETFs
19.8K
New
$115.08 - $123.97 $2.27M - $2.45M
19.8K $2.29B
FLEX
Flex Ltd.

Technology
68.8K
New
$32.92 - $44.46 $2.27M - $3.06M
68.8K $2.28B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
94.5K
New
$23.87 - $24.35 $2.26M - $2.3M
94.5K $2.27B
SMOT
Vaneck ETF Tr Morningstar Smid
68.3K
New
N/A
68.3K $2.24B
BBUS
J P Morgan Exchg Traded Fd

ETFs
22K
New
$99.5 - $110.97 $2.19M - $2.44M
22K $2.22B
Ge Healthcare Technologies I
27.3K
New
N/A
27.3K $2.2B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.17K
New
$408.78 - $448.82 $2.11M - $2.32M
5.17K $2.17B
PID
Invesco Exchange Traded Fd Tr

ETFs
114K
New
N/A
114K $2.16B
GE
General Electric CO

Industrials
10.8K
New
$168.59 - $212.13 $1.82M - $2.29M
10.8K $2.16B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
41.6K
New
$51.45 - $58.51 $2.14M - $2.44M
41.6K $2.16B
TMUS
T Mobile Us, Inc.

Communication Services
8.03K
New
$211.3 - $272.83 $1.7M - $2.19M
8.03K $2.14B
ROK
Rockwell Automation, Inc

Industrials
8.2K
New
$255.29 - $303.75 $2.09M - $2.49M
8.2K $2.12B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
8.29K
New
$254.58 - $302.92 $2.11M - $2.51M
8.29K $2.12B
IEMG
Ishares Inc

ETFs
39.2K
New
N/A
39.2K $2.12B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
22.9K
New
$90.0 - $96.32 $2.06M - $2.21M
22.9K $2.12B
IAI
Ishares Tr Us Broker Dealers &

ETFs
15.1K
New
$134.68 - $159.3 $2.03M - $2.4M
15.1K $2.11B
FXI
Ishares Tr

ETFs
58.4K
New
$28.65 - $38.55 $1.67M - $2.25M
58.4K $2.09B
VBR
Vanguard Small Cap Value ETF

ETFs
11.2K
New
$183.02 - $207.75 $2.05M - $2.33M
11.2K $2.09B
BAC
Bank Of America Corp

Financial Services
50K
New
$39.61 - $47.74 $1.98M - $2.39M
50K $2.09B
NOW
Service Now, Inc.

Technology
2.62K
New
$783.83 - $1170.39 $2.05M - $3.07M
2.62K $2.09B
ARGT
Global X Msci Argentina ETF

ETFs
25.8K
New
$78.45 - $89.29 $2.02M - $2.3M
25.8K $2.08B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
22.5K
New
$89.18 - $104.04 $2.01M - $2.34M
22.5K $2.06B
FTGS
First Tr Exchange Traded Fd Gr
69.1K
New
N/A
69.1K $2.06B
GS
Goldman Sachs Group Inc

Financial Services
3.75K
New
$524.81 - $672.19 $1.97M - $2.52M
3.75K $2.05B
AFL
Aflac Inc

Financial Services
18K
New
$100.99 - $111.19 $1.82M - $2.01M
18K $2.01B
EFG
Msci Eafe Growth ETF

ETFs
20K
New
$96.1 - $106.37 $1.92M - $2.13M
20K $2B
PTVE
Pactiv Evergreen Inc.

Consumer Cyclical
111K
New
$17.43 - $18.01 $1.93M - $2M
111K $2B
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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