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
ITW
Illinois Tool Works Inc

Industrials
5.88K
New
$244.9 - $274.48 $1.44M - $1.61M
5.88K $1.46B
DVY
Ishares Tr

ETFs
10.8K
New
$128.58 - $138.1 $1.38M - $1.49M
10.8K $1.45B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
11.8K
New
$120.24 - $134.3 $1.42M - $1.59M
11.8K $1.44B
FTNT
Fortinet, Inc.

Technology
15K
New
$92.49 - $114.57 $1.39M - $1.72M
15K $1.44B
MS
Morgan Stanley

Financial Services
12.3K
New
$111.68 - $141.08 $1.37M - $1.73M
12.3K $1.43B
HON
Honeywell International Inc

Industrials
6.74K
New
$202.75 - $226.52 $1.37M - $1.53M
6.74K $1.43B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.5K
New
$65.27 - $71.18 $1.4M - $1.53M
21.5K $1.43B
WBD
Warner Bros. Discovery, Inc.

Communication Services
133K
New
$9.47 - $11.46 $1.26M - $1.52M
133K $1.42B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
12.9K
New
$106.46 - $114.75 $1.37M - $1.48M
12.9K $1.42B
ACM
Aecom

Industrials
15.1K
New
$92.54 - $111.05 $1.4M - $1.68M
15.1K $1.4B
PJAN
Innovator U.S. Equity Power Bu

ETFs
33.5K
New
$41.09 - $43.24 $1.38M - $1.45M
33.5K $1.39B
CCJ
Cameco Corp

Energy
33.1K
New
$40.64 - $56.86 $1.34M - $1.88M
33.1K $1.36B
OMFS
Invesco Exchange Traded Self I

ETFs
35.3K
New
$36.43 - $41.61 $1.29M - $1.47M
35.3K $1.34B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
64.8K
New
$20.64 - $20.73 $1.34M - $1.34M
64.8K $1.34B
DASH
Door Dash, Inc.

Communication Services
7.28K
New
$168.37 - $213.38 $1.23M - $1.55M
7.28K $1.33B
XLE
Energy Sector Spdr

ETFs
14.2K
New
$85.7 - $93.96 $1.22M - $1.33M
14.2K $1.33B
USFR
Wisdomtree Floating Rate Treas

ETFs
26.3K
New
$50.29 - $50.5 $1.32M - $1.33M
26.3K $1.32B
COF
Capital One Financial Corp

Financial Services
7.34K
New
$163.87 - $209.82 $1.2M - $1.54M
7.34K $1.32B
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.1K
New
$74.85 - $84.89 $1.2M - $1.37M
16.1K $1.32B
TTWO
Take Two Interactive Software Inc

Communication Services
6.33K
New
$178.61 - $217.95 $1.13M - $1.38M
6.33K $1.31B
PDD
Pinduoduo Inc.

Consumer Cyclical
11K
New
$94.68 - $131.34 $1.04M - $1.45M
11K $1.3B
MSI
Motorola Solutions, Inc.

Technology
2.96K
New
$411.73 - $482.1 $1.22M - $1.43M
2.96K $1.3B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
11.2K
New
$113.22 - $126.36 $1.27M - $1.41M
11.2K $1.28B
WFC
Wells Fargo & Company

Financial Services
17.9K
New
$66.78 - $81.42 $1.19M - $1.46M
17.9K $1.28B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
884
New
$1187.71 - $1432.58 $1.05M - $1.27M
884 $1.27B
MSTR
Microstrategy Inc

Technology
4.38K
New
$239.27 - $396.5 $1.05M - $1.74M
4.38K $1.26B
GRMN
Garmin LTD

Technology
5.77K
New
$204.55 - $241.93 $1.18M - $1.4M
5.77K $1.25B
PWR
Quanta Services, Inc.

Industrials
4.92K
New
$236.71 - $358.03 $1.17M - $1.76M
4.92K $1.25B
DE
Deere & CO

Industrials
2.61K
New
$408.57 - $509.27 $1.07M - $1.33M
2.61K $1.23B
XLV
Select Sector Spdr Fund Health

ETFs
8.36K
New
$137.61 - $149.68 $1.15M - $1.25M
8.36K $1.22B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8.9K
New
$128.74 - $138.67 $1.15M - $1.23M
8.9K $1.21B
XLF
Financial Sector Spdr

ETFs
24K
New
$47.32 - $52.19 $1.14M - $1.25M
24K $1.2B
BA
Boeing CO

Industrials
6.95K
New
$148.15 - $186.25 $1.03M - $1.29M
6.95K $1.19B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
29.1K
New
$39.61 - $42.65 $1.15M - $1.24M
29.1K $1.18B
KO
Coca Cola CO

Consumer Defensive
16.3K
New
$60.81 - $72.32 $993K - $1.18M
16.3K $1.17B
MLPX
Global X Mlp & Energy Infrastr

ETFs
18K
New
$59.6 - $67.2 $1.07M - $1.21M
18K $1.15B
BKNG
Booking Holdings Inc.

Consumer Cyclical
248
New
$4295.4 - $5141.88 $1.07M - $1.28M
248 $1.14B
ICLR
Icon PLC

Healthcare
6.52K
New
$174.99 - $222.58 $1.14M - $1.45M
6.52K $1.14B
EXC
Exelon Corp

Utilities
24.6K
New
$37.3 - $46.08 $918K - $1.13M
24.6K $1.13B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
15.5K
New
$73.27 - $96.21 $1.13M - $1.49M
15.5K $1.13B
DFS
Discover Financial Services

Financial Services
6.62K
New
$152.99 - $203.25 $1.01M - $1.35M
6.62K $1.13B
PYPL
Pay Pal Holdings, Inc.

Financial Services
17.3K
New
$65.15 - $91.81 $1.13M - $1.59M
17.3K $1.13B
CSCO
Cisco Systems, Inc.

Technology
18.3K
New
$58.74 - $64.87 $1.07M - $1.19M
18.3K $1.13B
HYG
Ishares Tr

ETFs
13.9K
New
$78.51 - $80.11 $1.09M - $1.11M
13.9K $1.09B
AJG
Arthur J. Gallagher & Co.

Financial Services
3.16K
New
$275.89 - $345.24 $872K - $1.09M
3.16K $1.09B
CB
Chubb LTD

Financial Services
3.61K
New
$257.71 - $301.99 $931K - $1.09M
3.61K $1.09B
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.1K
New
$56.17 - $59.71 $1.07M - $1.14M
19.1K $1.09B
DXCM
Dexcom Inc

Healthcare
16K
New
$67.74 - $90.75 $1.08M - $1.45M
16K $1.09B
DGRO
Ishares Core Dividend Growth E

ETFs
17.6K
New
$60.46 - $64.42 $1.06M - $1.13M
17.6K $1.08B
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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