Vest Gen Advisors, LLC Reduced Holdings in Q2 2025

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-384K
- 41.58%
$58.41 - $72.69 $22.4M - $27.9M
539K $40B
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-31
- -0.0%
$45.92 - $50.78 $1.42K - $1.57K
1.58M $73.8B
UNH
Unitedhealth Group Inc

Healthcare
-7.16K
- 45.46%
$274.35 - $599.47 $1.96M - $4.29M
8.59K $2.6B
AAPL
Apple Inc.

Technology
-1.18K
- 0.57%
$172.42 - $223.89 $204K - $264K
207K $42.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.28K
- 5.8%
$483.48 - $539.8 $1.1M - $1.23M
37K $17.7B
GILD
Gilead Sciences, Inc.

Healthcare
-25.7K
- 93.23%
$96.91 - $113.0 $2.49M - $2.91M
1.87K $207M
WM
Waste Management Inc

Industrials
-11.4K
- 53.65%
$216.47 - $242.1 $2.47M - $2.76M
9.86K $2.26B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-23.4K
- 30.41%
$85.42 - $94.39 $2M - $2.21M
53.5K $5.01B
MU
Micron Technology Inc

Technology
-24.7K
- 92.43%
$64.72 - $127.91 $1.6M - $3.17M
2.03K $250M
BK
Bank Of New York Mellon Corp

Financial Services
-25.1K
- 62.9%
$73.31 - $91.62 $1.84M - $2.3M
14.8K $1.35B
IYW
Ishares Dj Us Tech ETF

ETFs
-14.3K
- 86.95%
$122.57 - $173.27 $1.76M - $2.49M
2.15K $390M
SMOT
Vaneck ETF Tr Morningstar Smid
-55.3K
- 80.95%
N/A
13K $453M
VZ
Verizon Communications Inc

Communication Services
-32.8K
- 45.55%
$41.67 - $45.62 $1.37M - $1.5M
39.2K $1.69B
SBUX
Starbucks Corp

Consumer Cyclical
-10.8K
- 22.73%
$79.69 - $99.41 $863K - $1.08M
36.8K $3.32B
TMUS
T Mobile Us, Inc.

Communication Services
-4.54K
- 56.5%
$220.99 - $268.54 $1M - $1.22M
3.5K $833M
IEMG
Ishares Inc

ETFs
-25.5K
- 65.02%
N/A
13.7K $823M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-121K
- 91.34%
$7.69 - $11.46 $931K - $1.39M
11.5K $132M
INTC
Intel Corp

Technology
-55.6K
- 85.87%
$18.13 - $22.69 $1.01M - $1.26M
9.14K $205M
IYH
Ishares Tr

ETFs
-13.5K
- 13.46%
$53.97 - $60.17 $728K - $811K
86.7K $4.85B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3.02K
- 58.55%
$376.48 - $440.65 $1.14M - $1.33M
2.14K $945M
FTNT
Fortinet, Inc.

Technology
-12.9K
- 85.82%
$84.71 - $108.69 $1.09M - $1.4M
2.13K $225M
QCOM
Qualcomm Inc

Technology
-6.4K
- 21.61%
$124.66 - $159.48 $798K - $1.02M
23.2K $3.45B
BDX
Becton Dickinson & CO

Healthcare
-3.65K
- 46.9%
$165.15 - $226.42 $603K - $827K
4.14K $713M
PG
Procter & Gamble CO

Consumer Defensive
-1.28K
- 2.49%
$157.66 - $172.39 $202K - $221K
50.3K $7.83B
ISRG
Intuitive Surgical Inc

Healthcare
-2.41K
- 29.79%
$451.58 - $565.94 $1.09M - $1.36M
5.67K $3.08B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-19.3K
- 10.15%
$45.11 - $52.34 $870K - $1.01M
171K $8.93B
COST
Costco Wholesale Corp

Consumer Defensive
-985
- 18.92%
$908.13 - $1056.85 $895K - $1.04M
4.22K $4.16B
FISV
Fiserv Inc

Technology
-1.17K
- 10.7%
N/A
9.75K $1.68B
AFL
Aflac Inc

Financial Services
-5.56K
- 30.83%
$99.77 - $112.45 $555K - $625K
12.5K $1.32B
IWN
Ishares Russell2000 Val ETF

ETFs
-4.64K
- 46.45%
$131.84 - $157.76 $612K - $732K
5.35K $844M
NXPI
Nxp Semiconductors N.V.

Technology
-4.08K
- 42.08%
$153.5 - $218.72 $626K - $892K
5.61K $1.23B
Veralto Corp
-6.88K
- 24.84%
N/A
20.8K $2.1B
VBR
Vanguard Small Cap Value ETF

ETFs
-3.35K
- 29.86%
$162.76 - $195.77 $545K - $656K
7.87K $1.53B
Ge Healthcare Technologies I
-4.99K
- 18.29%
N/A
22.3K $1.65B
DHR
Danaher Corp

Healthcare
-2.29K
- 27.63%
$174.64 - $205.16 $400K - $470K
6K $1.18B
JNJ
Johnson & Johnson

Healthcare
-1.59K
- 5.04%
$146.36 - $159.82 $233K - $254K
30K $4.73B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-175
- 3.71%
$390.26 - $489.06 $68.3K - $85.6K
4.55K $1.84B
FXI
Ishares Tr

ETFs
-13.8K
- 23.63%
$29.59 - $37.41 $409K - $517K
44.6K $1.64B
ALC
Alcon Inc

Healthcare
-3.21K
- 15.56%
$82.88 - $98.3 $266K - $315K
17.4K $1.54B
MLPX
Global X Mlp & Energy Infrastr

ETFs
-6.27K
- 34.78%
$55.32 - $65.02 $347K - $408K
11.8K $737M
IAU
Ishares Gold Trust

ETFs
-11.9K
- 14.82%
$56.1 - $64.74 $666K - $769K
68.2K $4.31B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.73K
- 25.43%
$82.17 - $99.96 $471K - $573K
16.8K $1.65B
BNDX
Vanguard Total International B

ETFs
-9.65K
- 8.61%
$48.77 - $49.55 $471K - $478K
102K $5.07B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.71K
- 9.53%
$77.74 - $78.78 $366K - $371K
44.8K $3.52B
AON
Aon PLC

Financial Services
-31
- 0.4%
$335.85 - $398.81 $10.4K - $12.4K
7.75K $2.77B
XLE
Energy Sector Spdr

ETFs
-2.37K
- 16.71%
$76.44 - $94.13 $181K - $223K
11.8K $1B
USRT
Ishares Core U.S. Reit ETF

ETFs
-5.28K
- 30.6%
$50.37 - $57.97 $266K - $306K
12K $677M
PGR
Progressive Corp

Financial Services
-733
- 11.52%
$255.27 - $288.74 $187K - $212K
5.63K $1.5B
JEF
Jefferies Financial Group Inc.

Financial Services
-5.83K
- 20.89%
$41.06 - $56.09 $239K - $327K
22.1K $1.21B
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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