Vest Gen Advisors, LLC Sells in Q2 2025

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-207
- 6.57%
$107.83 - $119.94 $22.3K - $24.8K
2.94K $317M
ABT
Abbott Laboratories

Healthcare
-725
- 2.91%
$123.95 - $138.08 $89.9K - $100K
24.2K $3.26B
JLL
Jones Lang Lasalle Inc

Real Estate
-205
- 10.5%
$204.57 - $256.96 $41.9K - $52.7K
1.75K $447M
MBB
Ishares Tr

ETFs
-398
- 6.04%
$91.41 - $94.22 $36.4K - $37.5K
6.19K $581M
HDV
Ishares Core High Dividend ETF

ETFs
-98
- 1.11%
$108.41 - $120.51 $10.6K - $11.8K
8.7K $1.04B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.29K
- 17.59%
$45.98 - $56.15 $59.1K - $72.2K
6.02K $338M
PSX
Phillips 66

Energy
-157
- 6.83%
$92.87 - $125.73 $14.6K - $19.7K
2.14K $255M
GL
Globe Life Inc.

Financial Services
-24
- 0.7%
$113.29 - $133.09 $2.72K - $3.19K
3.39K $421M
HD
Home Depot, Inc.

Consumer Cyclical
-135
- 1.24%
$335.24 - $380.78 $45.3K - $51.4K
10.7K $3.96B
AA
Alcoa Corp

Basic Materials
-85
- 0.4%
$22.57 - $30.84 $1.92K - $2.62K
21K $620M
ALL
Allstate Corp

Financial Services
-11
- 0.35%
$180.53 - $212.64 $1.99K - $2.34K
3.09K $622M
WELL
Welltower Inc.

Real Estate
-109
- 6.54%
$136.49 - $155.22 $14.9K - $16.9K
1.56K $240M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-384
- 3.5%
$48.48 - $50.99 $18.6K - $19.6K
10.6K $540M
BUG
Global X Fds Cybersecurity ETF

ETFs
-984
- 8.75%
$29.9 - $37.1 $29.4K - $36.5K
10.3K $353M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-178
- 4.24%
N/A
4.03K $201M
FDS
Factset Research Systems Inc

Financial Services
-8
- 1.35%
$398.85 - $473.32 $3.19K - $3.79K
583 $261M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-346
- 6.85%
$56.01 - $65.43 $19.4K - $22.6K
4.7K $313M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-397
- 1.63%
$24.66 - $25.17 $9.79K - $9.99K
24K $604M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.32K
- 4.56%
$37.18 - $42.55 $49.2K - $56.3K
27.7K $1.18B
QWLD
Spdr Index Shs Fds

ETFs
-202
- 6.33%
$114.78 - $134.88 $23.2K - $27.2K
2.99K $403M
MMM
3 M CO

Industrials
-142
- 4.0%
$126.09 - $154.15 $17.9K - $21.9K
3.41K $518M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-131
- 2.87%
$50.09 - $51.09 $6.56K - $6.69K
4.44K $227M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.47K
- 4.53%
$35.35 - $42.68 $123K - $148K
73.2K $3.12B
EEMV
Ishares Msci Emerging Markets

ETFs
-382
- 7.13%
$54.12 - $62.8 $20.7K - $24K
4.97K $312M
AMT
American Tower Corp

Real Estate
-13
- 1.0%
$203.96 - $228.19 $2.65K - $2.97K
1.29K $285M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-369
- 4.15%
$33.38 - $40.81 $12.3K - $15.1K
8.53K $351M
CTAS
Cintas Corp

Industrials
-49
- 3.68%
$190.11 - $227.66 $9.32K - $11.2K
1.28K $286M
SPMD
Spdr Portfolio

ETFs
-871
- 5.02%
$44.89 - $54.38 $39.1K - $47.4K
16.5K $901M
DGRO
Ishares Core Dividend Growth E

ETFs
-472
- 2.69%
$55.22 - $63.94 $26.1K - $30.2K
17.1K $1.1B
XT
Ishares Tr Exponential Technol

ETFs
-462
- 8.67%
$49.86 - $65.25 $23K - $30.1K
4.87K $321M
NKE
Nike, Inc.

Consumer Cyclical
-189
- 4.91%
$53.27 - $72.04 $10.1K - $13.6K
3.66K $260M
KKR
Kkr & Co. Inc.

Financial Services
-295
- 9.28%
$92.79 - $134.29 $27.4K - $39.6K
2.88K $384M
IFRA
Ishares Tr

ETFs
-904
- 7.04%
$40.97 - $49.19 $37K - $44.5K
11.9K $596M
XYL
Xylem Inc.

Industrials
-136
- 3.78%
$102.86 - $129.5 $14K - $17.6K
3.46K $447M
CDW
Cdw Corp

Technology
-6
- 0.36%
$144.49 - $190.68 $867 - $1.14K
1.65K $284M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-181
- 1.77%
$68.45 - $79.52 $12.4K - $14.4K
10.1K $811M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-296
- 1.29%
$81.46 - $94.63 $24.1K - $28K
22.6K $2.14B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.43K
- 14.47%
$70.54 - $93.95 $101K - $135K
8.48K $818M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-858
- 5.13%
$52.84 - $65.52 $45.3K - $56.2K
15.9K $1.04B
CRM
Salesforce, Inc.

Technology
-34
- 0.16%
$236.26 - $291.15 $8.03K - $9.9K
21.3K $5.77B
HPE
Hewlett Packard Enterprise CO

Technology
-1.77K
- 9.21%
$12.51 - $20.45 $22.2K - $36.2K
17.5K $357M
GWW
W.W. Grainger, Inc.

Industrials
-18
- 1.13%
$919.93 - $1101.66 $16.6K - $19.8K
1.58K $1.64B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-19
- 0.17%
$40.94 - $52.1 $778 - $990
11.1K $576M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-627
- 5.61%
$101.97 - $126.75 $63.9K - $79.5K
10.5K $1.36B
CGMS
Capital Grp Core Plus Income E
-587
- 0.19%
N/A
302K $8.34B
TXN
Texas Instruments Inc

Technology
-147
- 3.65%
N/A
3.88K $805M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-290
- 5.59%
$272.36 - $339.57 $79K - $98.5K
4.9K $1.68B
JGRO
J P Morgan Exchange Traded Fd
-515
- 5.44%
N/A
8.95K $790M
ADI
Analog Devices Inc

Technology
-10
- 0.37%
$164.6 - $238.02 $1.65K - $2.38K
2.66K $633M
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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