Vest Gen Advisors, LLC Portfolio Holdings

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025

Vest Gen Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.51 Trillion distributed in 579 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $158B, Invesco Qqq Trust, Series 1 with a value of $97.1B, Spdr S&P 500 ETF Trust with a value of $95.1B, Gaming & Leisure Properties, Inc. with a value of $73.8B, and Nvidia Corp with a value of $57.7B.

Examining the 13F form we can see an increase of $308B in the current position value, from $2.2T to 2.51T.

Vest Gen Advisors, LLC is based out at Inverness, IL

Below you can find more details about Vest Gen Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.51 Trillion
Technology: $292 Billion
ETFs: $163 Billion
Financial Services: $107 Billion
Consumer Cyclical: $82.6 Billion
Communication Services: $80.3 Billion
Real Estate: $79.6 Billion
Industrials: $72 Billion
Healthcare: $56 Billion
Other: $81.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.8B
$73.8 Billion 2.94% of portfolio
1,580,033
Q2 2025 Reduced -0.0%
$458B
$57.7 Billion 2.3% of portfolio
360,580
Q2 2025 Added 6.32%
$3.83T
$46.5 Billion 1.85% of portfolio
91,108
Q2 2025 Added 0.88%
$4.12T
$42.3 Billion 1.69% of portfolio
206,890
Q2 2025 Reduced 0.57%
$352B
$26.1 Billion 1.04% of portfolio
171,616
Q2 2025 Reduced 9.37%
$2.32T
$26.1 Billion 1.04% of portfolio
119,724
Q2 2025 Added 0.33%
$1.75T
$22.4 Billion 0.89% of portfolio
29,929
Q2 2025 Reduced 2.51%
$1.54T
$20 Billion 0.8% of portfolio
109,870
Q2 2025 Reduced 4.21%
$916B
$18.7 Billion 0.74% of portfolio
63,875
Q2 2025 Added 0.34%
$137B
$18.4 Billion 0.73% of portfolio
65,555
Q2 2025 Added 49.49%
$644B
$17.7 Billion 0.7% of portfolio
36,988
Q2 2025 Reduced 5.8%
$717B
$13.5 Billion 0.54% of portfolio
17,270
Q2 2025 Added 21.74%
-
$13.2 Billion 0.53% of portfolio
-
Q2 2025 Added 9.7%
$1.37T
$12.2 Billion 0.49% of portfolio
38,691
Q2 2025 Added 10.8%
$279B
$10.3 Billion 0.41% of portfolio
104,221
Q2 2025 Added 10.17%
$563B
$9.75 Billion 0.39% of portfolio
27,936
Q2 2025 Reduced 0.51%
-
$8.34 Billion 0.33% of portfolio
-
Q2 2025 Reduced 0.19%
$1.5T
$8.28 Billion 0.33% of portfolio
45,841
Q2 2025 Added 0.92%
$620M
$8.29 Billion 0.33% of portfolio
342,714
Q1 2025 New
$557B
$8.08 Billion 0.32% of portfolio
14,362
Q2 2025 Added 3.97%
$363B
$7.83 Billion 0.31% of portfolio
50,275
Q2 2025 Reduced 2.49%
$394B
$7.47 Billion 0.3% of portfolio
39,724
Q2 2025 Added 31.71%
$223B
$7.3 Billion 0.29% of portfolio
24,556
Q2 2025 Added 1.28%
$61.4B
$7.31 Billion 0.29% of portfolio
76,217
Q2 2025 Added 48.24%
$546B
$7.05 Billion 0.28% of portfolio
5,323
Q2 2025 Reduced 7.83%
$197B
$7.11 Billion 0.28% of portfolio
76,223
Q2 2025 Added 0.15%
$93.8B
$7.09 Billion 0.28% of portfolio
25,735
Q2 2025 Added 2.68%
$22.7B
$6.16 Billion 0.25% of portfolio
28,268
Q2 2025 Added 0.47%
$234B
$6.08 Billion 0.24% of portfolio
39,099
Q2 2025 Added 0.92%
$250B
$5.77 Billion 0.23% of portfolio
21,265
Q2 2025 Reduced 0.16%
$106B
$5.84 Billion 0.23% of portfolio
11,469
Q2 2025 Reduced 6.39%
$55.2B
$5.72 Billion 0.23% of portfolio
6,912
Q2 2025 Added 144.59%
$52.9B
$5.14 Billion 0.2% of portfolio
283,383
Q2 2025 Added 0.18%
$2.29B
$5.07 Billion 0.2% of portfolio
74,124
Q2 2025 Added 22.14%
$61.1B
$5.04 Billion 0.2% of portfolio
177,542
Q2 2025 Reduced 2.28%
$62.3B
$5.1 Billion 0.2% of portfolio
24,912
Q2 2025 Added 1.1%
$305B
$5.12 Billion 0.2% of portfolio
34,637
Q2 2025 Added 13.87%
$243B
$4.82 Billion 0.19% of portfolio
18,076
Q2 2025 Added 15.35%
$455B
$4.73 Billion 0.19% of portfolio
29,995
Q2 2025 Reduced 5.04%
$467B
$4.77 Billion 0.19% of portfolio
44,286
Q2 2025 Added 9.26%
$106B
$4.14 Billion 0.17% of portfolio
12,708
Q2 2025 Added 35.42%
$176B
$4.34 Billion 0.17% of portfolio
37,589
Q2 2025 Added 89.95%
$417B
$4.16 Billion 0.17% of portfolio
4,221
Q2 2025 Reduced 18.92%
$249B
$4.37 Billion 0.17% of portfolio
10,928
Q2 2025 Added 6.99%
$191B
$4.38 Billion 0.17% of portfolio
4,256
Q2 2025 Added 62.5%
$275B
$4.02 Billion 0.16% of portfolio
5,677
Q2 2025 Added 51.23%
$329B
$4 Billion 0.16% of portfolio
15,374
Q2 2025 Added 42.29%
$162B
$4.08 Billion 0.16% of portfolio
31,819
Q2 2025 Added 1.49%
$422B
$3.96 Billion 0.16% of portfolio
10,737
Q2 2025 Reduced 1.24%

Summary

  • Portfolio
  • No. of Stocks 579
  • Current Value $2.51 Trillion
  • Prior Value $2.2 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 70 stocks
  • Additional Purchases 259 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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