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
$196B
$1.83 Billion 0.07% of portfolio
2,330
Q2 2025 Added 196.06%
$182B
$1.69 Billion 0.07% of portfolio
39,179
Q2 2025 Reduced 45.55%
$70.2B
$1.69 Billion 0.07% of portfolio
1,100
Q2 2025 Reduced 4.51%
$94.1B
$1.68 Billion 0.07% of portfolio
6,797
Q2 2025 Reduced 6.63%
$79.5B
$1.68 Billion 0.07% of portfolio
9,753
Q2 2025 Reduced 10.7%
$181B
$1.84 Billion 0.07% of portfolio
4,547
Q2 2025 Reduced 3.71%
$53.1B
$1.55 Billion 0.06% of portfolio
35,699
Q2 2025 Added 97.66%
$80.3B
$1.38 Billion 0.06% of portfolio
5,557
Q2 2025 Reduced 5.46%
$104B
$1.61 Billion 0.06% of portfolio
17,148
Q2 2025 New
$36.1B
$1.52 Billion 0.06% of portfolio
21,650
Q2 2025 New
$321B
$1.56 Billion 0.06% of portfolio
19,617
Q2 2025 Added 9.71%
$38B
$1.54 Billion 0.06% of portfolio
17,405
Q2 2025 Reduced 15.56%
$157B
$1.54 Billion 0.06% of portfolio
6,931
Q2 2025 Added 5.87%
$91.4B
$1.52 Billion 0.06% of portfolio
2,656
Q2 2025 Reduced 15.25%
$43.3B
$1.51 Billion 0.06% of portfolio
2,059
Q2 2025 Reduced 23.0%
$41.7B
$1.59 Billion 0.06% of portfolio
5,070
Q2 2025 New
$143B
$1.5 Billion 0.06% of portfolio
5,628
Q2 2025 Reduced 11.52%
$116B
$1.38 Billion 0.06% of portfolio
4,772
Q2 2025 Added 32.15%
$56.6B
$1.62 Billion 0.06% of portfolio
4,288
Q2 2025 Reduced 12.88%
$37.3B
$1.57 Billion 0.06% of portfolio
21,176
Q2 2025 Reduced 35.94%
$217B
$1.31 Billion 0.05% of portfolio
226
Q2 2025 Reduced 8.87%
$67.9B
$1.32 Billion 0.05% of portfolio
12,474
Q2 2025 Reduced 30.83%
$15.3B
$1.21 Billion 0.05% of portfolio
22,068
Q2 2025 Reduced 20.89%
$129B
$1.31 Billion 0.05% of portfolio
6,163
Q2 2025 Reduced 11.35%
$88.5B
$1.35 Billion 0.05% of portfolio
14,812
Q2 2025 Reduced 62.9%
$476B
$1.13 Billion 0.05% of portfolio
9,983
Q2 2025 Added 229.36%
$78.7B
$1.29 Billion 0.05% of portfolio
3,040
Q2 2025 Added 2.67%
$145B
$1.23 Billion 0.05% of portfolio
5,405
Q2 2025 Added 37.18%
$44.4B
$1.27 Billion 0.05% of portfolio
3,097
Q2 2025 New
$12.5B
$1.27 Billion 0.05% of portfolio
6,395
Q2 2025 Reduced 17.65%
$101B
$1.36 Billion 0.05% of portfolio
3,061
Q2 2025 Reduced 6.19%
$59.4B
$1.23 Billion 0.05% of portfolio
5,612
Q2 2025 Reduced 42.08%
$0
$1.17 Billion 0.05% of portfolio
20,825
Q2 2025 Reduced 41.3%
$278B
$1.35 Billion 0.05% of portfolio
19,530
Q2 2025 Added 6.85%
$19.1B
$1.24 Billion 0.05% of portfolio
28,828
Q2 2025 Added 145.8%
$80.6B
$1.23 Billion 0.05% of portfolio
16,597
Q2 2025 Reduced 4.16%
$35.3B
$1.38 Billion 0.05% of portfolio
21,974
Q2 2025 Added 449.35%
$12.8B
$1.21 Billion 0.05% of portfolio
23,203
Q2 2025 Reduced 26.92%
$176B
$1.31 Billion 0.05% of portfolio
14,332
Q2 2025 Added 6.72%
$286B
$1.25 Billion 0.05% of portfolio
17,763
Q2 2025 Added 8.82%
$124B
$1.29 Billion 0.05% of portfolio
493
Q2 2025 New
$135B
$1.18 Billion 0.05% of portfolio
5,998
Q2 2025 Reduced 27.63%
$98B
$890 Million 0.04% of portfolio
5,361
Q2 2025 Added 127.45%
$97.6B
$1.02 Billion 0.04% of portfolio
1,464
Q2 2025 Added 95.98%
$134B
$931 Million 0.04% of portfolio
38,400
Q2 2025 Added 3.01%
$38.7B
$946 Million 0.04% of portfolio
1,724
Q2 2025 Added 3.36%
$147B
$899 Million 0.04% of portfolio
3,154
Q2 2025 Added 32.97%
$129B
$934 Million 0.04% of portfolio
2,017
Q2 2025 Added 1.92%
$44B
$1.13 Billion 0.04% of portfolio
25,615
Q2 2025 Added 4.04%

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
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email