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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.38 Billion 0.09% of portfolio
8,318
Q2 2025 Added 0.39%
$0
$2.3 Billion 0.09% of portfolio
23,124
Q2 2025 Added 10.61%
$23.7B
$2.37 Billion 0.09% of portfolio
32,956
Q2 2025 Added 3.24%
$644M
$2.16 Billion 0.09% of portfolio
72,906
Q2 2025 New
$0
$2.21 Billion 0.09% of portfolio
25,847
Q2 2025 Added 12.65%
$0
$2.31 Billion 0.09% of portfolio
49,884
Q2 2025 Reduced 7.75%
$261B
$2.32 Billion 0.09% of portfolio
13,121
Q2 2025 Added 9.16%
$0
$2.35 Billion 0.09% of portfolio
40,443
Q2 2025 New
$0
$2.23 Billion 0.09% of portfolio
45,396
Q2 2025 Reduced 1.8%
$2.08B
$2.07 Billion 0.08% of portfolio
128,957
Q2 2025 New
$2.4B
$2.01 Billion 0.08% of portfolio
76,917
Q2 2025 New
$17B
$1.91 Billion 0.08% of portfolio
6,093
Q2 2025 New
Te Connectivity PLC
-
$1.9 Billion 0.08% of portfolio
-
Q2 2025 Reduced 18.77%
$16.9B
$1.91 Billion 0.08% of portfolio
16,909
Q2 2025 Added 11.73%
$150B
$2.12 Billion 0.08% of portfolio
7,292
Q2 2025 Reduced 44.65%
$0
$2.1 Billion 0.08% of portfolio
15,648
Q2 2025 Added 13.59%
$0
$2.09 Billion 0.08% of portfolio
38,395
Q2 2025 Reduced 7.79%
$0
$2.07 Billion 0.08% of portfolio
46,058
Q2 2025 Added 6.29%
Veralto Corp
-
$2.1 Billion 0.08% of portfolio
-
Q2 2025 Reduced 24.84%
$29.8B
$2.07 Billion 0.08% of portfolio
5,519
Q2 2025 Added 6.46%
$147B
$1.93 Billion 0.08% of portfolio
17,974
Q2 2025 Added 116.09%
$227B
$2.05 Billion 0.08% of portfolio
6,498
Q2 2025 Reduced 1.77%
$2.71B
$1.74 Billion 0.07% of portfolio
97,182
Q1 2025 New
$202B
$1.66 Billion 0.07% of portfolio
12,300
Q2 2025 Added 2.13%
$0
$1.68 Billion 0.07% of portfolio
4,900
Q2 2025 Reduced 5.59%
$203B
$1.75 Billion 0.07% of portfolio
61,107
Q2 2025 Added 12.13%
$0
$1.68 Billion 0.07% of portfolio
77,698
Q2 2025 Added 9.59%
$0
$1.77 Billion 0.07% of portfolio
12,016
Q2 2025 Reduced 5.49%
-
$1.63 Billion 0.07% of portfolio
-
Q2 2025 Reduced 12.77%
$0
$1.65 Billion 0.07% of portfolio
16,801
Q2 2025 Reduced 25.43%
$250B
$1.67 Billion 0.07% of portfolio
11,868
Q2 2025 Reduced 3.33%
Lam Research Corp
-
$1.78 Billion 0.07% of portfolio
-
Q2 2025 Added 279.78%
$182B
$1.87 Billion 0.07% of portfolio
3,538
Q2 2025 Reduced 7.36%
$0
$1.64 Billion 0.07% of portfolio
44,633
Q2 2025 Reduced 23.63%
Linde PLC
-
$1.83 Billion 0.07% of portfolio
-
Q2 2025 Added 0.36%
$48.5B
$1.64 Billion 0.07% of portfolio
1,579
Q2 2025 Reduced 1.13%
$1.96B
$1.72 Billion 0.07% of portfolio
47,776
Q2 2025 Reduced 11.46%
$0
$1.68 Billion 0.07% of portfolio
38,432
Q2 2025 Added 648.87%
$146B
$1.77 Billion 0.07% of portfolio
7,627
Q2 2025 Added 13.18%
$0
$1.64 Billion 0.07% of portfolio
14,713
Q2 2025 Reduced 4.95%
$0
$1.71 Billion 0.07% of portfolio
42,191
Q2 2025 Reduced 1.06%
$201B
$1.83 Billion 0.07% of portfolio
2,330
Q2 2025 Added 196.06%
Ge Healthcare Technologies I
-
$1.65 Billion 0.07% of portfolio
-
Q2 2025 Reduced 18.29%
$182B
$1.69 Billion 0.07% of portfolio
39,179
Q2 2025 Reduced 45.55%
$76.5B
$1.69 Billion 0.07% of portfolio
1,100
Q2 2025 Reduced 4.51%
$94.6B
$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%
$187B
$1.84 Billion 0.07% of portfolio
4,547
Q2 2025 Reduced 3.71%
$0
$1.64 Billion 0.07% of portfolio
21,184
Q2 2025 Reduced 9.81%

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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