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
$1.29 Billion 0.05% of portfolio
24,707
Q2 2025 Added 14.47%
$33.7B
$1.38 Billion 0.05% of portfolio
21,974
Q2 2025 Added 449.35%
$0
$1.21 Billion 0.05% of portfolio
8,899
Q1 2025 New
$0
$1.18 Billion 0.05% of portfolio
27,730
Q2 2025 Reduced 4.56%
$14B
$1.21 Billion 0.05% of portfolio
23,203
Q2 2025 Reduced 26.92%
$179B
$1.31 Billion 0.05% of portfolio
14,332
Q2 2025 Added 6.72%
$306B
$1.25 Billion 0.05% of portfolio
17,763
Q2 2025 Added 8.82%
$118B
$1.29 Billion 0.05% of portfolio
493
Q2 2025 New
$150B
$1.18 Billion 0.05% of portfolio
5,998
Q2 2025 Reduced 27.63%
$0
$1.34 Billion 0.05% of portfolio
33,319
Q2 2025 Added 31.7%
$79.3B
$890 Million 0.04% of portfolio
5,361
Q2 2025 Added 127.45%
$96.6B
$1.02 Billion 0.04% of portfolio
1,464
Q2 2025 Added 95.98%
$138B
$931 Million 0.04% of portfolio
38,400
Q2 2025 Added 3.01%
$0
$1.13 Billion 0.04% of portfolio
42,585
Q2 2025 Added 10.3%
$38.4B
$946 Million 0.04% of portfolio
1,724
Q2 2025 Added 3.36%
$0
$1.04 Billion 0.04% of portfolio
15,862
Q2 2025 Reduced 5.13%
$152B
$899 Million 0.04% of portfolio
3,154
Q2 2025 Added 32.97%
Blackrock Inc
-
$1.08 Billion 0.04% of portfolio
-
Q2 2025 Added 23.88%
$113B
$934 Million 0.04% of portfolio
2,017
Q2 2025 Added 1.92%
Primo Brands Corporation
-
$1.01 Billion 0.04% of portfolio
-
Q2 2025 New
$44.3B
$1.13 Billion 0.04% of portfolio
25,615
Q2 2025 Added 4.04%
$66.3B
$919 Million 0.04% of portfolio
10,829
Q2 2025 Added 173.74%
$0
$930 Million 0.04% of portfolio
22,157
Q2 2025 Reduced 13.38%
$0
$1 Billion 0.04% of portfolio
11,828
Q2 2025 Reduced 16.71%
$33.3B
$1.01 Billion 0.04% of portfolio
552
Q2 2025 Added 401.82%
$0
$1.11 Billion 0.04% of portfolio
8,201
Q2 2025 Reduced 1.84%
$124B
$968 Million 0.04% of portfolio
3,139
Q2 2025 Added 3.02%
$0
$1 Billion 0.04% of portfolio
19,771
Q2 2025 Added 67.99%
$0
$961 Million 0.04% of portfolio
2,624
Q1 2025 New
-
$968 Million 0.04% of portfolio
-
Q2 2025 New
$61.1B
$969 Million 0.04% of portfolio
3,028
Q2 2025 Reduced 4.21%
$7.33B
$1.08 Billion 0.04% of portfolio
17,721
Q2 2025 Added 113.92%
$58.4B
$1.12 Billion 0.04% of portfolio
26,000
Q2 2025 Added 8.96%
$0
$921 Million 0.04% of portfolio
12,650
Q2 2025 Added 225.36%
$0
$968 Million 0.04% of portfolio
11,683
Q2 2025 Added 19.17%
$0
$1.1 Billion 0.04% of portfolio
65,154
Q2 2025 Added 48.12%
$0
$970 Million 0.04% of portfolio
12,031
Q2 2025 Reduced 13.21%
$0
$1.1 Billion 0.04% of portfolio
17,085
Q2 2025 Reduced 2.69%
$0
$1.04 Billion 0.04% of portfolio
8,697
Q2 2025 Reduced 1.11%
$0
$1 Billion 0.04% of portfolio
7,550
Q2 2025 Added 0.39%
$18B
$954 Million 0.04% of portfolio
28,706
Q2 2025 Added 167.61%
$0
$901 Million 0.04% of portfolio
16,468
Q2 2025 Reduced 5.02%
$44.6B
$1.1 Billion 0.04% of portfolio
5,250
Q2 2025 Reduced 9.0%
$0
$902 Million 0.04% of portfolio
9,090
Q2 2025 Added 10.88%
$0
$884 Million 0.04% of portfolio
31,943
Q2 2025 New
$73.8B
$718 Million 0.03% of portfolio
2,910
Q2 2025 Added 1.15%
$0
$823 Million 0.03% of portfolio
13,715
Q2 2025 Reduced 65.02%
$8.11B
$812 Million 0.03% of portfolio
3,003
Q2 2025 Added 0.03%
$17B
$873 Million 0.03% of portfolio
13,401
Q2 2025 Reduced 13.62%

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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