VestGen Advisors, LLC
- SEC CIK
- 0002050130
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only.
- Positions
- 545
- No filing for Q4 2024
- Portfolio value
- $2.20B
- No filing for Q4 2024
VestGen Advisors, LLC did not file a 13F for Q4 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 525,566 | $144.4M | 6.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 176,970 | $83.0M | 3.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 146,486 | $81.9M | 3.7% | – | – | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 1,580,064 | $80.4M | 3.7% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 922,932 | $60.7M | 2.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 304,120 | $52.5M | 2.4% | – | – | – |
| AAPLApple Inc. | Stock | 208,071 | $46.2M | 2.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 339,155 | $36.8M | 1.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 90,316 | $33.9M | 1.5% | – | – | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 456,756 | $31.1M | 1.4% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 383,538 | $30.6M | 1.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 52,103 | $29.3M | 1.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 67,764 | $24.5M | 1.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 44,865 | $23.1M | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 119,333 | $22.7M | 1.0% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 379,536 | $22.1M | 1.0% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 371,728 | $21.8M | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 722,356 | $21.4M | 1.0% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 39,264 | $20.9M | 1.0% | – | – | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 258,161 | $20.7M | 0.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 406,149 | $20.6M | 0.9% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 116,456 | $19.9M | 0.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 52,839 | $19.6M | 0.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 114,699 | $17.9M | 0.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 30,701 | $17.7M | 0.8% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 94,006 | $17.7M | 0.8% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 179,266 | $16.6M | 0.8% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 189,354 | $16.0M | 0.7% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 210,643 | $15.9M | 0.7% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 82,109 | $15.8M | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 63,659 | $15.6M | 0.7% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 75,533 | $14.4M | 0.7% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 354,770 | $12.9M | 0.6% | – | – | – |
| Macquarie ETF Trust555927409 | ETF | 490,565 | $12.8M | 0.6% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 260,145 | $12.7M | 0.6% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 58,786 | $12.4M | 0.6% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 144,178 | $12.3M | 0.6% | – | – | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 184,152 | $11.7M | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 58,765 | $11.7M | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 14,186 | $11.7M | 0.5% | – | – | History |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 487,590 | $11.6M | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 392,089 | $10.9M | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 507,026 | $10.9M | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 191,844 | $10.3M | 0.5% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 85,732 | $10.1M | 0.5% | – | – | – |
| VVisa Inc. | Stock | 28,080 | $9.84M | 0.4% | – | – | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 189,970 | $9.70M | 0.4% | – | – | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 206,021 | $9.67M | 0.4% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 75,557 | $9.60M | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 42,353 | $9.39M | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 34,919 | $9.05M | 0.4% | – | – | History |
| EVEREverQuote, Inc. | COM CL A | 342,714 | $8.98M | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 51,557 | $8.79M | 0.4% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 157,268 | $8.61M | 0.4% | – | – | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 275,905 | $8.53M | 0.4% | – | – | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 252,611 | $8.44M | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 94,598 | $8.30M | 0.4% | – | – | History |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 302,665 | $8.26M | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 15,747 | $8.25M | 0.4% | – | – | History |
| Capital Group Core Balanced14021D107 | SHS | 263,673 | $8.17M | 0.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 39,241 | $8.10M | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 45,152 | $7.82M | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 24,246 | $7.57M | 0.3% | – | – | History |
| MAMastercard Inc | Stock | 13,814 | $7.57M | 0.3% | – | – | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 219,669 | $7.52M | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,934 | $7.36M | 0.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 43,851 | $7.34M | 0.3% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 76,933 | $7.21M | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 362,093 | $7.05M | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 45,424 | $7.02M | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 24,176 | $6.97M | 0.3% | – | – | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 205,207 | $6.87M | 0.3% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 155,879 | $6.77M | 0.3% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 66,996 | $6.74M | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 342,401 | $6.71M | 0.3% | – | – | – |
| CMECME Group Inc. | COM | 25,063 | $6.65M | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 30,160 | $6.32M | 0.3% | – | – | History |
| First Tr Exchange-Traded FD336917109 | SHS | 141,802 | $6.16M | 0.3% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 100,138 | $6.10M | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 134,159 | $6.07M | 0.3% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 210,613 | $5.97M | 0.3% | – | – | – |
| DRIDarden Restaurants Inc | COM | 28,137 | $5.85M | 0.3% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 65,990 | $5.81M | 0.3% | – | – | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 177,366 | $5.74M | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 21,299 | $5.72M | 0.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 51,413 | $5.65M | 0.3% | – | – | History |
| UBERUber Technologies, Inc | Stock | 76,112 | $5.55M | 0.3% | – | – | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 186,747 | $5.52M | 0.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 112,107 | $5.47M | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 5,775 | $5.39M | 0.2% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 282,885 | $5.26M | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 31,586 | $5.24M | 0.2% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 181,690 | $5.18M | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 38,741 | $5.13M | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 30,418 | $5.09M | 0.2% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 92,906 | $4.95M | 0.2% | – | – | – |
| WMWaste Management Inc | Stock | 21,269 | $4.92M | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 5,206 | $4.92M | 0.2% | – | – | History |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 136,017 | $4.85M | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 40,532 | $4.82M | 0.2% | – | – | History |