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CIK: 0002050130
Total reported value
$3.4B
$3.4B
545 檔
13.1%
In Q1 2025, VestGen Advisors, LLC's U.S. equity holdings reached a combined market value of $3.4B, distributed across 545 disclosed stock positions.
During Q1 2025, VestGen Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 545 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.57% | -2.53% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.77% | -3.35% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.73% | -0.11% | — | |
| 4 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 3.66% | +0.04% | — | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.76% | +0.36% | — | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.39% | -0.70% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.10% | +0.08% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | -0.05% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.04% | — | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.41% | +0.03% | — | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.39% | +0.02% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.14% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.11% | +0.13% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.12% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.06% | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | -0.04% | — | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 0.99% | +0.17% | — | |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.98% | +0.06% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | +0.04% | — | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.01% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.94% | +0.08% | — | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.90% | -0.11% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | +0.19% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.03% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.79% | — | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.80% | +0.07% | — | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.03% | — | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.73% | -0.05% | — | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.72% | -0.10% | — | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.72% | +0.08% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.05% | — | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.03% | — | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.59% | — | — | |
| 34 | LRGG | Nomura Focused Large Growth | ETF-Other | 0.58% | — | — | |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.58% | +0.05% | — | |
| 36 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.56% | +0.01% | — | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.56% | -0.23% | — | |
| 38 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.53% | +0.06% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.06% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | -1.11% | — | |
| 41 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.53% | +0.08% | — | |
| 42 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 0.50% | — | — | |
| 43 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.50% | — | — | |
| 44 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.47% | -0.25% | — | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.46% | +0.09% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | — | — | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | — | |
| 48 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.44% | — | — | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.44% | -0.35% | — | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | +0.05% | — |
According to official SEC Form 13F filings, VestGen Advisors, LLC reported a total U.S. public equity portfolio value of $3.4B across 545 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, SPY) accounted for 13.1% of total reported equity market value during Q1 2025.
During Q1 2025, VestGen Advisors, LLC's top holdings by market value included VTI (6.6%)、QQQ (3.8%)、SPY (3.7%). The largest single position, VTI, represented 6.6% of total portfolio value.
In Q1 2025, VestGen Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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