VestGen Advisors, LLC
Q1 2025 13F Holdings
- Locationinverness, IL
- Num holdings
545
- Value ($000)
$2,199,502
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002050130
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $144.45M | 7 % | 525,566 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $82.98M | 4 % | 176,970 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $81.94M | 4 % | 146,486 | ||
GLPI GAMING & LEISURE PPTYS INC | COM | 36467J108 | $80.43M | 4 % | 1,580,064 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $60.69M | 3 % | 922,932 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $52.53M | 2 % | 304,120 | ||
AAPL APPLE INC | COM | 037833100 | $46.22M | 2 % | 208,071 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $36.76M | 2 % | 339,155 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $33.90M | 2 % | 90,316 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $31.06M | 1 % | 456,756 |
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