VestGen Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VA VestGen Advisors, LLC | Institutional Filer | ▲ 40.34% | $3.30B | 1024 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1024)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 675K | $245.1M | 7.43% |
| 2 | VTV | VANGUARD INDEX FDS | — | 607K | $126.6M | 3.84% |
| 3 | AAPL | Apple Inc. | Technology | 324K | $95.4M | 2.89% |
| 4 | GLPI | Gaming and Leisure Properties, Inc. | Real Estate | 1.6M | $75.4M | 2.29% |
| 5 | SPY | SPDR S&P 500 ETF Trust | — | 87K | $64.6M | 1.96% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 228K | $60.7M | 1.84% |
| 7 | GOOG | Alphabet Inc. | Technology | 147K | $56.6M | 1.72% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | — | 625K | $43.7M | 1.33% |
| 9 | VUG | VANGUARD INDEX FDS | — | 498K | $43.1M | 1.31% |
| 10 | MSFT | Microsoft Corporation | Technology | 104K | $42.4M | 1.28% |
| 11 | IVV | ISHARES TR | — | 55K | $40.6M | 1.23% |
| 12 | AVGO | Broadcom Inc. | Technology | 96K | $40.3M | 1.22% |
| 13 | IWF | ISHARES TR | — | 297K | $36.6M | 1.11% |
| 14 | SGOV | ISHARES TR | — | 338K | $33.9M | 1.03% |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 431K | $31.9M | 0.97% |
Showing 1 to 15 of 1000 holdings