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Asset Manager ← All Institutions

VestGen Advisors, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$2.3B
-21.9%
Holdings
835
+115
New Purchases
144
Added To
232
Closed
105
Reduced
334
Top 10 Concentration
21.5%
Turnover
29.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 2.07% 1.11% +0.95% $48M
GOOG 2.08% 1.16% +0.92% $49M
FTLS 0.89% 0.00% +0.89% $21M
CAIE 0.83% 0.00% +0.83% $19M
SGOV 1.09% 0.37% +0.71% $25M
VEA 1.40% 0.77% +0.63% $33M
AAPL 3.25% 2.62% +0.63% $76M
GLPI 3.02% 2.46% +0.56% $71M
ASCE 0.51% 0.00% +0.51% $12M
RDVY 1.32% 0.83% +0.48% $31M
BIL 0.47% 0.01% +0.45% $11M
AVGO 1.34% 0.99% +0.36% $31M
IWF 1.46% 1.11% +0.34% $34M
BNDX 0.51% 0.17% +0.33% $12M
BSV 0.45% 0.12% +0.32% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 1.20% 5.68% -4.48% $28M
QQQ 1.41% 3.59% -2.17% $33M
SPY 1.80% 3.97% -2.17% $42M
VTV 0.86% 1.87% -1.01% $20M
SPLG 0.59% 1.47% -0.89% $14M
SPTM 0.39% 1.26% -0.87% $9M
DGRW 0.48% 1.14% -0.66% $11M
SPYG 0.16% 0.79% -0.63% $4M
DYNF 0.56% 0.96% -0.40% $13M
IUSG 0.02% 0.41% -0.40% $405K
IWR 0.14% 0.48% -0.34% $3M
SPDW 0.17% 0.49% -0.33% $4M
ORCL 0.30% 0.61% -0.31% $7M
SHOP 0.10% 0.39% -0.29% $2M
IWY 0.24% 0.52% -0.28% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 71 $891M 38.0%
Large Cap 456 $1.0B 42.9%
Mid Cap 157 $237M 10.1%
Small Cap 116 $156M 6.7%
Micro Cap 35 $54M 2.3%

Portfolio Analytics

Avg Market Cap
$105.8B
Median Market Cap
$21.3B
Avg P/E
38.0
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
417
# ETFs / Funds
418

Top Holdings (835 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.25% 279,908 $76M $271.86 -$3M -28,930 -9.4%
2 NVDA 3.08% 387,024 $72M $186.50 -$14M -74,645 -16.2%
3 GLPI 3.02% 1,580,502 $71M $44.69 -$3M +572 +0.0%
4 GOOG 2.08% 155,040 $49M $313.80 $14M +12,760 +9.0%
5 AMZN 2.07% 209,843 $48M $230.82 $15M +57,775 +38.0%
6 MSFT 1.87% 90,780 $44M $483.62 -$14M -20,177 -18.2%
7 SPY 1.80% 61,838 $42M $681.92 -$77M -116,956 -65.4%
8 IWF 1.46% 72,085 $34M $473.30 $698K +736 +1.0%
9 IVV 1.45% 49,497 $34M $684.93 -$466K -1,853 -3.6%
10 QQQ 1.41% 53,939 $33M $614.31 -$74M -125,237 -69.9%
11 VEA 1.40% 523,878 $33M $62.47 $10M +140,083 +36.5%
12 AVGO 1.34% 90,953 $31M $346.10 $2M +1,291 +1.4%
13 RDVY 1.32% 443,541 $31M $69.47 $6M +71,381 +19.2%
14 PLTR 1.24% 162,904 $29M $177.75 -$4M -20,430 -11.1%
15 VTI 1.20% 83,680 $28M $335.27 -$142M -435,207 -83.9%
16 META 1.09% 38,827 $26M $660.08 -$4M -1,989 -4.9%
17 SGOV 1.09% 253,257 $25M $100.38 $14M +142,548 +128.8%
18 VOO 1.06% 39,766 $25M $627.12 $91K -809 -2.0%
19 VUG 0.97% 46,443 $23M $487.87 -$888K -2,650 -5.4%
20 SYLD 0.93% 313,382 $22M $69.52 $80K -2,762 -0.9%
21 FTLS 0.89% 293,769 $21M $70.99 +293,769 NEW
22 QQQM 0.88% 81,406 $21M $252.92 -$238K -2,872 -3.4%
23 BUFR 0.87% 593,600 $20M $34.26 -$4M -147,760 -19.9%
24 VTV 0.86% 105,029 $20M $190.99 -$36M -195,315 -65.0%
25 CAIE 0.83% 725,554 $19M $26.74 +725,554 NEW
26 TSLA 0.74% 38,405 $17M $449.72 -$3M -6,957 -15.3%
27 WMT 0.72% 152,142 $17M $111.41 $3M +18,623 +13.9%
28 IWD 0.70% 78,019 $16M $210.34 -$2M -13,286 -14.6%
29 GLD 0.66% 39,141 $16M $396.31 $2M +2,500 +6.8%
30 LRGG 0.64% 508,507 $15M $29.60 -$1M -42,292 -7.7%
31 BRK-B 0.63% 29,510 $15M $502.65 -$5M -10,895 -27.0%
32 SPLG 0.59% 171,194 $14M $80.22 -$30M -392,990 -69.7%
33 DYNF 0.56% 216,979 $13M $60.81 -$16M -270,549 -55.5%
34 RDVI 0.56% 496,645 $13M $26.24 -$1M -65,171 -11.6%
35 JPM 0.55% 39,873 $13M $322.22 -$11M -35,858 -47.4%
36 IWP 0.53% 91,328 $13M $136.94 $295K +5,583 +6.5%
37 CGDV 0.51% 275,958 $12M $43.64 -$7M -167,619 -37.8%
38 GOOGL 0.51% 38,464 $12M $313.00 -$1M -15,553 -28.8%
39 ASCE 0.51% 444,171 $12M $26.83 +444,171 NEW
40 BNDX 0.51% 245,350 $12M $48.32 $7M +139,274 +131.3%
41 IWM 0.50% 47,518 $12M $246.16 $2M +7,172 +17.8%
42 VWO 0.49% 214,938 $12M $53.76 $4M +75,342 +54.0%
43 ABBV 0.48% 49,636 $11M $228.49 -$1M -4,205 -7.8%
44 DGRW 0.48% 124,693 $11M $89.43 -$23M -258,084 -67.4%
45 GRNY 0.47% 447,629 $11M $24.76 $3M +121,733 +37.4%
46 BIL 0.47% 119,622 $11M $91.38 $11M +115,444 +2763.1%
47 COST 0.46% 12,457 $11M $862.33 $767K +1,681 +15.6%
48 EYLD 0.45% 274,207 $11M $38.33 $1M +21,621 +8.6%
49 BSV 0.45% 132,612 $10M $78.81 $7M +85,218 +179.8%
50 LRCX 0.45% 60,912 $10M $171.18 $4M +13,582 +28.7%
51 QUAL 0.43% 50,178 $10M $198.62 -$8M -40,605 -44.7%
52 MA 0.42% 17,200 $10M $570.87 -$1M -1,930 -10.1%
53 COWZ 0.41% 159,991 $10M $60.17 $390K -739 -0.5%
54 CRWD 0.41% 20,381 $10M $468.76 $4M +8,528 +72.0%
55 IVW 0.40% 76,972 $9M $123.26 -$11M -90,524 -54.0%
56 RSP 0.40% 49,347 $9M $191.56 -$2M -8,803 -15.1%
57 FTGS 0.39% 259,184 $9M $35.35 $5M +140,401 +118.2%
58 DRI 0.39% 49,708 $9M $184.02 $613K +4,874 +10.9%
59 SPTM 0.39% 110,576 $9M $82.50 -$29M -356,264 -76.3%
60 MU 0.39% 31,937 $9M $285.41 $7M +18,885 +144.7%
61 VB 0.39% 35,159 $9M $257.95 -$2M -10,212 -22.5%
62 UPS 0.36% 85,551 $8M $99.19 $1M -2,147 -2.5%
63 ANET 0.35% 63,376 $8M $131.03 $3M +24,930 +64.8%
64 SPMO 0.35% 68,984 $8M $119.32 $902K +8,441 +13.9%
65 IHDG 0.35% 168,640 $8M $48.66 $353K -1,774 -1.0%
66 WBD 0.35% 283,293 $8M $28.82 $6M +186,967 +194.1%
67 OEF 0.35% 23,652 $8M $342.96 -$6M -18,396 -43.8%
68 XSMO 0.35% 112,601 $8M $72.01 $4M +60,886 +117.7%
69 NFLX 0.34% 85,957 $8M $93.76 $742K +79,854 +1308.4%
70 IVE 0.34% 37,999 $8M $212.07 -$10M -48,794 -56.2%
71 UBER 0.34% 98,602 $8M $81.71 -$136K +14,972 +17.9%
72 MINT 0.34% 79,007 $8M $100.34 $1M +13,591 +20.8%
73 XOM 0.34% 65,836 $8M $120.34 $2M +13,543 +25.9%
74 SDVY 0.34% 206,039 $8M $38.32 -$2M -52,114 -20.2%
75 AVUS 0.33% 69,668 $8M $111.78 $881K +6,131 +9.7%
76 EFV 0.33% 108,065 $8M $71.41 $530K +2,108 +2.0%
77 LLY 0.33% 7,163 $8M $1,074.67 -$2M -5,075 -41.5%
78 VGT 0.33% 10,201 $8M $753.79 -$658K -979 -8.8%
79 CAT 0.32% 13,066 $7M $572.87 -$1M -4,852 -27.1%
80 SPEM 0.31% 153,742 $7M $46.81 -$7M -152,124 -49.7%
81 ORCL 0.30% 36,623 $7M $194.91 -$11M -28,900 -44.1%
82 FIX 0.30% 7,451 $7M $933.29 $3M +2,929 +64.8%
83 JBND 0.29% 127,260 $7M $54.07 -$6M -111,298 -46.6%
84 JNJ 0.29% 33,106 $7M $206.95 $729K +89 +0.3%
85 EVER 0.28% 245,546 $7M $27.00 -$1M -97,179 -28.4%
86 LVHI 0.28% 179,050 $7M $36.82 -$430K -23,053 -11.4%
87 AMD 0.27% 29,932 $6M $214.16 $920K -4,003 -11.8%
88 CME 0.27% 23,432 $6M $273.09 -$422K -1,814 -7.2%
89 V 0.26% 17,699 $6M $350.71 -$4M -12,591 -41.6%
90 IEFA 0.26% 68,870 $6M $89.46 -$5M -57,531 -45.5%
91 MCD 0.26% 20,113 $6M $305.63 -$2M -8,271 -29.1%
92 NOW 0.25% 37,878 $6M $153.19 $195K +31,785 +521.7%
93 VMBS 0.24% 121,908 $6M $47.08 $3M +70,931 +139.1%
94 JMST 0.24% 112,070 $6M $50.94 +112,070 NEW
95 IWY 0.24% 20,546 $6M $276.94 -$10M -36,451 -64.0%
96 FLMI 0.24% 228,729 $6M $24.87 $836K +32,816 +16.8%
97 ITOT 0.24% 37,555 $6M $148.69 $411K +2,037 +5.7%
98 IBIT 0.24% 111,920 $6M $49.65 -$2M -8,106 -6.8%
99 FDL 0.24% 125,241 $6M $44.34 -$2M -58,905 -32.0%
100 IAU 0.24% 67,884 $6M $81.17 -$1M -26,536 -28.1%

Options Breakdown

4 Calls $56K Call Value 4 Puts $136K Put Value 2.45 P/C Ratio

Top Calls

SymbolSharesValueStatus
META 33,000 $34K NEW
PLTR 10,000 $17K NEW
AUR 60,000 $3K NEW
MSTR 10,000 $1K NEW

Top Puts

SymbolSharesValueStatus
MSTR 30,000 $71K NEW
COHR 20,000 $28K NEW
ORLY 24,500 $23K NEW
META 10,000 $15K NEW

New Positions

SymbolValue% Port
FTLS $21M 0.89%
CAIE $19M 0.83%
ASCE $12M 0.51%
JMST $6M 0.24%
CMRE-PC $5M 0.23%
M $5M 0.22%
BCTK $4M 0.19%
FICS $4M 0.15%
AIRR $3M 0.14%
GJUN $3M 0.13%
DJUN $3M 0.13%
EIS $3M 0.11%
CIBR $3M 0.11%
RLI $3M 0.11%
VXF $3M 0.11%

Sold Out Positions

SymbolValue% Port
BDX —%
ALB —%
LYV —%
AA —%
LHX —%
BROS —%
AMT —%
CMG —%
ZTS —%
MAIN —%
BJ —%
PRMB —%
APO —%
GRMN —%
DNP —%
View SEC EDGAR Filings for VestGen Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms