Vestgen-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "VSGX",
  null,
  null,
  null,
  null,
  "FLEX",
  "MPWR",
  "GDX",
  null,
  null,
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  "ONON",
  "MU",
  null,
  null,
  "ACN",
  null,
  null,
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  null,
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  "JEF",
  null,
  null,
  "JLL",
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  "GOOGL",
  "AVT",
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  "AIG",
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  "T",
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  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  "COF",
  null,
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  null,
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  null,
  null,
  null,
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  null,
  "FCX",
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  null,
  null,
  "GILD",
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  "ITW",
  null,
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  null,
  null,
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  null,
  null,
  "ICE",
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  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  "IVW",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  "KMI",
  null,
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  null,
  null,
  null,
  "LIN",
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  null,
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  null,
  null,
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  "EXEL",
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  null,
  null,
  "MSFT",
  "MDLZ",
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  "GE",
  null,
  null,
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  null,
  null,
  "ORLY",
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  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
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  "NOC",
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  "DASH",
  "PAYX",
  null,
  null,
  null,
  null,
  "DOC",
  null,
  null,
  null,
  "IWF",
  null,
  null,
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  "PYPL",
  "PEP",
  "PGR",
  "IEMG",
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  "IVV",
  null,
  null,
  "UNH",
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  "SPY",
  "EFAV",
  null,
  null,
  "ECL",
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  "GS",
  "HPE",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "LPLA",
  "AMGN",
  "KVUE",
  null,
  "MSTR",
  null,
  "REGN",
  null,
  null,
  "ROK",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "ROP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "SCHW",
  "MNST",
  "ALC",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EME",
  "VIG",
  null,
  "RAVE",
  "TRGP",
  null,
  "IWO",
  "IWN",
  null,
  null,
  "GL",
  "TSM",
  "GSK",
  null,
  "GSAT",
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  null,
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  null,
  "TT",
  null,
  null,
  "ADSK",
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  null,
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  "FI",
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  "DOV",
  "WSO",
  "F",
  "AJG",
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  "FTNT",
  "IWP",
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  "IR",
  "AEP",
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  null,
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  null,
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  null,
  "IVE",
  "HCA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PDD",
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  null,
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  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "V",
  "VST",
  "WNC",
  "WBD",
  "WMT",
  "WBA",
  "WERN",
  "WES",
  "WFC",
  "WELL",
  null,
  null,
  null,
  null,
  null,
  null,
  "XEL",
  "XYL",
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  "GRMN",
  "FNF",
  null,
  "SCHD",
  "ET",
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  null,
  null,
  null,
  "NXPI",
  null,
  "TRUP",
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  "TTD",
  "ON",
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  "DIA",
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  null,
  null,
  null,
  null,
  null,
  "MTUM",
  null,
  null,
  null,
  "IUSV",
  null,
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  null,
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  null,
  "GWW",
  "ESGU",
  null,
  "NRG",
  null,
  "ADP",
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  "BAC",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BJ",
  null,
  "BA",
  "BMY",
  "BLDR",
  "BRKR",
  "CACI",
  "CCJ",
  "CDNS",
  "CARG",
  "CARR",
  "CDW",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CME",
  "KO",
  "CBSH",
  "CMCSA",
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  "COO",
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  "ED",
  "COST",
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  "CRGY",
  "CRWD",
  "DHR",
  "DELL",
  "DE",
  "DXCM",
  null,
  null,
  "DFS",
  "DLR",
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  "IJT",
  "EFA",
  "ADI",
  "MCO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 545
Total Value: 2199501863
Accession Number: 0002050130-25-000003
Form Type: 13F-HR
CIK: vestgen-advisors
Manager Name: Vestgen-Advisors

Data Enrichment

65% identified

353 identified192 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

545 positions • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 24 of 28

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CARRIER GLOBAL Corp

CARR|14448C104

Shares:4.8K

Value:$303.9K

% of Portfolio:0.0% ($303.9K/$2.2B)

SYNOPSYS INC

SNPS|871607107

Shares:705

Value:$302.3K

% of Portfolio:0.0% ($302.3K/$2.2B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.1K

Value:$301.7K

% of Portfolio:0.0% ($301.7K/$2.2B)

45782C391

Shares:6.6K

Value:$300.6K

% of Portfolio:0.0% ($300.6K/$2.2B)

EQUINIX INC

EQIX|29444U700

Shares:367

Value:$299.2K

% of Portfolio:0.0% ($299.2K/$2.2B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.1K

Value:$296.8K

% of Portfolio:0.0% ($296.8K/$2.2B)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:19.2K

Value:$296.6K

% of Portfolio:0.0% ($296.6K/$2.2B)

46138J395

Shares:14.0K

Value:$295.2K

% of Portfolio:0.0% ($295.2K/$2.2B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.2K

Value:$292.3K

% of Portfolio:0.0% ($292.3K/$2.2B)

CarGurus, Inc.

CARG|141788109

Shares:10.0K

Value:$291.3K

% of Portfolio:0.0% ($291.3K/$2.2B)

46138E354

Shares:3.9K

Value:$290.5K

% of Portfolio:0.0% ($290.5K/$2.2B)

NRG ENERGY, INC.

NRG|629377508

Shares:3.0K

Value:$290.4K

% of Portfolio:0.0% ($290.4K/$2.2B)

46139W858

Shares:14.2K

Value:$288.6K

% of Portfolio:0.0% ($288.6K/$2.2B)

CITIGROUP INC

C|172967424

Shares:4.0K

Value:$285.9K

% of Portfolio:0.0% ($285.9K/$2.2B)

Phillips 66

PSX|718546104

Shares:2.3K

Value:$283.8K

% of Portfolio:0.0% ($283.8K/$2.2B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.3K

Value:$283.8K

% of Portfolio:0.0% ($283.8K/$2.2B)

464287176

Shares:2.5K

Value:$275.6K

% of Portfolio:0.0% ($275.6K/$2.2B)

74255Y888

Shares:14.7K

Value:$274.8K

% of Portfolio:0.0% ($274.8K/$2.2B)

46138E511

Shares:24.4K

Value:$274.0K

% of Portfolio:0.0% ($274.0K/$2.2B)

CINTAS CORP

CTAS|172908105

Shares:1.3K

Value:$273.6K

% of Portfolio:0.0% ($273.6K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CARRIER GLOBAL Corp(CARRcusip14448C104)	4.8K	QoQ- YoY-	All Managers (Combined)	$303.9K	0.0% ($303.9K/$2.2B)	QoQ- YoY-
SYNOPSYS INC(SNPScusip871607107)	705	QoQ- YoY-	All Managers (Combined)	$302.3K	0.0% ($302.3K/$2.2B)	QoQ- YoY-
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.1K	QoQ- YoY-	All Managers (Combined)	$301.7K	0.0% ($301.7K/$2.2B)	QoQ- YoY-
(cusip45782C391)✕	6.6K	QoQ- YoY-	All Managers (Combined)	$300.6K	0.0% ($300.6K/$2.2B)	QoQ- YoY-
EQUINIX INC(EQIXcusip29444U700)	367	QoQ- YoY-	All Managers (Combined)	$299.2K	0.0% ($299.2K/$2.2B)	QoQ- YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	1.1K	QoQ- YoY-	All Managers (Combined)	$296.8K	0.0% ($296.8K/$2.2B)	QoQ- YoY-
Hewlett Packard Enterprise Co(HPEcusip42824C109)	19.2K	QoQ- YoY-	All Managers (Combined)	$296.6K	0.0% ($296.6K/$2.2B)	QoQ- YoY-
(cusip46138J395)✕	14.0K	QoQ- YoY-	All Managers (Combined)	$295.2K	0.0% ($295.2K/$2.2B)	QoQ- YoY-
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.2K	QoQ- YoY-	All Managers (Combined)	$292.3K	0.0% ($292.3K/$2.2B)	QoQ- YoY-
CarGurus, Inc.(CARGcusip141788109)	10.0K	QoQ- YoY-	All Managers (Combined)	$291.3K	0.0% ($291.3K/$2.2B)	QoQ- YoY-
(cusip46138E354)✕	3.9K	QoQ- YoY-	All Managers (Combined)	$290.5K	0.0% ($290.5K/$2.2B)	QoQ- YoY-
NRG ENERGY, INC.(NRGcusip629377508)	3.0K	QoQ- YoY-	All Managers (Combined)	$290.4K	0.0% ($290.4K/$2.2B)	QoQ- YoY-
(cusip46139W858)✕	14.2K	QoQ- YoY-	All Managers (Combined)	$288.6K	0.0% ($288.6K/$2.2B)	QoQ- YoY-
CITIGROUP INC(Ccusip172967424)	4.0K	QoQ- YoY-	All Managers (Combined)	$285.9K	0.0% ($285.9K/$2.2B)	QoQ- YoY-
Phillips 66(PSXcusip718546104)	2.3K	QoQ- YoY-	All Managers (Combined)	$283.8K	0.0% ($283.8K/$2.2B)	QoQ- YoY-
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.3K	QoQ- YoY-	All Managers (Combined)	$283.8K	0.0% ($283.8K/$2.2B)	QoQ- YoY-
(cusip464287176)✕	2.5K	QoQ- YoY-	All Managers (Combined)	$275.6K	0.0% ($275.6K/$2.2B)	QoQ- YoY-
(cusip74255Y888)✕	14.7K	QoQ- YoY-	All Managers (Combined)	$274.8K	0.0% ($274.8K/$2.2B)	QoQ- YoY-
(cusip46138E511)✕	24.4K	QoQ- YoY-	All Managers (Combined)	$274.0K	0.0% ($274.0K/$2.2B)	QoQ- YoY-
CINTAS CORP(CTAScusip172908105)	1.3K	QoQ- YoY-	All Managers (Combined)	$273.6K	0.0% ($273.6K/$2.2B)	QoQ- YoY-