Vestgen Advisors, LLC

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: 0002050130
Manager Name: Vestgen Advisors, LLC

Data Enrichment

65% identified

353 identified192 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

545 positions • $2,199,501.863K total value

545 positions

Manager:

SEC FilingSEC DataHachi Filing

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33738D879

Shares:

487590

Value:

$11.6B

46138E107

Shares:

392089

Value:

$10.9B

33738D606

Shares:

507026

Value:

$10.9B

46654Q716

Shares:

191844

Value:

$10.3B

464287481

Shares:

85732

Value:

$10.1B

VISA INC.

Shares:

28080

Value:

$9.8B

78464A508

Shares:

189970

Value:

$9.7B

46090A804

Shares:

206021

Value:

$9.7B

464287671

Shares:

75557

Value:

$9.6B

922908751

Shares:

42353

Value:

$9.4B

Tesla, Inc.

Shares:

34919

Value:

$9.0B

EverQuote, Inc.

Shares:

342714

Value:

$9.0B

PROCTER & GAMBLE Co

Shares:

51557

Value:

$8.8B

69374H881

Shares:

157268

Value:

$8.6B

14021L109

Shares:

275905

Value:

$8.5B

14020V108

Shares:

252611

Value:

$8.4B

Walmart Inc.

Shares:

94598

Value:

$8.3B

14020Y300

Shares:

302665

Value:

$8.3B

UNITEDHEALTH GROUP INC

Shares:

15747

Value:

$8.2B

14021D107

Shares:

263673

Value:

$8.2B

Instrument	Shares		Other Manager	Value
(cusip33738D879)✕	487.6K	QoQ- YoY-	All Managers (Combined)	$11.6M	QoQ- YoY-
(cusip46138E107)✕	392.1K	QoQ- YoY-	All Managers (Combined)	$10.9M	QoQ- YoY-
(cusip33738D606)✕	507.0K	QoQ- YoY-	All Managers (Combined)	$10.9M	QoQ- YoY-
(cusip46654Q716)✕	191.8K	QoQ- YoY-	All Managers (Combined)	$10.3M	QoQ- YoY-
(IWPcusip464287481)	85.7K	QoQ- YoY-	All Managers (Combined)	$10.1M	QoQ- YoY-
Visa Inc.(Vcusip92826C839)	28.1K	QoQ- YoY-	All Managers (Combined)	$9.8M	QoQ- YoY-
(SPYVcusip78464A508)	190.0K	QoQ- YoY-	All Managers (Combined)	$9.7M	QoQ- YoY-
(cusip46090A804)✕	206.0K	QoQ- YoY-	All Managers (Combined)	$9.7M	QoQ- YoY-
(IUSGcusip464287671)	75.6K	QoQ- YoY-	All Managers (Combined)	$9.6M	QoQ- YoY-
(VBcusip922908751)	42.4K	QoQ- YoY-	All Managers (Combined)	$9.4M	QoQ- YoY-
Tesla, Inc.(TSLAcusip88160R101)	34.9K	QoQ- YoY-	All Managers (Combined)	$9.0M	QoQ- YoY-
Everquote, Inc.(EVERcusip30041R108)	342.7K	QoQ- YoY-	All Managers (Combined)	$9.0M	QoQ- YoY-
Procter & Gamble Co(PGcusip742718109)	51.6K	QoQ- YoY-	All Managers (Combined)	$8.8M	QoQ- YoY-
(cusip69374H881)✕	157.3K	QoQ- YoY-	All Managers (Combined)	$8.6M	QoQ- YoY-
(cusip14021L109)✕	275.9K	QoQ- YoY-	All Managers (Combined)	$8.5M	QoQ- YoY-
(cusip14020V108)✕	252.6K	QoQ- YoY-	All Managers (Combined)	$8.4M	QoQ- YoY-
Walmart Inc.(WMTcusip931142103)	94.6K	QoQ- YoY-	All Managers (Combined)	$8.3M	QoQ- YoY-
(cusip14020Y300)✕	302.7K	QoQ- YoY-	All Managers (Combined)	$8.3M	QoQ- YoY-
Unitedhealth Group Inc(UNHcusip91324P102)	15.7K	QoQ- YoY-	All Managers (Combined)	$8.2M	QoQ- YoY-
(cusip14021D107)✕	263.7K	QoQ- YoY-	All Managers (Combined)	$8.2M	QoQ- YoY-