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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81369Y803

Shares:

39241

Value:

$8.1B

46137V357

Shares:

45152

Value:

$7.8B

MCDONALDS CORP

Shares:

24246

Value:

$7.6B

Mastercard Inc

Shares:

13814

Value:

$7.6B

14020G101

Shares:

219669

Value:

$7.5B

921908844

Shares:

37934

Value:

$7.4B

Broadcom Inc.

Shares:

43851

Value:

$7.3B

46429B697

Shares:

76933

Value:

$7.2B

46138J791

Shares:

362093

Value:

$7.1B

Alphabet Inc.

GOOGL|02079K305

Shares:

45424

Value:

$7.0B

SPDR GOLD TRUST

Shares:

24176

Value:

$7.0B

33741X102

Shares:

205207

Value:

$6.9B

97717X594

Shares:

155879

Value:

$6.8B

46436E718

Shares:

66996

Value:

$6.7B

46138J783

Shares:

342401

Value:

$6.7B

CME GROUP INC.

Shares:

25063

Value:

$6.6B

AbbVie Inc.

Shares:

30160

Value:

$6.3B

336917109

Shares:

141802

Value:

$6.2B

464287762

Shares:

100138

Value:

$6.1B

922042858

Shares:

134159

Value:

$6.1B

Instrument	Shares		Other Manager	Value
(XLKcusip81369Y803)	39.2K	QoQ- YoY-	All Managers (Combined)	$8.1M	QoQ- YoY-
(RSPcusip46137V357)	45.2K	QoQ- YoY-	All Managers (Combined)	$7.8M	QoQ- YoY-
Mcdonalds Corp(MCDcusip580135101)	24.2K	QoQ- YoY-	All Managers (Combined)	$7.6M	QoQ- YoY-
Mastercard Inc(MAcusip57636Q104)	13.8K	QoQ- YoY-	All Managers (Combined)	$7.6M	QoQ- YoY-
(cusip14020G101)✕	219.7K	QoQ- YoY-	All Managers (Combined)	$7.5M	QoQ- YoY-
(VIGcusip921908844)	37.9K	QoQ- YoY-	All Managers (Combined)	$7.4M	QoQ- YoY-
Broadcom Inc.(AVGOcusip11135F101)	43.9K	QoQ- YoY-	All Managers (Combined)	$7.3M	QoQ- YoY-
(USMVcusip46429B697)	76.9K	QoQ- YoY-	All Managers (Combined)	$7.2M	QoQ- YoY-
(cusip46138J791)✕	362.1K	QoQ- YoY-	All Managers (Combined)	$7.1M	QoQ- YoY-
Alphabet Inc.(GOOGLcusip02079K305)	45.4K	QoQ- YoY-	All Managers (Combined)	$7.0M	QoQ- YoY-
Spdr Gold Trust(GLDcusip78463V107)	24.2K	QoQ- YoY-	All Managers (Combined)	$7.0M	QoQ- YoY-
(cusip33741X102)✕	205.2K	QoQ- YoY-	All Managers (Combined)	$6.9M	QoQ- YoY-
(cusip97717X594)✕	155.9K	QoQ- YoY-	All Managers (Combined)	$6.8M	QoQ- YoY-
(cusip46436E718)✕	67.0K	QoQ- YoY-	All Managers (Combined)	$6.7M	QoQ- YoY-
(cusip46138J783)✕	342.4K	QoQ- YoY-	All Managers (Combined)	$6.7M	QoQ- YoY-
Cme Group Inc.(CMEcusip12572Q105)	25.1K	QoQ- YoY-	All Managers (Combined)	$6.6M	QoQ- YoY-
Abbvie Inc.(ABBVcusip00287Y109)	30.2K	QoQ- YoY-	All Managers (Combined)	$6.3M	QoQ- YoY-
(cusip336917109)✕	141.8K	QoQ- YoY-	All Managers (Combined)	$6.2M	QoQ- YoY-
(cusip464287762)✕	100.1K	QoQ- YoY-	All Managers (Combined)	$6.1M	QoQ- YoY-
(VWOcusip922042858)	134.2K	QoQ- YoY-	All Managers (Combined)	$6.1M	QoQ- YoY-