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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14020X104

Shares:

210613

Value:

$6.0B

DARDEN RESTAURANTS INC

Shares:

28137

Value:

$5.8B

92189F643

Shares:

65990

Value:

$5.8B

52468L505

Shares:

177366

Value:

$5.7B

Salesforce, Inc.

Shares:

21299

Value:

$5.7B

UNITED PARCEL SERVICE INC

Shares:

51413

Value:

$5.7B

Uber Technologies, Inc

Shares:

76112

Value:

$5.5B

78463X848

Shares:

186747

Value:

$5.5B

92203J407

Shares:

112107

Value:

$5.5B

NETFLIX INC

Shares:

5775

Value:

$5.4B

Energy Transfer LP

Shares:

282885

Value:

$5.3B

JOHNSON & JOHNSON

Shares:

31586

Value:

$5.2B

KINDER MORGAN, INC.

Shares:

181690

Value:

$5.2B

RTX Corp

Shares:

38741

Value:

$5.1B

CHEVRON CORP

Shares:

30418

Value:

$5.1B

46138J619

Shares:

92906

Value:

$5.0B

WASTE MANAGEMENT INC

Shares:

21269

Value:

$4.9B

COSTCO WHOLESALE CORP /NEW

Shares:

5206

Value:

$4.9B

14020W106

Shares:

136017

Value:

$4.8B

EXXON MOBIL CORP

Shares:

40532

Value:

$4.8B

Instrument	Shares		Other Manager	Value
(cusip14020X104)✕	210.6K	QoQ- YoY-	All Managers (Combined)	$6.0M	QoQ- YoY-
Darden Restaurants Inc(DRIcusip237194105)	28.1K	QoQ- YoY-	All Managers (Combined)	$5.8M	QoQ- YoY-
(cusip92189F643)✕	66.0K	QoQ- YoY-	All Managers (Combined)	$5.8M	QoQ- YoY-
(cusip52468L505)✕	177.4K	QoQ- YoY-	All Managers (Combined)	$5.7M	QoQ- YoY-
Salesforce, Inc.(CRMcusip79466L302)	21.3K	QoQ- YoY-	All Managers (Combined)	$5.7M	QoQ- YoY-
United Parcel Service Inc(UPScusip911312106)	51.4K	QoQ- YoY-	All Managers (Combined)	$5.7M	QoQ- YoY-
Uber Technologies, Inc(UBERcusip90353T100)	76.1K	QoQ- YoY-	All Managers (Combined)	$5.5M	QoQ- YoY-
(cusip78463X848)✕	186.7K	QoQ- YoY-	All Managers (Combined)	$5.5M	QoQ- YoY-
(BNDXcusip92203J407)	112.1K	QoQ- YoY-	All Managers (Combined)	$5.5M	QoQ- YoY-
Netflix Inc(NFLXcusip64110L106)	5.8K	QoQ- YoY-	All Managers (Combined)	$5.4M	QoQ- YoY-
Energy Transfer Lp(ETcusip29273V100)	282.9K	QoQ- YoY-	All Managers (Combined)	$5.3M	QoQ- YoY-
Johnson & Johnson(JNJcusip478160104)	31.6K	QoQ- YoY-	All Managers (Combined)	$5.2M	QoQ- YoY-
Kinder Morgan, Inc.(KMIcusip49456B101)	181.7K	QoQ- YoY-	All Managers (Combined)	$5.2M	QoQ- YoY-
Rtx Corp(RTXcusip75513E101)	38.7K	QoQ- YoY-	All Managers (Combined)	$5.1M	QoQ- YoY-
Chevron Corp(CVXcusip166764100)	30.4K	QoQ- YoY-	All Managers (Combined)	$5.1M	QoQ- YoY-
(cusip46138J619)✕	92.9K	QoQ- YoY-	All Managers (Combined)	$5.0M	QoQ- YoY-
Waste Management Inc(WMcusip94106L109)	21.3K	QoQ- YoY-	All Managers (Combined)	$4.9M	QoQ- YoY-
Costco Wholesale Corp /New(COSTcusip22160K105)	5.2K	QoQ- YoY-	All Managers (Combined)	$4.9M	QoQ- YoY-
(cusip14020W106)✕	136.0K	QoQ- YoY-	All Managers (Combined)	$4.8M	QoQ- YoY-
Exxon Mobil Corp(XOMcusip30231G102)	40.5K	QoQ- YoY-	All Managers (Combined)	$4.8M	QoQ- YoY-