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VESTGEN ADVISORS, LLC 13F portfolio summary

VESTGEN ADVISORS, LLC of VESTGEN ADVISORS, LLC has 1010 current stock holdings with a reported portfolio value of $3.76B. The portfolio 1 year return is +15.00%. Top holdings include BSV (0.00%), CW (0.00%), BLV (0.00%), BKAG (0.00%), FCTE (0.00%).

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VESTGEN ADVISORS, LLC

VESTGEN ADVISORS, LLC
Latest filing: 2026-03-31

VESTGEN ADVISORS, LLC runs VESTGEN ADVISORS, LLC and currently holds 1,010 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $3.76B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VESTGEN ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VESTGEN ADVISORS, LLC's portfolio at VESTGEN ADVISORS, LLC has delivered returns of +15.00%. Their 3-year annualized return is +15.00%. Looking at the 5-year horizon, VESTGEN ADVISORS, LLC has achieved +15.00% annualized returns at VESTGEN ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.00%
#0/1000
3 Year
+15.00%
#0/1000
5 Year
+15.00%
#0/1000

Portfolio Value

$3.76B

Alpha Score

13.3

#0 of 1000

Holdings

1,010

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change