VestGen Investment Management Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$366.5M

Holdings

180

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (180 positions)

StockValue
GLPIGAMING & LEISURE PPTYS INC
$76.1M
SGOVISHARES TR
$33.2M
VUGVANGUARD INDEX FDS
$22.2M
VTVVANGUARD INDEX FDS
$16.5M
VEAVANGUARD TAX-MANAGED FDS
$16.4M
VBVANGUARD INDEX FDS
$10.4M
DRIDARDEN RESTAURANTS INC
$8.8M
EVEREVERQUOTE INC
$6.9M
BNDXVANGUARD CHARLOTTE FDS
$6.1M
HYGISHARES TR
$5.9M
VWOVANGUARD INTL EQUITY INDEX F
$5.9M
NVDANVIDIA CORPORATION
$5.2M
VOVANGUARD INDEX FDS
$4.8M
AAPLAPPLE INC
$4.6M
BSVVANGUARD BD INDEX FDS
$4.2M
IVVISHARES TR
$4.0M
ITOTISHARES TR
$3.8M
MSFTMICROSOFT CORP
$3.1M
QDFFLEXSHARES TR
$2.8M
LLYELI LILLY & CO
$2.7M
VMBSVANGUARD SCOTTSDALE FDS
$2.6M
IUSBISHARES TR
$2.5M
IVWISHARES TR
$2.4M
HYGVFLEXSHARES TR
$2.3M
VTVANGUARD INTL EQUITY INDEX F
$2.3M
VTEBVANGUARD MUN BD FDS
$2.2M
AVGOBROADCOM INC
$2.0M
IQDFFLEXSHARES TR
$2.0M
BIVVANGUARD BD INDEX FDS
$2.0M
IEFISHARES TR
$1.9M
PENNPENN ENTERTAINMENT INC
$1.9M
DECKDECKERS OUTDOOR CORP
$1.9M
SHYISHARES TR
$1.8M
TIPISHARES TR
$1.8M
BLVVANGUARD BD INDEX FDS
$1.8M
QUALISHARES TR
$1.8M
QLCFLEXSHARES TR
$1.7M
VTIVANGUARD INDEX FDS
$1.6M
AMZNAMAZON COM INC
$1.6M
CWBSPDR SER TR
$1.6M
EMBISHARES TR
$1.6M
BNDCFLEXSHARES TR
$1.6M
EVREVERCORE INC
$1.5M
LQDISHARES TR
$1.4M
PWRQUANTA SVCS INC
$1.4M
METAMETA PLATFORMS INC
$1.4M
IVEISHARES TR
$1.4M
TDTTFLEXSHARES TR
$1.4M
BNDVANGUARD BD INDEX FDS
$1.3M
GEVGE VERNOVA INC
$1.3M
AJGGALLAGHER ARTHUR J & CO
$1.3M
CEGCONSTELLATION ENERGY CORP
$1.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.2M
TTTRANE TECHNOLOGIES PLC
$1.2M
TRGPTARGA RES CORP
$1.2M
SPYSPDR S&P 500 ETF TR
$1.2M
LPXLOUISIANA PAC CORP
$1.2M
AGGISHARES TR
$1.1M
EMEEMCOR GROUP INC
$1.1M
GWWGRAINGER W W INC
$1.1M
DYNFBLACKROCK ETF TRUST
$1.1M
AXONAXON ENTERPRISE INC
$1.1M
TLTDFLEXSHARES TR
$1.0M
TILTFLEXSHARES TR
$969K
SFMSPROUTS FMRS MKT INC
$953K
VXUSVANGUARD STAR FDS
$953K
RCLROYAL CARIBBEAN GROUP
$893K
AFLAFLAC INC
$877K
MTUMISHARES TR
$868K
EFGISHARES TR
$839K
EFVISHARES TR
$829K
MBBISHARES TR
$814K
KKRKKR & CO INC
$788K
HLIHOULIHAN LOKEY INC
$776K
XLKSELECT SECTOR SPDR TR
$776K
4I1PHILIP MORRIS INTL INC
$769K
XLISELECT SECTOR SPDR TR
$764K
XOMEXXON MOBIL CORP
$741K
T7DTRANSDIGM GROUP INC
$738K
TMHCTAYLOR MORRISON HOME CORP
$733K
DTMDT MIDSTREAM INC
$732K
BROBROWN & BROWN INC
$723K
BKBANK NEW YORK MELLON CORP
$693K
JPMJPMORGAN CHASE & CO.
$687K
GOOGLALPHABET INC
$673K
RPMRPM INTL INC
$657K
ESABESAB CORPORATION
$640K
VSTVISTRA CORP
$639K
XLFSELECT SECTOR SPDR TR
$635K
SKORFLEXSHARES TR
$617K
CBTCABOT CORP
$601K
CWCURTISS WRIGHT CORP
$596K
WMTWALMART INC
$578K
SDYSPDR SER TR
$559K
JLLJONES LANG LASALLE INC
$555K
CGDGCAPITAL GROUP DIVIDEND VALUE
$555K
NRANRG ENERGY INC
$551K
FICOFAIR ISAAC CORP
$544K
GQ9SPDR GOLD TR
$541K
CGUSCAPITAL GROUP CORE EQUITY ET
$535K
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