VestGen Advisors, LLC
1,034 holdingsFiling period: 2026-03-31Current AUM: $4.30Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 675.5K | $245.1M | $281.3M | 6.54% | +591.8K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 290.3K | $205.3M | $244.7M | 5.69% | +236.4K | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 607.1K | $126.6M | $141.9M | 3.30% | +502.0K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 452.7K | $100.0M | $115.1M | 2.67% | +65.7K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 323.7K | $95.4M | $116.2M | 2.70% | +43.8K | 2026-03-31 |
| 6 | GLPI | GAMING & LEISURE P | 1.58M | $75.4M | $76.2M | 1.77% | +1.2K | 2026-03-31 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 87.5K | $64.6M | $74.2M | 1.72% | +25.6K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 228.2K | $60.6M | $79.1M | 1.84% | +18.3K | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 59.3K | $58.7M | $73.3M | 1.70% | +52.2K | 2026-03-31 |
| 10 | GOOG | ALPHABET INC | 147.3K | $56.6M | $70.3M | 1.63% | -7,695 | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 93.7K | $56.5M | $55.0M | 1.28% | +11.9K | 2026-03-31 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 624.6K | $43.7M | $48.2M | 1.12% | +100.7K | 2026-03-31 |
| 13 | VUG | VANGUARD INDEX FDS | 498.4K | $43.1M | $50.5M | 1.17% | +452.0K | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 103.9K | $42.4M | $53.2M | 1.24% | +13.1K | 2026-03-31 |
| 15 | IVV | ISHARES TR | 54.7K | $40.6M | $46.6M | 1.08% | +5.2K | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 96.2K | $40.3M | $50.7M | 1.18% | +5.3K | 2026-03-31 |
| 17 | IWF | ISHARES TR | 296.7K | $36.6M | $40.6M | 0.94% | +224.6K | 2026-03-31 |
| 18 | SGOV | ISHARES TR | 337.5K | $33.9M | $33.9M | 0.79% | +84.3K | 2026-03-31 |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | 431.0K | $31.9M | $37.9M | 0.88% | -12,563 | 2026-03-31 |
| 20 | CAIE | CALAMOS ETF TR | 1.10M | $30.2M | $32.3M | 0.75% | +377.7K | 2026-03-31 |
| 21 | IUSG | ISHARES TR | 158.9K | $29.5M | $35.2M | 0.82% | +156.5K | 2026-03-31 |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | 89.9K | $26.2M | $31.2M | 0.73% | +8.5K | 2026-03-31 |
| 23 | TSLA | TESLA INC | 56.3K | $24.4M | $20.4M | 0.47% | +17.9K | 2026-03-31 |
| 24 | IWR | ISHARES TR | 228.9K | $24.0M | $27.1M | 0.63% | +195.2K | 2026-03-31 |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | 173.8K | $23.6M | $19.9M | 0.46% | +886 | 2026-03-31 |
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