VestGen Advisors, LLC - Portfolio overview
VestGen Advisors, LLC has 1127 reported holdings in this dataset, with the latest filing dated 2026-05-14.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- VTI - VANGUARD INDEX FDS, 6.57%
- VTV - VANGUARD INDEX FDS, 3.39%
- QQQ - INVESCO QQQ TR, 2.75%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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