Portfolio (Quarterly)
Guide ↗
VestGen Advisors, LLC
· CIK 0002050130| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ITB | ISHARES TR | — | 7,484 | $721K | 0.03% | SOLD |
| 22 | PSP | INVESCO EXCHANGE TRADED FD T | — | 10,453 | $701K | 0.03% | SOLD |
| 23 | — | HOLOGIC INC | — | 9,259 | $690K | 0.03% | SOLD |
| 24 | RCUS | ARCUS BIOSCIENCES INC | Healthcare | 27,152 | $647K | 0.03% | SOLD |
| 25 | — | CYBERARK SOFTWARE LTD | — | 1,363 | $608K | 0.03% | SOLD |
| 26 | BYLD | ISHARES TR | — | 25,938 | $591K | 0.03% | SOLD |
| 27 | TTEK | TETRA TECH INC NEW | Industrials | 15,879 | $533K | 0.02% | SOLD |
| 28 | — | BLUE OWL TECHNOLOGY FIN CORP | — | 32,650 | $475K | 0.02% | SOLD |
| 29 | IGSB | ISHARES TR | — | 8,897 | $470K | 0.02% | SOLD |
| 30 | WNC | WABASH NATL CORP | Industrials | 41,644 | $360K | 0.01% | SOLD |
| 31 | CCI | CROWN CASTLE INC | Real Estate | 3,687 | $328K | 0.01% | SOLD |
| 32 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | Financial Services | 12,531 | $305K | 0.01% | SOLD |
| 33 | — | CENCORA INC | — | 902 | $305K | 0.01% | SOLD |
| 34 | OWL | BLUE OWL CAPITAL INC | Financial Services | 17,850 | $267K | 0.01% | SOLD |
| 35 | VTS | VITESSE ENERGY INC | Energy | 13,500 | $260K | 0.01% | SOLD |
| 36 | SHYG | ISHARES TR | — | 6,050 | $259K | 0.01% | SOLD |
| 37 | XYL | XYLEM INC | Industrials | 1,903 | $259K | 0.01% | SOLD |
| 38 | SPHB | INVESCO EXCH TRADED FD TR II | — | 2,086 | $244K | 0.01% | SOLD |
| 39 | NOBL | PROSHARES TR | — | 2,339 | $243K | 0.01% | SOLD |
| 40 | UTEN | RBB FD INC | — | 5,488 | $242K | 0.01% | SOLD |
Sector Allocation
Technology
32.6%
Financial Services
20.5%
Industrials
8.5%
Consumer Cyclical
8.3%
Communication Services
7.9%
Real Estate
5.3%
Healthcare
5.2%
Energy
4.4%
Consumer Defensive
3.7%
Utilities
2.1%