Portfolio (Quarterly)
Guide ↗
VestGen Advisors, LLC
· CIK 0002050130| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | NYT | NEW YORK TIMES CO MTN BE | Communication Services | 3,789 | $295K | 0.01% | SOLD |
| 42 | AA | ALCOA CORP | Basic Materials | 3,985 | $269K | 0.01% | SOLD |
| 43 | — | CRH PLC | — | 2,355 | $262K | 0.01% | SOLD |
| 44 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 2,009 | $251K | 0.01% | SOLD |
| 45 | OVV | OVINTIV INC | Energy | 4,267 | $248K | 0.01% | SOLD |
| 46 | ROP | ROPER TECHNOLOGIES INC | Industrials | 764 | $247K | 0.01% | SOLD |
| 47 | CHWY | CHEWY INC | Consumer Cyclical | 10,645 | $244K | 0.01% | SOLD |
| 48 | ETH | GRAYSCALE ETHEREUM STAKING | Financial Services | 11,176 | $242K | 0.01% | SOLD |
| 49 | CCL | CARNIVAL CORP | Consumer Cyclical | 9,732 | $242K | 0.01% | SOLD |
| 50 | DAR | DARLING INGREDIENTS INC | Consumer Defensive | 3,779 | $240K | 0.01% | SOLD |
| 51 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 1,011 | $234K | 0.01% | SOLD |
| 52 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 1,949 | $233K | 0.01% | SOLD |
| 53 | DBAW | DBX ETF TR | — | 4,898 | $226K | 0.01% | SOLD |
| 54 | DD | DUPONT DE NEMOURS INC | Basic Materials | 4,445 | $225K | 0.01% | SOLD |
| 55 | IDV | ISHARES TR | — | 5,006 | $224K | 0.01% | SOLD |
| 56 | DG | DOLLAR GEN CORP | Consumer Defensive | 2,141 | $221K | 0.01% | SOLD |
| 57 | SU | SUNCOR ENERGY INC NEW | Energy | 3,301 | $220K | 0.01% | SOLD |
| 58 | TW | TRADEWEB MKTS INC | Financial Services | 1,981 | $216K | 0.01% | SOLD |
| 59 | ADSK | AUTODESK INC | Technology | 912 | $214K | 0.01% | SOLD |
| 60 | LBRT | LIBERTY ENERGY INC | Energy | 6,335 | $211K | 0.01% | SOLD |
Sector Allocation
Technology
36.9%
Financial Services
18.0%
Industrials
9.0%
Consumer Cyclical
8.7%
Healthcare
6.5%
Real Estate
5.4%
Communication Services
4.5%
Energy
3.8%
Consumer Defensive
3.7%
Utilities
2.2%