Portfolio (Quarterly)
Guide ↗
VestGen Advisors, LLC
· CIK 0002050130| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | XLB | SELECT SECTOR SPDR TR | — | 3,984 | $208K | 0.01% | SOLD |
| 62 | FISV | FISERV INC | Technology | 3,779 | $207K | 0.01% | SOLD |
| 63 | STE | STERIS PLC | Healthcare | 982 | $207K | 0.01% | SOLD |
| 64 | VFC | V F CORP | Consumer Cyclical | 11,702 | $206K | 0.01% | SOLD |
| 65 | BLD | TOPBUILD COR | Industrials | 490 | $204K | 0.01% | SOLD |
| 66 | SMCI | SUPER MICRO COMPUTER INC | Technology | 6,172 | $202K | 0.01% | SOLD |
| 67 | IOO | ISHARES TR | — | 1,445 | $202K | 0.01% | SOLD |
| 68 | CHRD | CHORD ENERGY CORPORATION | Energy | 1,419 | $202K | 0.01% | SOLD |
| 69 | FERG | FERGUSON ENTERPRISES INC | Industrials | 844 | $201K | 0.01% | SOLD |
| 70 | PYPL | PAYPAL HLDGS INC | Financial Services | 4,408 | $200K | 0.01% | SOLD |
| 71 | NAIL | DIREXION SHARES ETF TRUST | — | 5,200 | $187K | 0.01% | SOLD |
| 72 | NAIL CALL | DIREXION SHARES ETF TRUST | — | 5,000 | $180K | 0.01% | SOLD |
| 73 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 1,394 | $172K | 0.01% | SOLD |
| 74 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 10,151 | $161K | 0.00% | SOLD |
| 75 | JBGS | JBG SMITH PPTYS | Real Estate | 10,085 | $150K | 0.00% | SOLD |
| 76 | CVR | CHICAGO RIVET & MACH CO | Industrials | 12,200 | $123K | 0.00% | SOLD |
| 77 | NIO | NIO INC | Consumer Cyclical | 10,518 | $64K | 0.00% | SOLD |
| 78 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 12,860 | $58K | 0.00% | SOLD |
| 79 | TOI | THE ONCOLOGY INSTITUTE INC | Healthcare | 12,000 | $48K | 0.00% | SOLD |
| 80 | NFE | NEW FORTRESS ENERGY INC | Utilities | 11,396 | $8K | — | 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%