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VestGen Investment Management

Q1 2024 · 13F-HR

VestGen Investment Managementholdings as filed

Filed 2024-05-01 · accession 0001511739-24-000002

$329.1M
Reported value
145
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
36467J108GLPIGAMING & LEISURE PPTYS INC$77.5M23.5%1,681,693CommonNONE
922908736VUGVANGUARD INDEX FDS$20.3M6.17%59,012CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$18.0M5.46%358,126CommonNONE
922908744VTVVANGUARD INDEX FDS$16.8M5.11%103,199CommonNONE
46436E718SGOVISHARES TR$16.5M5.03%164,197CommonNONE
922908751VBVANGUARD INDEX FDS$10.7M3.24%46,709CommonNONE
464288513HYGISHARES TR$7.1M2.15%91,065CommonNONE
30041R108EVEREVERQUOTE INC$6.6M2.01%356,914CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$6.4M1.95%130,284CommonNONE
464287457SHYISHARES TR$6.3M1.90%76,437CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.9M1.79%141,287CommonNONE
922908629VOVANGUARD INDEX FDS$5.0M1.52%20,031CommonNONE
464287200IVVISHARES TR$4.9M1.49%9,342CommonNONE
237194105DRIDARDEN RESTAURANTS INC$4.7M1.42%27,866CommonNONE
29404K106ENVUSDENVESTNET INC$4.3M1.30%74,000CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.9M1.20%51,391CommonNONE
464287150ITOTISHARES TR$3.4M1.03%29,515CommonNONE
46434V613IUSBISHARES TR$3.1M0.95%68,316CommonNONE
464287432TLTISHARES TR$3.0M0.91%31,728CommonNONE
532457108LLYELI LILLY & CO$2.7M0.84%3,534CommonNONE
67066G104NVDANVIDIA CORPORATION$2.7M0.83%3,005CommonNONE
33939L860QDFFLEXSHARES TR$2.7M0.82%41,168CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.6M0.80%57,422CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.5M0.75%48,782CommonNONE
33939L662HYGVFLEXSHARES TR$2.4M0.74%58,977CommonNONE
594918104MSFTMICROSOFT CORP$2.4M0.72%5,636CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.2M0.66%19,746CommonNONE
33939L837IQDFFLEXSHARES TR$2.2M0.66%90,268CommonNONE
464288281EMBISHARES TR$2.2M0.66%24,097CommonNONE
037833100AAPLAPPLE INC$2.1M0.63%12,184CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.9M0.58%26,499CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1.9M0.58%25,245CommonNONE
464287309IVWISHARES TR$1.9M0.57%22,315CommonNONE
33939L670BNDCFLEXSHARES TR$1.9M0.57%84,904CommonNONE
46432F339QUALISHARES TR$1.9M0.57%11,317CommonNONE
921937793BLVVANGUARD BD INDEX FDS$1.8M0.56%25,257CommonNONE
11135F101AVGOBROADCOM INC$1.7M0.51%1,272CommonNONE
707569109PENNPENN ENTERTAINMENT INC$1.6M0.50%89,882CommonNONE
243537107DECKDECKERS OUTDOOR CORP$1.5M0.46%1,611CommonNONE
29084Q100EMEEMCOR GROUP INC$1.5M0.46%4,327CommonNONE
922908769VTIVANGUARD INDEX FDS$1.5M0.46%5,784CommonNONE
464287408IVEISHARES TR$1.5M0.45%8,010CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.5M0.45%4,740CommonNONE
33939L746QLCFLEXSHARES TR$1.5M0.45%25,001CommonNONE
74762E102QUREQUANTA SVCS INC$1.3M0.40%5,045CommonNONE
482480100KLACKLA CORP$1.3M0.39%1,827CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.2M0.37%5,882CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.37%4,884CommonNONE
33939L803TLTDFLEXSHARES TR$1.2M0.37%16,951CommonNONE
384802104GWWGRAINGER W W INC$1.2M0.36%1,150CommonNONE
33939L506TDTTFLEXSHARES TR$1.2M0.35%48,520CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.1M0.35%25,652CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.1M0.34%3,685CommonNONE
15118V207CELHCELSIUS HLDGS INC$1.1M0.32%12,771CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$1.0M0.32%14,011CommonNONE
921909768VXUSVANGUARD STAR FDS$969,4820.29%16,078CommonNONE
023135106AMZNAMAZON COM INC$958,9000.29%5,316CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$944,0940.29%2,336CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$860,3840.26%2,046CommonNONE
893641100TDGTRANSDIGM GROUP INC$852,2670.26%692CommonNONE
464287440IEFISHARES TR$838,0250.25%8,853CommonNONE
33939L100TILTFLEXSHARES TR$833,0290.25%4,199CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$832,3940.25%13,389CommonNONE
30303M102METAMETA PLATFORMS INC$821,6040.25%1,692CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$821,4170.25%3,944CommonNONE
464288588MBBISHARES TR$811,0860.25%8,776CommonNONE
33939L407GUNRFLEXSHARES TR$801,6860.24%19,520CommonNONE
87612G101TRGPTARGA RES CORP$794,0090.24%7,090CommonNONE
88023U101SGITEMPUR SEALY INTL INC$783,5050.24%13,789CommonNONE
00768Y453MSOSADVISORSHARES TR$769,6690.23%76,890CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$753,4930.23%5,982CommonNONE
749685103RPMRPM INTL INC$718,5770.22%6,041CommonNONE
58155Q103MCKMCKESSON CORP$686,1010.21%1,278CommonNONE
464288877EFVISHARES TR$655,9680.20%12,058CommonNONE
464287606IJKISHARES TR$633,2750.19%6,940CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$621,1800.19%3,378CommonNONE
33939L761SKORFLEXSHARES TR$610,1980.19%12,771CommonNONE
464288885EFGISHARES TR$608,5350.18%5,863CommonNONE
46434G822EWJISHARES INC$577,3640.18%8,092CommonNONE
001055102AFLAFLAC INC$561,5430.17%6,540CommonNONE
46432F396MTUMISHARES TR$551,3710.17%2,943CommonNONE
30231G102XOMEXXON MOBIL CORP$549,6990.17%4,729CommonNONE
303250104FICOFAIR ISAAC CORP$543,5800.17%435CommonNONE
29605J106ESABESAB CORPORATION$538,7000.16%4,872CommonNONE
46435G102ICVTISHARES TR$522,0880.16%6,540CommonNONE
464287226AGGISHARES TR$519,0820.16%5,300CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$518,1450.16%513CommonNONE
368736104GNRCGENERAC HLDGS INC$504,5600.15%4,000CommonNONE
464287721IYWISHARES TR$489,4600.15%3,624CommonNONE
02079K305GOOGLALPHABET INC$482,0700.15%3,194CommonNONE
539830109LMTLOCKHEED MARTIN CORP$470,3360.14%1,034CommonNONE
33939L308TLTEFLEXSHARES TR$465,2900.14%9,064CommonNONE
05464C101AXONAXON ENTERPRISE INC$460,2460.14%1,471CommonNONE
58933Y105MRKMERCK & CO INC$456,4150.14%3,459CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$431,9080.13%5,521CommonNONE
464287390ILFISHARES TR$426,4290.13%14,994CommonNONE
880779103TEXTEREX CORP NEW$419,4550.13%6,513CommonNONE
29977A105EVREVERCORE INC$411,7690.13%2,138CommonNONE
149123101CATCATERPILLAR INC$400,8740.12%1,094CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$397,7490.12%4,213CommonNONE
858119100STLDSTEEL DYNAMICS INC$388,2240.12%2,619CommonNONE
33939L787GQREFLEXSHARES TR$385,1120.12%6,779CommonNONE
46138E370SPHBINVESCO EXCH TRADED FD TR II$382,7220.12%4,362CommonNONE
33939L795NFRAFLEXSHARES TR$381,1220.12%6,982CommonNONE
97717W422EPIWISDOMTREE TR$366,9930.11%8,425CommonNONE
231561101CWCURTISS WRIGHT CORP$349,3580.11%1,365CommonNONE
697435105PANWPALO ALTO NETWORKS INC$348,9120.11%1,228CommonNONE
46434G764EMXCISHARES INC$347,6730.11%6,039CommonNONE
464288620USIGISHARES TR$345,7440.11%6,810CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$343,7200.10%2,000CommonNONE
092528603BINCBLACKROCK ETF TRUST II$343,4560.10%6,547CommonNONE
742718109PGPROCTER AND GAMBLE CO$341,1730.10%2,103CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$338,6500.10%1,832CommonNONE
46625H100JPMJPMORGAN CHASE & CO$330,4950.10%1,650CommonNONE
07831C103BRBRBELLRING BRANDS INC$326,4950.10%5,531CommonNONE
907818108UNPUNION PAC CORP$319,7090.10%1,300CommonNONE
46434V803HEFAISHARES TR$319,2220.10%9,152CommonNONE
150870103CECELANESE CORP DEL$315,7180.10%1,837CommonNONE
931142103WMTWALMART INC$313,8470.10%5,216CommonNONE
464287242LQDISHARES TR$312,3890.09%2,868CommonNONE
02079K107GOOGALPHABET INC$311,8280.09%2,048CommonNONE
65249B208NWSNEWS CORP NEW$302,6660.09%11,185CommonNONE
615369105MCOMOODYS CORP$299,8860.09%763CommonNONE
478160104JNJJOHNSON & JOHNSON$292,1770.09%1,847CommonNONE
74758T303QLYSQUALYS INC$290,8540.09%1,743CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$276,8300.08%5,390CommonNONE
464287291IXNISHARES TR$262,5080.08%3,509CommonNONE
464288612GVIISHARES TR$260,7820.08%2,508CommonNONE
464288596GBFISHARES TR$260,3980.08%2,515CommonNONE
464288166AGZISHARES TR$260,1840.08%2,408CommonNONE
437076102HDHOME DEPOT INC$240,9010.07%628CommonNONE
92204A603VISVANGUARD WORLD FD$238,5350.07%977CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$236,9510.07%453CommonNONE
191216100KOCOCA COLA CO$236,3380.07%3,863CommonNONE
141788109CARGCARGURUS INC$230,8000.07%10,000CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$229,6670.07%2,477CommonNONE
33939L886RAVIFLEXSHARES TR$228,0710.07%3,023CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$227,3120.07%7,295CommonNONE
20030N101CMCSACOMCAST CORP NEW$224,8130.07%5,186CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$220,6620.07%461CommonNONE
92204A207VDCVANGUARD WORLD FD$209,0390.06%1,024CommonNONE
20825C104COPCONOCOPHILLIPS$207,9760.06%1,634CommonNONE
717081103PFEPFIZER INC$202,2140.06%7,287CommonNONE
718172109PMPHILIP MORRIS INTL INC$200,6480.06%2,190CommonNONE
15961R105CHARGEPOINT HOLDINGS INC$19,0000.01%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.