MondegarAI
VestGen Investment Management

Q2 2024 · 13F-HR

VestGen Investment Managementholdings as filed

Filed 2024-08-05 · accession 0001511739-24-000003

$337.9M
Reported value
161
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
36467J108GLPIGAMING & LEISURE PPTYS INC$74.0M21.9%1,636,288CommonNONE
922908736VUGVANGUARD INDEX FDS$21.7M6.43%58,091CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$17.5M5.19%355,057CommonNONE
922908744VTVVANGUARD INDEX FDS$16.4M4.85%102,167CommonNONE
46436E718SGOVISHARES TR$15.0M4.43%148,660CommonNONE
922908751VBVANGUARD INDEX FDS$10.0M2.95%45,728CommonNONE
30041R108EVEREVERQUOTE INC$7.4M2.20%356,714CommonNONE
237194105DRIDARDEN RESTAURANTS INC$7.1M2.10%46,866CommonNONE
464288513HYGISHARES TR$6.8M2.01%88,007CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$6.4M1.90%131,661CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.1M1.82%140,138CommonNONE
464287457SHYISHARES TR$6.0M1.76%72,995CommonNONE
922908629VOVANGUARD INDEX FDS$4.7M1.39%19,343CommonNONE
29404K106ENVUSDENVESTNET INC$4.6M1.37%74,000CommonNONE
464287200IVVISHARES TR$4.5M1.32%8,147CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.0M1.19%52,591CommonNONE
464287150ITOTISHARES TR$3.5M1.04%29,678CommonNONE
532457108LLYELI LILLY & CO$3.3M0.98%3,669CommonNONE
037833100AAPLAPPLE INC$3.3M0.98%15,721CommonNONE
46434V613IUSBISHARES TR$3.0M0.90%67,309CommonNONE
67066G104NVDANVIDIA CORPORATION$2.9M0.86%23,418CommonNONE
594918104MSFTMICROSOFT CORP$2.9M0.85%6,431CommonNONE
33939L860QDFFLEXSHARES TR$2.8M0.83%42,126CommonNONE
464287309IVWISHARES TR$2.7M0.79%28,875CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.6M0.78%58,245CommonNONE
464287176TIPISHARES TR$2.4M0.72%22,925CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.4M0.71%47,970CommonNONE
33939L662HYGVFLEXSHARES TR$2.4M0.70%58,655CommonNONE
33939L837IQDFFLEXSHARES TR$2.2M0.66%90,183CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.2M0.66%19,746CommonNONE
11135F101AVGOBROADCOM INC$2.1M0.63%1,335CommonNONE
464288281EMBISHARES TR$2.0M0.59%22,631CommonNONE
46432F339QUALISHARES TR$1.9M0.57%11,350CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1.9M0.57%25,854CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.9M0.56%26,333CommonNONE
707569109PENNPENN ENTERTAINMENT INC$1.9M0.55%96,882CommonNONE
33939L670BNDCFLEXSHARES TR$1.9M0.55%84,769CommonNONE
921937793BLVVANGUARD BD INDEX FDS$1.8M0.54%25,889CommonNONE
33939L746QLCFLEXSHARES TR$1.7M0.51%28,278CommonNONE
243537107DECKDECKERS OUTDOOR CORP$1.6M0.48%1,669CommonNONE
922908769VTIVANGUARD INDEX FDS$1.6M0.47%5,936CommonNONE
29084Q100EMEEMCOR GROUP INC$1.6M0.47%4,329CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.5M0.45%4,956CommonNONE
482480100KLACKLA CORP$1.5M0.45%1,848CommonNONE
464287408IVEISHARES TR$1.5M0.44%8,184CommonNONE
33939L803TLTDFLEXSHARES TR$1.3M0.39%19,006CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.3M0.39%5,060CommonNONE
74762E102QUREQUANTA SVCS INC$1.3M0.39%5,159CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.2M0.36%3,742CommonNONE
33939L506TDTTFLEXSHARES TR$1.2M0.36%51,911CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.2M0.35%25,437CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.2M0.35%5,941CommonNONE
92840M102VSTVISTRA CORP$1.2M0.34%13,423CommonNONE
023135106AMZNAMAZON COM INC$1.1M0.34%5,922CommonNONE
384802104GWWGRAINGER W W INC$1.1M0.31%1,165CommonNONE
464288885EFGISHARES TR$1.0M0.30%10,003CommonNONE
921909768VXUSVANGUARD STAR FDS$1.0M0.30%16,635CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$986,4900.29%2,425CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$981,4390.29%2,383CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$975,5190.29%14,756CommonNONE
30303M102METAMETA PLATFORMS INC$964,0740.29%1,912CommonNONE
464287440IEFISHARES TR$960,1930.28%10,253CommonNONE
33939L100TILTFLEXSHARES TR$935,2980.28%4,680CommonNONE
87612G101TRGPTARGA RES CORP$921,8070.27%7,158CommonNONE
893641100TDGTRANSDIGM GROUP INC$905,8250.27%709CommonNONE
464287226AGGISHARES TR$834,3170.25%8,595CommonNONE
464288588MBBISHARES TR$828,1430.25%9,020CommonNONE
58155Q103MCKMCKESSON CORP$825,8460.24%1,414CommonNONE
960413102WLKWESTLAKE CORPORATION$799,6960.24%5,522CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$772,5750.23%3,415CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$757,2000.22%13,658CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$734,1450.22%6,024CommonNONE
303250104FICOFAIR ISAAC CORP$717,5340.21%482CommonNONE
33939L407GUNRFLEXSHARES TR$679,8510.20%16,937CommonNONE
88023U101SGITEMPUR SEALY INTL INC$665,1390.20%14,050CommonNONE
749685103RPMRPM INTL INC$663,3090.20%6,160CommonNONE
33939L761SKORFLEXSHARES TR$658,0290.19%13,862CommonNONE
30231G102XOMEXXON MOBIL CORP$657,2200.19%5,709CommonNONE
001055102AFLAFLAC INC$632,0760.19%7,077CommonNONE
464287606IJKISHARES TR$618,7080.18%7,022CommonNONE
02079K305GOOGLALPHABET INC$614,5740.18%3,374CommonNONE
33939L308TLTEFLEXSHARES TR$586,5730.17%11,018CommonNONE
46432F396MTUMISHARES TR$575,6460.17%2,954CommonNONE
00768Y453MSOSADVISORSHARES TR$563,6040.17%76,890CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$559,3020.17%13,605CommonNONE
46428Q109SLVISHARES SILVER TR$539,5570.16%20,307CommonNONE
464287721IYWISHARES TR$528,5590.16%3,512CommonNONE
33939L795NFRAFLEXSHARES TR$520,8360.15%9,792CommonNONE
29605J106ESABESAB CORPORATION$511,5320.15%5,417CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$510,9430.15%5,268CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$496,5260.15%606CommonNONE
29977A105EVREVERCORE INC$490,2470.15%2,352CommonNONE
05464C101AXONAXON ENTERPRISE INC$486,3790.14%1,653CommonNONE
58933Y105MRKMERCK & CO INC$482,4490.14%3,897CommonNONE
464287598IWDISHARES TR$476,1290.14%2,729CommonNONE
464287432TLTISHARES TR$473,5610.14%5,160CommonNONE
539830109LMTLOCKHEED MARTIN CORP$466,6330.14%999CommonNONE
697435105PANWPALO ALTO NETWORKS INC$429,5260.13%1,267CommonNONE
46434G103IEMGISHARES INC$423,0930.13%7,904CommonNONE
02079K107GOOGALPHABET INC$421,8660.12%2,300CommonNONE
78464A771KCESPDR SER TR$417,3370.12%3,784CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$416,0490.12%2,057CommonNONE
46138E370SPHBINVESCO EXCH TRADED FD TR II$411,7780.12%4,876CommonNONE
231561101CWCURTISS WRIGHT CORP$407,0140.12%1,502CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$401,8720.12%3,477CommonNONE
880779103TEXTEREX CORP NEW$400,5180.12%7,303CommonNONE
742718109PGPROCTER AND GAMBLE CO$397,7480.12%2,412CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$391,2570.12%12,132CommonNONE
931142103WMTWALMART INC$389,3330.12%5,750CommonNONE
464288620USIGISHARES TR$380,5920.11%7,580CommonNONE
858119100STLDSTEEL DYNAMICS INC$377,2500.11%2,913CommonNONE
33939L787GQREFLEXSHARES TR$371,8810.11%6,813CommonNONE
46434G764EMXCISHARES INC$366,0540.11%6,183CommonNONE
56585A102MPCMARATHON PETE CORP$362,9200.11%2,092CommonNONE
149123101CATCATERPILLAR INC$361,4140.11%1,085CommonNONE
464288877EFVISHARES TR$360,4600.11%6,796CommonNONE
615369105MCOMOODYS CORP$358,2200.11%851CommonNONE
65249B208NWSNEWS CORP NEW$353,8630.10%12,464CommonNONE
97717W471USDUWISDOMTREE TR$351,4110.10%12,972CommonNONE
092528603BINCBLACKROCK ETF TRUST II$351,4100.10%6,732CommonNONE
07831C103BRBRBELLRING BRANDS INC$347,3540.10%6,079CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$346,1630.10%2,501CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$331,4210.10%3,636CommonNONE
478160104JNJJOHNSON & JOHNSON$300,2130.09%2,054CommonNONE
907818108UNPUNION PAC CORP$299,1160.09%1,322CommonNONE
46435G326IDEVISHARES TR$288,0280.09%4,388CommonNONE
464288612GVIISHARES TR$279,2410.08%2,692CommonNONE
150870103CECELANESE CORP DEL$278,9670.08%2,068CommonNONE
464288596GBFISHARES TR$278,8540.08%2,715CommonNONE
437076102HDHOME DEPOT INC$277,4570.08%806CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$275,2130.08%5,390CommonNONE
464287499IWRISHARES TR$274,6180.08%3,387CommonNONE
191216100KOCOCA COLA CO$274,3320.08%4,310CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$265,6780.08%2,015CommonNONE
46090E103QQQINVESCO QQQ TR$262,9520.08%549CommonNONE
141788109CARGCARGURUS INC$262,0000.08%10,000CommonNONE
718172109PMPHILIP MORRIS INTL INC$259,2020.08%2,558CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$253,0620.07%465CommonNONE
464287705IJJISHARES TR$250,5200.07%2,208CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$249,7810.07%2,477CommonNONE
20030N101CMCSACOMCAST CORP NEW$234,0590.07%5,977CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$232,1750.07%4,797CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$231,3960.07%7,012CommonNONE
92204A603VISVANGUARD WORLD FD$229,8100.07%977CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$226,9590.07%267CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$224,5900.07%5,030CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$220,1470.07%5,425CommonNONE
92826C839VVISA INC$216,2750.06%824CommonNONE
369604301GEGE AEROSPACE$214,4510.06%1,349CommonNONE
20825C104COPCONOCOPHILLIPS$213,5470.06%1,867CommonNONE
166764100CVXCHEVRON CORP NEW$212,5750.06%1,359CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$208,5900.06%4,458CommonNONE
64110L106NFLXNETFLIX INC$208,5380.06%309CommonNONE
92204A207VDCVANGUARD WORLD FD$207,9030.06%1,024CommonNONE
670100205NVONOVO-NORDISK A S$206,8390.06%1,449CommonNONE
00287Y109ABBVABBVIE INC$202,3940.06%1,180CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$201,6530.06%5,168CommonNONE
88160R101TSLATESLA INC$200,8500.06%1,015CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$200,1390.06%393CommonNONE
345370860FFORD MTR CO DEL$163,6470.05%13,050CommonNONE
15961R105CHARGEPOINT HOLDINGS INC$15,1000.00%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.