MondegarAI
VestGen Investment Management

Q4 2024 · 13F-HR

VestGen Investment Managementholdings as filed

Filed 2025-02-13 · accession 0001511739-25-000001

$366.5M
Reported value
180
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
36467J108GLPIGAMING & LEISURE PPTYS INC$76.1M20.8%1,580,491CommonNONE
46436E718SGOVISHARES TR$33.2M9.06%331,056CommonNONE
922908736VUGVANGUARD INDEX FDS$22.2M6.06%54,145CommonNONE
922908744VTVVANGUARD INDEX FDS$16.5M4.51%97,642CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$16.4M4.48%343,534CommonNONE
922908751VBVANGUARD INDEX FDS$10.4M2.84%43,374CommonNONE
237194105DRIDARDEN RESTAURANTS INC$8.8M2.39%46,880CommonNONE
30041R108EVEREVERQUOTE INC$6.9M1.87%343,281CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$6.1M1.66%124,297CommonNONE
464288513HYGISHARES TR$5.9M1.61%75,169CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.9M1.61%134,105CommonNONE
67066G104NVDANVIDIA CORPORATION$5.2M1.43%38,936CommonNONE
922908629VOVANGUARD INDEX FDS$4.8M1.30%18,054CommonNONE
037833100AAPLAPPLE INC$4.6M1.26%18,432CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.2M1.13%53,731CommonNONE
464287200IVVISHARES TR$4.0M1.08%6,720CommonNONE
464287150ITOTISHARES TR$3.8M1.04%29,678CommonNONE
594918104MSFTMICROSOFT CORP$3.1M0.84%7,262CommonNONE
33939L860QDFFLEXSHARES TR$2.8M0.76%39,667CommonNONE
532457108LLYELI LILLY & CO$2.7M0.75%3,538CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.6M0.71%57,487CommonNONE
46434V613IUSBISHARES TR$2.5M0.68%55,388CommonNONE
464287309IVWISHARES TR$2.4M0.65%23,506CommonNONE
33939L662HYGVFLEXSHARES TR$2.3M0.64%57,248CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.3M0.63%19,746CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.2M0.60%43,990CommonNONE
11135F101AVGOBROADCOM INC$2.0M0.56%8,834CommonNONE
33939L837IQDFFLEXSHARES TR$2.0M0.54%84,755CommonNONE
921937819BIVVANGUARD BD INDEX FDS$2.0M0.53%26,161CommonNONE
464287440IEFISHARES TR$1.9M0.53%20,974CommonNONE
707569109PENNPENN ENTERTAINMENT INC$1.9M0.52%96,892CommonNONE
243537107DECKDECKERS OUTDOOR CORP$1.9M0.51%9,259CommonNONE
464287457SHYISHARES TR$1.8M0.50%22,561CommonNONE
464287176TIPISHARES TR$1.8M0.50%17,327CommonNONE
921937793BLVVANGUARD BD INDEX FDS$1.8M0.49%26,183CommonNONE
46432F339QUALISHARES TR$1.8M0.48%9,889CommonNONE
33939L746QLCFLEXSHARES TR$1.7M0.46%25,225CommonNONE
922908769VTIVANGUARD INDEX FDS$1.6M0.45%5,684CommonNONE
023135106AMZNAMAZON COM INC$1.6M0.45%7,502CommonNONE
78464A359CWBSPDR SER TR$1.6M0.44%20,488CommonNONE
464288281EMBISHARES TR$1.6M0.43%17,523CommonNONE
33939L670BNDCFLEXSHARES TR$1.6M0.43%71,667CommonNONE
29977A105EVREVERCORE INC$1.5M0.41%5,395CommonNONE
464287242LQDISHARES TR$1.4M0.40%13,551CommonNONE
74762E102QUREQUANTA SVCS INC$1.4M0.39%4,502CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M0.37%2,336CommonNONE
464287408IVEISHARES TR$1.4M0.37%7,140CommonNONE
33939L506TDTTFLEXSHARES TR$1.4M0.37%57,744CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.3M0.36%18,476CommonNONE
36828A101GEVGE VERNOVA INC$1.3M0.36%4,035CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.3M0.36%4,600CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.3M0.35%5,723CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.34%2,731CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.2M0.33%3,247CommonNONE
87612G101TRGPTARGA RES CORP$1.2M0.33%6,714CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.32%2,028CommonNONE
546347105LPXLOUISIANA PAC CORP$1.2M0.32%11,271CommonNONE
464287226AGGISHARES TR$1.1M0.31%11,537CommonNONE
29084Q100EMEEMCOR GROUP INC$1.1M0.30%2,459CommonNONE
384802104GWWGRAINGER W W INC$1.1M0.30%1,042CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.1M0.29%20,573CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.1M0.29%1,771CommonNONE
33939L803TLTDFLEXSHARES TR$1.0M0.28%14,807CommonNONE
33939L100TILTFLEXSHARES TR$968,5600.26%4,485CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$953,0250.26%7,500CommonNONE
921909768VXUSVANGUARD STAR FDS$952,9370.26%16,171CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$893,4620.24%3,873CommonNONE
001055102AFLAFLAC INC$877,1110.24%8,479CommonNONE
46432F396MTUMISHARES TR$868,0410.24%4,195CommonNONE
464288885EFGISHARES TR$838,6050.23%8,661CommonNONE
464288877EFVISHARES TR$828,8480.23%15,797CommonNONE
464288588MBBISHARES TR$813,5960.22%8,874CommonNONE
48251W104KKRKKR & CO INC$788,0640.22%5,328CommonNONE
441593100HLIHOULIHAN LOKEY INC$776,0870.21%4,469CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$775,6870.21%3,336CommonNONE
718172109PMPHILIP MORRIS INTL INC$768,9160.21%6,389CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$763,8130.21%5,797CommonNONE
30231G102XOMEXXON MOBIL CORP$740,6190.20%6,885CommonNONE
893641100TDGTRANSDIGM GROUP INC$737,5570.20%582CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$732,7450.20%11,971CommonNONE
23345M107DTMDT MIDSTREAM INC$732,3020.20%7,365CommonNONE
115236101BROBROWN & BROWN INC$722,6170.20%7,083CommonNONE
064058100BKBANK NEW YORK MELLON CORP$692,6220.19%9,015CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$686,7690.19%2,865CommonNONE
02079K305GOOGLALPHABET INC$672,5830.18%3,553CommonNONE
749685103RPMRPM INTL INC$657,2630.18%5,341CommonNONE
29605J106ESABESAB CORPORATION$639,5280.17%5,332CommonNONE
92840M102VSTVISTRA CORP$638,7520.17%4,633CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$634,7660.17%13,134CommonNONE
33939L761SKORFLEXSHARES TR$617,4770.17%12,945CommonNONE
127055101CBTCABOT CORP$601,0280.16%6,582CommonNONE
231561101CWCURTISS WRIGHT CORP$595,8320.16%1,679CommonNONE
931142103WMTWALMART INC$578,3300.16%6,401CommonNONE
78464A763SDYSPDR SER TR$558,7830.15%4,230CommonNONE
48020Q107JLLJONES LANG LASALLE INC$555,1360.15%2,193CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$554,9220.15%15,738CommonNONE
629377508NRGNRG ENERGY INC$550,8830.15%6,106CommonNONE
303250104FICOFAIR ISAAC CORP$543,5240.15%273CommonNONE
78463V107GLDSPDR GOLD TR$541,1610.15%2,235CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$535,0060.15%15,299CommonNONE
46137V506PFMINVESCO EXCHANGE TRADED FD T$532,9850.15%11,622CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$528,9880.14%3,672CommonNONE
33939L308TLTEFLEXSHARES TR$523,5770.14%10,276CommonNONE
33939L407GUNRFLEXSHARES TR$522,9660.14%14,383CommonNONE
742718109PGPROCTER AND GAMBLE CO$516,1540.14%3,079CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$516,0260.14%4,324CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$512,3680.14%19,033CommonNONE
02079K107GOOGALPHABET INC$507,1420.14%2,663CommonNONE
682680103OKEONEOK INC NEW$502,4020.14%5,004CommonNONE
437076102HDHOME DEPOT INC$482,7370.13%1,241CommonNONE
697435105PANWPALO ALTO NETWORKS INC$482,3760.13%2,651CommonNONE
46428Q109SLVISHARES SILVER TR$474,2820.13%18,013CommonNONE
07831C103BRBRBELLRING BRANDS INC$459,1970.13%6,095CommonNONE
58933Y105MRKMERCK & CO INC$457,7070.12%4,601CommonNONE
33939L787GQREFLEXSHARES TR$455,2960.12%7,990CommonNONE
33939L795NFRAFLEXSHARES TR$451,4610.12%8,326CommonNONE
464288562REZISHARES TR$447,5540.12%5,524CommonNONE
615369105MCOMOODYS CORP$445,9270.12%942CommonNONE
464288620USIGISHARES TR$436,0780.12%8,673CommonNONE
149123101CATCATERPILLAR INC$424,7920.12%1,171CommonNONE
092528603BINCBLACKROCK ETF TRUST II$423,3910.12%8,139CommonNONE
88160R101TSLATESLA INC$422,0130.12%1,045CommonNONE
65249B208NWSNEWS CORP NEW$417,1140.11%13,707CommonNONE
464287721IYWISHARES TR$416,6710.11%2,612CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$407,7280.11%9,147CommonNONE
46434G764EMXCISHARES INC$400,1630.11%7,217CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$399,2010.11%8,348CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$398,9400.11%2,000CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$396,8850.11%9,310CommonNONE
00287Y109ABBVABBVIE INC$379,2120.10%2,134CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$378,1050.10%7,359CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$376,2580.10%8,234CommonNONE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$376,2170.10%7,683CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$368,3640.10%7,915CommonNONE
478160104JNJJOHNSON & JOHNSON$367,9130.10%2,544CommonNONE
141788109CARGCARGURUS INC$365,4000.10%10,000CommonNONE
92826C839VVISA INC$348,9080.10%1,104CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$344,9970.09%682CommonNONE
46435G326IDEVISHARES TR$339,1120.09%5,260CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$328,3130.09%4,898CommonNONE
64110L106NFLXNETFLIX INC$319,0930.09%358CommonNONE
191216100KOCOCA COLA CO$315,6580.09%5,070CommonNONE
464288612GVIISHARES TR$313,1070.09%3,004CommonNONE
464288596GBFISHARES TR$311,3760.08%3,046CommonNONE
907818108UNPUNION PAC CORP$303,2930.08%1,330CommonNONE
97717W422EPIWISDOMTREE TR$302,6750.08%6,686CommonNONE
464288729EXIISHARES TR$300,5370.08%2,128CommonNONE
00768Y453MSOSADVISORSHARES TR$292,9510.08%76,890CommonNONE
33740U596XAPRFIRST TR EXCHNG TRADED FD VI$292,0870.08%9,022CommonNONE
369604301GEGE AEROSPACE$289,5470.08%1,736CommonNONE
922908363VOOVANGUARD INDEX FDS$289,3410.08%537CommonNONE
78463X152NANRSPDR INDEX SHS FDS$288,1100.08%5,637CommonNONE
46090E103QQQINVESCO QQQ TR$280,5810.08%549CommonNONE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$278,4500.08%7,692CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$277,6430.08%303CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$276,1360.08%9,908CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$274,9440.08%5,390CommonNONE
539830109LMTLOCKHEED MARTIN CORP$268,2390.07%552CommonNONE
20825C104COPCONOCOPHILLIPS$264,0900.07%2,663CommonNONE
17275R102CSCOCISCO SYS INC$258,5860.07%4,368CommonNONE
46429B747STIPISHARES TR$256,7310.07%2,552CommonNONE
464287432TLTISHARES TR$251,7970.07%2,883CommonNONE
09290D101BLKBLACKROCK INC$250,1270.07%244CommonNONE
92204A603VISVANGUARD WORLD FD$248,5400.07%977CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$240,5430.07%1,218CommonNONE
20030N101CMCSACOMCAST CORP NEW$235,2010.06%6,267CommonNONE
949746101WMT2WELLS FARGO CO NEW$227,7880.06%3,243CommonNONE
580135101MCDMCDONALDS CORP$227,2740.06%784CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$222,4430.06%474CommonNONE
482480100KLACKLA CORP$221,1720.06%351CommonNONE
655844108NSCNORFOLK SOUTHN CORP$218,5060.06%931CommonNONE
06211J100BFCBANK FIRST CORP$217,9980.06%2,200CommonNONE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$217,6290.06%5,805CommonNONE
92204A207VDCVANGUARD WORLD FD$216,4530.06%1,024CommonNONE
33740F250XMAYFIRST TR EXCHNG TRADED FD VI$214,7420.06%6,800CommonNONE
79466L302CRMSALESFORCE INC$206,9500.06%619CommonNONE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$201,8980.06%5,426CommonNONE
701094104PHPARKER-HANNIFIN CORP$200,9850.05%316CommonNONE
345370860FFORD MTR CO$136,4620.04%13,784CommonNONE
15961R105CHARGEPOINT HOLDINGS INC$10,7000.00%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.