Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
| Trades 4497 | Longs Won 2777/4497 61% | Profit Factor 8.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.32M |
| Average Win $367,785.11 | Best Trade (Jun 30) $29.06M | Sharpe Ratio -10.2 |
| Average Loss -$72,378.9 | Worst Trade (Oct 15) -$18.53M | Z-Score 5.97 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 4d | Expectancy $199,550.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 4,357 | $494,617.96 | $768,313.38 | - | $273,695.42 | 55.33% | +1.345% |
AAPL Apple Inc. | 310,981 | $73.78M | $107.08M | - | $33.3M | 45.14% | +0.399% |
ABBV AbbVie Inc. | 47,682 | $10.1M | $13.66M | - | $3.57M | 35.33% | +1.085% |
ABCB Ameris Bancorp | 2,407 | $187,721.93 | $191,549.06 | - | $3,827.13 | 2.04% | +1.895% |
ABCL AbCellera Biologics Inc. | 19,652 | $73,538.43 | $247,615.2 | - | $174,076.77 | 236.72% | +1.859% |
ABEV Ambev S.A. | 12,588 | $39,526 | $41,288.64 | - | $1,762.64 | 4.46% | +0.923% |
ABIG Argent Large Cap ETF | 7,905 | $273,427 | $280,232.25 | - | $6,805.25 | 2.49% | -0.047% |
ABNB Airbnb, Inc. | 5,736 | $730,733.71 | $990,980.04 | - | $260,246.33 | 35.61% | +3.415% |
ABT Abbott Laboratories | 24,679 | $3.1M | $2.58M | - | -$525,256.95 | -16.92% | +1.466% |
ACGL Arch Capital Group Ltd | 3,395 | $329,519 | $336,648.2 | - | $7,129.2 | 2.16% | +1.598% |
ACN Accenture plc Class A | 4,557 | $1.23M | $1.03M | - | -$205,637.42 | -16.68% | +4.861% |
ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 162,155 | $3.37M | $3.37M | - | -$4,691.35 | -0.14% | +0.096% |
ADBE Adobe Inc. | 2,870 | $975,011.09 | $719,681.2 | - | -$255,329.89 | -26.19% | +4.188% |
ADI Analog Devices, Inc. | 3,527 | $1.12M | $1.42M | - | $294,963.01 | 26.29% | -0.446% |
ADP Automatic Data Processing Inc. | 3,125 | $933,604.91 | $901,125 | - | -$32,479.91 | -3.48% | +2.868% |
AEE Ameren Corporation | 5,322 | $538,324.71 | $553,754.1 | - | $15,429.39 | 2.87% | -0.507% |
AEHR Aehr Test Systems | 4,352 | $267,595.09 | $293,063.68 | - | $25,468.59 | 9.52% | -5.805% |
AEP American Electric Power Company, Inc. | 5,751 | $679,535.71 | $715,999.5 | - | $36,463.79 | 5.37% | -1.292% |
AFL Aflac Inc. | 7,803 | $869,721.66 | $923,055.88 | - | $53,334.22 | 6.13% | +0.072% |
AGG iShares Core U.S. Aggregate Bond ETF | 21,892 | $2.16M | $2.09M | - | -$76,087.94 | -3.52% | +0.612% |