Vest Financial, LLC

Q2 2025 13F Holdings

  • Location
    mclean, VA
  • Num holdings

    401

  • Value ($000)

    $7,064,695

  • Date Filed
    07/25/2025
  • Form type
    13F-HR
  • CIK
    0001709632
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CB
CB

CHUBB LIMITED

COM
H1467J104
$102.44 M
2 %

353,596

AUDP
AUDP

AUTOMATIC DATA PROCESSING IN

COM
053015103
$97.46 M
1 %

316,005

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$90.90 M
1 %

182,750

AFL
AFL

AFLAC INC

COM
001055102
$81.21 M
1 %

770,028

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$80.66 M
1 %

748,269

ABT
ABT

ABBOTT LABS

COM
002824100
$80.56 M
1 %

592,300

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$79.28 M
1 %

268,947

CAT
CAT

CATERPILLAR INC

COM
149123101
$74.09 M
1 %

190,846

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$73.49 M
1 %

465,175

EMR
EMR

EMERSON ELEC CO

COM
291011104
$72.06 M
1 %

540,453

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