Vestia Personal Wealth Advisors Reduced Holdings in Q1 2025

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-8.52K
- 4.31%
$50.44 - $58.1 $430K - $495K
189K $9.74B
AVGO
Broadcom Inc.

Technology
-454
- 18.59%
$167.43 - $244.7 $76K - $111K
1.99K $333M
NVDA
Nvidia Corp

Technology
-408
- 5.84%
$106.98 - $149.43 $43.6K - $61K
6.58K $713M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-11
- 0.02%
$59.61 - $66.71 $656 - $734
66.1K $4B
MSFT
Microsoft Corp

Technology
-95
- 3.81%
$375.39 - $447.2 $35.7K - $42.5K
2.4K $899M
XBAP
Innovator ETF Tr Us Equity Acc
-3.27K
- 11.8%
$33.63 - $34.94 $110K - $114K
24.4K $852M
SPY
Spdr S&P 500 ETF Trust

ETFs
-80
- 4.81%
$551.42 - $612.93 $44.1K - $49K
1.58K $886M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-922
- 2.4%
$43.63 - $46.01 $40.2K - $42.4K
37.4K $1.65B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-90
- 1.26%
$77.33 - $90.16 $6.96K - $8.11K
7.05K $553M
JPM
Jpmorgan Chase & CO

Financial Services
-254
- 21.84%
$225.19 - $279.95 $57.2K - $71.1K
909 $223M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-798
- 6.58%
$49.78 - $53.19 $39.7K - $42.4K
11.3K $579M
Dimensional Ultrashort Fixed Income ETF
-802
- 15.46%
N/A
4.39K $223M
CAT
Caterpillar Inc

Industrials
-21
- 2.11%
$326.75 - $407.63 $6.86K - $8.56K
975 $322M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-433
- 17.37%
$95.85 - $99.25 $41.5K - $43K
2.06K $204M
VTI
Vanguard Total Stock Market Et

ETFs
-1.04K
- 6.14%
$271.18 - $303.12 $281K - $314K
15.8K $453M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-19
- 0.29%
$40.03 - $46.81 $761 - $889
6.62K $270M
VB
Vanguard Small Cap ETF

ETFs
-18
- 1.39%
$217.89 - $252.64 $3.92K - $4.55K
1.28K $283M
LLY
Eli Lilly & CO

Healthcare
-84
- 10.8%
$725.72 - $929.72 $61K - $78.1K
694 $573M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-88
- 1.6%
$64.88 - $72.1 $5.71K - $6.34K
5.41K $356M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-10
- 0.15%
$67.03 - $74.61 $670 - $746
6.57K $447M
TQQQ
Proshares Ultrapro Qqq

ETFs
-21.5K
- 30.09%
$57.3 - $90.39 $1.23M - $1.95M
50K $50M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-110
- 1.34%
$26.53 - $29.63 $2.92K - $3.26K
8.12K $218M
WMT
Walmart Inc.

Consumer Defensive
-23
- 0.73%
$84.5 - $105.05 $1.94K - $2.42K
3.13K $275M
MSTR
Microstrategy Inc

Technology
-15
- 0.9%
$239.27 - $396.5 $3.59K - $5.95K
1.65K $476M
KRON
Kronos Bio, Inc.

Healthcare
-415
- 2.64%
$0.82 - $1.07 $340 - $444
15.3K $12.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-192
- 2.79%
$42.5 - $46.71 $8.16K - $8.97K
6.7K $303M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-194
- 2.5%
$37.07 - $40.63 $7.19K - $7.88K
7.57K $298M
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.9%
$158.56 - $176.26 $2.38K - $2.64K
1.64K $280M
Fidelity Enhanced Large Cap Value ETF
-175
- 0.48%
N/A
36.1K $1.11B
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 1.29%
$890.62 - $1076.86 $2.67K - $3.23K
230 $218M
DFAE
Dimensional ETF Tr

ETFs
-19
- 0.2%
$24.64 - $26.86 $468 - $510
9.55K $247M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-53
- 0.37%
$30.35 - $33.16 $1.61K - $1.76K
14.2K $454M
XOM
Exxon Mobil Corp

Energy
-103
- 3.51%
$105.44 - $118.93 $10.9K - $12.2K
2.83K $337M
VEA
Vanguard Ftse Developed Market

ETFs
-36
- 0.31%
$47.4 - $52.99 $1.71K - $1.91K
11.7K $597M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-54
- 6.84%
$442.66 - $534.52 $23.9K - $28.9K
736 $392M
BSX
Boston Scientific Corp

Healthcare
-3
- 0.1%
$89.38 - $106.18 $268 - $319
3.02K $305M
CVX
Chevron Corp

Energy
-31
- 1.41%
$146.71 - $167.97 $4.55K - $5.21K
2.16K $362M
Activity Summary
Buys All Purchases 48 New Holdings 3 Increased Positions 45 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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