Vestia Personal Wealth Advisors has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $93.7 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $10.4B, Dimensional ETF Tr with a value of $8.58B, Dimensional ETF Tr Dimensional with a value of $7.81B, Dimensional ETF Tr U S Core Eq with a value of $7.39B, and Dimensional ETF Tr Us Marketwi with a value of $6.92B.

Examining the 13F form we can see an increase of $93.7B in the current position value.

Vestia Personal Wealth Advisors is based out at Fort Wayne, IN

Below you can find more details about Vestia Personal Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $93.7 Billion
ETFs: $79.9 Billion
Technology: $3.3 Billion
Consumer Defensive: $1.99 Billion
Healthcare: $1.06 Billion
Consumer Cyclical: $464 Million
Industrials: $322 Million
Energy: $316 Million
Financial Services: $304 Million
Other: $292 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $93.7 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 74 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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