Vestia Personal Wealth Advisors Portfolio Holdings

Vestia Personal Wealth Advisors

  • $106 Billion
  • Q3 2024

Vestia Personal Wealth Advisors has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $106 Billion distributed in 82 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 $11.1B, Dimensional ETF Tr with a value of $9.26B, Dimensional ETF Tr Dimensional with a value of $9.11B, Dimensional ETF Tr U S Core Eq with a value of $8.64B, and Dimensional ETF Tr Us Marketwi with a value of $7.55B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $93.7B to 106B.

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 $106 Billion
ETFs: $89.7 Billion
Technology: $3.69 Billion
Consumer Defensive: $2.28 Billion
Healthcare: $1.32 Billion
Financial Services: $759 Million
Consumer Cyclical: $584 Million
Industrials: $383 Million
Energy: $323 Million
Other: $294 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.73B
$219 Million 0.21% of portfolio
5,899
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $106 Billion
  • Prior Value $93.7 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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