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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$316 Million 0.3% of portfolio
7,662
Q2 2024 New
$72.7B
$310 Million 0.29% of portfolio
1,798
Q3 2024 Added 794.53%
$0
$312 Million 0.29% of portfolio
6,524
Q3 2024 Reduced 0.87%
$0
$293 Million 0.28% of portfolio
1,300
Q2 2024 New
$1.08T
$294 Million 0.28% of portfolio
1,775
Q3 2024 Added 10.8%
$0
$295 Million 0.28% of portfolio
10,423
Q2 2024 New
$275B
$297 Million 0.28% of portfolio
4,139
Q3 2024 Added 2.55%
$0
$301 Million 0.28% of portfolio
6,606
Q3 2024 Reduced 3.18%
$0
$301 Million 0.28% of portfolio
1,268
Q3 2024 Added 1.68%
$0
$284 Million 0.27% of portfolio
1,416
Q3 2024 Reduced 0.07%
$0
$282 Million 0.27% of portfolio
1,086
Q3 2024 Reduced 19.85%
Dimensional World Equity ETF
-
$275 Million 0.26% of portfolio
-
Q3 2024 New
$0
$261 Million 0.25% of portfolio
9,518
Q3 2024 Added 0.91%
$0
$265 Million 0.25% of portfolio
1,518
Q3 2024 Added 0.2%
$0
$253 Million 0.24% of portfolio
2,645
Q3 2024 Reduced 0.23%
$2.11T
$250 Million 0.24% of portfolio
1,344
Q3 2024 Added 20.97%
$0
$240 Million 0.23% of portfolio
2,372
Q3 2024 Added 7.23%
$226B
$230 Million 0.22% of portfolio
2,854
Q3 2024 New
$0
$230 Million 0.22% of portfolio
4,161
Q3 2024 Reduced 0.88%
$725B
$218 Million 0.21% of portfolio
1,033
Q3 2024 New
$5.73B
$219 Million 0.21% of portfolio
5,899
Q3 2024 New
$0
$221 Million 0.21% of portfolio
2,264
Q3 2024 Reduced 11.49%
$0
$223 Million 0.21% of portfolio
804
Q3 2024 Reduced 0.12%
$0
$226 Million 0.21% of portfolio
3,272
Q3 2024 Added 0.49%
$124B
$216 Million 0.2% of portfolio
2,579
Q3 2024 New
$0
$214 Million 0.2% of portfolio
5,694
Q3 2024 New
$0
$210 Million 0.2% of portfolio
2,385
Q3 2024 New
-
$204 Million 0.19% of portfolio
-
Q3 2024 New
-
$128 Million 0.12% of portfolio
-
Q3 2024 Added 2.82%
$0
$71.5 Million 0.07% of portfolio
71,521
Q2 2024 New
$54.5M
$15.7 Million 0.01% of portfolio
15,718
Q2 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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