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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.1 Billion 10.48% of portfolio
199,996
Q3 2024 Added 0.08%
$0
$9.26 Billion 8.73% of portfolio
243,228
Q3 2024 Added 1.91%
$0
$9.11 Billion 8.58% of portfolio
323,957
Q3 2024 Added 9.04%
$0
$8.64 Billion 8.14% of portfolio
252,281
Q3 2024 Added 9.95%
$0
$7.55 Billion 7.12% of portfolio
181,216
Q3 2024 Added 2.82%
$0
$4.38 Billion 4.13% of portfolio
67,561
Q3 2024 Added 0.46%
$0
$4.09 Billion 3.85% of portfolio
65,686
Q3 2024 Added 2.39%
$0
$3.41 Billion 3.22% of portfolio
6,470
Q3 2024 Added 13.23%
$0
$3.02 Billion 2.84% of portfolio
62,190
Q3 2024 Added 19.15%
$0
$3.01 Billion 2.84% of portfolio
97,835
Q3 2024 Added 15.63%
$0
$2.96 Billion 2.79% of portfolio
104,930
Q3 2024 Added 6.62%
$0
$1.62 Billion 1.53% of portfolio
37,647
Q3 2024 Added 16.59%
$0
$1.59 Billion 1.5% of portfolio
45,376
Q3 2024 Reduced 11.65%
$0
$1.55 Billion 1.46% of portfolio
54,582
Q3 2024 Added 10.15%
$0
$1.42 Billion 1.34% of portfolio
35,856
Q3 2024 Added 0.6%
$0
$1.26 Billion 1.19% of portfolio
49,217
Q3 2024 Added 7.27%
$0
$945 Million 0.89% of portfolio
35,206
Q3 2024 Added 10.54%
$0
$937 Million 0.88% of portfolio
28,074
Q2 2024 New
$0
$928 Million 0.87% of portfolio
29,186
Q3 2024 Added 0.43%
$0
$919 Million 0.87% of portfolio
1,602
Q3 2024 Added 1.01%
$0
$911 Million 0.86% of portfolio
19,072
Q3 2024 Added 29.01%
$0
$756 Million 0.71% of portfolio
17,883
Q3 2024 Added 10.01%
$0
$736 Million 0.69% of portfolio
8,827
Q3 2024 Added 0.81%
$0
$662 Million 0.62% of portfolio
12,530
Q3 2024 Added 13.22%
$0
$639 Million 0.6% of portfolio
12,082
Q3 2024 Reduced 1.67%
$0
$622 Million 0.59% of portfolio
7,165
Q3 2024 Reduced 1.27%
$0
$619 Million 0.58% of portfolio
5,748
Q3 2024 Reduced 2.1%
$0
$516 Million 0.49% of portfolio
895
Q3 2024 Added 0.67%
$0
$488 Million 0.46% of portfolio
14,302
Q3 2024 Reduced 1.04%
$0
$477 Million 0.45% of portfolio
6,809
Q3 2024 Added 0.04%
$0
$459 Million 0.43% of portfolio
15,090
Q3 2024 Reduced 0.01%
$0
$412 Million 0.39% of portfolio
5,235
Q3 2024 Added 33.78%
$0
$378 Million 0.36% of portfolio
3,001
Q3 2024 Added 2.74%
$0
$365 Million 0.34% of portfolio
12,277
Q2 2024 New
$0
$360 Million 0.34% of portfolio
113,708
Q3 2024 Added 3,003.38%
$0
$316 Million 0.3% of portfolio
7,662
Q2 2024 New
$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
$0
$295 Million 0.28% of portfolio
10,423
Q2 2024 New
$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%
$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%
$0
$248 Million 0.23% of portfolio
8,058
Q3 2024 New
$0
$240 Million 0.23% of portfolio
2,372
Q3 2024 Added 7.23%
$0
$230 Million 0.22% of portfolio
4,161
Q3 2024 Reduced 0.88%

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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