Vestia Personal Wealth Advisors Portfolio Holdings

Vestia Personal Wealth Advisors

  • $93.7 Billion
  • Q2 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.4 Billion 11.06% of portfolio
199,830
Q2 2024 New
$0
$8.58 Billion 9.15% of portfolio
238,666
Q2 2024 New
$0
$7.81 Billion 8.33% of portfolio
297,105
Q2 2024 New
$0
$7.39 Billion 7.88% of portfolio
229,460
Q2 2024 New
$0
$6.92 Billion 7.38% of portfolio
176,245
Q2 2024 New
$0
$4.04 Billion 4.31% of portfolio
67,253
Q2 2024 New
$0
$3.78 Billion 4.03% of portfolio
64,152
Q2 2024 New
$0
$2.86 Billion 3.05% of portfolio
5,714
Q2 2024 New
$0
$2.63 Billion 2.81% of portfolio
98,411
Q2 2024 New
$0
$2.49 Billion 2.66% of portfolio
52,195
Q2 2024 New
$0
$2.43 Billion 2.6% of portfolio
84,607
Q2 2024 New
$3.62T
$1.74 Billion 1.85% of portfolio
8,244
Q2 2024 New
$0
$1.73 Billion 1.85% of portfolio
40,420
Q2 2024 New
$0
$1.71 Billion 1.82% of portfolio
51,362
Q2 2024 New
$0
$1.36 Billion 1.45% of portfolio
49,553
Q2 2024 New
$0
$1.34 Billion 1.43% of portfolio
32,290
Q2 2024 New
$0
$1.12 Billion 1.2% of portfolio
41,635
Q2 2024 New
Fidelity Enhanced Large Cap Value ETF
-
$1.07 Billion 1.14% of portfolio
-
Q2 2024 New
$0
$1.01 Billion 1.08% of portfolio
45,883
Q2 2024 New
$3.03T
$912 Million 0.97% of portfolio
2,041
Q2 2024 New
$0
$906 Million 0.97% of portfolio
28,074
Q2 2024 New
Dimensional Global Real Estate ETF
-
$894 Million 0.95% of portfolio
-
Q2 2024 New
$0
$863 Million 0.92% of portfolio
1,586
Q2 2024 New
$0
$862 Million 0.92% of portfolio
29,061
Q2 2024 New
$0
$784 Million 0.84% of portfolio
31,850
Q2 2024 New
Dimensional Us Large Cap Value ETF
-
$708 Million 0.75% of portfolio
-
Q2 2024 New
$0
$695 Million 0.74% of portfolio
14,783
Q2 2024 New
$788B
$683 Million 0.73% of portfolio
754
Q2 2024 New
$0
$670 Million 0.72% of portfolio
8,756
Q2 2024 New
$0
$664 Million 0.71% of portfolio
16,256
Q2 2024 New
$0
$599 Million 0.64% of portfolio
12,287
Q2 2024 New
$0
$571 Million 0.61% of portfolio
5,871
Q2 2024 New
$0
$568 Million 0.61% of portfolio
7,257
Q2 2024 New
$0
$547 Million 0.58% of portfolio
11,067
Q2 2024 New
$0
$487 Million 0.52% of portfolio
889
Q2 2024 New
$0
$459 Million 0.49% of portfolio
14,452
Q2 2024 New
$0
$452 Million 0.48% of portfolio
6,806
Q2 2024 New
$0
$435 Million 0.46% of portfolio
15,091
Q2 2024 New
Innovator U.S. Equity Accelerated Plus ETF
-
$394 Million 0.42% of portfolio
-
Q2 2024 New
$418B
$362 Million 0.39% of portfolio
2,476
Q2 2024 New
$0
$359 Million 0.38% of portfolio
12,277
Q2 2024 New
$0
$343 Million 0.37% of portfolio
2,921
Q2 2024 New
$0
$344 Million 0.37% of portfolio
2,563
Q2 2024 New
$0
$333 Million 0.36% of portfolio
1,355
Q2 2024 New
$331B
$332 Million 0.35% of portfolio
2,689
Q2 2024 New
$68.8B
$324 Million 0.35% of portfolio
201
Q2 2024 New
$487B
$316 Million 0.34% of portfolio
2,748
Q2 2024 New
$199B
$322 Million 0.34% of portfolio
967
Q2 2024 New
$587B
$304 Million 0.32% of portfolio
748
Q2 2024 New

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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