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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$1.74 Billion 1.85% of portfolio
8,244
Q2 2024 New
$3.03T
$912 Million 0.97% of portfolio
2,041
Q2 2024 New
$788B
$683 Million 0.73% of portfolio
754
Q2 2024 New
$418B
$362 Million 0.39% of portfolio
2,476
Q2 2024 New
$331B
$332 Million 0.35% of portfolio
2,689
Q2 2024 New
$487B
$316 Million 0.34% of portfolio
2,748
Q2 2024 New
$587B
$304 Million 0.32% of portfolio
748
Q2 2024 New
$1.03T
$292 Million 0.31% of portfolio
1,602
Q2 2024 New
$282B
$257 Million 0.27% of portfolio
4,036
Q2 2024 New
$789B
$249 Million 0.27% of portfolio
1,259
Q2 2024 New
$1.9T
$215 Million 0.23% of portfolio
1,111
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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