Vestia Personal Wealth Advisors Portfolio Holdings

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

Vestia Personal Wealth Advisors has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 95 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 $11B, Dimensional ETF Tr Dimensional with a value of $10.6B, Dimensional ETF Tr U S Core Eq with a value of $9.67B, Dimensional ETF Tr with a value of $9.65B, and Dimensional ETF Tr Us Marketwi with a value of $7.95B.

Examining the 13F form we can see an increase of $15.3B in the current position value, from $106B to 121B.

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 $121 Billion
ETFs: $98.3 Billion
Technology: $5.77 Billion
Consumer Defensive: $3.08 Billion
Consumer Cyclical: $2.08 Billion
Communication Services: $1.29 Billion
Healthcare: $1.26 Billion
Financial Services: $637 Million
Energy: $634 Million
Other: $361 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$2.25 Billion 1.85% of portfolio
8,972
Q4 2024 Added 4.43%
$1.23T
$1.1 Billion 0.91% of portfolio
2,734
Q4 2024 Added 114.26%
$3.3T
$1.05 Billion 0.86% of portfolio
2,491
Q4 2024 Added 15.48%
$2.42T
$977 Million 0.8% of portfolio
4,455
Q4 2024 Added 231.47%
$308B
$939 Million 0.77% of portfolio
6,991
Q4 2024 Added 87.38%
$764B
$601 Million 0.49% of portfolio
778
Q4 2024 Added 1.43%
$1.2T
$586 Million 0.48% of portfolio
3,096
Q4 2024 Added 74.42%
$395B
$376 Million 0.31% of portfolio
2,601
Q4 2024 Added 2.48%
$208B
$361 Million 0.3% of portfolio
996
Q4 2024 Added 1.84%
$611B
$358 Million 0.29% of portfolio
790
Q4 2024 Added 12.7%
$305B
$318 Million 0.26% of portfolio
2,195
Q4 2024 New
$453B
$316 Million 0.26% of portfolio
2,936
Q4 2024 Added 6.61%
$435B
$277 Million 0.23% of portfolio
311
Q4 2024 New
$394B
$278 Million 0.23% of portfolio
1,658
Q4 2024 New
$782B
$279 Million 0.23% of portfolio
1,163
Q4 2024 Added 12.58%
$205B
$284 Million 0.23% of portfolio
1,294
Q4 2024 New
$272B
$243 Million 0.2% of portfolio
3,906
Q4 2024 Reduced 5.63%
$1.2T
$226 Million 0.19% of portfolio
1,185
Q4 2024 New
$427B
$213 Million 0.18% of portfolio
233
Q4 2024 New
$1.54T
$203 Million 0.17% of portfolio
347
Q4 2024 New
$437B
$200 Million 0.16% of portfolio
1,201
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $121 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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