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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$374 Million 0.31% of portfolio
4,596
Q4 2024 New
$0
$371 Million 0.31% of portfolio
12,277
Q2 2024 New
$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%
-
$348 Million 0.29% of portfolio
-
Q4 2024 New
$21.9B
$339 Million 0.28% of portfolio
2,001
Q4 2024 New
$0
$322 Million 0.27% of portfolio
2,817
Q4 2024 Reduced 6.13%
$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%
$0
$311 Million 0.26% of portfolio
1,293
Q4 2024 Added 1.97%
$0
$298 Million 0.25% of portfolio
7,764
Q4 2024 Added 1.33%
$0
$298 Million 0.25% of portfolio
6,640
Q4 2024 Added 0.51%
$0
$302 Million 0.25% of portfolio
1,300
Q2 2024 New
$0
$303 Million 0.25% of portfolio
6,887
Q4 2024 Added 5.56%
$0
$289 Million 0.24% of portfolio
1,459
Q4 2024 Added 3.04%
$0
$276 Million 0.23% of portfolio
1,627
Q4 2024 Added 7.18%
$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
$265B
$285 Million 0.23% of portfolio
3,155
Q4 2024 Added 10.55%
Dimensional Ultrashort Fixed Income ETF
-
$263 Million 0.22% of portfolio
-
Q4 2024 New
$0
$266 Million 0.22% of portfolio
9,255
Q4 2024 Reduced 11.21%
$147B
$270 Million 0.22% of portfolio
3,022
Q4 2024 Added 17.18%
$0
$258 Million 0.21% of portfolio
969
Q4 2024 Reduced 10.77%
$0
$254 Million 0.21% of portfolio
2,500
Q4 2024 Reduced 5.48%
$0
$253 Million 0.21% of portfolio
8,058
Q3 2024 New
$272B
$243 Million 0.2% of portfolio
3,906
Q4 2024 Reduced 5.63%
$0
$243 Million 0.2% of portfolio
9,572
Q4 2024 Added 0.57%
$0
$242 Million 0.2% of portfolio
2,493
Q4 2024 Added 5.1%
$1.2T
$226 Million 0.19% of portfolio
1,185
Q4 2024 New
$0
$232 Million 0.19% of portfolio
804
Q3 2024 Reduced 0.12%
$0
$233 Million 0.19% of portfolio
8,225
Q4 2024 Added 97.67%
$427B
$213 Million 0.18% of portfolio
233
Q4 2024 New
$1.54T
$203 Million 0.17% of portfolio
347
Q4 2024 New
$57.6B
$206 Million 0.17% of portfolio
2,777
Q4 2024 New
$0
$206 Million 0.17% of portfolio
3,268
Q4 2024 Reduced 0.12%
$0
$207 Million 0.17% of portfolio
2,323
Q4 2024 Added 2.61%
-
$208 Million 0.17% of portfolio
-
Q3 2024 New
$0
$211 Million 0.17% of portfolio
2,385
Q3 2024 New
$437B
$200 Million 0.16% of portfolio
1,201
Q4 2024 New
Nuveen Churchill Direct Lendin Com Shs
-
$184 Million 0.15% of portfolio
-
Q4 2024 New
-
$141 Million 0.12% of portfolio
-
Q4 2024 Added 2.69%
$0
$71.5 Million 0.06% of portfolio
71,521
Q2 2024 New
$57.9M
$14.9 Million 0.01% of portfolio
15,718
Q2 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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