Vestia Personal Wealth Advisors Portfolio Holdings by Sector

Vestia Personal Wealth Advisors

$93.7 Billion
Q2 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAT DFIV DFIC DFAC DFUV DFAS DFUS VOO 51 stocks	$79.4 Million 90.34% of portfolio	51	-	51	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.74 Million 1.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Packaged Goods \| Consumer Defensive BUFF 1 stocks	$1.73 Million 1.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$1.04 Million 1.19% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$912,071 1.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$655,741 0.75% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$434,653 0.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$321,957 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$316,386 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$304,286 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$291,736 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$257,357 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$249,131 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$214,701 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare KRON 1 stocks	$19,490 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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