VESTIA PERSONAL WEALTH ADVISORS Portfolio Holdings
Q3 2025•94 long positions•$171.0M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding100 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $16.0M 9.38% | +$780.3K Bought | — 347.9K shares | 331.0K → 347.9K +$780.3K | +5.11% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.0M 9.35% | +$2.5M Bought | — 422.7K shares | 356.5K → 422.7K +$2.5M | +18.59% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $14.4M 8.39% | +$1.6M Bought | — 437.7K shares | 390.0K → 437.7K +$1.6M | +12.23% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.9M 6.39% | +$7.5K Bought | — 187.8K shares | 187.6K → 187.8K +$7.5K | +0.07% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.9M 6.36% | +$450.6K Bought | — 243.4K shares | 233.4K → 243.4K +$450.6K | +4.32% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.4M 4.3% | +$1.2M Bought | — 231.1K shares | 192.7K → 231.1K +$1.2M | +19.96% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.9M 4.03% | +$751.3K Bought | — 100.7K shares | 89.7K → 100.7K +$751.3K | +12.23% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.0M 3.53% | +$486.9K Bought | — 125.8K shares | 115.7K → 125.8K +$486.9K | +8.77% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.5M 3.23% | +$299.5K Bought | — 9.0K shares | 8.5K → 9.0K +$299.5K | +5.74% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.1M 3.0% | +$646.9K Bought | — 160.1K shares | 139.9K → 160.1K +$646.9K | +14.41% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.8M 2.81% | +$16.3K Bought | — 66.4K shares | 66.2K → 66.4K +$16.3K | +0.34% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.9M 2.25% | +$3.3M Bought | — 75.8K shares | 10.9K → 75.8K +$3.3M | +596.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 2.2% | +$900.9K Bought | — 127.1K shares | 96.7K → 127.1K +$900.9K | +31.46% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.4M 1.97% | +$1.1M Bought | — 78.8K shares | 53.5K → 78.8K +$1.1M | +47.34% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.7M 1.58% | +$234.2K Bought | — 75.5K shares | 69.0K → 75.5K +$234.2K | +9.51% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $2.5M 1.48% | +$170.6K Bought | 0.0% 10.0K shares | 9.3K → 10.0K +$170.6K | +7.22% | $3.78T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.4M 1.43% | +$760.9K Bought | — 74.3K shares | 51.1K → 74.3K +$760.9K | +45.23% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.4M 1.38% | +$679.7K Bought | — 86.7K shares | 61.8K → 86.7K +$679.7K | +40.27% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 1.1% | +$767.0K Bought | — 39.1K shares | 23.2K → 39.1K +$767.0K | +68.62% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.8M 1.07% | +$166.0K Bought | — 40.2K shares | 36.5K → 40.2K +$166.0K | +9.93% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.8M 1.03% | -$9.5K Sold | — 36.2K shares | 36.4K → 36.2K −$9.5K | -0.53% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.8M 1.03% | +$204.3K Bought | — 74.1K shares | 65.5K → 74.1K +$204.3K | +13.08% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.7M 1.02% | +$186.6K Bought | — 55.1K shares | 49.2K → 55.1K +$186.6K | +11.99% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.7M 0.974% | — | — 41.8K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.5M 0.898% | +$213.4K Bought | — 21.4K shares | 18.4K → 21.4K +$213.4K | +16.14% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $1.5M 0.871% | +$154.3K Bought | 0.0% 2.9K shares | 2.6K → 2.9K +$154.3K | +11.56% | $3.85T Mega Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $1.5M 0.862% | +$71.3K Bought | 0.0% 7.9K shares | 7.5K → 7.9K +$71.3K | +5.08% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.4M 0.808% | +$59.8K Bought | — 32.7K shares | 31.3K → 32.7K +$59.8K | +4.52% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.712% | +$4.1K Bought | — 33.5K shares | 33.4K → 33.5K +$4.1K | +0.34% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 0.66% | -$42.4K Sold | — 33.7K shares | 34.9K → 33.7K −$42.4K | -3.62% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $1.0M 0.604% | +$2.4K Bought | 0.0% 4.7K shares | 4.7K → 4.7K +$2.4K | +0.23% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $999.9K 0.585% | -$2.0K Sold | — 1.5K shares | 1.5K → 1.5K −$2.0K | -0.2% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $906.8K 0.53% | +$87.0K Bought | 0.0% 3.7K shares | 3.4K → 3.7K +$87.0K | +10.62% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
Auto - Manufacturers Consumer Cyclical | $856.8K 0.501% | -$319.2K Sold | 0.0% 1.9K shares | 2.6K → 1.9K −$319.2K | -27.15% | $1.48T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $840.9K 0.492% | -$80.9K Sold | — 22.2K shares | 24.3K → 22.2K −$80.9K | -8.78% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $667.8K 0.391% | +$75.8K Bought | — 18.3K shares | 16.2K → 18.3K +$75.8K | +12.8% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $664.6K 0.389% | +$15.5K Bought | 0.0% 2.0K shares | 2.0K → 2.0K +$15.5K | +2.39% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $625.3K 0.366% | +$2.0K Bought | — 11.3K shares | 11.3K → 11.3K +$2.0K | +0.32% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $625.1K 0.366% | -$797.9 Sold | — 7.1K shares | 7.1K → 7.1K −$797.9 | -0.13% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $624.7K 0.365% | +$1.2K Bought | — 4.6K shares | 4.6K → 4.6K +$1.2K | +0.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $610.5K 0.357% | +$1.1K Bought | — 5.5K shares | 5.5K → 5.5K +$1.1K | +0.18% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $598.9K 0.35% | +$4.7K Bought | — 895.0 shares | 888.0 → 895.0 +$4.7K | +0.79% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $561.8K 0.329% | -$5.7K Sold | — 14.0K shares | 14.1K → 14.0K −$5.7K | -1.01% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $554.0K 0.324% | +$98.0K Bought | — 7.7K shares | 6.3K → 7.7K +$98.0K | +21.49% | — — | Q2 2025 Held for 5 months | |
Agricultural - Machinery Industrials | $551.1K 0.322% | +$71.1K Bought | 0.0% 1.2K shares | 1.0K → 1.2K +$71.1K | +14.81% | $223.53B Mega Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $528.3K 0.309% | -$6.1K Sold | 0.0% 692.0 shares | 700.0 → 692.0 −$6.1K | -1.14% | $684.00B Mega Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $514.0K 0.301% | +$4.1K Bought | 0.0% 2.8K shares | 2.8K → 2.8K +$4.1K | +0.8% | $446.55B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $498.3K 0.291% | +$1.0K Bought | — 6.2K shares | 6.2K → 6.2K +$1.0K | +0.21% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $493.4K 0.289% | +$190.9K Bought | 0.0% 672.0 shares | 412.0 → 672.0 +$190.9K | +63.11% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $482.6K 0.282% | — | — 12.2K shares | — | — | — — | Q2 2024 Held for 1y 5m |
