IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vestia Personal Wealth Advisors

Q3 2024 Holdings

Filed 2024-11-05 | 82 holdings | $106.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Kronos BIO Inc COM(KRON1USD)Stock50107A104$15.7K15,7180.0%
Proshares Ultrapro QQQ(TQQQ)ETF74347X831$71.5K71,5210.1%
FS Credit Opportunities Corp Common Stock(FSCO)CEF30290Y101$127.6K20,0870.1%
Innovator U.S. Equity Accelerated Plus ETF - January(XTJA)ETF45783Y772$203.9K7,4930.2%
Ishares Russell Midcap ETF(IWR)ETF464287499$210.2K2,3850.2%
Spdr Portfolio Developed World Ex-US ETF(SPDW)ETF78463X889$213.9K5,6940.2%
Boston Scientific Corp COM(BSX)Stock101137107$216.1K2,5790.2%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$217.8K1,0330.2%
United Bankshares Inc West VA COM(UBSI)Stock909907107$218.9K5,8990.2%
Vanguard Real Estate ETF(VNQ)ETF922908553$220.5K2,2640.2%
Ishares S&P 100 ETF(OEF)ETF464287101$222.5K8040.2%
Wisdomtree International Smallcap Dividend Fund(DLS)ETF97717W760$225.9K3,2720.2%
Schwab 1000 Index ETF(SCHK)ETF808524722$230.1K4,1610.2%
Walmart Inc COM(WMT)Stock931142103$230.4K2,8540.2%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$240.2K2,3720.2%
Innovator Defined Wealth Shield ETF(BALT)ETF45783Y855$248.4K8,0580.2%
Amazon COM Inc COM(AMZN)Stock023135106$250.4K1,3440.2%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$253.2K2,6450.2%
Dimensional Emerging Core Equity Market ETF(DFAE)ETF25434V302$261.0K9,5180.2%
Vanguard Value ETF(VTV)ETF922908744$265.1K1,5180.2%
Dimensional World Equity ETF(DFAW)ETF25434V617$275.2K4,3360.3%
Vanguard Russell 1000 ETF(VONE)ETF92206C730$282.3K1,0860.3%
Vanguard Small Cap Value ETF(VBR)ETF922908611$284.2K1,4160.3%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$293.5K1,3000.3%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$294.4K1,7750.3%
Innovator U.S. Equity Accelerated 9 Buffer ETF - January(XBJA)ETF45783Y780$295.4K10,4230.3%
Coca Cola Co COM(KO)Stock191216100$297.4K4,1390.3%
Spdr Portfolio S&P 600 Small Cap ETF(SPSM)ETF78468R853$300.6K6,6060.3%
Vanguard Small-Cap ETF(VB)ETF922908751$300.7K1,2680.3%
Broadcom Inc COM(AVGO)Stock11135F101$310.2K1,7980.3%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$312.2K6,5240.3%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$316.3K7,6620.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$322.6K7010.3%
Exxon Mobil Corp COM(XOM)Stock30231G102$322.9K2,7540.3%
Tesla Inc COM(TSLA)Stock88160R101$333.8K1,2760.3%
Spdr Portfolio S&P 500 ETF(SPYM)ETF78464A854$360.3K113,7080.3%
Innovator U.S. Equity Accelerated 9 Buffer ETF - October(XBOC)ETF45783Y848$365.1K12,2770.3%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$378.0K3,0010.4%
Caterpillar Inc COM(CAT)Stock149123101$382.5K9780.4%
Innovator U.S. Equity Accelerated Plus ETF(XTAP)ETF45783Y400$409.9K12,1730.4%
Johnson & Johnson COM(JNJ)Stock478160104$411.3K2,5380.4%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$411.9K5,2350.4%
Nvidia Corporation COM(NVDA)Stock67066G104$453.1K3,7310.4%
Vanguard Total Stock Market ETF(VTI)ETF922908769$459.2K15,0900.4%
Spdr Portfolio S&P 1500 Composite Stock Market ETF(SPTM)ETF78464A805$477.0K6,8090.4%
Spdr S&P International Small Cap ETF(GWX)ETF78463X871$488.1K14,3020.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$516.2K8950.5%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$618.7K5,7480.6%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$622.0K7,1650.6%
Spdr Portfolio S&P 500 Value ETF(SPYV)ETF78464A508$638.7K12,0820.6%
Page 1 of 2Next