Holdings
Vestia Personal Wealth Advisors
As of Jun 30, 2026, Vestia Personal Wealth Advisors reported 32 positions worth US$19.4M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 10,501 | US$3.04M | +239 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,800 | US$1.72M | −202 | Jun 30, 2026 |
| Nvidia Corporation | 8,350 | US$1.67M | −231 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,223 | US$1.24M | +198 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,083 | US$1.15M | +3 | Jun 30, 2026 |
| Microsoft Corp. | 2,962 | US$1.11M | +140 | Jun 30, 2026 |
| Eli Lilly And Company | 755 | US$906K | +29 | Jun 30, 2026 |
| Broadcom Inc. | 2,155 | US$814K | +26 | Jun 30, 2026 |
| Johnson & Johnson | 2,789 | US$708K | −35 | Jun 30, 2026 |
| Tesla, Inc. | 1,498 | US$630K | −433 | Jun 30, 2026 |