Vestia-Personal-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  null,
  null,
  "CAT",
  "AVGO",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NCDL",
  null,
  null,
  null,
  null,
  "FSCO",
  null,
  null,
  null,
  "META",
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "HSY",
  "ORCL",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MSTR",
  null,
  null,
  null,
  "SPLG",
  "IBM",
  "VNQ",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  null,
  "KRON",
  "AMZN",
  null,
  null,
  "VEA",
  "VONE",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  "SPYV",
  "BRK-B",
  "CVX",
  "KO",
  "CL",
  "COST",
  null,
  null,
  null,
  null,
  "DFAC",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 95
Total Value: 126390889
Accession Number: 0001785445-25-000008
Form Type: 13F-HR
CIK: vestia-personal-wealth-advisors
Manager Name: Vestia-Personal-Wealth-Advisors

Data Enrichment

52% identified

49 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $126.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Alphabet Inc.

GOOGL|02079K305

Shares:3.1K

Value:$483.1K

% of Portfolio:0.4% ($483.1K/$126.4M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.7K

Value:$475.9K

% of Portfolio:0.4% ($475.9K/$126.4M)

78463X871

Shares:14.2K

Value:$453.9K

% of Portfolio:0.4% ($453.9K/$126.4M)

922908769

VTI|922908769

Shares:15.8K

Value:$453.5K

% of Portfolio:0.4% ($453.5K/$126.4M)

78464A805

Shares:6.6K

Value:$446.6K

% of Portfolio:0.4% ($446.6K/$126.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.7K

Value:$441.8K

% of Portfolio:0.3% ($441.8K/$126.4M)

45783Y400

Shares:12.2K

Value:$433.0K

% of Portfolio:0.3% ($433.0K/$126.4M)

921937827

BSV|921937827

Shares:5.4K

Value:$424.5K

% of Portfolio:0.3% ($424.5K/$126.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:736

Value:$392.0K

% of Portfolio:0.3% ($392.0K/$126.4M)

45782C524

Shares:11.5K

Value:$367.6K

% of Portfolio:0.3% ($367.6K/$126.4M)

45783Y848

Shares:12.3K

Value:$365.6K

% of Portfolio:0.3% ($365.6K/$126.4M)

CHEVRON CORP

CVX|166764100

Shares:2.2K

Value:$362.0K

% of Portfolio:0.3% ($362.0K/$126.4M)

78464A854

SPLG|78464A854

Shares:5.4K

Value:$355.8K

% of Portfolio:0.3% ($355.8K/$126.4M)

HERSHEY CO

HSY|427866108

Shares:2.0K

Value:$344.6K

% of Portfolio:0.3% ($344.6K/$126.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.8K

Value:$337.0K

% of Portfolio:0.3% ($337.0K/$126.4M)

92189F601

Shares:4.6K

Value:$336.7K

% of Portfolio:0.3% ($336.7K/$126.4M)

922042718

VSS|922042718

Shares:2.9K

Value:$333.8K

% of Portfolio:0.3% ($333.8K/$126.4M)

Broadcom Inc.

AVGO|11135F101

Shares:2.0K

Value:$332.8K

% of Portfolio:0.3% ($332.8K/$126.4M)

922908744

VTV|922908744

Shares:1.9K

Value:$324.7K

% of Portfolio:0.3% ($324.7K/$126.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.3K

Value:$324.5K

% of Portfolio:0.3% ($324.5K/$126.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	3.1K	QoQ +0.90% (-28) YoY-	All Managers (Combined)	$483.1K	0.4% ($483.1K/$126.4M)	QoQ -17.57% (-$103.0K) YoY-
MICROSTRATEGY Inc(MSTRcusip594972408)	1.7K	QoQ -0.90% (-15) YoY-	All Managers (Combined)	$475.9K	0.4% ($475.9K/$126.4M)	QoQ -1.36% (-$6.6K) YoY-
(cusip78463X871)✕	14.2K	QoQ -0.37% (-53) YoY-	All Managers (Combined)	$453.9K	0.4% ($453.9K/$126.4M)	QoQ +2.76% (-$12.2K) YoY-
(VTIcusip922908769)	15.8K	QoQ -6.14% (-1.0K) YoY-	All Managers (Combined)	$453.5K	0.4% ($453.5K/$126.4M)	QoQ -6.23% (-$30.1K) YoY-
(cusip78464A805)✕	6.6K	QoQ -0.15% (-10) YoY-	All Managers (Combined)	$446.6K	0.4% ($446.6K/$126.4M)	QoQ -4.93% (-$23.2K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	2.7K	QoQ +2.42% (+63) YoY-	All Managers (Combined)	$441.8K	0.3% ($441.8K/$126.4M)	QoQ +17.43% (+$65.6K) YoY-
(cusip45783Y400)✕	12.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$433.0K	0.3% ($433.0K/$126.4M)	QoQ +2.78% (+$11.8K) YoY-
(BSVcusip921937827)	5.4K	QoQ +0.29% (+16) YoY-	All Managers (Combined)	$424.5K	0.3% ($424.5K/$126.4M)	QoQ +1.60% (+$6.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	736	QoQ -6.83% (-54) YoY-	All Managers (Combined)	$392.0K	0.3% ($392.0K/$126.4M)	QoQ +9.46% (-$33.9K) YoY-
(cusip45782C524)✕	11.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$367.6K	0.3% ($367.6K/$126.4M)	QoQ +5.77% (+$20.1K) YoY-
(cusip45783Y848)✕	12.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$365.6K	0.3% ($365.6K/$126.4M)	QoQ -1.36% (-$5.1K) YoY-
CHEVRON CORP(CVXcusip166764100)	2.2K	QoQ -1.41% (-31) YoY-	All Managers (Combined)	$362.0K	0.3% ($362.0K/$126.4M)	QoQ +13.86% (-$44.1K) YoY-
(SPLGcusip78464A854)	5.4K	QoQ -1.60% (-88) YoY-	All Managers (Combined)	$355.8K	0.3% ($355.8K/$126.4M)	QoQ -6.13% (-$23.2K) YoY-
HERSHEY CO(HSYcusip427866108)	2.0K	QoQ +0.69% (+14) YoY-	All Managers (Combined)	$344.6K	0.3% ($344.6K/$126.4M)	QoQ +1.69% (+$5.8K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.8K	QoQ -3.50% (-103) YoY-	All Managers (Combined)	$337.0K	0.3% ($337.0K/$126.4M)	QoQ +6.68% (-$21.1K) YoY-
(cusip92189F601)✕	4.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$336.7K	0.3% ($336.7K/$126.4M)	QoQ -9.92% (-$37.1K) YoY-
(VSScusip922042718)	2.9K	QoQ +2.52% (+71) YoY-	All Managers (Combined)	$333.8K	0.3% ($333.8K/$126.4M)	QoQ +3.51% (+$11.3K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.0K	QoQ -18.59% (-454) YoY-	All Managers (Combined)	$332.8K	0.3% ($332.8K/$126.4M)	QoQ -41.22% (-$233.4K) YoY-
(VTVcusip922908744)	1.9K	QoQ +15.55% (+253) YoY-	All Managers (Combined)	$324.7K	0.3% ($324.7K/$126.4M)	QoQ +17.84% (+$49.2K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.3K	QoQ +0.85% (+11) YoY-	All Managers (Combined)	$324.5K	0.3% ($324.5K/$126.4M)	QoQ +14.07% (+$40.0K) YoY-