VESTIA PERSONAL WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBM | 2K | $448.63K |
 | AN | 2K | $332.75K |
 | GOOG | 1K | $358.92K |
 | JPM | 1K | $397.50K |
 | CAT | 1K | $551.09K |
 | PANW | 1K | $218.08K |
 | MSTR | 893 | $287.73K |
 | BRK-B | 801 | $402.69K |
 | LLY | 692 | $528.26K |
 | V | 678 | $231.36K |
 | META | 672 | $493.36K |
 | NFLX | 318 | $381.26K |
 | COST | 231 | $213.82K |
International Business Machines Corporation
IBM
Shares Held
2K
Value
$448.63K
AutoNation, Inc.
AN
Shares Held
2K
Value
$332.75K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$358.92K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$397.50K
Caterpillar Inc.
CAT
Shares Held
1K
Value
$551.09K
Palo Alto Networks, Inc.
PANW
Shares Held
1K
Value
$218.08K
MicroStrategy Incorporated
MSTR
Shares Held
893
Value
$287.73K
Berkshire Hathaway Inc.
BRK-B
Shares Held
801
Value
$402.69K
Eli Lilly and Company
LLY
Shares Held
692
Value
$528.26K
Visa Inc.
V
Shares Held
678
Value
$231.36K
Meta Platforms, Inc.
META
Shares Held
672
Value
$493.36K
Netflix, Inc.
NFLX
Shares Held
318
Value
$381.26K
Costco Wholesale Corporation
COST
Shares Held
231
Value
$213.82K