VESTIA PERSONAL WEALTH ADVISORS
Top Portfolio Positions
28 positions ·
$17,018,476 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
10,262 | $2,604,392 | 15.30% | |
| NVDA |
Nvidia Corp
Technology
|
8,581 | $1,496,526 | 8.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,025 | $1,046,556 | 6.15% | |
| MSFT |
Microsoft Corp
Technology
|
2,822 | $1,044,619 | 6.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,546 | $1,019,687 | 5.99% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,501 | $976,160 | 5.74% | |
| CAT |
Caterpillar Inc
Industrials
|
1,080 | $765,136 | 4.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,931 | $717,849 | 4.22% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,824 | $690,298 | 4.06% | |
| LLY |
ELI LILLY & Co
Healthcare
|
726 | $667,753 | 3.92% |
Portfolio Trend
Holdings in NSPR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,812 | 24,425 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $75,516 | 42,425 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $102,244 | 42,425 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $40,860 | 18,000 | Shares | Sole | 2025-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||