VW
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VANTAGE WEALTH13F | |
| VANTAGE WEALTH | |
| Last update 2025-04-10 | 30 Stocks (1 new) |
| Value $442.00 Mil | Turnover 5 % |
VANTAGE WEALTH Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 66,666 | 23,363.8 | -10.22% | 5.290 | -0.52% | 0.000 | +1.48% | +12.72% | 693,590.3 | Credit Services | |
AMGN | Amgen Inc | 69,614 | 21,688.2 | +4.21% | 4.910 | +0.20% | 0.010 | -9.59% | +8.94% | 150,132.9 | Drug Manufacturers | |
CVX | Chevron Corp | 124,865 | 20,888.7 | -0.19% | 4.730 | -0.01% | 0.010 | -13.36% | +1.17% | 248,037.4 | Oil & Gas | |
BRK.B | Berkshire Hathaway Inc | 38,856 | 20,693.9 | -11.52% | 4.690 | -0.49% | 0.000 | -8.79% | +7.17% | 1,048,047.4 | Insurance | |
MDT | Medtronic PLC | 223,940 | 20,123.3 | -1.05% | 4.560 | -0.04% | 0.020 | -2.19% | +10.91% | 111,687.8 | Medical Devices & Instruments | |
ENB | Enbridge Inc | 444,290 | 19,686.5 | -0.57% | 4.460 | -0.02% | 0.020 | +3.87% | +10.05% | 98,379.6 | Oil & Gas | |
APD | Air Products & Chemicals Inc | 65,239 | 19,240.3 | -0.76% | 4.360 | -0.03% | 0.030 | -3.78% | -1.56% | 62,770.8 | Chemicals | |
AAPL | Apple Inc | 86,281 | 19,165.6 | -1.03% | 4.340 | -0.05% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
EMR | Emerson Electric Co | 172,010 | 18,859.2 | -1.23% | 4.270 | -0.06% | 0.030 | +22.14% | +8.52% | 74,998.1 | Industrial Products | |
BLK | BlackRock Inc | 19,520 | 18,475.3 | -14.63% | 4.180 | -0.74% | 0.010 | +11.45% | +3.46% | 162,556.3 | Asset Management |
VANTAGE WEALTH's Historical Top Holdings Breakdowns
VANTAGE WEALTH's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -3.46% | 33.19 ($36.08) 38.23 | $35.69 | -1.08% | Sold Out | 0 | -427,675 | |
TEL | TE Connectivity PLC | 2025-03-31 | New Buy New Buy | +3.08% | 140.64 ($148) 156.98 | $168.67 | 13.97% | New holding | 96,410 | 96,410 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.79% | 225.19 ($254.94) 279.95 | $289.91 | 13.72% | Reduce -17.14% | 73,963 | -15,300 | |
BLK | BlackRock Inc | 2025-03-31 | Reduce Reduce | -0.74% | 900.46 ($980.1) 1075.5 | $1,049.25 | 7.06% | Reduce -14.63% | 19,520 | -3,345 | |
GLW | Corning Inc | 2025-03-31 | Reduce Reduce | -0.74% | 44.91 ($49.38) 54.25 | $52.59 | 6.50% | Reduce -15.61% | 388,715 | -71,915 | |
A | Agilent Technologies Inc | 2025-03-31 | Add Add | +0.61% | 116.69 ($134.77) 152.6 | $118.01 | -12.44% | Add 20.89% | 132,480 | 22,890 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.52% | 306.92 ($338.38) 362.71 | $355.05 | 4.93% | Reduce -10.22% | 66,666 | -7,592 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.49% | 190.26 ($217) 242.06 | $219.39 | 1.10% | Reduce -9.9% | 94,687 | -10,403 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.49% | 442.66 ($486.15) 534.52 | $485.77 | -0.08% | Reduce -11.52% | 38,856 | -5,061 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.49% | 142.64 ($148.84) 156.42 | $132.04 | -11.29% | Add 13.65% | 120,733 | 14,505 |
VANTAGE WEALTH Total Holding History ($B)
VANTAGE WEALTH's Asset Allocation
VANTAGE WEALTH Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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VANTAGE WEALTH's Hypothetical Growth since 2025-03-31
VANTAGE WEALTH's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
VANTAGE WEALTH's Holdings Heat Map
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VANTAGE WEALTH's Holdings Bubble Chart
VANTAGE WEALTH News
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