The Analysis of VANTAGE WEALTH's Holdings


Currently, VANTAGE WEALTH holds 30 types of securities in its portfolio with a total value $462.6M. In the most recent quarter, they have increased their positions in APD (+11.3K shares, valued at $2.8M), ZTS (+22.1K shares, valued at $2.8M), TXN (+9.9K shares, valued at $1.7M); decreased their positions in N/A (-19.4K shares, valued at $6.1M), GLW (-39.7K shares, valued at $3.5M), N/A (-7.4K shares, valued at $1.7M); initiated new positions in N/A (+3.8K shares, valued at $249.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC85.3K shares-18.51%2025-12-312026-01-14history
GLW CORNING INC266.3K shares-12.97%2025-12-312026-01-14history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC101.3K shares-6.81%2025-12-312026-01-14history
JPM JPMORGAN CHASE & CO.69.8K shares-2.39%2025-12-312026-01-14history
AAPL APPLE INC80.4K shares-1.54%2025-12-312026-01-14history
AMZN AMAZON COM INC94.4K shares-1.43%2025-12-312026-01-14history
MSFT MICROSOFT CORP44.8K shares-1.97%2025-12-312026-01-14history
V VISA INC60.8K shares-0.43%2025-12-312026-01-14history
Sponsored
AMGN AMGEN INC63.7K shares-2.60%2025-12-312026-01-14history
EMR EMERSON ELEC CO154.1K shares-1.60%2025-12-312026-01-14history
ENB ENBRIDGE INC421.2K shares-1.59%2025-12-312026-01-14history
BLACKROCK INC BLACKROCK INC18.7K shares-0.65%2025-12-312026-01-14history
MEDTRONIC PLC MEDTRONIC PLC205.3K shares-4.53%2025-12-312026-01-14history
NEE NEXTERA ENERGY INC241.6K shares-1.95%2025-12-312026-01-14history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL37.9K shares4.10%2025-12-312026-01-14history
PEP PEPSICO INC130.9K shares-0.81%2025-12-312026-01-14history
Sponsored
CVX CHEVRON CORP NEW122.3K shares-1.02%2025-12-312026-01-14history
APD AIR PRODS & CHEMS INC75.3K shares17.67%2025-12-312026-01-14history
TXN TEXAS INSTRS INC107.2K shares10.22%2025-12-312026-01-14history
HON HONEYWELL INTL INC94.7K shares8.88%2025-12-312026-01-14history
CNI CANADIAN NATL RY CO178.3K shares2.32%2025-12-312026-01-14history
ZTS ZOETIS INC130.6K shares20.36%2025-12-312026-01-14history
NVDA NVIDIA CORPORATION39.2K shares0.00%2025-12-312026-01-14history
BROADCOM INC BROADCOM INC7.8K shares-1.23%2025-12-312026-01-14history
Sponsored
ALPHABET INC ALPHABET INC4.9K shares-1.00%2025-12-312026-01-14history
COST COSTCO WHSL CORP NEW852 shares0.00%2025-12-312026-01-14history
TJX TJX COS INC NEW4.0K shares0.00%2025-12-312026-01-14history
AVY AVERY DENNISON CORP1.5K shares0.00%2025-12-312026-01-14history
ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN3.8K sharesnew addition2025-12-312026-01-14history
LIND LINDBLAD EXPEDITIONS HLDGS I12.0K shares0.00%2025-12-312026-01-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available