Vantage Point Financial LLC Incresed Positions in Q1 2025

Vantage Point Financial LLC

  • $198 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
193
+ 8.23%
$87.68 - $94.52 $16.9K - $18.2K
2.54K $238M
BND
Vanguard Bd Index Fd Inc Total

ETFs
329
+ 11.01%
$71.17 - $73.66 $23.4K - $24.2K
3.32K $244M
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.14K
+ 6.45%
$39.81 - $42.17 $45.2K - $47.9K
18.7K $753M
IYW
Ishares Dj Us Tech ETF

ETFs
850
+ 17.28%
$140.44 - $166.79 $119K - $142K
5.77K $810M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
510
+ 10.16%
$42.36 - $43.8 $21.6K - $22.3K
5.53K $240M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
154
+ 7.12%
$196.12 - $229.48 $30.2K - $35.3K
2.32K $468M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.82K
+ 8.7%
$50.44 - $58.1 $294K - $338K
72.8K $3.75B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
113
+ 1.56%
$34.14 - $37.91 $3.86K - $4.28K
7.37K $263M
WMT
Walmart Inc.

Consumer Defensive
283
+ 5.46%
$84.5 - $105.05 $23.9K - $29.7K
5.47K $480M
VTV
Vanguard Value ETF

ETFs
21
+ 1.15%
$167.73 - $179.21 $3.52K - $3.76K
1.84K $318M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
157
+ 0.24%
$19.42 - $19.54 $3.05K - $3.07K
66.3K $1.29B
PFE
Pfizer Inc

Healthcare
1.08K
+ 5.91%
$25.01 - $27.13 $27K - $29.3K
19.4K $491M
SNA
Snap On Inc

Industrials
19
+ 2.77%
$324.09 - $358.62 $6.16K - $6.81K
704 $237M
VT
Vanguard Total World Stk Index

ETFs
39
+ 2.02%
$115.08 - $123.97 $4.49K - $4.83K
1.97K $229M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
234
+ 1.75%
$34.28 - $36.43 $8.02K - $8.52K
13.6K $472M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
259
+ 1.47%
$34.28 - $36.12 $8.88K - $9.36K
17.9K $619M
KAPR
Innovator U.S. Small Cap Power

ETFs
323
+ 3.86%
$30.82 - $33.62 $9.95K - $10.9K
8.69K $268M
GOOGL
Alphabet Inc.

Communication Services
715
+ 19.74%
$154.33 - $206.19 $110K - $147K
4.34K $671M
DFAU
Dimensional ETF Tr

ETFs
4.08K
+ 4.71%
$37.84 - $42.29 $154K - $173K
90.7K $3.49B
BOTZ
Global X Fds

ETFs
1
+ 0.01%
$28.46 - $34.53 $28.5 - $34.5
8K $228M
NVDA
Nvidia Corp

Technology
3.43K
+ 21.97%
$106.98 - $149.43 $367K - $513K
19.1K $2.06B
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 13.32%
$190.26 - $242.06 $241K - $307K
10.8K $2.05B
VUG
Vanguard Growth ETF

ETFs
8
+ 0.72%
$369.1 - $427.61 $2.95K - $3.42K
1.12K $413M
GOOG
Alphabet Inc.

Communication Services
101
+ 2.94%
$156.06 - $207.71 $15.8K - $21K
3.54K $553M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.49K
+ 2.95%
$59.61 - $66.71 $148K - $166K
87K $5.26B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
495
+ 1.38%
N/A
36.4K $3.2B
TSLA
Tesla, Inc.

Consumer Cyclical
117
+ 8.65%
$222.15 - $428.22 $26K - $50.1K
1.47K $381M
CAT
Caterpillar Inc

Industrials
92
+ 1.52%
$326.75 - $407.63 $30.1K - $37.5K
6.16K $2.03B
DFAS
Dimensional ETF Tr U S Small C

ETFs
54
+ 0.12%
$58.81 - $68.2 $3.18K - $3.68K
44.3K $2.65B
AAPL
Apple Inc.

Technology
1.1K
+ 5.0%
$209.68 - $247.1 $231K - $273K
23.2K $5.14B
Activity Summary
Buys All Purchases 93 New Holdings 12 Increased Positions 81 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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