Vantage Point Financial LLC Reduced Holdings in Q3 2025

Vantage Point Financial LLC

  • $258 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-3.92K
- 77.79%
$171.38 - $197.01 $671K - $771K
1.12K $219M
USFR
Wisdomtree Floating Rate Treas

ETFs
-8.31K
- 9.46%
$50.23 - $50.48 $418K - $420K
79.6K $4B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-9.29K
- 14.22%
$20.66 - $20.74 $192K - $193K
56K $1.16B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.9K
- 37.62%
$46.37 - $47.77 $134K - $139K
4.81K $229M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.98K
- 7.72%
$19.49 - $19.61 $97.1K - $97.7K
59.6K $1.17B
BNDX
Vanguard Total International B

ETFs
-1.91K
- 24.64%
$49.0 - $49.51 $93.5K - $94.5K
5.84K $289M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-4.26K
- 6.02%
$23.27 - $23.51 $99.2K - $100K
66.5K $1.56B
BSJR
Invesco Indx Tr

ETFs
-4.19K
- 8.41%
$22.64 - $22.85 $94.9K - $95.8K
45.7K $1.04B
EFV
Msci Eafe Value ETF

ETFs
-1.66K
- 34.84%
$62.79 - $68.42 $104K - $113K
3.1K $210M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-3.84K
- 5.78%
$23.03 - $23.12 $88.5K - $88.8K
62.6K $1.44B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-4.8K
- 11.64%
$18.61 - $18.94 $89.2K - $90.8K
36.4K $685M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-3.92K
- 8.45%
$21.89 - $22.2 $85.7K - $87K
42.5K $937M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-4.46K
- 7.49%
$22.9 - $24.1 $102K - $107K
55.1K $1.31B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-4.13K
- 8.54%
$20.41 - $20.67 $84.3K - $85.4K
44.2K $909M
Dimensional ETF Trust
-8.14K
- 8.12%
N/A
92.1K $3.03B
LLY
Eli Lilly & CO

Healthcare
-66
- 5.83%
$625.65 - $812.69 $41.3K - $53.6K
1.07K $813M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-3.27K
- 9.44%
$21.35 - $21.7 $69.7K - $70.9K
31.3K $675M
V
Visa Inc.

Financial Services
-131
- 13.37%
$332.09 - $358.86 $43.5K - $47K
849 $290M
Dimensional ETF Trust
-1.58K
- 10.05%
N/A
14.2K $1.03B
NFLX
Netflix Inc

Communication Services
-2
- 0.54%
$1147.87 - $1297.18 $2.3K - $2.59K
367 $440M
PG
Procter & Gamble CO

Consumer Defensive
-104
- 1.76%
$150.47 - $161.22 $15.6K - $16.8K
5.81K $892M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-139
- 10.53%
$459.11 - $506.91 $63.8K - $70.5K
1.18K $594M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-1.96K
- 10.56%
$36.83 - $38.43 $72.3K - $75.5K
16.6K $639M
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 1.81%
$211.65 - $238.24 $42.3K - $47.6K
10.8K $2.38B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-185
- 5.21%
$60.9 - $70.75 $11.3K - $13.1K
3.36K $210M
DFIV
Dimensional ETF Tr

ETFs
-3.44K
- 8.65%
$42.66 - $46.53 $147K - $160K
36.3K $1.67B
CB
Chubb LTD

Financial Services
-32
- 1.7%
$265.99 - $289.59 $8.51K - $9.27K
1.85K $521M
VTI
Vanguard Total Stock Market Et

ETFs
-186
- 9.38%
$303.93 - $329.86 $56.5K - $61.4K
1.8K $590M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-570
- 4.02%
$37.73 - $38.9 $21.5K - $22.2K
13.6K $529M
KAPR
Innovator U.S. Small Cap Power

ETFs
-602
- 6.93%
$32.42 - $34.27 $19.5K - $20.6K
8.09K $277M
DFAI
Dimensional ETF Tr

ETFs
-4.64K
- 5.0%
$34.05 - $36.55 $158K - $170K
88.2K $3.21B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-61
- 0.9%
$37.5 - $40.3 $2.29K - $2.46K
6.73K $268M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-69
- 1.48%
$43.1 - $44.6 $2.97K - $3.08K
4.59K $203M
NJUL
Innovator Growth 100 Power Buf

Technology
-58
- 1.88%
$67.81 - $71.18 $3.93K - $4.13K
3.03K $215M
EXC
Exelon Corp

Utilities
-20
- 0.43%
$42.73 - $45.54 $855 - $911
4.66K $210M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-136
- 2.45%
$62.09 - $66.51 $8.44K - $9.05K
5.41K $353M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-85
- 1.02%
$34.26 - $35.77 $2.91K - $3.04K
8.27K $296M
CEG
Constellation Energy Corp

Utilities
-6
- 0.3%
$298.82 - $354.89 $1.79K - $2.13K
1.99K $656M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-57
- 1.31%
$79.83 - $84.0 $4.55K - $4.79K
4.31K $362M
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 2.85%
$620.67 - $670.08 $11.8K - $12.7K
647 $433M
WMT
Walmart Inc.

Consumer Defensive
-30
- 0.64%
$94.4 - $104.27 $2.83K - $3.13K
4.66K $480M
DFAE
Dimensional ETF Tr

ETFs
-3.15K
- 6.59%
$28.84 - $31.84 $91K - $100K
44.7K $1.41B
MO
Altria Group, Inc.

Consumer Defensive
-3
- 0.07%
$57.75 - $67.68 $173 - $203
4.08K $269M
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.07%
$282.78 - $316.06 $283 - $316
1.43K $450M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-1.58K
- 3.37%
$29.97 - $32.38 $47.3K - $51.1K
45.3K $1.44B
DFAU
Dimensional ETF Tr

ETFs
-5.8K
- 6.36%
$42.42 - $45.96 $246K - $267K
85.4K $3.91B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.52K
- 5.44%
$63.41 - $69.69 $160K - $175K
43.7K $2.99B
JNJ
Johnson & Johnson

Healthcare
-115
- 4.31%
$155.17 - $185.42 $17.8K - $21.3K
2.55K $473M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.65K
- 4.9%
$53.36 - $59.69 $195K - $218K
70.9K $4.13B
Activity Summary
Buys All Purchases 85 New Holdings 11 Increased Positions 74 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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