Vantage Point Financial LLC Reduced Holdings in Q1 2025

Vantage Point Financial LLC

  • $198 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-1.12K
- 5.33%
$80.05 - $92.39 $89.4K - $103K
19.9K $1.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 1.56%
$468.34 - $539.52 $21.1K - $24.3K
2.84K $1.33B
CEG
Constellation Energy Corp

Utilities
-244
- 10.86%
$201.63 - $347.44 $49.2K - $84.8K
2K $404M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.27K
- 10.16%
$54.25 - $57.64 $68.8K - $73.1K
11.2K $618M
VB
Vanguard Small Cap ETF

ETFs
-205
- 15.46%
$217.89 - $252.64 $44.7K - $51.8K
1.12K $249M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-340
- 10.94%
$102.49 - $119.96 $34.8K - $40.8K
2.77K $289M
VTI
Vanguard Total Stock Market Et

ETFs
-103
- 4.76%
$271.18 - $303.12 $27.9K - $31.2K
2.06K $567M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-492
- 8.0%
$57.21 - $65.8 $28.1K - $32.4K
5.66K $330M
AMAT
Applied Materials Inc

Technology
-114
- 6.84%
$145.06 - $195.51 $16.5K - $22.3K
1.55K $225M
IVV
Ishares Core S&P 500 ETF

ETFs
-44
- 6.25%
$554.06 - $615.85 $24.4K - $27.1K
660 $371M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-397
- 12.88%
$73.78 - $76.59 $29.3K - $30.4K
2.69K $206M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.48%
$551.42 - $612.93 $2.21K - $2.45K
831 $465M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-564
- 0.82%
$23.03 - $23.17 $13K - $13.1K
68K $1.57B
IWD
Ishares Russell 1000 Val ETF

ETFs
-101
- 5.41%
$182.82 - $196.21 $18.5K - $19.8K
1.77K $332M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-710
- 1.04%
$20.64 - $20.73 $14.7K - $14.7K
67.6K $1.4B
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-167
- 1.16%
$35.29 - $36.56 $5.89K - $6.11K
14.2K $508M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-23
- 0.39%
$47.35 - $48.24 $1.09K - $1.11K
5.92K $282M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-211
- 2.43%
$24.73 - $25.62 $5.22K - $5.41K
8.48K $217M
IWX
Ishares Tr Russell 200 Value E

ETFs
-175
- 3.73%
$78.54 - $84.86 $13.7K - $14.9K
4.51K $371M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-2
- 0.04%
$74.87 - $79.99 $150 - $160
4.81K $370M
PLTR
Palantir Technologies Inc.

Technology
-287
- 5.08%
$64.98 - $124.62 $18.6K - $35.8K
5.37K $453M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.04%
$279.74 - $321.29 $280 - $321
2.47K $771M
IXC
Ishares Tr Global Energy ETF

ETFs
-607
- 2.77%
$38.48 - $42.16 $23.4K - $25.6K
21.3K $895M
DFAX
Dimensional ETF Tr
-1.52K
- 0.71%
$24.45 - $27.2 $37.1K - $41.3K
212K $5.54B
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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