Vantage Point Financial LLC Reduced Holdings in Q2 2025

Vantage Point Financial LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-28.9K
- 24.77%
$50.28 - $50.47 $1.46M - $1.46M
87.9K $4.42B
AAPL
Apple Inc.

Technology
-1.72K
- 7.44%
$172.42 - $223.89 $297K - $386K
21.4K $4.4B
SPYG
Spdr Portfolio

ETFs
-7.58K
- 38.16%
$71.83 - $95.32 $544K - $722K
12.3K $1.17B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.76K
- 18.55%
N/A
29.7K $2.78B
LLY
Eli Lilly & CO

Healthcare
-101
- 8.19%
$713.71 - $898.95 $72.1K - $90.8K
1.13K $882M
PG
Procter & Gamble CO

Consumer Defensive
-154
- 2.54%
$157.66 - $172.39 $24.3K - $26.5K
5.91K $941M
XOM
Exxon Mobil Corp

Energy
-384
- 9.75%
$99.93 - $119.04 $38.4K - $45.7K
3.56K $383M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.28K
- 3.38%
$20.66 - $20.74 $47.2K - $47.4K
65.3K $1.35B
ABBV
Abb Vie Inc.

Healthcare
-41
- 2.81%
$170.16 - $206.27 $6.98K - $8.46K
1.42K $263M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-866
- 15.67%
$42.51 - $43.7 $36.8K - $37.8K
4.66K $203M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-349
- 13.75%
$85.42 - $94.39 $29.8K - $32.9K
2.19K $205M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.78K
- 2.68%
$19.44 - $19.56 $34.5K - $34.7K
64.5K $1.26B
PFE
Pfizer Inc

Healthcare
-243
- 1.25%
$21.59 - $24.84 $5.25K - $6.04K
19.1K $464M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-445
- 9.25%
$68.45 - $79.52 $30.5K - $35.4K
4.37K $347M
WMT
Walmart Inc.

Consumer Defensive
-785
- 14.35%
$81.79 - $99.98 $64.2K - $78.5K
4.69K $458M
SNA
Snap On Inc

Industrials
-6
- 0.85%
$292.36 - $342.2 $1.75K - $2.05K
698 $217M
EXC
Exelon Corp

Utilities
-41
- 0.87%
$42.2 - $47.37 $1.73K - $1.94K
4.68K $203M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-790
- 1.42%
$19.49 - $19.66 $15.4K - $15.5K
54.8K $1.08B
LMT
Lockheed Martin Corp

Industrials
-36
- 7.32%
$430.82 - $486.45 $15.5K - $17.5K
456 $211M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-514
- 1.05%
$20.16 - $20.49 $10.4K - $10.5K
48.3K $990M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-938
- 1.98%
$20.93 - $22.05 $19.6K - $20.7K
46.4K $1.02B
V
Visa Inc.

Financial Services
-9
- 0.91%
$308.27 - $373.31 $2.77K - $3.36K
980 $348M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-448
- 5.09%
$30.9 - $34.31 $13.8K - $15.4K
8.35K $287M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-263
- 0.37%
$22.66 - $23.41 $5.96K - $6.16K
70.8K $1.65B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-580
- 7.87%
$32.02 - $39.74 $18.6K - $23K
6.79K $269M
BSJR
Invesco Indx Tr

ETFs
-359
- 0.72%
$21.81 - $22.71 $7.83K - $8.15K
49.8K $1.13B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-115
- 2.03%
$51.16 - $62.02 $5.88K - $7.13K
5.54K $344M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-713
- 6.59%
$32.66 - $40.75 $23.3K - $29.1K
10.1K $409M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-10
- 0.09%
$35.3 - $40.46 $353 - $405
11K $445M
VTI
Vanguard Total Stock Market Et

ETFs
-79
- 3.83%
$243.75 - $303.93 $19.3K - $24K
1.98K $603M
SPY
Spdr S&P 500 ETF Trust

ETFs
-9
- 1.08%
$496.48 - $617.85 $4.47K - $5.56K
822 $508M
IYW
Ishares Dj Us Tech ETF

ETFs
-736
- 12.76%
$122.57 - $173.27 $90.2K - $128K
5.03K $872M
GOOGL
Alphabet Inc.

Communication Services
-71
- 1.64%
$144.7 - $178.6 $10.3K - $12.7K
4.27K $752M
NFLX
Netflix Inc

Communication Services
-8
- 2.12%
$855.86 - $1339.13 $6.85K - $10.7K
369 $494M
DFAI
Dimensional ETF Tr

ETFs
-3.51K
- 3.64%
$28.02 - $34.71 $98.2K - $122K
92.8K $3.21B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-37
- 1.3%
$416.06 - $551.64 $15.4K - $20.4K
2.8K $1.55B
CEG
Constellation Energy Corp

Utilities
-3
- 0.15%
$170.96 - $322.76 $513 - $968
2K $645M
CAT
Caterpillar Inc

Industrials
-51
- 0.83%
$273.94 - $388.21 $14K - $19.8K
6.11K $2.37B
DFAX
Dimensional ETF Tr
-1.03K
- 0.49%
$23.37 - $29.39 $24K - $30.2K
210K $6.18B
Activity Summary
Buys All Purchases 90 New Holdings 22 Increased Positions 68 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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