Vantage Financial Partners, LLC Incresed Positions in Q4 2024

Vantage Financial Partners, LLC

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.82K
+ 2.07%
$124.26 - $134.12 $1.1M - $1.18M
435K $56M
IVV
Ishares Core S&P 500 ETF

ETFs
1.63K
+ 3.04%
$570.51 - $610.59 $932K - $998K
55.3K $32.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.64K
+ 8.53%
$481.22 - $538.17 $791K - $885K
20.9K $10.7M
FVAL
Fidelity Covington Tr Value Fa

ETFs
19.8K
+ 41.59%
$60.19 - $64.39 $1.19M - $1.28M
67.6K $4.15M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.74K
+ 1.56%
$129.96 - $144.97 $226K - $252K
113K $15.7M
IGLB
Ishares 10+ Year Investment Gr

ETFs
22.2K
+ 66.25%
$49.36 - $53.72 $1.1M - $1.19M
55.8K $2.76M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.6K
+ 59.04%
$81.68 - $82.93 $862K - $875K
28.4K $2.33M
NVDA
Nvidia Corp

Technology
4.72K
+ 53.59%
$117.0 - $148.88 $552K - $703K
13.5K $1.82M
IDV
Ishares Tr

ETFs
27.5K
+ 56.24%
$27.03 - $29.92 $742K - $822K
76.3K $2.09M
RWK
Invesco Exchange Traded Fd Tr

ETFs
4.45K
+ 44.76%
$114.67 - $126.49 $510K - $563K
14.4K $1.67M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
17.8K
+ 4.49%
$40.26 - $42.88 $717K - $764K
415K $16.8M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
8.43K
+ 44.0%
$44.2 - $49.46 $372K - $417K
27.6K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
598
+ 12.01%
$205.18 - $250.29 $123K - $150K
5.58K $1.34M
AMZN
Amazon Com Inc

Consumer Cyclical
245
+ 4.2%
$180.88 - $232.93 $44.3K - $57.1K
6.07K $1.33M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
8.09K
+ 37.9%
$37.33 - $40.39 $302K - $327K
29.4K $1.1M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.46K
+ 27.17%
$65.08 - $73.72 $225K - $255K
16.2K $1.07M
BALT
Innovator Etfs Tr
5.58K
+ 24.37%
$30.76 - $31.55 $172K - $176K
28.5K $895K
XLP
Consumer Staples Sector Spdr

ETFs
1.92K
+ 12.64%
N/A
17.1K $1.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
147
+ 2.12%
$216.72 - $244.71 $31.9K - $36K
7.1K $1.67M
SCHX
Schwab Strategic Tr Us Large C

ETFs
78K
+ 208.16%
$22.4 - $68.28 $1.75M - $5.33M
116K $2.68M
MUB
Ishares National Muni Bond ETF

ETFs
1.22K
+ 31.35%
$105.78 - $108.7 $129K - $133K
5.11K $544K
DVYE
Ishares Emerging Markets Divid

ETFs
6.49K
+ 29.57%
$25.42 - $29.74 $165K - $193K
28.4K $734K
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.04K
+ 15.2%
$78.43 - $84.56 $81.3K - $87.7K
7.86K $637K
SPY
Spdr S&P 500 ETF Trust

ETFs
97
+ 7.46%
$567.81 - $607.81 $55.1K - $59K
1.4K $819K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
161
+ 10.2%
$442.29 - $483.08 $71.2K - $77.8K
1.74K $788K
VTI
Vanguard Total Stock Market Et

ETFs
48
+ 0.89%
$280.04 - $302.45 $13.4K - $14.5K
5.45K $1.58M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.32K
+ 12.08%
$42.33 - $43.3 $55.8K - $57.1K
12.2K $521K
MGK
Vanguard Mega Cap Growth ETF

ETFs
3
+ 0.14%
$316.94 - $357.88 $951 - $1.07K
2.11K $725K
IWF
Ishares Russell 1000 Gr ETF

ETFs
8
+ 0.47%
$370.24 - $418.94 $2.96K - $3.35K
1.7K $683K
VO
Vanguard Mid Cap ETF

ETFs
166
+ 6.2%
$261.5 - $284.63 $43.4K - $47.2K
2.85K $751K
ARCC
Ares Capital Corp

Financial Services
200
+ 0.6%
$20.74 - $22.27 $4.15K - $4.45K
33.8K $740K
HBAN
Huntington Bancshares Inc

Financial Services
179
+ 1.05%
$14.18 - $18.2 $2.54K - $3.26K
17.2K $280K
BMO
Bank Of Montreal

Financial Services
5
+ 0.15%
$89.75 - $103.39 $449 - $517
3.32K $322K
GLD
Spdr Gold Trust

ETFs
89
+ 2.21%
$236.59 - $257.5 $21.1K - $22.9K
4.12K $998K
CRF
Cornerstone Total Return Fund Inc

Financial Services
500
+ 2.26%
$8.02 - $9.66 $4.01K - $4.83K
22.6K $196K
TJX
Tjx Companies Inc

Consumer Cyclical
6
+ 0.2%
$112.15 - $127.2 $673 - $763
2.96K $357K
COP
Conocophillips

Energy
224
+ 6.88%
$95.12 - $114.72 $21.3K - $25.7K
3.48K $345K
ABBV
Abb Vie Inc.

Healthcare
1.11K
+ 11.23%
$164.99 - $203.87 $182K - $225K
10.9K $1.94M
Innovator U.S. Equity Buffer ETF December
2.21K
+ 12.04%
N/A
20.5K $0
Innovator U.S. Equity 10 Buffer ETF Quarterly
6.06K
+ 66.82%
N/A
15.1K $0
GUT
Gabelli Utility Trust

Financial Services
50
+ 0.24%
$4.99 - $5.44 $250 - $272
21K $105K
AOR
Ishares Tr Core Growth Allocat

ETFs
36
+ 0.9%
$57.32 - $59.66 $2.06K - $2.15K
4.05K $232K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
409
+ 4.56%
$21.07 - $24.76 $8.62K - $10.1K
9.37K $203K
FIS
Fidelity National Information Services, Inc.

Technology
16
+ 0.46%
$80.14 - $90.95 $1.28K - $1.46K
3.52K $283K
WEC
Wec Energy Group, Inc.

Utilities
40
+ 0.48%
$92.94 - $101.82 $3.72K - $4.07K
8.35K $784K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
136
+ 1.03%
$44.87 - $46.86 $6.1K - $6.37K
13.4K $600K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.6K
+ 117.2%
$18.41 - $40.87 $416K - $924K
41.9K $775K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
71.2K
+ 197.81%
$27.54 - $83.04 $1.96M - $5.92M
107K $2.97M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
298
+ 0.56%
$51.54 - $52.55 $15.4K - $15.7K
53.3K $2.76M
Activity Summary
Buys All Purchases 78 New Holdings 20 Increased Positions 58 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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