Vantage Financial Partners, LLC Incresed Positions in Q1 2025

Vantage Financial Partners, LLC

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FVAL
Fidelity Covington Tr Value Fa

ETFs
78.5K
+ 116.2%
$58.79 - $65.0 $4.62M - $5.1M
146K $8.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
162K
+ 97.73%
$22.25 - $23.0 $3.61M - $3.73M
329K $7.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.57K
+ 36.16%
$468.34 - $539.52 $3.54M - $4.08M
28.5K $13.4M
IDV
Ishares Tr

ETFs
75.4K
+ 98.83%
$27.0 - $31.7 $2.04M - $2.39M
152K $4.71M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
26.1K
+ 48.96%
$51.52 - $52.37 $1.35M - $1.37M
79.4K $4.16M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
22.1K
+ 75.19%
$37.06 - $41.11 $820K - $910K
51.6K $2.06M
JHMM
John Hancock Multifactor Mid C

ETFs
8.23K
+ 154.61%
$55.69 - $63.12 $458K - $520K
13.6K $776K
TSLA
Tesla, Inc.

Consumer Cyclical
3.49K
+ 112.67%
$222.15 - $428.22 $776K - $1.5M
6.6K $1.71M
MSFT
Microsoft Corp

Technology
1.89K
+ 26.77%
$375.39 - $447.2 $708K - $844K
8.94K $3.35M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
6.2K
+ 131.02%
$60.91 - $71.4 $378K - $443K
10.9K $679K
T
At&T Inc.

Communication Services
1.64K
+ 3.99%
$21.56 - $28.28 $35.3K - $46.3K
42.7K $1.21M
BALT
Innovator Etfs Tr
8.71K
+ 30.58%
$31.31 - $31.89 $273K - $278K
37.2K $1.17M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.05K
+ 0.73%
$39.61 - $42.65 $121K - $130K
418K $17M
GLD
Spdr Gold Trust

ETFs
57
+ 1.38%
$243.19 - $288.14 $13.9K - $16.4K
4.18K $1.2M
XLV
Select Sector Spdr Fund Health

ETFs
811
+ 8.81%
$137.61 - $149.68 $112K - $121K
10K $1.46M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.45K
+ 21.34%
$59.97 - $70.03 $207K - $242K
19.6K $1.23M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
16K
+ 4.18%
$21.79 - $23.09 $349K - $370K
399K $8.75M
DVYE
Ishares Emerging Markets Divid

ETFs
3.81K
+ 13.38%
$25.08 - $27.99 $95.4K - $107K
32.2K $880K
XLF
Financial Sector Spdr

ETFs
2.73K
+ 59.89%
$47.32 - $52.19 $129K - $142K
7.29K $363K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.52K
+ 10.78%
$18.36 - $20.51 $83K - $92.7K
46.4K $918K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.69K
+ 3.37%
$50.48 - $51.04 $136K - $137K
82.5K $4.19M
WEC
Wec Energy Group, Inc.

Utilities
48
+ 0.58%
$92.12 - $108.98 $4.42K - $5.23K
8.39K $914K
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 15.79%
$106.43 - $123.29 $242K - $280K
16.7K $1.8M
NEM
Newmont Corp

Basic Materials
57
+ 0.53%
$37.79 - $48.39 $2.15K - $2.76K
10.9K $525K
VZ
Verizon Communications Inc

Communication Services
877
+ 6.43%
$37.81 - $46.49 $33.2K - $40.8K
14.5K $658K
IEFA
Ishares Tr

ETFs
255
+ 1.59%
$69.57 - $78.65 $17.7K - $20.1K
16.3K $1.23M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.35K
+ 26.95%
$24.91 - $29.02 $158K - $184K
29.9K $748K
CINF
Cincinnati Financial Corp

Financial Services
450
+ 10.85%
$133.67 - $147.81 $60.2K - $66.5K
4.6K $679K
RSP
Invesco S&P 500 Equal Weight E

ETFs
431
+ 23.69%
$169.43 - $182.84 $73K - $78.8K
2.25K $389K
V
Visa Inc.

Financial Services
3
+ 0.15%
$306.92 - $362.71 $921 - $1.09K
1.98K $695K
JPM
Jpmorgan Chase & CO

Financial Services
149
+ 2.67%
$225.19 - $279.95 $33.6K - $41.7K
5.73K $1.4M
MO
Altria Group, Inc.

Consumer Defensive
576
+ 14.68%
$50.81 - $60.02 $29.3K - $34.6K
4.5K $270K
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 5.21%
$279.74 - $321.29 $20.4K - $23.5K
1.47K $460K
IBM
International Business Machines Corp

Technology
10
+ 0.61%
$217.4 - $264.74 $2.17K - $2.65K
1.66K $412K
KO
Coca Cola CO

Consumer Defensive
224
+ 6.45%
$60.81 - $72.32 $13.6K - $16.2K
3.7K $264K
MUB
Ishares National Muni Bond ETF

ETFs
282
+ 5.52%
$104.71 - $107.69 $29.5K - $30.4K
5.39K $568K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.24%
$725.72 - $929.72 $726 - $930
411 $339K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
55
+ 0.16%
$3.88 - $4.37 $213 - $240
34.9K $152K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
221
+ 2.36%
$21.34 - $23.86 $4.72K - $5.27K
9.59K $218K
DELL
Dell Technologies Inc.

Technology
600
+ 33.88%
$90.34 - $124.66 $54.2K - $74.8K
2.37K $216K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.3%
$890.62 - $1076.86 $891 - $1.08K
329 $311K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
267
+ 2.18%
$42.38 - $43.28 $11.3K - $11.6K
12.5K $531K
GUT
Gabelli Utility Trust

Financial Services
50
+ 0.24%
$5.11 - $5.55 $256 - $278
21.1K $112K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
44
+ 0.28%
$15.0 - $15.91 $660 - $700
16K $249K
PEP
Pepsico Inc

Consumer Defensive
47
+ 3.55%
$142.64 - $156.42 $6.7K - $7.35K
1.37K $205K
TJX
Tjx Companies Inc

Consumer Cyclical
7
+ 0.24%
$112.81 - $126.16 $790 - $883
2.97K $361K
AMD
Advanced Micro Devices Inc

Technology
425
+ 18.54%
$96.63 - $129.55 $41.1K - $55.1K
2.72K $279K
GAB
Gabelli Equity Trust Inc

Financial Services
30
+ 0.14%
$5.36 - $5.67 $161 - $170
21.6K $118K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
55
+ 0.18%
$2.1 - $2.18 $116 - $120
30.9K $65K
Activity Summary
Buys All Purchases 101 New Holdings 23 Increased Positions 78 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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