Vantage Financial Partners, LLC Reduced Holdings in Q3 2025

Vantage Financial Partners, LLC

  • $386 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Innovator U.S. Equity Buffer ETF February
-9
- 0.18%
N/A
5.09K $0
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-162
- 0.76%
$7.95 - $8.31 $1.29K - $1.35K
21.3K $176K
DUK
Duke Energy Corp

Utilities
-81
- 3.58%
$116.31 - $125.93 $9.42K - $10.2K
2.18K $270K
MUB
Ishares National Muni Bond ETF

ETFs
-70
- 1.36%
$103.24 - $106.68 $7.23K - $7.47K
5.07K $539K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-28
- 0.57%
$48.06 - $50.98 $1.35K - $1.43K
4.9K $247K
EFG
Msci Eafe Growth ETF

ETFs
-5
- 0.21%
$106.99 - $114.46 $535 - $572
2.34K $266K
IEFA
Ishares Tr

ETFs
-284
- 3.74%
$81.7 - $87.53 $23.2K - $24.9K
7.3K $637K
WDIV
Spdr S&P Global Dividend ETF

ETFs
-74
- 1.43%
$70.16 - $73.96 $5.19K - $5.47K
5.09K $369K
IWS
Ishares Russell Midcap Value E

ETFs
-99
- 3.78%
$132.83 - $140.61 $13.2K - $13.9K
2.52K $351K
COP
Conocophillips

Energy
-92
- 2.7%
$91.0 - $98.99 $8.37K - $9.11K
3.32K $313K
AOR
Ishares Tr Core Growth Allocat

ETFs
-36
- 0.82%
$60.99 - $64.39 $2.2K - $2.32K
4.34K $279K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-55
- 2.38%
$90.62 - $107.71 $4.98K - $5.92K
2.26K $222K
VO
Vanguard Mid Cap ETF

ETFs
-76
- 2.95%
$279.83 - $293.74 $21.3K - $22.3K
2.5K $734K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-99
- 2.6%
$132.9 - $142.03 $13.2K - $14.1K
3.71K $522K
HDV
Ishares Core High Dividend ETF

ETFs
-13
- 0.42%
$118.16 - $123.66 $1.54K - $1.61K
3.07K $376K
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.61%
$291.67 - $316.99 $2.63K - $2.85K
1.47K $447K
VB
Vanguard Small Cap ETF

ETFs
-183
- 5.08%
$237.58 - $259.17 $43.5K - $47.4K
3.42K $869K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.39K
- 3.41%
$21.69 - $23.34 $30K - $32.3K
39.3K $914K
TRMB
Trimble Inc.

Technology
-419
- 4.59%
$76.46 - $85.24 $32K - $35.7K
8.71K $711K
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 1.84%
$357.4 - $423.42 $4.65K - $5.5K
692 $280K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-279
- 3.8%
$85.66 - $92.67 $23.9K - $25.9K
7.06K $652K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3
- 0.1%
$182.33 - $194.5 $547 - $584
2.98K $579K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-661
- 4.05%
$42.67 - $46.91 $28.2K - $31K
15.7K $732K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.52K
- 4.0%
$28.15 - $30.13 $99.1K - $106K
84.5K $2.51M
XEL
Xcel Energy Inc

Utilities
-349
- 6.73%
$67.56 - $80.65 $23.6K - $28.1K
4.84K $390K
JNJ
Johnson & Johnson

Healthcare
-169
- 8.06%
$155.17 - $185.42 $26.2K - $31.3K
1.93K $357K
XLV
Select Sector Spdr Fund Health

ETFs
-4
- 0.04%
$129.01 - $139.72 $516 - $559
10K $1.39M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-497
- 2.92%
$128.6 - $136.01 $63.9K - $67.6K
16.5K $2.24M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-2.49K
- 7.45%
$42.88 - $49.1 $107K - $122K
30.9K $1.49M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-942
- 4.42%
$67.1 - $74.29 $63.2K - $70K
20.4K $1.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-18
- 1.28%
$420.11 - $472.68 $7.56K - $8.51K
1.39K $648K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.01K
- 7.38%
$546.99 - $602.2 $552K - $608K
12.7K $7.62M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-177
- 1.45%
$68.27 - $75.58 $12.1K - $13.4K
12K $892K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-53
- 0.18%
$28.92 - $32.19 $1.53K - $1.71K
29.9K $952K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-278
- 1.16%
$94.17 - $99.95 $26.2K - $27.8K
23.7K $2.36M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.06K
- 3.65%
$24.46 - $26.5 $99.3K - $108K
107K $2.82M
IWY
Ishares Tr Russell 200 Growth

ETFs
-267
- 3.95%
$243.93 - $275.62 $65.1K - $73.6K
6.5K $1.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-53
- 1.31%
$567.77 - $614.76 $30.1K - $32.6K
4.01K $2.45M
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 0.17%
$282.78 - $316.06 $3.11K - $3.48K
6.44K $2.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.48K
- 2.27%
$62.09 - $66.51 $154K - $165K
107K $6.97M
VUG
Vanguard Growth ETF

ETFs
-6
- 0.12%
$433.97 - $484.08 $2.6K - $2.9K
4.92K $2.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.27K
- 2.7%
$108.46 - $120.63 $138K - $154K
45.8K $5.45M
IVV
Ishares Core S&P 500 ETF

ETFs
-464
- 1.22%
$620.67 - $670.08 $288K - $311K
37.6K $25.1M
Activity Summary
Buys All Purchases 102 New Holdings 18 Increased Positions 84 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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