Vantage Financial Partners Ltd., Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $394 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31.4M, Dimensional ETF Tr with a value of $26.2M, Fidelity Merrimack Str Tr Tota with a value of $22.4M, Ishares Core S&P Total U.S. St with a value of $21.1M, and Capital Group Growth ETF Shs C with a value of $18.8M.

Examining the 13F form we can see an increase of $19.4M in the current position value, from $374M to 394M.

Below you can find more details about Vantage Financial Partners Ltd., Inc. portfolio as well as his latest detailed transactions.

Portfolio value $394 Million
ETFs: $323 Million
Technology: $10 Million
Healthcare: $9.54 Million
Financial Services: $8.13 Million
Communication Services: $7.94 Million
Industrials: $6.15 Million
Consumer Cyclical: $5.25 Million
Consumer Defensive: $2.9 Million
Other: $5.49 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $394 Million
  • Prior Value $374 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Vantage Financial Partners Ltd., Inc. Portfolio

Follow Vantage Financial Partners Ltd., Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vantage Financial Partners Ltd., Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vantage Financial Partners Ltd., Inc. with notifications on news.