Vantage Financial Partners Ltd., Inc. Portfolio Holdings

Vantage Financial Partners Ltd., Inc.

  • $394 Million
  • Q2 2024

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 $300 Millions to $2 Billions

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
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