Top 30 Vantage Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 5.77% | 85.3K | $26.7M | -18.51%(-19.36K) | $70.41(+375.00%) | 2025-12-31 | |
| GLW | CORNING INC | 5.04% | 266.3K | $23.3M | -12.97%(-39.68K) | $31.73(+430.27%) | 2025-12-31 | |
| TEL | TE CONNECTIVITY PLC | 4.98% | 101.3K | $23.0M | -6.81%(-7.40K) | $144.76(+61.75%) | 2025-12-31 | |
| JPM | JPMORGAN CHASE & CO. | 4.87% | 69.8K | $22.5M | -2.39%(-1.71K) | $225.29(+35.80%) | 2025-12-31 | |
| AAPL | APPLE INC | 4.72% | 80.4K | $21.8M | -1.54%(-1.25K) | $95.94(+177.70%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 4.71% | 94.4K | $21.8M | -1.43%(-1.37K) | $140.28(+77.14%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 4.68% | 44.8K | $21.7M | -1.97%(-899) | $190.08(+116.34%) | 2025-12-31 | |
| V | VISA INC | 4.61% | 60.8K | $21.3M | -0.43%(-262) | $295.50(+6.91%) | 2025-12-31 | |
| AMGN | AMGEN INC | 4.51% | 63.7K | $20.9M | -2.60%(-1.70K) | $229.83(+51.51%) | 2025-12-31 | |
| EMR | EMERSON ELEC CO | 4.42% | 154.1K | $20.4M | -1.60%(-2.50K) | $92.05(+52.52%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.40% | +34.57% |
| Top 20 Holdings Unweighted | +10.51% | +34.95% |
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