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Vantage Wealth

Portfolio Manager
Vantage Wealth
Performance
+2.71% (2025 Q4)
AUM (13F)
$462.58M
# of Holdings
30
Performance Rank
Allocation (Top 20)
89.7%

Vantage Wealth Holdings Map

Top 30 Vantage Wealth Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
5.77%85.3K$26.7M
-18.51%(-19.36K)
2024-Q4: 114.8K shares2025-Q1: 114.5K shares2025-Q2: 113.2K shares2025-Q3: 104.6K shares2025-Q4: 85.3K shares
$70.41(+375.00%)
2025-12-31
GLW
CORNING INC
5.04%266.3K$23.3M
-12.97%(-39.68K)
2024-Q4: 460.6K shares2025-Q1: 388.7K shares2025-Q2: 387.4K shares2025-Q3: 305.9K shares2025-Q4: 266.3K shares
$31.73(+430.27%)
2025-12-31
TEL
TE CONNECTIVITY PLC
4.98%101.3K$23.0M
-6.81%(-7.40K)
2024-Q4: 0 shares2025-Q1: 96.4K shares2025-Q2: 120.1K shares2025-Q3: 108.7K shares2025-Q4: 101.3K shares
$144.76(+61.75%)
2025-12-31
JPM
JPMORGAN CHASE & CO.
4.87%69.8K$22.5M
-2.39%(-1.71K)
2024-Q4: 89.3K shares2025-Q1: 74.0K shares2025-Q2: 72.3K shares2025-Q3: 71.6K shares2025-Q4: 69.8K shares
$225.29(+35.80%)
2025-12-31
AAPL
APPLE INC
4.72%80.4K$21.8M
-1.54%(-1.25K)
2024-Q4: 87.2K shares2025-Q1: 86.3K shares2025-Q2: 82.7K shares2025-Q3: 81.6K shares2025-Q4: 80.4K shares
$95.94(+177.70%)
2025-12-31
AMZN
AMAZON COM INC
4.71%94.4K$21.8M
-1.43%(-1.37K)
2024-Q4: 105.1K shares2025-Q1: 94.7K shares2025-Q2: 97.6K shares2025-Q3: 95.8K shares2025-Q4: 94.4K shares
$140.28(+77.14%)
2025-12-31
MSFT
MICROSOFT CORP
4.68%44.8K$21.7M
-1.97%(-899)
2024-Q4: 49.3K shares2025-Q1: 49.1K shares2025-Q2: 46.4K shares2025-Q3: 45.7K shares2025-Q4: 44.8K shares
$190.08(+116.34%)
2025-12-31
V
VISA INC
4.61%60.8K$21.3M
-0.43%(-262)
2024-Q4: 74.3K shares2025-Q1: 66.7K shares2025-Q2: 61.3K shares2025-Q3: 61.0K shares2025-Q4: 60.8K shares
$295.50(+6.91%)
2025-12-31
AMGN
AMGEN INC
4.51%63.7K$20.9M
-2.60%(-1.70K)
2024-Q4: 66.8K shares2025-Q1: 69.6K shares2025-Q2: 65.9K shares2025-Q3: 65.4K shares2025-Q4: 63.7K shares
$229.83(+51.51%)
2025-12-31
EMR
EMERSON ELEC CO
4.42%154.1K$20.4M
-1.60%(-2.50K)
2024-Q4: 174.2K shares2025-Q1: 172.0K shares2025-Q2: 167.2K shares2025-Q3: 156.6K shares2025-Q4: 154.1K shares
$92.05(+52.52%)
2025-12-31

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