VANTAGE WEALTH 13F Holdings
CIK 0001569174
As of Sep 30, 2025, VANTAGE WEALTH reported 29 positions worth $459.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Equity | 104,625 | $25.4M | 5.53% |
| CORNING INC | GLW | Technology | 305,935 | $25.1M | 5.46% |
| TE CONNECTIVITY PLC | TEL | Technology | 108,710 | $23.9M | 5.19% |
| MICROSOFT CORP | MSFT | Technology | 45,700 | $23.7M | 5.15% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 71,562 | $22.6M | 4.91% |
| BLACKROCK INC | BLK | Financial Services | 18,844 | $22.0M | 4.78% |
| ENBRIDGE INC | ENB | Energy | 427,980 | $21.6M | 4.70% |
| AMAZON.COM INC | AMZN | Equity | 95,779 | $21.0M | 4.57% |
| VISA INC-CLASS A SHARES | V | Financial Services | 61,022 | $20.8M | 4.53% |
| APPLE INC | AAPL | Technology | 81,610 | $20.8M | 4.52% |
| EMERSON ELECTRIC CO | EMR | Industrials | 156,560 | $20.5M | 4.47% |
| MEDTRONIC PLC | MDT | Healthcare | 215,105 | $20.5M | 4.46% |
| CHEVRON CORP | CHV | Energy | 123,555 |