Vantage Financial Partners, LLC Reduced Holdings in Q4 2024

Vantage Financial Partners, LLC

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-492
- 12.0%
$77.02 - $78.58 $37.9K - $38.7K
3.61K $278K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
-1.08K
- 5.77%
$27.35 - $29.08 $29.6K - $31.5K
17.7K $483K
UNH
Unitedhealth Group Inc

Healthcare
-3
- 0.68%
$485.52 - $625.25 $1.46K - $1.88K
438 $221K
MO
Altria Group, Inc.

Consumer Defensive
-741
- 15.89%
$49.06 - $57.74 $36.4K - $42.8K
3.92K $205K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-396
- 5.51%
$68.71 - $73.91 $27.2K - $29.3K
6.79K $468K
KO
Coca Cola CO

Consumer Defensive
-2
- 0.06%
$61.74 - $71.71 $123 - $143
3.47K $216K
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.32%
$161.05 - $179.7 $2.42K - $2.7K
4.74K $795K
BNDX
Vanguard Total International B

ETFs
-101
- 0.59%
$48.91 - $50.61 $4.94K - $5.11K
16.9K $830K
HYG
Ishares Tr

ETFs
-238
- 7.89%
$78.09 - $80.04 $18.6K - $19K
2.78K $218K
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.14%
$288.47 - $316.54 $577 - $633
1.4K $405K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-618
- 1.74%
$3.76 - $4.47 $2.32K - $2.76K
34.9K $131K
HON
Honeywell International Inc

Industrials
-162
- 13.97%
$202.84 - $236.0 $32.9K - $38.2K
998 $225K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.72%
$385.02 - $431.37 $1.93K - $2.16K
686 $266K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-310
- 1.9%
$15.05 - $16.03 $4.67K - $4.97K
16K $243K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-36
- 0.42%
$126.68 - $134.74 $4.56K - $4.85K
8.56K $1.09M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11
- 0.6%
$174.22 - $187.62 $1.92K - $2.06K
1.82K $318K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-846
- 2.67%
$2.14 - $2.24 $1.81K - $1.9K
30.8K $65K
GAB
Gabelli Equity Trust Inc

Financial Services
-654
- 2.95%
$5.36 - $5.83 $3.51K - $3.81K
21.5K $115K
IBM
International Business Machines Corp

Technology
-15
- 0.9%
$204.9 - $238.04 $3.07K - $3.57K
1.65K $362K
OXLC
Oxford Lane Capital Corp.

Financial Services
-108
- 1.01%
$5.05 - $5.45 $545 - $589
10.5K $53K
Innovator Equity Defined Protection ETF 2 Yr To July 2025
-229
- 0.92%
N/A
24.7K $0
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-234
- 5.96%
$70.54 - $79.61 $16.5K - $18.6K
3.7K $281K
BYLD
Ishares Tr Yield Optimized Bd
-141
- 1.33%
N/A
10.5K $0
Ishares Large Cap Deep Buffer ETF
-267K
- 69.18%
N/A
119K $0
BNOV
Innovator U.S. Equity Buffer E

ETFs
-204
- 2.65%
$38.08 - $39.98 $7.77K - $8.16K
7.5K $294K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 1.2%
$873.59 - $994.69 $3.49K - $3.98K
328 $300K
T
At&T Inc.

Communication Services
-1.15K
- 2.72%
$21.22 - $23.88 $24.3K - $27.4K
41K $934K
CINF
Cincinnati Financial Corp

Financial Services
-108
- 2.54%
$132.86 - $160.16 $14.3K - $17.3K
4.15K $596K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-65
- 0.26%
$7.67 - $9.21 $499 - $599
24.7K $211K
CSCO
Cisco Systems, Inc.

Technology
-14
- 0.31%
$52.45 - $60.02 $734 - $840
4.55K $269K
META
Meta Platforms, Inc.

Communication Services
-5
- 0.28%
$554.08 - $632.68 $2.77K - $3.16K
1.78K $1.05M
WMT
Walmart Inc.

Consumer Defensive
-7
- 0.22%
$79.1 - $95.7 $554 - $670
3.23K $291K
AAPL
Apple Inc.

Technology
-1.1K
- 6.07%
$221.69 - $259.02 $243K - $284K
16.9K $4.24M
DIS
Walt Disney CO

Communication Services
-14
- 0.39%
$92.39 - $117.6 $1.29K - $1.65K
3.59K $399K
TRMB
Trimble Inc.

Technology
-339
- 3.58%
$60.21 - $75.4 $20.4K - $25.6K
9.13K $645K
V
Visa Inc.

Financial Services
-1
- 0.05%
$273.87 - $320.91 $274 - $321
1.98K $626K
MVSTW
Microvast Hldgs Inc Wt Exp 04/
-7.97K
- 3.41%
$0.02 - $0.51 $159 - $4.06K
225K $114K
VUG
Vanguard Growth ETF

ETFs
-47
- 0.93%
$378.79 - $428.11 $17.8K - $20.1K
4.98K $2.04M
Activity Summary
Buys All Purchases 78 New Holdings 20 Increased Positions 58 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vantage Financial Partners, LLC Portfolio

Follow Vantage Financial Partners, LLC 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, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vantage Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email