Vantage Financial Partners, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $373 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $51.5M, Ishares Core U.S. Aggregate Bo with a value of $35.7M, Ishares Core S&P Mid Cap ETF with a value of $24M, Ishares Core S&P Sm Cap ETF with a value of $21.7M, and Ishares Core S&P 500 ETF with a value of $21.4M.

Vantage Financial Partners, LLC is based out at Elm Grove, WI

Below you can find more details about Vantage Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $373 Million
ETFs: $345 Million
Technology: $8.04 Million
Financial Services: $4.74 Million
Industrials: $4.13 Million
Consumer Cyclical: $3.08 Million
Communication Services: $2.84 Million
Healthcare: $1.49 Million
Consumer Defensive: $1.31 Million
Other: $1.68 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 151
  • Current Value $373 Million
  • Prior Value $373 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR/A
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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