Fund HoldingsVANTAGE WEALTH

Total Portfolio Value
$442.18M
Total Bought
$23.84M
Total Sold
$55.92M
Net Transaction
-$32.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TE Connectivity(TEL)096,410+96,410013,6253.08%+13,625
Amgen Inc.(AMGN)66,80169,614+2,81317,41121,6884.90%+4,277
Chevron Corp(CVX)125,100124,865-23518,11920,8894.72%+2,769
Medtronic PLC(MDT)226,315223,940-2,37518,07820,1234.55%+2,045
Pepsico Inc(PEP)106,228120,733+14,50516,15318,1034.09%+1,950
Canadian National Railway Co(CNI)159,812178,772+18,96016,22317,4233.94%+1,201
Berkshire Hathaway Inc-Del Cl B43,91738,856-5,06119,90720,6944.68%+787
Agilent Technologies Inc.(A)109,590132,480+22,89014,72215,4983.50%+775
Enbridge Inc(ENB)446,825444,290-2,53518,95919,6864.45%+728
Texas Instruments Inc.(TXN)94,162102,000+7,83817,65618,3294.15%+673
Air Pros & Chems Inc65,73665,239-49719,06619,2404.35%+174
Nextera Energy Inc.(NEE)227,770231,935+4,16516,32916,4423.72%+113
TJX Cos Inc.4,0004,00004834870.11%+4
Costco Wholesale Corp(COST)885852-338118060.18%-5
Avery Dennison Corp.1,4721,47202752620.06%-13
Lindblad Expeditions Holdings Inc(LIND)12,00012,00001421110.03%-31
Visa Inc.(V)74,25866,666-7,59223,46823,3645.28%-105
Ishares TR U.S. Pfd Stk ETF283,450286,100+2,6508,9128,7921.99%-120
Alphabet Inc.(GOOG)5,4755,470-51,0438550.19%-188
Broadcom Limited(AVGO)8,0008,00001,8551,3390.30%-515
Procter & Gamble Co(PG)3,2500-3,2505450-545
Honeywell International Inc(HON)82,18782,460+27318,56517,4613.95%-1,104
Nvidia Corp(NVDA)40,61539,512-1,1035,4544,2820.97%-1,172
Accenture PLC A
SHS CLASS A
52,03451,638-39618,30516,1133.64%-2,192
Microsoft Corp(MSFT)49,33549,055-28020,79518,4154.16%-2,380
Apple Computer Inc(AAPL)87,18186,281-90021,83219,1664.33%-2,666
Emerson Electric(EMR)174,155172,010-2,14521,58318,8594.27%-2,724
J P Morgan Chase & Co(JPM)89,26373,963-15,30021,39718,1434.10%-3,254
Alphabet Inc.(GOOG)114,835114,465-37021,73817,7014.00%-4,037
Corning Inc.(GLW)460,630388,715-71,91521,88917,7954.02%-4,094
BlackRock Inc.(BLK)22,86519,520-3,34523,43918,4754.18%-4,964
Amazon Com Inc.(AMZN)105,09094,687-10,40323,05618,0154.07%-5,041
Comcast Corp(CCZ)427,6750-427,67516,0510-16,051
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