Fund HoldingsVANTAGE WEALTH

Total Portfolio Value
$433.62M
Total Bought
$49.28M
Total Sold
$45.63M
Net Transaction
+$3.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Honeywell International Inc(HON)080,520+80,520017,1943.97%+17,194
Enbridge Inc(ENB)0447,750+447,750015,9353.67%+15,935
Apple Computer Inc(AAPL)101,555102,390+83517,41521,5654.97%+4,151
Corning Inc.(GLW)464,900467,975+3,07515,32318,1814.19%+2,858
Texas Instruments Inc.(TXN)95,51794,482-1,03516,64018,3804.24%+1,740
Nextera Energy Inc.(NEE)228,445227,500-94514,60016,1093.72%+1,509
Nvidia Corp(NVDA)4,52545,250+40,7254,0895,5901.29%+1,502
Amgen Inc.(AMGN)68,67866,939-1,73919,52720,9154.82%+1,389
Amazon Com Inc.(AMZN)117,390116,420-97021,17522,4985.19%+1,323
Air Pros & Chems Inc67,74766,832-91516,41317,2463.98%+833
Microsoft Corp(MSFT)51,13349,797-1,33621,51322,2575.13%+744
J P Morgan Chase & Co(JPM)89,74790,167+42017,97618,2374.21%+261
Broadcom Limited(AVGO)80080001,0601,2840.30%+224
Ishares TR U.S. Pfd Stk ETF253,900265,700+11,8008,1838,3831.93%+200
Costco Wholesale Corp(COST)88588506487520.17%+104
Alphabet Inc.(GOOG)6,1555,475-6809371,0040.23%+67
TJX Cos Inc.4,0004,00004064400.10%+35
Agilent Technologies Inc.(A)59,69567,255+7,5608,6868,7182.01%+32
Procter & Gamble Co(PG)3,2503,25005275360.12%+9
Lindblad Expeditions Holdings Inc(LIND)12,00012,00001121160.03%+4
Applied Energetics Inc10,00010,000020150.00%-5
Avery Dennison Corp.1,4721,47203293220.07%-7
Chevron Corp(CVX)111,921111,536-38517,65417,4464.02%-208
Catepillar Inc.(CAT)6000-6002200-220
Spdr S&P 500 ETF(SPY)5100-5102670-267
Berkshire Hathaway Inc-Del Cl B44,88644,515-37118,87518,1094.18%-767
Pepsico Inc(PEP)103,681104,778+1,09718,14517,2813.99%-864
Emerson Electric(EMR)179,295176,660-2,63520,33619,4614.49%-875
Canadian National Railway Co(CNI)132,109135,406+3,29717,40015,9963.69%-1,405
Alphabet Inc.(GOOG)149,535115,770-33,76522,56921,0884.86%-1,482
Visa Inc.(V)76,36575,528-83721,31219,8244.57%-1,488
Medtronic PLC(MDT)205,620208,065+2,44517,92016,3773.78%-1,543
BlackRock Inc.25,81025,354-45621,51819,9624.60%-1,556
Accenture PLC A
SHS CLASS A
50,32952,119+1,79017,44515,8133.65%-1,631
Comcast Corp(CCZ)421,930423,585+1,65518,29116,5883.83%-1,703
Starbucks Corp(SBUX)169,1300-169,13015,4570-15,457
Bristol-Myers Squibb Co(BMY)289,6280-289,62815,7070-15,707
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