Fund HoldingsVANTAGE WEALTH

Total Portfolio Value
$462.27M
Total Bought
$9.68M
Total Sold
$31.45M
Net Transaction
-$21.77M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Agilent Technologies Inc.(A)67,255106,610+39,3558,71815,8293.42%+7,111
BlackRock Inc.25,35425,111-24319,96223,8435.16%+3,881
Nextera Energy Inc.(NEE)227,500226,155-1,34516,10919,1174.14%+3,008
Corning Inc.(GLW)467,975466,050-1,92518,18121,0424.55%+2,861
Accenture PLC A
SHS CLASS A
52,11951,940-17915,81318,3603.97%+2,546
Air Pros & Chems Inc66,83266,462-37017,24619,7884.28%+2,542
Berkshire Hathaway Inc-Del Cl B44,51544,356-15918,10920,4154.42%+2,307
Medtronic PLC(MDT)208,065207,515-55016,37718,6834.04%+2,306
Enbridge Inc(ENB)447,750446,950-80015,93518,1513.93%+2,215
Comcast Corp(CCZ)423,585424,510+92516,58817,7323.84%+1,144
Texas Instruments Inc.(TXN)94,48293,972-51018,38019,4124.20%+1,032
Visa Inc.(V)75,52875,313-21519,82420,7074.48%+883
J P Morgan Chase & Co(JPM)90,16789,797-37018,23718,9354.10%+697
Apple Computer Inc(AAPL)102,39095,093-7,29721,56522,1574.79%+591
Amgen Inc.(AMGN)66,93966,449-49020,91521,4114.63%+495
Pepsico Inc(PEP)104,778104,428-35017,28117,7583.84%+477
Ishares TR U.S. Pfd Stk ETF265,700266,200+5008,3838,8461.91%+463
Caterpillar Inc.(CAT)0600+60002350.05%+235
Broadcom Limited(AVGO)8008,000+7,2001,2841,3800.30%+96
Costco Wholesale Corp(COST)88588507527850.17%+32
TJX Cos Inc.4,0004,00004404700.10%+30
Procter & Gamble Co(PG)3,2503,25005365630.12%+27
Avery Dennison Corp.1,4721,47203223250.07%+3
Lindblad Expeditions Holdings Inc(LIND)12,00012,00001161110.02%-5
Applied Energetics Inc10,0000-10,000150-15
Alphabet Inc.(GOOG)5,4755,47501,0049150.20%-89
Canadian National Railway Co(CNI)135,406135,636+23015,99615,8903.44%-106
Emerson Electric(EMR)176,660176,370-29019,46119,2904.17%-171
Honeywell International Inc(HON)80,52080,640+12017,19416,6693.61%-525
Nvidia Corp(NVDA)45,25041,000-4,2505,5904,9791.08%-611
Amazon Com Inc.(AMZN)116,420116,180-24022,49821,6484.68%-850
Microsoft Corp(MSFT)49,79749,602-19522,25721,3444.62%-913
Chevron Corp(CVX)111,536110,696-84017,44616,3023.53%-1,144
Alphabet Inc.(GOOG)115,770115,670-10021,08819,1844.15%-1,904
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