Fund Holdings — VANTAGE WEALTH

Total Portfolio Value
$459.79M
Total Bought
$16.68M
Total Sold
$58.17M
Net Transaction
-$41.48M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
ZOETIS INC(ZTS)0108,470+108,470015,8713.45%+15,871
ALPHABET INC(GOOG)113,150104,625-8,52519,94025,4345.53%+5,494
CORNING INC(GLW)387,425305,935-81,49020,37525,0965.46%+4,721
APPLE INC(AAPL)82,71981,610-1,10916,97120,7804.52%+3,809
TE CONNECTIVITY PLC(TEL)120,145108,710-11,43520,26523,8655.19%+3,600
BLACKROCK INC(BLK)19,07018,844-22620,00921,9704.78%+1,960
ENBRIDGE INC(ENB)434,100427,980-6,12019,67321,5964.70%+1,922
JPMORGAN CHASE & CO.(JPM)72,28771,562-72520,95722,5734.91%+1,616
MEDTRONIC PLC(MDT)217,805215,105-2,70018,98620,4874.46%+1,501
NEXTERA ENERGY INC(NEE)248,435246,390-2,04517,24618,6004.05%+1,354
CHEVRON CORP NEW(CVX)125,500123,555-1,94517,97019,1874.17%+1,217
NVIDIA CORPORATION(NVDA)39,51239,162-3506,2437,3071.59%+1,064
PEPSICO INC(PEP)133,905131,980-1,92517,68118,5354.03%+854
MICROSOFT CORP(MSFT)46,38545,700-68523,07223,6705.15%+598
BERKSHIRE HATHAWAY INC DEL36,63836,455-18317,79818,3273.99%+530
BROADCOM INC(AVGO)8,0007,870-1302,2052,5960.56%+391
ALPHABET INC(GOOG)4,9854,98508841,2140.26%+330
TJX COS INC NEW(TJX)4,0004,00004945780.13%+84
AMGEN INC(AMGN)65,93665,429-50718,41018,4644.02%+54
LINDBLAD EXPEDITIONS HLDGS I(LIND)12,00012,00001401540.03%+14
AVERY DENNISON CORP1,4721,47202582390.05%-20
COSTCO WHSL CORP NEW(COST)85285208437890.17%-55
AMAZON COM INC(AMZN)97,55495,779-1,77521,40221,0304.57%-372
AIR PRODS & CHEMS INC64,68963,979-71018,24617,4483.79%-798
HONEYWELL INTL INC(HON)82,12587,007+4,88219,12518,3153.98%-810
VISA INC(V)61,30561,022-28321,76620,8324.53%-935
EMERSON ELEC CO(EMR)167,230156,560-10,67022,29720,5384.47%-1,759
CANADIAN NATL RY CO(CNI)175,127174,217-91018,22016,4293.57%-1,792
TEXAS INSTRS INC(TXN)100,85097,220-3,63020,93817,8623.88%-3,076
ACCENTURE PLC IRELAND
SHS CLASS A
62,7260-62,72618,7480—-18,748
Page 1 of 1
VANTAGE WEALTH — 13F Holdings — Q3 2025 | TickerTrail