$173 Million is the total value of Vantage Financial Partners Ltd., Inc.'s 74 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMT | New | AMERICAN TOWER CORP COM USD0.01units | $370,000 | – | 1,650 | +100.0% | 0.21% | – |
| CVX | New | CHEVRON CORP NEW COMequities | $316,000 | – | 3,740 | +100.0% | 0.18% | – |
| AVGO | New | BROADCOM INC COMequities | $296,000 | – | 676 | +100.0% | 0.17% | – |
| MU | New | MICRON TECHNOLOGY INCequities | $263,000 | – | 3,500 | +100.0% | 0.15% | – |
| VTRS | New | VIATRIS INC COMequities | $250,000 | – | 13,341 | +100.0% | 0.14% | – |
| WM | New | WASTE MANAGEMENT INCequities | $224,000 | – | 1,900 | +100.0% | 0.13% | – |
| PWR | New | QUANTA SERVICES COM USD0.00001equities | $216,000 | – | 3,000 | +100.0% | 0.12% | – |
| TSN | New | TYSON FOODS INCequities | $213,000 | – | 3,300 | +100.0% | 0.12% | – |
| BA | New | BOEING CO COM USD5.00equities | $209,000 | – | 975 | +100.0% | 0.12% | – |
| MKSI | New | MKS INSTRS INC COMequities | $203,000 | – | 1,350 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 28 | Q3 2023 | 19.7% |
| ISHARES TR | 28 | Q3 2023 | 11.9% |
| SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS | 28 | Q3 2023 | 7.7% |
| ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 28 | Q3 2023 | 7.8% |
| SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | 28 | Q3 2023 | 11.7% |
| MICROSOFT CORP | 28 | Q3 2023 | 2.3% |
| ALPHABET INC CAP STK CL A | 28 | Q3 2023 | 1.5% |
| PFIZER INC | 28 | Q3 2023 | 0.8% |
| BP PLC SPONSORED ADR | 27 | Q3 2023 | 6.7% |
| ALPHABET INC CAP STK CL C | 27 | Q3 2023 | 2.3% |
View Vantage Financial Partners Ltd., Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-11-05 |
View Vantage Financial Partners Ltd., Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.