VANTAGE WEALTH
Q1 2025 13F Holdings
- Locationpasadena, CA
- Num holdings
31
- Value ($000)
$442,182
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001569174
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V Visa Inc. | CL A | 92826C839 | $23.36M | 5 % | 66,666 | ||
AMGN Amgen Inc. | COM | 031162100 | $21.69M | 5 % | 69,614 | ||
CHV Chevron Corp | COM | 166764100 | $20.89M | 5 % | 124,865 | ||
BRK.B Berkshire Hathaway Inc-Del Cl B | CL B NEW | 084670702 | $20.69M | 5 % | 38,856 | ||
MDT Medtronic PLC | COM | G5960L103 | $20.12M | 5 % | 223,940 | ||
ENB Enbridge Inc | COM | 29250N105 | $19.69M | 5 % | 444,290 | ||
APD Air Pros & Chems Inc | COM | 009158106 | $19.24M | 4 % | 65,239 | ||
AAPL Apple Computer Inc | COM | 037833100 | $19.17M | 4 % | 86,281 | ||
EMR Emerson Electric | COM | 291011104 | $18.86M | 4 % | 172,010 | ||
BLK BlackRock Inc. | COM | 09247X101 | $18.48M | 4 % | 19,520 |
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