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Vantage Financial Partners, LLC Historic Quarter Change: USA Stocks, Added

Vantage Financial Partners, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Vantage Financial Partners, LLC opened 68 positions, added to 235, reduced 146 and sold out of 32.

  • Q4 2025: Stock SLV; Country of operation United States; Class ETF; Shares before 11,548.
  • Q4 2025: Stock GOOGL; Country of operation United States; Class Stock; Shares before 2,907.
  • Q4 2025: Stock GLD; Country of operation United States; Class ETF; Shares before 4,376.
  • Q4 2025: Stock NEM; Country of operation United States; Class Stock; Shares before 10,928.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1911766), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025SLV
ISHARES SILVER TRUST
United StatesETF11,54811,604+56$489,289$747,530+$258,2412026-02-03
Q4 2025GOOGL
ALPHABET INC CAP STK CL A
United StatesStock2,9072,992+85$706,580$936,635+$230,0552026-02-03
Q4 2025GLD
SPDR GOLD SHARES
United StatesETF4,3764,395+19$1,555,536$1,741,782+$186,2462026-02-03
Q4 2025NEM
NEWMONT CORP COM
United StatesStock10,92810,985+57$921,311$1,096,825+$175,5142026-02-03
Q4 2025AMZN
AMAZON COM INC COM
United StatesStock6,3136,549+236$1,386,181$1,511,677+$125,4962026-02-03
Q4 2025META
META PLATFORMS INC CL A
United StatesStock1,6091,623+14$1,181,427$1,071,293-$110,1342026-02-03
Q4 2025GOOG
ALPHABET INC CAP STK CL C
United StatesStock1,2091,210+1$294,374$379,541+$85,1672026-02-03
Q4 2025CINF
CINCINNATI FINL CORP COM
United StatesStock4,6284,994+366$731,621$815,582+$83,9612026-02-03
Q4 2025WEC
WEC ENERGY GROUP INC COM
United StatesStock8,4908,538+48$972,892$900,411-$72,4812026-02-03
Q4 2025PLTR
PALANTIR TECHNOLOGIES INC CL A
United StatesStock2,8953,320+425$528,106$590,130+$62,0242026-02-03
Q4 2025JPM
JPMORGAN CHASE & CO. COM
United StatesStock6,4436,454+11$2,032,227$2,079,650+$47,4232026-02-03
Q4 2025IBM
INTERNATIONAL BUSINESS MACHS COM
United StatesStock1,6591,733+74$468,020$513,275+$45,2552026-02-03
Q4 2025TSLA
TESLA INC COM
United StatesStock1,4881,566+78$661,764$704,283+$42,5192026-02-03
Q4 2025MO
ALTRIA GROUP INC COM
United StatesStock5,5965,822+226$369,675$335,721-$33,9542026-02-03
Q4 2025GE
GE AEROSPACE COM NEW
United StatesStock1,1501,218+68$345,857$375,143+$29,2862026-02-03
Q4 2025TJX
TJX COS INC NEW COM
United StatesStock2,9822,988+6$431,036$459,048+$28,0122026-02-03
Q4 2025ET
ENERGY TRANSFER L P COM UT LTD PTN
United StatesStock13,60815,797+2,189$233,517$260,487+$26,9702026-02-03
Q4 2025ABBV
ABBVIE INC COM
United StatesStock11,08811,120+32$2,567,270$2,540,890-$26,3802026-02-03
Q4 2025XOMXXXX
EXXON MOBIL CORP COM
Stock3,0863,098+12$347,955$372,854+$24,8992026-02-03
Q4 2025V
VISA INC COM CL A
United StatesStock1,9911,995+4$679,615$699,589+$19,9742026-02-03
Q4 2025ELV
ELEVANCE HEALTH INC FORMERLY A COM
United StatesStock639643+4$206,596$225,252+$18,6562026-02-03
Q4 2025ZBH
ZIMMER BIOMET HOLDINGS INC COM
United StatesStock2,2602,672+412$222,622$240,229+$17,6072026-02-03
Q4 2025KO
COCA COLA CO COM
United StatesStock3,6733,727+54$243,569$260,590+$17,0212026-02-03
Q4 2025LDOS
LEIDOS HOLDINGS INC COM
United StatesStock2,0512,056+5$387,522$370,832-$16,6902026-02-03
Q4 2025NVDA
NVIDIA CORPORATION COM
United StatesStock10,59010,674+84$1,975,942$1,990,745+$14,8032026-02-03
Q4 2025PWR
QUANTA SVCS INC COM
United StatesStock1,8581,859+1$770,106$784,484+$14,3782026-02-03
Q4 2025DUK
DUKE ENERGY CORP NEW COM NEW
United StatesStock2,1822,191+9$270,006$256,764-$13,2422026-02-03
Q4 2025CRWD
CROWDSTRIKE HLDGS INC CL A
United StatesStock523528+5$256,469$247,505-$8,9642026-02-03
Q4 2025VZ
VERIZON COMMUNICATIONS INC COM
United StatesStock17,73719,013+1,276$779,554$774,418-$5,1362026-02-03
Q4 2025MCD
MCDONALDS CORP COM
United StatesStock1,4721,480+8$447,373$452,266+$4,8932026-02-03
Q4 2025HBAN
HUNTINGTON BANCSHARES INC COM
United StatesStock17,73017,890+160$306,201$310,389+$4,1882026-02-03
Q4 2025PFE
PFIZER INC COM
United StatesStock9,8809,942+62$251,736$247,559-$4,1772026-02-03
Q4 2025FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
United StatesETF4,8296,298+1,469$481,982$480,097-$1,8852026-02-03
Q4 2025BMO
BANK MONTREAL MEDIUM COM
Stock3,4613,465+4$450,771$449,684-$1,0872026-02-03
Q4 2025COP
CONOCOPHILLIPS COM
United StatesStock3,3193,348+29$313,899$313,405-$4942026-02-03

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