VANTAGE WEALTH quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, VANTAGE WEALTH opened 3 positions, added to 6, reduced 16, sold out of 2 and left 5 unchanged. The largest increase in value was GOOG (+$26,686,693); the largest decrease was GOOG (-$25,434,338).
- CNI: Country of operation —; Class COM; Shares 2025-09-30 174,217; Shares 2025-12-31 178,257.
- APD: Country of operation United States; Class COM; Shares 2025-09-30 63,979; Shares 2025-12-31 75,282.
- BRKB: Country of operation —; Class CL B NEW; Shares 2025-09-30 36,455; Shares 2025-12-31 37,948.
- TXN: Country of operation United States; Class COM; Shares 2025-09-30 97,220; Shares 2025-12-31 107,160.
Two Form 13F-HR filings compared (SEC CIK 1569174): 2025-09-30 (filed 2025-10-14) and 2025-12-31 (filed 2026-01-14). 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; share change is the position change.
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