VANTAGE WEALTH quarter change: USA Stocks, Unchanged
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).
- COST: Country of operation United States; Class COM; Shares 2025-09-30 852; Shares 2025-12-31 852.
- TJX: Country of operation United States; Class COM; Shares 2025-09-30 4,000; Shares 2025-12-31 4,000.
- AVY: Country of operation United States; Class COM; Shares 2025-09-30 1,472; Shares 2025-12-31 1,472.
- LIND: Country of operation United States; Class COM; Shares 2025-09-30 12,000; Shares 2025-12-31 12,000.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Castle Rock Wealth Management, LLC | United States | $0.463B | 261 |
| Dorsey Wright & Associates | United States | $0.463B | 132 |
| Blankinship & Foster, LLC | United States | $0.463B | 79 |
| Mudita Advisors LLP | United Kingdom | $0.463B | 21 |
| ICON ADVISERS INC/CO | United States | $0.463B | 184 |
| MORTON COMMUNITY BANK | United States | $0.463B | 199 |
| RIPOSTE CAPITAL LLC | United States | $0.462B | 33 |
| Triumph Capital Management | United States | $0.463B | 1,769 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | United States | $0.463B | 74 |
| Factor Wealth Management LTD | United States | $0.463B | 166 |