VANTAGE WEALTH
Q4 2024 13F Holdings
- Locationpasadena, CA
- Num holdings
32
- Value ($000)
$464,262
- Date Filed01/21/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V Visa Inc. | CL A | 92826C839 | $23.47 M | 5 % | 74,258 | ||
BLK BlackRock Inc. | COM | 09247X101 | $23.44 M | 5 % | 22,865 | ||
AMZN Amazon Com Inc. | COM | 023135106 | $23.06 M | 5 % | 105,090 | ||
GLW Corning Inc. | COM | 219350105 | $21.89 M | 5 % | 460,630 | ||
AAPL Apple Computer Inc | COM | 037833100 | $21.83 M | 5 % | 87,181 | ||
GOOG Alphabet Inc. | CL A | 02079K107 | $21.74 M | 5 % | 114,835 | ||
EMR Emerson Electric | COM | 291011104 | $21.58 M | 5 % | 174,155 | ||
JPM J P Morgan Chase & Co | COM | 46625H100 | $21.40 M | 5 % | 89,263 | ||
MSFT Microsoft Corp | COM | 594918104 | $20.79 M | 5 % | 49,335 | ||
BRK.B Berkshire Hathaway Inc-Del Cl B | CL B NEW | 084670702 | $19.91 M | 4 % | 43,917 |
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