Vantage Financial Partners, LLC

Q4 2024 13F Holdings

  • Location
    elm grove, WI
  • Num holdings

    181

  • Value ($000)

    $399,737

  • Date Filed
    02/06/2025
  • Form type
    13F-HR
  • CIK
    0001911766
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ITOT
ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

ETF
$55.98M
14 %

435,264

AGG
AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

ETF
$32.74M
8 %

337,830

IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
$32.57M
8 %

55,330

IXUS
IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

ETF
$22.39M
6 %

338,575

DIVO
DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

ETF
$16.80M
4 %

415,056

IUSG
IUSG

ISHARES CORE S&P U.S. GROWTH ETF

ETF
$15.73M
4 %

112,894

VFLO
VFLO

VICTORYSHARES FREE CASH FLOW ETF

ETF
$15.46M
4 %

453,375

IJH
IJH

ISHARES CORE S&P MID-CAP ETF

ETF
$14.73M
4 %

236,386

IJR
IJR

ISHARES CORE S&P SMALL CAP ETF

ETF
$11.58M
3 %

100,537

NDQ
NDQ

INVESCO QQQ TRUST SERIES I

ETF
$10.69M
3 %

20,919

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