Osher Van de Voorde Investment Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationpasadena, CA
- CIK0001569174
- Alternate namesVANTAGE WEALTH
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
32 | $464.26M | V, BLK, AMZN, GLW | 13F-HR | Jan 21, 2025 | 000156917425000002 | ||
33 | $462.27M | BLK, AAPL, AMZN, AMGN | 13F-HR | Oct 8, 2024 | 000156917424000007 | ||
33 | $433.62M | AMZN, MSFT, AAPL, GOOG | 13F-HR | Jul 16, 2024 | 000156917424000006 | ||
35 | $428.69M | GOOG, BLK, MSFT, V | 13F-HR | Apr 9, 2024 | 000156917424000005 | ||
41 | $454.57M | BLK, GOOG, JPM, V | 13F-HR | Jan 9, 2024 | 000156917424000001 | ||
39 | $398.90M | GOOG, CMCSA, APD, AMGN | 13F-HR | Oct 10, 2023 | 000156917423000006 | ||
36 | $389.18M | APD, V, JPM, GOOG | 13F-HR | Jul 24, 2023 | 000156917423000004 | ||
36 | $360.51M | APD, GOOG, V, UPS | 13F-HR | Apr 11, 2023 | 000156917423000003 | ||
35 | $388.09M | APD, JPM, BLK, SBUX | 13F-HR | Jan 13, 2023 | 000156917423000001 | ||
34 | $362.78M | GOOG, SBUX, BMY, PEP | 13F-HR | Oct 5, 2022 | 000156917422000004 | ||
33 | $354.53M | GOOG, BMY, AMGN, UPS | 13F-HR | Jul 19, 2022 | 000156917422000003 | ||
34 | $449.93M | GOOG, AMZN, BRK.B, QCOM | 13F-HR | Apr 14, 2022 | 000156917422000002 | ||
33 | $452.34M | GOOG, QCOM, SCHW, BLK | 13F-HR | Jan 10, 2022 | 000156917422000001 | ||
33 | $390.30M | GOOG, SCHW, BLK, JPM | 13F-HR | Oct 19, 2021 | 000156917421000004 | ||
35 | $408.79M | GOOG, BLK, SCHW, UPS | 13F-HR | Jul 20, 2021 | 000156917421000003 | ||
34 | $391.13M | GOOG, BLK, SCHW, WBA | 13F-HR | Apr 13, 2021 | 000156917421000002 | ||
34 | $371.83M | BLK, DIS, QCOM, SCHW | 13F-HR | Jan 21, 2021 | 000156917421000001 | ||
34 | $311.53M | UPS, AMZN, BLK, QCOM | 13F-HR | Oct 13, 2020 | 000156917420000004 | ||
30 | $277.68M | BLK, AMZN, GOOG, QCOM | 13F-HR | Jul 21, 2020 | 000156917420000003 | ||
28 | $235.33M | AMZN, BLK, BMY, MSFT | 13F-HR | Apr 30, 2020 | 000156917420000002 | ||
35 | $268.88M | AAPL, GOOG, AMGN 0.375 02/01/13 144A, BMY | 13F-HR | Feb 13, 2020 | 000156917420000001 | ||
31 | $244.91M | PEP, AAPL, GOOG, DIS 2.125 04/15/23 | 13F-HR | Oct 15, 2019 | 000156917419000004 | ||
31 | $242.14M | PEP, DIS 2.125 04/15/23, AMZN, SBUX | 13F-HR | Aug 13, 2019 | 000156917419000003 | ||
30 | $225.00M | PEP, AMZN, NVSN, SBUX | 13F-HR | May 15, 2019 | 000156917419000002 | ||
28 | $193.75M | PEP, BRK.B, AMGN 0.375 02/01/13 144A, NVSN | 13F-HR | Feb 15, 2019 | 000156917419000001 | ||
29 | $231.44M | AMZN, V, AAPL, MSFT | 13F-HR | Nov 15, 2018 | 000156917418000004 | ||
25 | $207.97M | AMZN, V, PEP, MSFT | 13F-HR | Aug 14, 2018 | 000156917418000003 | ||
24 | $196.88M | AMZN, V, BRK.B, MSFT | 13F-HR | May 11, 2018 | 000156917418000002 | ||
23 | $188.66M | V, BRK.B, NVSN, MSFT | 13F-HR | Feb 15, 2018 | 000156917418000001 | ||
23 | $188.66M | V, BRK.B, NVSN, MSFT | 13F-HR | Nov 14, 2017 | 000156917417000004 | ||
24 | $187.54M | V, WFC, NVSN, BRK.B | 13F-HR | Aug 15, 2017 | 000156917417000003 | ||
24 | $183.31M | WFC, QCOM, V, BRK.B | 13F-HR | May 10, 2017 | 000156917417000002 | ||
22 | $182.00M | QCOM, WFC, AAPL, BRK.B | 13F-HR | Feb 9, 2017 | 000156917417000001 | ||
21 | $175.52M | QCOM, AAPL, V, BIIB | 13F-HR | Nov 10, 2016 | 000156917416000009 | ||
20 | $157.13M | QCOM, NVSN, BRK.B, JNJ | 13F-HR | Aug 10, 2016 | 000156917416000008 | ||
21 | $157.72M | QCOM, AAPL, BRK.B, NVSN | 13F-HR | May 9, 2016 | 000156917416000007 | ||
26 | $174.01M | MSFT, NVSN, JPM, AAPL | RESTATEMENT | Feb 12, 2016 | 000156917416000006 | ||
26 | $164.02M | AAPL, BRK.B, JPM, PEP | 13F-HR | Nov 12, 2015 | 000156917415000004 | ||
26 | $172.30M | AAPL, JPM, BRK.B, NVSN | 13F-HR | Aug 13, 2015 | 000156917415000003 | ||
26 | $172.38M | AAPL, BRK.B, JPM, NVSN | 13F-HR | May 11, 2015 | 000156917415000002 | ||
27 | $170.98M | AAPL, BRK.B, JPM, MMM | 13F-HR | Feb 6, 2015 | 000156917415000001 | ||
26 | $156.06M | AAPL, BRK.B, MSFT, JPM | 13F-HR | Nov 5, 2014 | 000156917414000005 | ||
26 | $150.50M | AAPL, BRK.B, TEVA, PEP | 13F-HR | Aug 8, 2014 | 000156917414000004 | ||
26 | $156.54M | AAPL, BRK.B, TEVA, NVSN | 13F-HR | May 12, 2014 | 000156917414000003 | ||
27 | $154.70M | AAPL, NVSN, BRK.B, UTX | RESTATEMENT | Feb 14, 2014 | 000156917414000002 |