VANTAGE WEALTH

PrivateCIK: 1569174
Location

PASADENA, CA

30
Positions
$462.58M
Total AUM (reported)
2.86M
Total Shares

Allocation by class

TOTAL AUM$462.58M30 positions
COM$334.76M72.4%
CAP STK CL C$26.69M5.8%
ORD SHS$23.05M5.0%
COM CL A$21.31M4.6%
SHS$19.73M4.3%
CL B NEW$19.07M4.1%
CL A$16.43M3.6%

Portfolio Concentration

Top 315.8%4–1032.5%11–2551.2%Rest0.4%TOP 1048.3%0%100%
Top 3$73.05M15.8%
4–10$150.43M32.5%
11–25$237.06M51.2%
Rest$2.04M0.4%

Top 3 weight

15.8%

Top 10 weight

48.3%

Voting Authority Distribution

Total shares with voting rights: 2.86M

Sole

Full voting authority

2.86M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:

ALPHABET INC

SOLE
CAP STK CL C
Shares85.26K
TypeSH
Market value$26.69M
5.77%
Sole
85.26K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares266.25K
TypeSH
Market value$23.31M
5.04%
Sole
266.25K
Shared
0.00
None
0.00

TE CONNECTIVITY PLC

SOLE
ORD SHS
Shares101.31K
TypeSH
Market value$23.05M
4.98%
Sole
101.31K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares69.85K
TypeSH
Market value$22.51M
4.87%
Sole
69.85K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares80.36K
TypeSH
Market value$21.85M
4.72%
Sole
80.36K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares94.41K
TypeSH
Market value$21.79M
4.71%
Sole
94.41K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares44.80K
TypeSH
Market value$21.67M
4.68%
Sole
44.80K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares60.76K
TypeSH
Market value$21.31M
4.61%
Sole
60.76K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares63.73K
TypeSH
Market value$20.86M
4.51%
Sole
63.73K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares154.06K
TypeSH
Market value$20.45M
4.42%
Sole
154.06K
Shared
0.00
None
0.00

ENBRIDGE INC

SOLE
COM
Shares421.19K
TypeSH
Market value$20.15M
4.36%
Sole
421.19K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares18.72K
TypeSH
Market value$20.04M
4.33%
Sole
18.72K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
SHS
Shares205.35K
TypeSH
Market value$19.73M
4.26%
Sole
205.35K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares241.57K
TypeSH
Market value$19.39M
4.19%
Sole
241.57K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares37.95K
TypeSH
Market value$19.07M
4.12%
Sole
37.95K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares130.91K
TypeSH
Market value$18.79M
4.06%
Sole
130.91K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares122.30K
TypeSH
Market value$18.64M
4.03%
Sole
122.30K
Shared
0.00
None
0.00

AIR PRODS & CHEMS INC

SOLE
COM
Shares75.28K
TypeSH
Market value$18.60M
4.02%
Sole
75.28K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares107.16K
TypeSH
Market value$18.59M
4.02%
Sole
107.16K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares94.74K
TypeSH
Market value$18.48M
4.00%
Sole
94.74K
Shared
0.00
None
0.00

CANADIAN NATL RY CO

SOLE
COM
Shares178.26K
TypeSH
Market value$17.62M
3.81%
Sole
178.26K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares130.56K
TypeSH
Market value$16.43M
3.55%
Sole
130.56K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares39.16K
TypeSH
Market value$7.30M
1.58%
Sole
39.16K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares7.77K
TypeSH
Market value$2.69M
0.58%
Sole
7.77K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares4.93K
TypeSH
Market value$1.55M
0.33%
Sole
4.93K
Shared
0.00
None
0.00
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