Osher Van de Voorde Investment Management
Latest statistics and disclosures from Vantage Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, GLW, TEL, MSFT, JPM, and represent 26.24% of Vantage Wealth's stock portfolio.
- Added to shares of these 2 stocks: ZTS (+$16M), HON.
- Started 1 new stock position in ZTS.
- Reduced shares in these 10 stocks: , GLW (-$6.7M), TEL, GOOG, EMR, TXN, AMZN, MSFT, ENB, CVX.
- Sold out of its position in ACN.
- Vantage Wealth was a net seller of stock by $-19M.
- Vantage Wealth has $460M in assets under management (AUM), dropping by 4.22%.
- Central Index Key (CIK): 0001569174
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Portfolio Holdings for Vantage Wealth
Vantage Wealth holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOG) | 5.5 | $25M | -7% | 105k | 243.10 |
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| Corning Incorporated (GLW) | 5.5 | $25M | -21% | 306k | 82.03 |
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| Te Connectivity Ord Shs (TEL) | 5.2 | $24M | -9% | 109k | 219.53 |
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| Microsoft Corporation (MSFT) | 5.1 | $24M | 46k | 517.95 |
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| JPMorgan Chase & Co. (JPM) | 4.9 | $23M | 72k | 315.43 |
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| Blackrock (BLK) | 4.8 | $22M | 19k | 1165.87 |
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| Enbridge (ENB) | 4.7 | $22M | 428k | 50.46 |
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| Amazon (AMZN) | 4.6 | $21M | 96k | 219.57 |
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| Visa Com Cl A (V) | 4.5 | $21M | 61k | 341.38 |
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| Apple (AAPL) | 4.5 | $21M | 82k | 254.63 |
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| Emerson Electric (EMR) | 4.5 | $21M | -6% | 157k | 131.18 |
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| Medtronic SHS (MDT) | 4.5 | $21M | 215k | 95.24 |
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| Chevron Corporation (CVX) | 4.2 | $19M | 124k | 155.29 |
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| Nextera Energy (NEE) | 4.0 | $19M | 246k | 75.49 |
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| Pepsi (PEP) | 4.0 | $19M | 132k | 140.44 |
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| Amgen (AMGN) | 4.0 | $19M | 65k | 282.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $18M | 37k | 502.74 |
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| Honeywell International (HON) | 4.0 | $18M | +5% | 87k | 210.50 |
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| Texas Instruments Incorporated (TXN) | 3.9 | $18M | -3% | 97k | 183.73 |
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| Air Products & Chemicals (APD) | 3.8 | $17M | 64k | 272.72 |
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| Canadian Natl Ry (CNI) | 3.6 | $16M | 174k | 94.30 |
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| Zoetis Cl A (ZTS) | 3.5 | $16M | NEW | 109k | 146.32 |
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| NVIDIA Corporation (NVDA) | 1.6 | $7.3M | 39k | 186.58 |
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| Broadcom (AVGO) | 0.6 | $2.6M | 7.9k | 329.91 |
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| Alphabet Cap Stk Cl C (GOOGL) | 0.3 | $1.2M | 5.0k | 243.55 |
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| Costco Wholesale Corporation (COST) | 0.2 | $789k | 852.00 | 925.63 |
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| TJX Companies (TJX) | 0.1 | $578k | 4.0k | 144.54 |
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| Avery Dennison Corporation (AVY) | 0.1 | $239k | 1.5k | 162.17 |
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| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $154k | 12k | 12.80 |
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Past Filings by Vantage Wealth
SEC 13F filings are viewable for Vantage Wealth going back to 2012
- Vantage Wealth 2025 Q3 filed Oct. 14, 2025
- Vantage Wealth 2025 Q2 filed July 11, 2025
- Vantage Wealth 2025 Q1 filed April 9, 2025
- Vantage Wealth 2024 Q4 filed Jan. 21, 2025
- Osher Van de Voorde Investment Management 2024 Q3 filed Oct. 8, 2024
- Osher Van de Voorde Investment Management 2024 Q2 filed July 16, 2024
- Osher Van de Voorde Investment Management 2024 Q1 filed April 9, 2024
- Osher Van de Voorde Investment Management 2023 Q4 filed Jan. 9, 2024
- Osher Van de Voorde Investment Management 2023 Q3 filed Oct. 10, 2023
- Osher Van de Voorde Investment Management 2023 Q2 filed July 24, 2023
- Osher Van de Voorde Investment Management 2023 Q1 filed April 11, 2023
- Osher Van de Voorde Investment Management 2022 Q4 filed Jan. 13, 2023
- Osher Van de Voorde Investment Management 2022 Q3 filed Oct. 5, 2022
- Osher Van de Voorde Investment Management 2022 Q2 filed July 19, 2022
- Osher Van de Voorde Investment Management 2022 Q1 filed April 14, 2022
- Osher Van de Voorde Investment Management 2021 Q4 filed Jan. 10, 2022