VANTAGE WEALTH

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Pasadena, CA
CIK
0001569174
Alternate names
Osher Van de Voorde Investment Management
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 32 464,261 V, BLK, AMZN, GLW 13F-HR 1/21/2025 000156917425000002
Q3 2024 33 462,273 BLK, AAPL, AMZN, AMGN 13F-HR 10/8/2024 000156917424000007
Q2 2024 33 433,622 AMZN, MSFT, AAPL, GOOG 13F-HR 7/16/2024 000156917424000006
Q1 2024 35 428,693 GOOG, BLK, MSFT, V 13F-HR 4/9/2024 000156917424000005
Q4 2023 41 454,566 BLK, GOOG, JPM, V 13F-HR 1/9/2024 000156917424000001
Q3 2023 39 398,904 GOOG, CMCSA, APD, AMGN 13F-HR 10/10/2023 000156917423000006
Q2 2023 36 389,177 APD, V, JPM, GOOG 13F-HR 7/24/2023 000156917423000004
Q1 2023 36 360,507 APD, GOOG, V, UPS 13F-HR 4/11/2023 000156917423000003
Q4 2022 35 388,088 APD, JPM, BLK, SBUX 13F-HR 1/12/2023 000156917423000001
Q3 2022 34 362,776 GOOG, SBUX, BMY, PEP 13F-HR 10/5/2022 000156917422000004
Q2 2022 33 354,528 GOOG, BMY, AMGN, UPS 13F-HR 7/19/2022 000156917422000003
Q1 2022 34 449,934 GOOG, AMZN, BRK-B, QCOM 13F-HR 4/14/2022 000156917422000002
Q4 2021 33 452,338 GOOG, QCOM, SCHW, BLK 13F-HR 1/10/2022 000156917422000001
Q3 2021 33 390,303 GOOG, SCHW, BLK, JPM 13F-HR 10/19/2021 000156917421000004
Q2 2021 35 408,791 GOOG, BLK, SCHW, UPS 13F-HR 7/20/2021 000156917421000003
Q1 2021 34 391,134 GOOG, BLK, SCHW, WBA 13F-HR 4/13/2021 000156917421000002
Q4 2020 34 371,835 BLK, DIS, QCOM, SCHW 13F-HR 1/21/2021 000156917421000001
Q3 2020 34 311,526 UPS, AMZN, BLK, QCOM 13F-HR 10/13/2020 000156917420000004
Q2 2020 30 277,678 BLK, AMZN, GOOG, QCOM 13F-HR 7/21/2020 000156917420000003
Q1 2020 28 235,334 AMZN, BLK, BMY, MSFT 13F-HR 4/30/2020 000156917420000002
Q4 2019 35 268,883 AAPL, GOOG, Amgen Inc., BMY 13F-HR 2/13/2020 000156917420000001
Q3 2019 31 244,906 PEP, AAPL, GOOG, Walt Disney Co. 13F-HR 10/15/2019 000156917419000004
Q2 2019 31 242,141 PEP, Walt Disney Co., AMZN, SBUX 13F-HR 8/13/2019 000156917419000003
Q1 2019 30 225,002 PEP, AMZN, NVS, SBUX 13F-HR 5/15/2019 000156917419000002
Q4 2018 28 193,748 PEP, BRK-B, Amgen Inc., NVS 13F-HR 2/15/2019 000156917419000001
Q3 2018 29 231,441 AMZN, V, AAPL, MSFT 13F-HR 11/15/2018 000156917418000004
Q2 2018 25 207,967 AMZN, V, PEP, MSFT 13F-HR 8/14/2018 000156917418000003
Q1 2018 24 196,880 AMZN, V, BRK-B, MSFT 13F-HR 5/11/2018 000156917418000002
Q4 2017 23 188,656 V, BRK-B, NVS, MSFT 13F-HR 2/15/2018 000156917418000001
Q3 2017 23 188,656 V, BRK-B, NVS, MSFT 13F-HR 11/14/2017 000156917417000004
Q2 2017 24 187,541 V, WFC, NVS, BRK-B 13F-HR 8/15/2017 000156917417000003
Q1 2017 24 183,313 WFC, QCOM, V, BRK-B 13F-HR 5/10/2017 000156917417000002
Q4 2016 22 182,003 QCOM, WFC, AAPL, BRK-B 13F-HR 2/9/2017 000156917417000001
Q3 2016 21 175,520 QCOM, AAPL, V, BIIB 13F-HR 11/10/2016 000156917416000009
Q2 2016 20 157,129 QCOM, NVS, BRK-B, JNJ 13F-HR 8/10/2016 000156917416000008
Q1 2016 21 157,718 QCOM, AAPL, BRK-B, NVS 13F-HR 5/9/2016 000156917416000007
Q4 2015 26 174,013 MSFT, NVS, JPM, AAPL RESTATEMENT 2/12/2016 000156917416000006
Q3 2015 26 164,022 AAPL, BRK-B, JPM, PEP 13F-HR 11/12/2015 000156917415000004
Q2 2015 26 172,297 AAPL, JPM, BRK-B, NVS 13F-HR 8/13/2015 000156917415000003
Q1 2015 26 172,382 AAPL, BRK-B, JPM, NVS 13F-HR 5/11/2015 000156917415000002
Q4 2014 27 170,983 AAPL, BRK-B, JPM, MMM 13F-HR 2/6/2015 000156917415000001
Q3 2014 26 156,063 AAPL, BRK-B, MSFT, JPM 13F-HR 11/5/2014 000156917414000005
Q2 2014 26 150,504 AAPL, BRK-B, TEVA, PEP 13F-HR 8/8/2014 000156917414000004
Q1 2014 26 156,540 AAPL, BRK-B, TEVA, NVS 13F-HR 5/12/2014 000156917414000003
Q4 2013 27 154,696 AAPL, NVS, BRK-B, RTX RESTATEMENT 2/14/2014 000156917414000002
Additional filings from Vantage Wealth that have since been restated