Vantage Investment Partners, LLC Top Holdings and 13F Report (2024) → Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (From Priority Gold) (Ad) About Vantage Investment Partners, LLCInvestment ActivityVantage Investment Partners, LLC has $1.00 million in total holdings as of December 31, 2023.Vantage Investment Partners, LLC owns shares of 65 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 18.89% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Vantage Investment Partners, LLC has purchased 65 new stocks and bought additional shares in 47 stocks.Vantage Investment Partners, LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings UnitedHealth Group $56,298Novo Nordisk A/S $49,978O'Reilly Automotive $43,578Alphabet $39,192Chevron $38,416 Largest New Holdings this Quarter Lululemon Athletica $15,565 HoldingVanguard Total Bond Market ETF $220 Holding Largest Purchases this Quarter Estée Lauder Companies 161,227 shares (about $23.58K)Novo Nordisk A/S 175,378 shares (about $18.14K)O'Reilly Automotive 18,038 shares (about $17.14K)Lululemon Athletica 30,443 shares (about $15.57K)CoStar Group 161,664 shares (about $14.13K) Largest Sales this Quarter Monolithic Power Systems 5,113 shares (about $3.23K)Floor & Decor 25,305 shares (about $2.82K)Eli Lilly and Company 1,401 shares (about $816.66)Blackstone 1,345 shares (about $176.09) Sector Allocation Over TimeMap of 500 Largest Holdings ofVantage Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$56,298$11,904 ▲26.8%106,9345.6%MedicalNVONovo Nordisk A/S$49,978$18,143 ▲57.0%483,1105.0%MedicalORLYO'Reilly Automotive$43,578$17,137 ▲64.8%45,8684.3%Retail/WholesaleGOOGAlphabet$39,192$6,903 ▲21.4%278,0943.9%Computer and TechnologyCVXChevron$38,4160.0%257,5473.8%Oils/EnergyNKENIKE$36,514$6,729 ▲22.6%336,3193.6%Consumer DiscretionaryAAPLApple$35,968$3,994 ▲12.5%186,8193.6%Computer and TechnologyCNCCentene$33,873$1,703 ▲5.3%456,4463.4%MedicalCMGChipotle Mexican Grill$33,801$6,355 ▲23.2%14,7803.4%Retail/WholesaleMSFTMicrosoft$31,206$2,207 ▲7.6%82,9853.1%Computer and TechnologyEQTEQT$30,822$13,846 ▲81.6%797,2623.1%Oils/EnergyCSGPCoStar Group$30,487$14,128 ▲86.4%348,8603.0%Computer and TechnologyDISWalt Disney$29,658$2,303 ▲8.4%328,4733.0%Consumer DiscretionaryELEstée Lauder Companies$27,300$23,580 ▲633.8%186,6662.7%Consumer StaplesNOCNorthrop Grumman$24,924$10,781 ▲76.2%53,2402.5%AerospaceMPWRMonolithic Power Systems$23,700$3,225 ▼-12.0%37,5732.4%Computer and TechnologyFNDFloor & Decor$20,554$2,823 ▼-12.1%184,2452.0%ConstructionBXBlackstone$17,477$176 ▼-1.0%133,4931.7%FinanceLLYEli Lilly and Company$17,320$817 ▼-4.5%29,7131.7%MedicalJPMJPMorgan Chase & Co.$15,985$134 ▲0.8%93,9751.6%FinanceLULULululemon Athletica$15,565$15,565 ▲New Holding30,4431.6%Consumer DiscretionaryMCDMcDonald's$15,4030.0%51,9461.5%Retail/WholesaleFASTFastenal$14,818$19 ▲0.1%228,7731.5%Retail/WholesaleSCCOSouthern Copper$14,761$216 ▲1.5%171,4951.5%Basic MaterialsFANGDiamondback Energy$14,560$129 ▲0.9%93,8891.5%Oils/EnergyHONHoneywell International$13,601$154 ▲1.1%64,8581.4%Multi-Sector ConglomeratesCCICrown Castle$13,306$103 ▲0.8%115,5121.3%FinanceTXNTexas Instruments$13,259$849 ▲6.8%77,7861.3%Computer and TechnologyLOWLowe's Companies$13,246$226 ▲1.7%59,5181.3%Retail/WholesaleTROWT. Rowe Price Group$13,114$1,211 ▲10.2%121,7761.3%FinanceLMTLockheed Martin$13,085$58 ▲0.4%28,8711.3%AerospaceCSCOCisco Systems$13,010$245 ▲1.9%257,5211.3%Computer and TechnologyLAZRLuminar Technologies$12,9240.0%3,834,9941.3%Auto/Tires/TrucksPEPPepsiCo$12,896$160 ▲1.3%75,9321.3%Consumer StaplesPAYXPaychex$12,894$120 ▲0.9%108,2571.3%Business ServicesRTXRTX$12,753$86 ▲0.7%151,5641.3%AerospaceSBUXStarbucks$12,526$79 ▲0.6%130,4661.2%Retail/WholesaleUPSUnited Parcel Service$12,358$718 ▲6.2%78,5991.2%TransportationWBDWarner Bros. Discovery$12,347$2,276 ▲22.6%1,085,0001.2%Consumer DiscretionaryNEENextEra Energy$11,444$2,208 ▲23.9%188,4101.1%UtilitiesNVDANVIDIA$10,213$2,596 ▲34.1%20,6241.0%Computer and TechnologyCOSTCostco Wholesale$8,474$2,543 ▲42.9%12,8380.8%Retail/WholesaleAMZNAmazon.com$8,408$1,396 ▲19.9%55,3350.8%Retail/WholesaleSNOWSnowflake$8,159$2,490 ▲43.9%41,0010.8%Computer and TechnologySHWSherwin-Williams$8,145$2,509 ▲44.5%26,1150.8%ConstructionNXPINXP Semiconductors$8,053$2,556 ▲46.5%35,0600.8%Computer and TechnologyVVisa$7,822$2,438 ▲45.3%30,0440.8%Business ServicesISRGIntuitive Surgical$7,464$1,198 ▲19.1%22,1250.7%MedicalMAMastercard$7,403$2,491 ▲50.7%17,3560.7%Business ServicesHUMHumana$7,141$2,260 ▲46.3%15,5990.7%MedicalCHENIERE ENERGY INC$3,1580.0%18,5000.3%COMSPGIS&P Global$3,109$2,468 ▲384.8%7,0580.3%Business ServicesWMBWilliams Companies$3,0480.0%87,5000.3%Oils/EnergySPLGSPDR Portfolio S&P 500 ETF$1,5820.0%28,3050.2%ETFCFFNCapitol Federal Financial$1,2900.0%200,0000.1%FinanceVYMVanguard High Dividend Yield Index Fund ETF Shares$1,0100.0%9,0520.1%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$7530.0%24,6070.1%ETFDVYiShares Select Dividend ETF$5360.0%4,5730.1%ETFVTIVanguard Total Stock Market ETF$4830.0%2,0340.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$367$7 ▲2.1%8,7050.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$364$9 ▲2.4%10,7030.0%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$342$4 ▲1.2%8,7200.0%ETFVEUVanguard FTSE All-World ex-US ETF$3180.0%5,6690.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$267$11 ▲4.3%7,5500.0%ETFBNDVanguard Total Bond Market ETF$220$220 ▲New Holding2,9900.0%ETFBABoeing$0$9,584 ▼-100.0%00.0%AerospaceSPYSPDR S&P 500 ETF Trust$0$410 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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