Vanguard Capital Wealth Advisors Portfolio Holdings

Vanguard Capital Wealth Advisors

  • $98.5 Million
  • Q2 2025

Vanguard Capital Wealth Advisors has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98.5 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3M, Nvidia Corp with a value of $7.95M, Amazon Com Inc with a value of $5.99M, Aberdeen Emerging Markets Equity Income Fund, Inc. with a value of $5.9M, and United Rentals, Inc. with a value of $4.01M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $78.9M to 98.5M.

Below you can find more details about Vanguard Capital Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $98.5 Million
Technology: $28.6 Million
Financial Services: $15.5 Million
ETFs: $14.1 Million
Consumer Cyclical: $10.8 Million
Communication Services: $8.82 Million
Industrials: $8.8 Million
Energy: $5.98 Million
Healthcare: $2.96 Million
Other: $2.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$11.3 Million 11.42% of portfolio
54,846
Q2 2025 Reduced 2.54%
$433B
$7.95 Million 8.07% of portfolio
50,341
Q2 2025 Reduced 4.43%
$2.37T
$5.99 Million 6.08% of portfolio
27,293
Q2 2025 Reduced 13.32%
$0
$5.9 Million 5.99% of portfolio
993,754
Q2 2025 Added 241.29%
$60.7B
$4.01 Million 4.07% of portfolio
5,316
Q3 2024 Reduced 1.94%
$1.18T
$3.45 Million 3.5% of portfolio
19,437
Q2 2025 Reduced 21.91%
$1.58T
$2.88 Million 2.93% of portfolio
3,908
Q2 2025 Reduced 0.76%
$117B
$2.5 Million 2.54% of portfolio
9,079
Q2 2025 Reduced 1.22%
$18.6B
$2.02 Million 2.05% of portfolio
61,676
Q2 2025 Added 151.74%
$1.09B
$1.99 Million 2.02% of portfolio
22,118
Q2 2025 Added 739.71%
$241B
$1.79 Million 1.82% of portfolio
12,711
Q2 2025 Reduced 4.15%
$138B
$1.68 Million 1.7% of portfolio
8,007
Q2 2025 Added 3.42%
$3.81T
$1.65 Million 1.68% of portfolio
3,327
Q2 2025 Added 11.38%
$227B
$1.39 Million 1.41% of portfolio
3,575
Q2 2025 Added 0.76%
$0
$1.32 Million 1.34% of portfolio
53,964
Q2 2025 Added 16.7%
$388B
$1.3 Million 1.32% of portfolio
27,456
Q2 2025 Added 50.44%
$0
$1.19 Million 1.21% of portfolio
43,114
Q2 2025 Added 25.32%
$121B
$1.18 Million 1.2% of portfolio
9,550
Q2 2025 Added 151.32%
$0
$1.18 Million 1.2% of portfolio
70,029
Q2 2025 Added 27.12%
$964B
$1.13 Million 1.15% of portfolio
3,559
Q2 2025 Added 12.84%
$0
$1.09 Million 1.11% of portfolio
20,925
Q2 2025 Reduced 52.25%
$525B
$1.07 Million 1.09% of portfolio
800
Q1 2025 Reduced 51.54%
$14.7B
$1.02 Million 1.03% of portfolio
29,600
Q2 2025 New
$0
$946,000 0.96% of portfolio
35,719
Q2 2025 Added 20.15%
$217B
$947,000 0.96% of portfolio
3,243
Q2 2025 Added 0.34%
$622B
$934,000 0.95% of portfolio
1,923
Q3 2024 Reduced 3.03%
$1.14T
$842,000 0.85% of portfolio
4,783
Q2 2025 Added 1.06%
$50B
$770,000 0.78% of portfolio
22,800
Q2 2025 Reduced 14.29%
$337B
$768,000 0.78% of portfolio
4,139
Q2 2025 Added 12.17%
$462B
$707,000 0.72% of portfolio
6,564
Q2 2025 Added 114.79%
$162B
$686,000 0.7% of portfolio
3,750
Q2 2025 New
$62.1B
$681,000 0.69% of portfolio
6,900
Q1 2025 Added 7.81%
$870B
$633,000 0.64% of portfolio
2,185
Q2 2025 Reduced 18.29%
$6.79B
$633,000 0.64% of portfolio
87,690
Q2 2025 New
$261B
$629,000 0.64% of portfolio
2,018
Q2 2025 New
$250B
$632,000 0.64% of portfolio
3,475
Q2 2025 Added 0.2%
$82.5B
$632,000 0.64% of portfolio
4,155
Q2 2025 New
$376B
$625,000 0.63% of portfolio
3,929
Q2 2025 Reduced 9.84%
$59.8B
$601,000 0.61% of portfolio
5,045
Q2 2025 Added 127.66%
$122B
$601,000 0.61% of portfolio
6,700
Q2 2025 Added 119.67%
$0
$578,000 0.59% of portfolio
19,794
Q2 2025 Reduced 25.66%
$635M
$546,000 0.55% of portfolio
36,000
Q2 2025 Added 105.71%
$0
$537,000 0.55% of portfolio
10,247
Q2 2025 New
$765B
$532,000 0.54% of portfolio
683
Q2 2025 Added 23.06%
$0
$524,000 0.53% of portfolio
22,006
Q2 2025 New
$655B
$499,000 0.51% of portfolio
2,283
Q2 2025 Reduced 8.05%
$0
$496,000 0.5% of portfolio
45,000
Q2 2025 Reduced 10.0%
$92.9B
$494,000 0.5% of portfolio
22,076
Q2 2025 Reduced 0.9%
$9.9B
$494,000 0.5% of portfolio
24,400
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $98.5 Million
  • Prior Value $78.9 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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