Vanguard Capital Wealth Advisors Portfolio Holdings

Vanguard Capital Wealth Advisors

  • $78.9 Million
  • Q1 2025

Vanguard Capital Wealth Advisors has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $78.9 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.5M, Amazon Com Inc with a value of $5.99M, Nvidia Corp with a value of $5.71M, Alphabet Inc. with a value of $3.89M, and United Rentals, Inc. with a value of $3.33M.

Examining the 13F form we can see an decrease of $11.5M in the current position value, from $90.4M to 78.9M.

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

Portfolio value $78.9 Million
Technology: $23.3 Million
Financial Services: $11.7 Million
ETFs: $10.8 Million
Consumer Cyclical: $9 Million
Communication Services: $8.39 Million
Industrials: $6.35 Million
Energy: $4.52 Million
Healthcare: $2.29 Million
Other: $2.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$12.5 Million 15.85% of portfolio
56,273
Q1 2025 Reduced 3.75%
$1.93T
$5.99 Million 7.6% of portfolio
31,488
Q1 2025 Reduced 12.81%
$277B
$5.71 Million 7.24% of portfolio
52,676
Q1 2025 Reduced 10.75%
$997B
$3.89 Million 4.93% of portfolio
24,892
Q1 2025 Reduced 0.38%
$43.9B
$3.33 Million 4.22% of portfolio
5,316
Q3 2024 Reduced 1.94%
$1.23T
$2.27 Million 2.88% of portfolio
3,938
Q1 2025 Reduced 0.1%
$0
$2 Million 2.53% of portfolio
43,825
Q1 2025 New
$197B
$1.55 Million 1.96% of portfolio
13,261
Q1 2025 Reduced 18.95%
$77.9B
$1.54 Million 1.95% of portfolio
9,191
Q1 2025 Reduced 3.71%
$0
$1.46 Million 1.84% of portfolio
291,178
Q1 2025 New
$106B
$1.32 Million 1.67% of portfolio
7,742
Q1 2025 Reduced 24.78%
$162B
$1.17 Million 1.48% of portfolio
3,548
Q1 2025 Added 2.25%
$2.92T
$1.12 Million 1.42% of portfolio
2,987
Q1 2025 Reduced 2.74%
$48.9B
$1.11 Million 1.41% of portfolio
26,600
Q1 2025 Added 47.78%
$0
$1.02 Million 1.29% of portfolio
46,242
Q1 2025 Added 37.76%
$691B
$1.01 Million 1.28% of portfolio
1,923
Q3 2024 Reduced 3.03%
$0
$981,000 1.24% of portfolio
55,090
Q1 2025 Reduced 1.61%
$0
$905,000 1.15% of portfolio
34,403
Q1 2025 Added 0.53%
$0
$819,000 1.04% of portfolio
29,728
Q1 2025 Added 5.44%
$900B
$817,000 1.04% of portfolio
3,154
Q1 2025 Reduced 23.15%
$62.7B
$803,000 1.02% of portfolio
145,870
Q1 2025 Reduced 7.09%
$329B
$773,000 0.98% of portfolio
3,690
Q4 2024 Reduced 0.62%
$16B
$759,000 0.96% of portfolio
24,500
Q1 2025 Added 65.92%
$318B
$761,000 0.96% of portfolio
18,250
Q1 2025 Reduced 30.85%
$490B
$746,000 0.95% of portfolio
800
Q1 2025 Reduced 51.54%
$382B
$742,000 0.94% of portfolio
4,358
Q1 2025 Reduced 1.54%
$967B
$730,000 0.93% of portfolio
4,733
Q4 2024 Reduced 4.05%
$0
$666,000 0.84% of portfolio
26,628
Q1 2025 Added 79.28%
$714B
$655,000 0.83% of portfolio
2,674
Q1 2025 Added 0.11%
$60.4B
$561,000 0.71% of portfolio
19,677
Q1 2025 Reduced 26.2%
$264B
$550,000 0.7% of portfolio
3,468
Q1 2025 Added 0.06%
$0
$536,000 0.68% of portfolio
50,000
Q2 2024 Added 35.14%
$52.2B
$519,000 0.66% of portfolio
7,850
Q1 2025 New
$82.3B
$505,000 0.64% of portfolio
22,276
Q1 2025 Added 1.83%
$0
$473,000 0.6% of portfolio
20,714
Q1 2025 Added 4.82%
$840B
$458,000 0.58% of portfolio
555
Q1 2025 Reduced 1.77%
$45.1B
$452,000 0.57% of portfolio
6,900
Q1 2025 Added 7.81%
$0
$441,000 0.56% of portfolio
26,592
Q1 2025 Added 105.49%
$0
$441,000 0.56% of portfolio
4,638
Q1 2025 Added 0.63%
$0
$431,000 0.55% of portfolio
35,000
Q2 2023 Added 2.94%
$105B
$419,000 0.53% of portfolio
1,457
Q1 2025 Reduced 1.82%
$0
$405,000 0.51% of portfolio
32,500
Q1 2025 Added 8.33%
$2.94B
$402,000 0.51% of portfolio
3,600
Q3 2024 Added 350.0%
$145B
$387,000 0.49% of portfolio
4,950
Q1 2025 Reduced 36.54%
$95.2B
$387,000 0.49% of portfolio
25,047
Q1 2025 Added 18.01%
$272B
$360,000 0.46% of portfolio
2,154
Q1 2025 Reduced 12.37%
$452B
$363,000 0.46% of portfolio
3,056
Q1 2025 Reduced 12.93%
$373B
$347,000 0.44% of portfolio
2,483
Q1 2025 Reduced 9.15%
$94.2B
$340,000 0.43% of portfolio
2,433
Q1 2025 Reduced 33.89%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $78.9 Million
  • Prior Value $90.4 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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