Vanguard Capital Wealth Advisors Incresed Positions in Q1 2025

Vanguard Capital Wealth Advisors

  • $78.9 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLB
Schlumberger Limited

Energy
8.6K
+ 47.78%
$38.4 - $43.74 $330K - $376K
26.6K $1.11M
SLV
I Shares Silver Trust

ETFs
9.73K
+ 65.92%
$26.93 - $31.32 $262K - $305K
24.5K $759K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.8K
+ 79.28%
$24.91 - $29.02 $293K - $342K
26.6K $666K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.7K
+ 37.76%
$21.75 - $24.28 $276K - $308K
46.2K $1.02M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
13.7K
+ 105.49%
$16.57 - $18.85 $226K - $257K
26.6K $441K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.06%
$117.15 - $158.79 $234 - $318
3.47K $550K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.82K
+ 18.01%
$14.13 - $16.72 $54K - $63.9K
25K $387K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.34%
$279.74 - $321.29 $3.08K - $3.53K
3.23K $1.01M
INTC
Intel Corp

Technology
400
+ 1.83%
$19.1 - $27.39 $7.64K - $11K
22.3K $505K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.53K
+ 5.44%
$27.01 - $28.54 $41.4K - $43.8K
29.7K $819K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
2.5K
+ 8.33%
$12.04 - $13.32 $30.1K - $33.3K
32.5K $405K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
1K
+ 5.26%
$16.06 - $17.52 $16.1K - $17.5K
20K $334K
IDA
Idacorp Inc

Utilities
15
+ 0.71%
$105.58 - $119.04 $1.58K - $1.79K
2.12K $245K
IEF
Ishares Barclays

ETFs
29
+ 0.63%
$91.17 - $95.39 $2.64K - $2.77K
4.64K $441K
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.11%
$225.19 - $279.95 $676 - $840
2.67K $655K
FNDB
Schwab Fundamental U S Broad M

ETFs
952
+ 4.82%
$22.52 - $24.48 $21.4K - $23.3K
20.7K $473K
SCHV
Schwab Strategic Tr Us Large C

ETFs
182
+ 0.53%
$25.77 - $27.6 $4.69K - $5.02K
34.4K $905K
APH
Amphenol Corp

Technology
500
+ 7.81%
$61.62 - $78.55 $30.8K - $39.3K
6.9K $452K
PZC
Pimco California Municipal Income Fund Iii

Financial Services
1.5K
+ 15.0%
$6.52 - $6.93 $9.78K - $10.4K
11.5K $74K
Mobix Labs Inc
759K
+ 2528.73%
N/A
789K $0
Fortuna Mng Corp
29K
+ 186.2%
N/A
44.5K $0
Volatility Shs Tr
4K
+ 33.33%
N/A
16K $0
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
275
+ 2.5%
$11.85 - $13.1 $3.26K - $3.6K
11.3K $136K
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 3.64%
$347.25 - $424.87 $6.95K - $8.5K
570 $208K
DIS
Walt Disney CO

Communication Services
151
+ 6.17%
$96.87 - $114.0 $14.6K - $17.2K
2.6K $256K
CAT
Caterpillar Inc

Industrials
78
+ 2.25%
$326.75 - $407.63 $25.5K - $31.8K
3.55K $1.17M
Activity Summary
Buys All Purchases 48 New Holdings 21 Increased Positions 27 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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