Vanguard Capital Wealth Advisors Portfolio Holdings

Vanguard Capital Wealth Advisors

  • $146 Million
  • Q2 2024

Vanguard Capital Wealth Advisors has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $146 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.7M, Amazon Com Inc with a value of $12.2M, Nvidia Corp with a value of $10.9M, Alphabet Inc. with a value of $7.4M, and Unitedhealth Group Inc with a value of $7.16M.

Examining the 13F form we can see an increase of $4.92M in the current position value, from $141M to 146M.

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

Portfolio value $146 Million
Technology: $47 Million
Consumer Cyclical: $22.2 Million
Financial Services: $19.4 Million
Communication Services: $16.2 Million
Healthcare: $12.2 Million
ETFs: $11.8 Million
Industrials: $7.13 Million
Energy: $6.82 Million
Other: $3.03 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.5B
$2.93 Million 2.01% of portfolio
66,776
Q2 2024 Added 42.5%
$0
$1.55 Million 1.06% of portfolio
75,308
Q2 2024 Added 54.07%
$15.1B
$936,000 0.64% of portfolio
35,250
Q2 2024 Reduced 58.16%
$0
$898,000 0.62% of portfolio
32,905
Q2 2024 New
$0
$884,000 0.61% of portfolio
36,975
Q2 2024 New
$0
$852,000 0.58% of portfolio
60,700
Q2 2024 New
$84.6B
$630,000 0.43% of portfolio
2,933
Q2 2024 Reduced 45.45%
$0
$487,000 0.33% of portfolio
5,210
Q2 2024 Reduced 4.07%
$0
$397,000 0.27% of portfolio
5,366
Q2 2024 Added 73.66%
$0
$385,000 0.26% of portfolio
11,363
Q2 2024 Reduced 85.55%
$0
$362,000 0.25% of portfolio
4,659
Q2 2024 Added 82.92%
$1.09B
$367,000 0.25% of portfolio
4,013
Q2 2024 Reduced 3.32%
$0
$356,000 0.24% of portfolio
5,554
Q2 2024 Reduced 4.55%
$0
$342,000 0.23% of portfolio
715
Q4 2023 New
$0
$228,000 0.16% of portfolio
3,491
Q2 2024 New
$51M
$146,000 0.1% of portfolio
15,200
Q2 2024 Reduced 12.14%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $146 Million
  • Prior Value $141 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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