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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.9B
$3.33 Million 4.22% of portfolio
5,316
Q3 2024 Reduced 1.94%
$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%
$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%
$48.9B
$1.11 Million 1.41% of portfolio
26,600
Q1 2025 Added 47.78%
$62.7B
$803,000 1.02% of portfolio
145,870
Q1 2025 Reduced 7.09%
$60.4B
$561,000 0.71% of portfolio
19,677
Q1 2025 Reduced 26.2%
$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%
$45.1B
$452,000 0.57% of portfolio
6,900
Q1 2025 Added 7.81%
$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%
$94.2B
$340,000 0.43% of portfolio
2,433
Q1 2025 Reduced 33.89%
$86.7B
$330,000 0.42% of portfolio
3,800
Q1 2025 Reduced 39.68%
$117B
$320,000 0.41% of portfolio
3,050
Q1 2025 Reduced 10.29%
$19B
$308,000 0.39% of portfolio
7,505
Q1 2025 Reduced 54.04%
$102B
$300,000 0.38% of portfolio
4,925
Q1 2025 Reduced 26.77%
$167B
$291,000 0.37% of portfolio
1,900
Q1 2025 Reduced 0.73%
$50B
$273,000 0.35% of portfolio
2,216
Q1 2025 Reduced 47.11%
$127B
$271,000 0.34% of portfolio
560
Q1 2025 Reduced 0.88%
$176B
$258,000 0.33% of portfolio
5,707
Q1 2025 Reduced 6.52%
$68.5B
$258,000 0.33% of portfolio
1,772
Q4 2024 Reduced 6.88%
$165B
$256,000 0.32% of portfolio
2,597
Q1 2025 Added 6.17%
$43.9B
$252,000 0.32% of portfolio
1,915
Q4 2024 Reduced 0.26%
$191B
$244,000 0.31% of portfolio
8,643
Q1 2025 New
$11B
$220,000 0.28% of portfolio
8,283
Q1 2025 New
$129B
$210,000 0.27% of portfolio
1,879
Q1 2025 New
$18.8B
$212,000 0.27% of portfolio
17,015
Q1 2025 New
$66.3B
$207,000 0.26% of portfolio
1,619
Q1 2025 New
$133B
$201,000 0.25% of portfolio
2,832
Q1 2025 New
$53.9B
$186,000 0.24% of portfolio
10,010
Q1 2025 New

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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