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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.9B
$402,000 0.51% of portfolio
3,600
Q3 2024 Added 350.0%
$4.4B
$283,000 0.36% of portfolio
1,200
Q1 2025 New
$5.89B
$245,000 0.31% of portfolio
2,115
Q1 2025 Added 0.71%
$2.14B
$204,000 0.26% of portfolio
18,820
Q1 2025 Reduced 14.64%
$4.88B
$124,000 0.16% of portfolio
13,000
Q1 2025 Reduced 29.73%
$4.98B
$70,000 0.09% of portfolio
10,500
Q1 2025 Reduced 70.42%

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
Track This Portfolio

Track Vanguard Capital Wealth Advisors Portfolio

Follow Vanguard Capital Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Capital Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Capital Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email