Vanguard Capital Wealth Advisors Portfolio Holdings

Vanguard Capital Wealth Advisors

  • $90.4 Million
  • Q4 2024

Vanguard Capital Wealth Advisors has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $90.4 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 $14.6M, Nvidia Corp with a value of $7.93M, Amazon Com Inc with a value of $7.92M, Alphabet Inc. with a value of $4.76M, and United Rentals, Inc. with a value of $3.74M.

Examining the 13F form we can see an decrease of $11.2M in the current position value, from $102M to 90.4M.

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

Portfolio value $90.4 Million
Technology: $31.1 Million
Consumer Cyclical: $12 Million
Financial Services: $11.5 Million
Communication Services: $10.3 Million
ETFs: $8.39 Million
Industrials: $7.85 Million
Energy: $4.96 Million
Healthcare: $2.2 Million
Other: $2.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$131B
$406,000 0.45% of portfolio
2,500
Q4 2024 Reduced 57.7%
$15.7B
$388,000 0.43% of portfolio
14,766
Q4 2024 Reduced 76.24%
$481B
$377,000 0.42% of portfolio
3,510
Q4 2024 Reduced 17.59%
$130B
$380,000 0.42% of portfolio
6,725
Q4 2024 Added 1.89%
$2.05B
$373,000 0.41% of portfolio
15,000
Q1 2024 Reduced 25.0%
$0
$367,000 0.41% of portfolio
30,000
Q4 2024 Added 25.0%
$0
$365,000 0.4% of portfolio
715
Q4 2023 New
$96.1B
$359,000 0.4% of portfolio
1,484
Q4 2024 Reduced 64.45%
$48.3B
$357,000 0.39% of portfolio
7,216
Q4 2024 Reduced 89.59%
$322B
$356,000 0.39% of portfolio
2,458
Q4 2024 Added 4.24%
$0
$330,000 0.37% of portfolio
87,552
Q4 2024 Reduced 28.9%
$130B
$337,000 0.37% of portfolio
3,400
Q4 2024 Reduced 32.67%
$141B
$331,000 0.37% of portfolio
1,467
Q4 2024 Added 5.39%
$0
$316,000 0.35% of portfolio
37,580
Q4 2024 Added 0.49%
$0
$313,000 0.35% of portfolio
12,350
Q4 2024 New
$0
$314,000 0.35% of portfolio
19,000
Q4 2024 Added 58.33%
$402B
$311,000 0.34% of portfolio
340
Q3 2024 Reduced 70.38%
$549B
$302,000 0.33% of portfolio
956
Q4 2024 Reduced 0.31%
$28.3B
$297,000 0.33% of portfolio
2,300
Q4 2024 New
$176B
$294,000 0.33% of portfolio
1,914
Q4 2024 Reduced 31.35%
$111B
$285,000 0.32% of portfolio
3,129
Q4 2024 New
$181B
$272,000 0.3% of portfolio
2,446
Q4 2024 Reduced 24.65%
$13B
$262,000 0.29% of portfolio
4,798
Q4 2024 Reduced 34.7%
$147B
$240,000 0.27% of portfolio
9,050
Q4 2024 Reduced 17.73%
$0
$243,000 0.27% of portfolio
20,705
Q4 2024 Added 0.13%
$74.8B
$247,000 0.27% of portfolio
1,772
Q4 2024 Reduced 6.88%
$185B
$244,000 0.27% of portfolio
6,105
Q4 2024 Reduced 31.06%
$99.7M
$246,000 0.27% of portfolio
75,214
Q4 2024 Added 6.54%
$1.09B
$247,000 0.27% of portfolio
2,751
Q4 2024 Added 6.79%
$0
$235,000 0.26% of portfolio
12,941
Q4 2024 Added 0.16%
$50.7B
$234,000 0.26% of portfolio
1,915
Q4 2024 Reduced 0.26%
$5.78B
$229,000 0.25% of portfolio
2,100
Q4 2024 Added 0.77%
$129B
$227,000 0.25% of portfolio
565
Q4 2024 Reduced 13.74%
$5.24B
$223,000 0.25% of portfolio
35,500
Q4 2024 Reduced 21.11%
$118B
$224,000 0.25% of portfolio
675
Q3 2024 New
$54.6B
$223,000 0.25% of portfolio
1,226
Q4 2024 Added 100.33%
$0
$223,000 0.25% of portfolio
30,000
Q2 2023 New
$37.1B
$224,000 0.25% of portfolio
2,900
Q4 2024 New
$359B
$213,000 0.24% of portfolio
550
Q3 2024 Reduced 58.8%
$0
$218,000 0.24% of portfolio
20,000
Q2 2024 Added 42.86%
$25.3B
$207,000 0.23% of portfolio
1,800
Q4 2024 Added 5.88%
$241B
$209,000 0.23% of portfolio
2,157
Q1 2024 Reduced 8.49%
$219B
$200,000 0.22% of portfolio
910
Q3 2024 Reduced 51.8%
$0
$191,000 0.21% of portfolio
25,000
Q4 2024 New
$0
$183,000 0.2% of portfolio
20,000
Q2 2024 Added 100.0%
$5.61B
$170,000 0.19% of portfolio
18,500
Q4 2024 Reduced 35.09%
$2.27B
$153,000 0.17% of portfolio
22,047
Q4 2024 New
$0
$146,000 0.16% of portfolio
11,300
Q4 2024 Reduced 18.41%
$0
$138,000 0.15% of portfolio
10,998
Q4 2024 Added 2.4%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $90.4 Million
  • Prior Value $102 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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