Vigilant Capital Management, LLC Incresed Positions in Q2 2023

Vigilant Capital Management, LLC

  • $1.34 Billion
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
700
+ 18.62%
$79.47 - $91.38 $55.6K - $64K
4.46K $393K
NEE
Nextera Energy Inc

Utilities
1.5K
+ 20.23%
$72.69 - $79.04 $109K - $119K
8.91K $661K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
675
+ 15.6%
$117.74 - $130.81 $79.5K - $88.3K
5K $602K
WRB
Berkley W R Corp

Financial Services
1.35K
+ 76.84%
$55.68 - $63.36 $75.2K - $85.5K
3.11K $185K
VTI
Vanguard Total Stock Market Et

ETFs
181
+ 8.49%
$200.75 - $220.28 $36.3K - $39.9K
2.31K $509K
VZ
Verizon Communications Inc

Communication Services
2.21K
+ 33.16%
$34.46 - $40.11 $76.2K - $88.6K
8.87K $330K
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 9.74%
$482.76 - $538.38 $35.7K - $39.8K
834 $449K
T
At&T Inc.

Communication Services
4.88K
+ 159.9%
$15.15 - $19.96 $73.9K - $97.4K
7.93K $127K
INTC
Intel Corp

Technology
2K
+ 115.27%
$27.4 - $36.37 $54.8K - $72.7K
3.74K $125K
PH
Parker Hannifin Corp

Industrials
18
+ 1.72%
$311.65 - $390.04 $5.61K - $7.02K
1.06K $415K
FNDB
Schwab Fundamental U S Broad M

ETFs
341
+ 2.41%
$52.94 - $56.74 $18.1K - $19.3K
14.5K $821K
SBUX
Starbucks Corp

Consumer Cyclical
520
+ 619.05%
$97.52 - $114.56 $50.7K - $59.6K
604 $60K
ELV
Elevance Health, Inc.

Healthcare
100
+ 105.26%
$436.33 - $496.2 $43.6K - $49.6K
195 $86K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.75K
+ 37.77%
$24.35 - $25.33 $42.6K - $44.3K
6.38K $157K
AXP
American Express CO

Financial Services
100
+ 4.0%
$147.93 - $175.14 $14.8K - $17.5K
2.6K $453K
PCAR
Paccar Inc

Industrials
168
+ 6.59%
$68.48 - $83.65 $11.5K - $14.1K
2.72K $227K
AIG
American International Group, Inc.

Financial Services
500
+ 357.14%
$49.87 - $57.54 $24.9K - $28.8K
640 $37K
AVGO
Broadcom Inc.

Technology
13
+ 16.46%
$610.16 - $886.18 $7.93K - $11.5K
92 $80K
NVS
Novartis Ag

Healthcare
85
+ 3.83%
$92.52 - $104.91 $7.86K - $8.92K
2.3K $232K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
675
+ 30.41%
$34.48 - $36.54 $23.3K - $24.7K
2.9K $103K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.05K
+ 12.88%
$26.14 - $26.64 $27.4K - $28K
9.21K $242K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
300
+ 272.73%
$81.05 - $82.41 $24.3K - $24.7K
410 $33K
WMT
Walmart Inc.

Consumer Defensive
39
+ 2.04%
$146.06 - $157.73 $5.7K - $6.15K
1.95K $306K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
480
+ 39.83%
$50.02 - $50.76 $24K - $24.4K
1.69K $85K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
865
+ 25.94%
$25.61 - $25.89 $22.2K - $22.4K
4.2K $108K
CMCSA
Comcast Corp

Communication Services
200
+ 5.67%
$36.52 - $41.67 $7.3K - $8.33K
3.73K $155K
KO
Coca Cola CO

Consumer Defensive
646
+ 6.27%
$59.66 - $64.3 $38.5K - $41.5K
10.9K $659K
RTX
Raytheon Technologies Corp

Industrials
156
+ 2.86%
$92.14 - $104.66 $14.4K - $16.3K
5.62K $550K
ITW
Illinois Tool Works Inc

Industrials
21
+ 1.52%
$218.73 - $250.16 $4.59K - $5.25K
1.41K $351K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
440
+ 3.5%
$25.13 - $25.29 $11.1K - $11.1K
13K $329K
FNDE
Schwab Fundamental Emerging Mk

ETFs
366
+ 42.07%
$25.72 - $27.75 $9.41K - $10.2K
1.24K $33K
AMT
American Tower Corp

Real Estate
100
+ 9.49%
$182.0 - $211.26 $18.2K - $21.1K
1.15K $224K
IBDV
Ishares Tr

Technology
475
+ 11.61%
$21.0 - $21.69 $9.98K - $10.3K
4.57K $97K
WSO
Watsco Inc

Industrials
11
+ 12.64%
$301.84 - $381.47 $3.32K - $4.2K
98 $37K
XLE
Energy Sector Spdr

ETFs
137
+ 10.22%
$76.59 - $87.23 $10.5K - $12K
1.48K $120K
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
300
+ 5.01%
$25.39 - $25.49 $7.62K - $7.65K
6.29K $160K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
117
+ 46.8%
$50.09 - $51.62 $5.86K - $6.04K
367 $19K
INMU
Blackrock ETF Tr Ii Intermedia
200
+ 23.81%
$23.19 - $23.79 $4.64K - $4.76K
1.04K $24K
LMT
Lockheed Martin Corp

Industrials
13
+ 7.22%
$442.83 - $501.41 $5.76K - $6.52K
193 $89K
FNDF
Schwab Fundamental Intl Large

ETFs
5
+ 0.12%
$30.91 - $33.09 $155 - $165
4.35K $140K
BMY
Bristol Myers Squibb CO

Healthcare
900
+ 9.14%
$63.71 - $70.74 $57.3K - $63.7K
10.7K $687K
USB
Us Bancorp \De\

Financial Services
300
+ 14.29%
$28.68 - $36.01 $8.6K - $10.8K
2.4K $79K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
105
+ 1.02%
$24.51 - $24.65 $2.57K - $2.59K
10.4K $257K
IBMO
Ishares Tr Ibonds December 202

ETFs
130
+ 3.83%
$24.96 - $25.63 $3.24K - $3.33K
3.52K $89K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
45
+ 0.41%
$22.32 - $23.04 $1K - $1.04K
10.9K $245K
TXN
Texas Instruments Inc

Technology
46
+ 1.66%
$161.17 - $184.16 $7.41K - $8.47K
2.81K $507K
ICLN
Ishares

ETFs
2.1K
+ 4.71%
$17.78 - $19.91 $37.3K - $41.8K
46.7K $860K
GIS
General Mills Inc

Consumer Defensive
76
+ 2.22%
$76.3 - $90.61 $5.8K - $6.89K
3.49K $268K
UPS
United Parcel Service Inc

Industrials
100
+ 3.22%
$166.61 - $196.03 $16.7K - $19.6K
3.21K $575K
Activity Summary
Buys All Purchases 160 New Holdings 53 Increased Positions 107 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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