Vigilare Wealth Management Reduced Holdings in Q3 2024

Vigilare Wealth Management

  • $242 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-374K
- 61.66%
$61.47 - $67.36 $23M - $25.2M
233K $15.6M
VIG
Vanguard Dividend Appreciation

ETFs
-5.87K
- 12.22%
$182.15 - $182.15 $1.07M - $1.07M
42.2K $7.69M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6.76K
- 74.35%
$162.83 - $179.16 $1.1M - $1.21M
2.33K $417K
IWM
Ishares Russell 2000 ETF

ETFs
-4.55K
- 79.02%
$200.87 - $224.6 $915K - $1.02M
1.21K $267K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.42K
- 29.54%
$91.42 - $91.82 $770K - $773K
20.1K $1.84M
GOOGL
Alphabet Inc.

Communication Services
-1.67K
- 8.68%
$148.65 - $191.18 $248K - $319K
17.6K $2.91M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.4K
- 21.49%
$89.91 - $101.33 $576K - $649K
23.4K $2.29M
NVDA
Nvidia Corp

Technology
-1.78K
- 15.17%
$98.91 - $134.91 $176K - $240K
9.93K $1.21M
LLY
Eli Lilly & CO

Healthcare
-155
- 5.53%
$772.14 - $960.02 $120K - $149K
2.65K $2.35M
MSFT
Microsoft Corp

Technology
-103
- 1.2%
$395.15 - $467.56 $40.7K - $48.2K
8.47K $3.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-62
- 0.27%
$161.02 - $200.0 $9.98K - $12.4K
23.3K $4.34M
VEA
Vanguard Ftse Developed Market

ETFs
-4.23K
- 25.34%
$47.6 - $53.31 $201K - $225K
12.5K $657K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.93K
- 10.86%
$44.66 - $49.15 $86.3K - $95K
15.9K $748K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-5.5K
- 40.74%
$23.06 - $26.41 $127K - $145K
8K $208K
META
Meta Platforms, Inc.

Communication Services
-300
- 23.96%
$453.41 - $572.44 $136K - $172K
952 $544K
GOOG
Alphabet Inc.

Communication Services
-132
- 4.47%
$149.54 - $192.66 $19.7K - $25.4K
2.82K $471K
EWJ
Ishares Msci Japan ETF

ETFs
-1.14K
- 26.69%
$63.12 - $72.99 $71.6K - $82.8K
3.12K $222K
ISRG
Intuitive Surgical Inc

Healthcare
-160
- 17.82%
$416.14 - $494.01 $66.6K - $79K
738 $362K
IVV
Ishares Core S&P 500 ETF

ETFs
-285
- 6.47%
$520.18 - $576.82 $148K - $164K
4.12K $2.38M
PG
Procter & Gamble CO

Consumer Defensive
-521
- 7.28%
$160.76 - $177.82 $83.8K - $92.6K
6.64K $1.15M
ADBE
Adobe Inc.

Technology
-7
- 1.06%
$508.13 - $586.55 $3.56K - $4.11K
656 $339K
XLU
Utilities Sector Spdr

ETFs
-1.88K
- 18.98%
$67.67 - $80.78 $127K - $152K
8.01K $647K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-7.33K
- 16.05%
$33.89 - $41.64 $249K - $305K
38.3K $1.53M
PEP
Pepsico Inc

Consumer Defensive
-327
- 5.0%
$161.9 - $179.3 $52.9K - $58.6K
6.21K $1.06M
NUE
Nucor Corp

Basic Materials
-1
- 0.06%
$137.77 - $166.14 $138 - $166
1.65K $248K
WM
Waste Management Inc

Industrials
-1
- 0.07%
$196.96 - $223.45 $197 - $223
1.48K $307K
PANW
Palo Alto Networks Inc

Technology
-19
- 1.8%
$294.18 - $368.01 $5.59K - $6.99K
1.04K $353K
JNJ
Johnson & Johnson

Healthcare
-671
- 9.71%
$145.48 - $167.38 $97.6K - $112K
6.24K $1.01M
ROBO
Robo Global Robotics And Autom

ETFs
-1
- 0.03%
$50.56 - $58.65 $50.6 - $58.7
3.67K $209K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-34
- 1.08%
$434.77 - $502.96 $14.8K - $17.1K
3.12K $1.52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-126
- 4.42%
$475.2 - $527.7 $59.9K - $66.5K
2.73K $1.44M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-121
- 3.78%
$77.02 - $85.06 $9.32K - $10.3K
3.08K $260K
VTI
Vanguard Total Stock Market Et

ETFs
-21
- 1.74%
$255.18 - $283.2 $5.36K - $5.95K
1.19K $336K
TGT
Target Corp

Consumer Defensive
-40
- 1.48%
$133.47 - $159.25 $5.34K - $6.37K
2.66K $414K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-99
- 1.66%
$63.28 - $70.06 $6.26K - $6.94K
5.88K $411K
PFF
Ishares Trust Ishares Pfd And

ETFs
-275
- 0.89%
$31.18 - $33.5 $8.57K - $9.21K
30.6K $1.02M
V
Visa Inc.

Financial Services
-1
- 0.02%
$253.74 - $291.56 $254 - $292
4.75K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.52%
$488.01 - $604.18 $3.42K - $4.23K
1.35K $786K
TSLA
Tesla, Inc.

Consumer Cyclical
-392
- 9.8%
$191.76 - $263.26 $75.2K - $103K
3.61K $944K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-68
- 0.06%
$81.31 - $83.29 $5.53K - $5.66K
108K $8.98M
VONE
Vanguard Russell 1000 ETF

ETFs
-255
- 1.37%
$234.0 - $260.07 $59.7K - $66.3K
18.4K $4.78M
WMT
Walmart Inc.

Consumer Defensive
-449
- 1.82%
$66.91 - $81.4 $30K - $36.5K
24.3K $1.96M
AAPL
Apple Inc.

Technology
-551
- 1.45%
$207.23 - $234.82 $114K - $129K
37.4K $8.72M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-10.4K
- 1.34%
$71.45 - $75.64 $743K - $786K
763K $57.3M
Activity Summary
Buys All Purchases 26 New Holdings 6 Increased Positions 20 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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