Vigilare Wealth Management Reduced Holdings in Q3 2025

Vigilare Wealth Management

  • $235 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-266K
- 65.4%
$100.37 - $100.74 $26.7M - $26.8M
141K $14.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-105K
- 74.91%
$82.38 - $83.0 $8.69M - $8.75M
35.3K $2.93M
USFR
Wisdomtree Floating Rate Treas

ETFs
-134K
- 89.06%
$50.26 - $50.48 $6.72M - $6.75M
16.4K $827K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-64.9K
- 53.89%
$102.4 - $103.88 $6.64M - $6.74M
55.5K $5.74M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-41.6K
- 84.74%
$72.01 - $74.44 $3M - $3.1M
7.49K $550K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10.2K
- 51.25%
$91.44 - $91.77 $935K - $939K
9.73K $891K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-16.6K
- 12.17%
$110.74 - $122.12 $1.84M - $2.03M
120K $14.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-13.5K
- 10.61%
$70.77 - $73.59 $957K - $995K
114K $8.35M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.96K
- 68.89%
$362.31 - $394.71 $710K - $774K
885 $349K
ISRG
Intuitive Surgical Inc

Healthcare
-681
- 58.01%
$433.66 - $544.47 $295K - $371K
493 $220K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-5.64K
- 27.87%
$46.51 - $50.07 $262K - $282K
14.6K $684K
PG
Procter & Gamble CO

Consumer Defensive
-1.37K
- 16.05%
$150.47 - $161.22 $206K - $221K
7.16K $1.1M
WM
Waste Management Inc

Industrials
-1.02K
- 33.31%
$213.88 - $237.1 $219K - $242K
2.05K $451K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-677
- 17.43%
$567.77 - $614.76 $384K - $416K
3.21K $1.96M
COST
Costco Wholesale Corp

Consumer Defensive
-79
- 3.08%
$915.95 - $994.57 $72.4K - $78.6K
2.49K $2.3M
VIG
Vanguard Dividend Appreciation

ETFs
-1.18K
- 4.54%
N/A
24.8K $4.52M
LLY
Eli Lilly & CO

Healthcare
-220
- 14.05%
$625.65 - $812.69 $138K - $179K
1.35K $1.03M
PEP
Pepsico Inc

Consumer Defensive
-1.42K
- 47.09%
$133.81 - $152.16 $191K - $217K
1.6K $224K
INTU
Intuit Inc

Technology
-153
- 24.84%
$646.03 - $807.39 $98.8K - $124K
463 $316K
PM
Philip Morris International Inc.

Consumer Defensive
-512
- 15.49%
$157.77 - $183.27 $80.8K - $93.8K
2.79K $453K
AMZN
Amazon Com Inc

Consumer Cyclical
-630
- 2.24%
$211.65 - $238.24 $133K - $150K
27.6K $6.05M
BSX
Boston Scientific Corp

Healthcare
-720
- 13.86%
$97.03 - $108.14 $69.9K - $77.9K
4.47K $436K
VZ
Verizon Communications Inc

Communication Services
-2.8K
- 18.09%
$40.84 - $45.06 $114K - $126K
12.7K $557K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.77K
- 22.89%
$72.65 - $78.68 $128K - $139K
5.95K $460K
WMT
Walmart Inc.

Consumer Defensive
-2.08K
- 8.93%
$94.4 - $104.27 $196K - $217K
21.2K $2.19M
NEE
Nextera Energy Inc

Utilities
-800
- 18.16%
$69.77 - $77.54 $55.8K - $62K
3.61K $272K
LMT
Lockheed Martin Corp

Industrials
-82
- 16.67%
$410.74 - $499.21 $33.7K - $40.9K
410 $204K
VST
Vistra Corp.

Utilities
-139
- 4.41%
$182.0 - $217.92 $25.3K - $30.3K
3.01K $590K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-935
- 7.65%
$26.38 - $27.95 $24.7K - $26.1K
11.3K $310K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-97
- 7.08%
$181.56 - $190.33 $17.6K - $18.5K
1.27K $241K
CAT
Caterpillar Inc

Industrials
-200
- 19.78%
$390.92 - $477.15 $78.2K - $95.4K
811 $386K
IBRX
Immunity Bio, Inc.

Healthcare
-100
- 0.85%
$2.24 - $3.01 $224 - $301
11.6K $28K
Amplify Cybersecurity ETF
-300
- 2.07%
N/A
14.2K $0
ITA
Ishares Tr

ETFs
-101
- 7.8%
$184.73 - $209.26 $18.7K - $21.1K
1.19K $249K
NUE
Nucor Corp

Basic Materials
-32
- 1.84%
$133.3 - $150.33 $4.27K - $4.81K
1.7K $230K
XLY
Select Sector Spdr Consumer Di

ETFs
-32
- 3.3%
$216.09 - $242.18 $6.91K - $7.75K
938 $223K
VTI
Vanguard Total Stock Market Et

ETFs
-20
- 1.56%
$303.93 - $324.78 $6.08K - $6.5K
1.26K $409K
ABBV
Abb Vie Inc.

Healthcare
-15
- 0.64%
$184.85 - $231.54 $2.77K - $3.47K
2.34K $542K
IVV
Ishares Core S&P 500 ETF

ETFs
-51
- 1.71%
$620.67 - $670.08 $31.7K - $34.2K
2.93K $1.96M
JPM
Jpmorgan Chase & CO

Financial Services
-238
- 2.78%
$282.78 - $316.06 $67.3K - $75.2K
8.31K $2.62M
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.34%
$357.4 - $423.42 $4.65K - $5.5K
3.86K $1.56M
RTX
Raytheon Technologies Corp

Industrials
-275
- 2.87%
$144.19 - $167.33 $39.7K - $46K
9.32K $1.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
-289
- 3.7%
$617.65 - $666.84 $179K - $193K
7.52K $5.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-556
- 5.08%
$546.99 - $602.2 $304K - $335K
10.4K $6.24M
NVDA
Nvidia Corp

Technology
-413
- 2.18%
$153.3 - $186.58 $63.3K - $77.1K
18.5K $3.46M
TSLA
Tesla, Inc.

Consumer Cyclical
-47
- 0.62%
$293.94 - $444.72 $13.8K - $20.9K
7.5K $3.34M
GOOGL
Alphabet Inc.

Communication Services
-1.09K
- 5.2%
$174.36 - $254.72 $190K - $277K
19.9K $4.83M
AAPL
Apple Inc.

Technology
-1.6K
- 4.65%
$202.38 - $256.87 $323K - $410K
32.7K $8.33M
Activity Summary
Buys All Purchases 47 New Holdings 16 Increased Positions 31 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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