Vigilare Wealth Management Portfolio Holdings

Vigilare Wealth Management

  • $256 Million
  • Q2 2025

Vigilare Wealth Management has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $256 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $41M, Spdr Gold Trust with a value of $20.6M, Invesco ETF Tr Ii S&P 500 Mome with a value of $15.3M, Ishares Barclays 0 5 Year Tips with a value of $12.4M, and Ishares Barclays 1 3 Year Trea with a value of $11.7M.

Examining the 13F form we can see an increase of $15M in the current position value, from $241M to 256M. Also it can be appreciated an additional of 27 stocks purchases and 12 closed positions.

Below you can find more details about Vigilare Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $256 Million
ETFs: $184 Million
Technology: $20.5 Million
Consumer Cyclical: $11.5 Million
Financial Services: $9.98 Million
Communication Services: $9.23 Million
Consumer Defensive: $7.92 Million
Healthcare: $4.72 Million
Industrials: $4.35 Million
Other: $4.25 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.9B
$340,000 0.13% of portfolio
1,523
Q2 2025 New
$182B
$329,000 0.13% of portfolio
3,536
Q2 2025 New
$207B
$339,000 0.13% of portfolio
4,285
Q2 2025 Reduced 40.65%
$12.3B
$314,000 0.12% of portfolio
3,860
Q1 2024 Reduced 23.9%
$152B
$305,000 0.12% of portfolio
4,406
Q2 2025 Added 0.05%
$195B
$314,000 0.12% of portfolio
10,865
Q2 2025 New
$49.6B
$249,000 0.1% of portfolio
3,062
Q1 2024 New
$36.9B
$224,000 0.09% of portfolio
1,735
Q2 2025 New
$126B
$223,000 0.09% of portfolio
726
Q3 2024 New
$2.8B
$224,000 0.09% of portfolio
2,178
Q2 2025 New
$71.6B
$233,000 0.09% of portfolio
63
Q1 2025 New
$301B
$219,000 0.09% of portfolio
3,105
Q2 2025 Reduced 3.99%
$108B
$227,000 0.09% of portfolio
492
Q2 2025 New
$138B
$218,000 0.09% of portfolio
1,105
Q2 2025 Reduced 21.85%
$452B
$222,000 0.09% of portfolio
2,062
Q2 2025 New
$76.6B
$212,000 0.08% of portfolio
861
Q1 2025 New
$1.08B
$30,000 0.01% of portfolio
11,700
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $256 Million
  • Prior Value $241 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 34 stocks
  • Sold out of 12 stocks
  • Reduced holdings in 40 stocks
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