Vigilare Wealth Management has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $226 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $55.8M, Invesco Exchange Traded Fd Tr with a value of $38.5M, Ishares Trishares 0 3 Mnth Tre with a value of $12.3M, Invesco ETF Tr Ii S&P 500 Low with a value of $10.8M, and Ishares Barclays 1 3 Year Trea with a value of $8.82M.

Examining the 13F form we can see an increase of $23.7M in the current position value, from $202M to 226M.

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

Portfolio value $226 Million
ETFs: $175 Million
Technology: $16 Million
Consumer Cyclical: $7.75 Million
Healthcare: $7.1 Million
Consumer Defensive: $6.75 Million
Financial Services: $5.34 Million
Communication Services: $5.17 Million
Industrials: $1.32 Million
Other: $1.31 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $226 Million
  • Prior Value $202 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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