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CIK: 0001730578
Total reported value
$147.6M
$147.6M
153 檔
28.0%
During the Q1 2024 filing period, Vanguard Capital Wealth Advisors (CIK: 0001730578) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $147.6M across 153 reported positions.
During Q1 2024, Vanguard Capital Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.74% | -0.27% | +6.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.16% | -2.55% | -1.60% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.04% | -0.90% | -0.08% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.84% | — | +1.46% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.26% | -0.37% | -4.11% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.58% | — | +0.14% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.27% | -0.52% | -0.37% | |
| 8 | URI | United Rentals Inc | Stock-Industrials | 2.75% | +0.49% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.60% | -0.29% | -0.39% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.51% | -0.33% | -6.24% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.21% | +0.64% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 1.76% | +5.26% | — | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.75% | -0.12% | — | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.71% | -0.17% | -1.44% | |
| 15 | INTC | Intel CORP | Stock-Tech | 1.39% | +1.11% | +0.09% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.38% | +0.15% | NEW | |
| 17 | SLV | Ishares Silver Trust | ETF-Commodities | 1.35% | -0.66% | +652.23% | |
| 18 | BA | Boeing Co/the | Stock-Industrials | 1.31% | +0.07% | -12.27% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.17% | -0.12% | +37.78% | |
| 20 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 1.07% | — | -3.21% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.04% | +0.38% | -13.67% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.28% | +133.50% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.90% | — | +370.41% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.89% | +0.16% | +6.61% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.85% | — | +0.30% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.40% | NEW | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.20% | +11.93% | |
| 28 | ELV | Elevance Health Inc | Stock-Healthcare | 0.77% | — | +0.33% | |
| 29 | NMR | Nomura Holdings Inc-spon Adr | Stock-Other | 0.74% | +0.08% | NEW | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.71% | +0.06% | -4.51% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.07% | +0.24% | |
| 32 | HDGE | Advisorshares Ranger Eq Bear | ETF-Other | 0.67% | -0.93% | +11.45% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.34% | +3.50% | |
| 34 | ✓ | On Holding AG | Stock-Other | 0.65% | — | -41.57% | |
| 35 | GGN | Gamco Glbl Gold Ntrl Res Inc | Stock-Other | 0.63% | — | -3.10% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.20% | — | |
| 37 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.60% | -0.09% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.07% | +0.09% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.08% | +0.14% | |
| 40 | MFG | Mizuho Financial Group-adr | Stock-Financials | 0.55% | +0.07% | +66.17% | |
| 41 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.54% | -0.10% | +0.21% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | -0.12% | -3.82% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.52% | — | -27.17% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.14% | -6.19% | |
| 45 | GRAB | Grab Holdings Limited | Stock-Tech | 0.50% | +0.10% | NEW | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.48% | -0.12% | -4.26% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.24% | +0.21% | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.46% | -0.07% | -20.30% | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.45% | +0.19% | NEW | |
| 50 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.43% | — | +0.97% |
According to official SEC Form 13F filings, Vanguard Capital Wealth Advisors reported a total U.S. public equity portfolio value of $147.6M across 153 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, AAPL, NVDA) accounted for 28.0% of total reported equity market value during Q1 2024.
During Q1 2024, Vanguard Capital Wealth Advisors's top holdings by market value included AMZN (7.7%)、AAPL (7.2%)、NVDA (5.0%). The largest single position, AMZN, represented 7.7% of total portfolio value.
In Q1 2024, Vanguard Capital Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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