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CIK: 0001730578
Total reported value
$144.6M
$144.6M
142 檔
34.8%
As reported in its official Q2 2024 Form 13F filing, Vanguard Capital Wealth Advisors's tracked investment portfolio stood at $144.6M with 142 total positions.
During Q2 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 | AAPL | Apple Inc | Stock-Tech | 8.61% | +1.98% | +1.91% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.23% | +0.34% | +3.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.38% | +1.06% | +1014.14% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.00% | -0.10% | +1.31% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.84% | — | +1.01% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.17% | +0.42% | -2.89% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.16% | — | +0.14% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.04% | -0.18% | +0.54% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 2.79% | -1.77% | +47.88% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.62% | -0.27% | -3.31% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | +0.33% | +0.27% | |
| 12 | URI | United Rentals Inc | Stock-Industrials | 2.37% | -0.53% | — | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.98% | -0.15% | EXIT | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.65% | -0.05% | -4.27% | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.16% | -0.20% | -1.88% | |
| 16 | HDGE | Advisorshares Ranger Eq Bear | ETF-Other | 1.05% | -0.37% | EXIT | |
| 17 | MS | Morgan Stanley | Stock-Financials | 1.03% | -0.25% | +0.43% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.00% | -0.15% | -20.07% | |
| 19 | INTC | Intel CORP | Stock-Tech | 0.94% | -0.27% | +0.13% | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.89% | — | +0.30% | |
| 21 | BCS | Barclays PLC | Stock-Financials | 0.88% | — | — | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 0.82% | +0.34% | NEW | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.30% | EXIT | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | -0.87% | +0.12% | |
| 25 | ELV | Elevance Health Inc | Stock-Healthcare | 0.77% | — | +0.29% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | -0.04% | -4.76% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.01% | +0.87% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | -0.40% | EXIT | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | — | +2.87% | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.63% | +0.29% | -58.16% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | -0.01% | -0.89% | |
| 32 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 0.61% | — | — | |
| 33 | FTGC | First Trust Global Tactical | ETF-Other | 0.60% | — | — | |
| 34 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.58% | — | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.07% | +0.37% | |
| 36 | PSX | Phillips 66 | Stock-Energy | 0.55% | +0.09% | +38.02% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.55% | — | +16.06% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | +0.01% | -6.15% | |
| 39 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.52% | -0.05% | -11.11% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.09% | -1.45% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | — | -2.28% | |
| 42 | ✓ | On Holding AG | Stock-Other | 0.49% | — | -28.08% | |
| 43 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.48% | +0.26% | +6.86% | |
| 44 | VLO | Valero Energy CORP | Stock-Energy | 0.48% | +0.24% | +24.83% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.01% | +0.21% | |
| 46 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.45% | — | -5.30% | |
| 47 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.44% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | +0.13% | -45.45% | |
| 49 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 0.42% | — | +8.20% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.40% | +0.22% | NEW |
According to official SEC Form 13F filings, Vanguard Capital Wealth Advisors reported a total U.S. public equity portfolio value of $144.6M across 142 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, NVDA) accounted for 34.8% of total reported equity market value during Q2 2024.
During Q2 2024, Vanguard Capital Wealth Advisors's top holdings by market value included AAPL (8.6%)、AMZN (8.2%)、NVDA (7.4%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q2 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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