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CIK: 0001730578
Total reported value
$147.6M
$147.6M
113 檔
21.3%
At the close of Q1 2025, Vanguard Capital Wealth Advisors disclosed equity holdings valued at approximately $147.6M, spread across 113 reported holdings.
In Q1 2025, Vanguard Capital Wealth Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.28% | -2.55% | -3.75% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.32% | -0.27% | -12.81% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.98% | -0.90% | -10.75% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.75% | -0.37% | -0.38% | |
| 5 | URI | United Rentals Inc | Stock-Industrials | 4.07% | +0.49% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.77% | -0.52% | -0.10% | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.46% | -0.12% | — | |
| 8 | MS | Morgan Stanley | Stock-Financials | 1.89% | +0.38% | -18.95% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.88% | -0.29% | -3.71% | |
| 10 | AEF | Abrdn Emerging Markets Ex Ch | Stock-Other | 1.77% | -0.75% | — | |
| 11 | BA | Boeing Co/the | Stock-Industrials | 1.61% | +0.07% | -24.78% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | +0.16% | +2.25% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.21% | -2.74% | |
| 14 | SLB | Slb LTD | Stock-Energy | 1.36% | — | +47.78% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.20% | — | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.25% | -0.18% | +37.76% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.23% | -0.34% | +0.34% | |
| 18 | HDGE | Advisorshares Ranger Eq Bear | ETF-Other | 1.20% | -0.93% | -1.61% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.12% | -0.19% | +0.53% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.02% | -0.21% | +5.44% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.01% | — | — | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.00% | -0.33% | -23.15% | |
| 23 | MFG | Mizuho Financial Group-adr | Stock-Financials | 0.98% | +0.07% | -7.09% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | -0.08% | — | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.93% | -0.17% | -30.85% | |
| 26 | SLV | Ishares Silver Trust | ETF-Commodities | 0.93% | -0.66% | +65.92% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.91% | -0.12% | -51.54% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.14% | -1.54% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.12% | — | |
| 30 | ✓ | Mobix Labs Inc | Stock-Other | 0.86% | -0.45% | EXIT | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | -0.07% | +79.28% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.24% | +0.11% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.69% | -0.07% | -26.20% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.67% | -0.10% | +0.06% | |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.66% | — | — | |
| 36 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.66% | -0.10% | — | |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.63% | — | — | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.62% | +1.11% | +1.83% | |
| 39 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.58% | +0.10% | +4.82% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.11% | -1.77% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.55% | +0.01% | +7.81% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.54% | -0.06% | +0.63% | |
| 43 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.54% | -0.07% | +105.49% | |
| 44 | KIO | Kkr Income Opportunities | Stock-Other | 0.53% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.20% | -1.82% | |
| 46 | RQI | Cohen & Steers Qual Inc Rlty | Stock-Other | 0.50% | -0.09% | +8.33% | |
| 47 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.49% | -0.09% | — | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.47% | +0.19% | NEW | |
| 49 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 0.47% | — | +18.01% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.28% | -12.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 5 | URI | United Rentals Inc | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 8 | MS | Morgan Stanley | — | NEW | New buy |
| 9 | AVGO | Broadcom Inc | — | NEW | New buy |
| 10 | AEF | Abrdn Emerging Markets Ex Ch | — | NEW | New buy |
| 11 | BA | Boeing Co/the | — | NEW | New buy |
| 12 | CAT | Caterpillar Inc | — | NEW | New buy |
| 13 | MSFT | Microsoft CORP | — | NEW | New buy |
| 14 | SLB | Slb LTD | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 17 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 18 | HDGE | Advisorshares Ranger Eq Bear | — | NEW | New buy |
| 19 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 20 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 21 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 22 | TSLA | Tesla Inc | — | NEW | New buy |
| 23 | MFG | Mizuho Financial Group-adr | — | NEW | New buy |
| 24 | ABBV | Abbvie Inc | — | NEW | New buy |
| 25 | BAC | Bank Of America CORP | — | NEW | New buy |
| 26 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 27 | NFLX | Netflix Inc | — | NEW | New buy |
| 28 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 29 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 30 | ✓ | Mobix Labs Inc | — | NEW | New buy |
| 31 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 32 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 33 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 34 | PM | Philip Morris International | — | NEW | New buy |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 36 | XAWFX | Alliancebernstein Gl Hi Inc | — | NEW | New buy |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | — | NEW | New buy |
| 38 | INTC | Intel CORP | — | NEW | New buy |
| 39 | FNDB | Schwab Fndmntl US Brd Mr ETF | — | NEW | New buy |
| 40 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 41 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 42 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 43 | QYLD | Global X Nasd 100 Cov Call | — | NEW | New buy |
| 44 | KIO | Kkr Income Opportunities | — | NEW | New buy |
| 45 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 46 | RQI | Cohen & Steers Qual Inc Rlty | — | NEW | New buy |
| 47 | DECK | Deckers Outdoor CORP | — | NEW | New buy |
| 48 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 49 | SMFG | Sumitomo Mitsui-spons Adr | — | NEW | New buy |
| 50 | XOM | Exxon Mobil CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Vanguard Capital Wealth Advisors reported a total U.S. public equity portfolio value of $147.6M across 113 disclosed positions in Q1 2025.
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 21.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $12.5M
During Q1 2025, Vanguard Capital Wealth Advisors's top holdings by market value included AAPL (15.3%)、AMZN (7.3%)、NVDA (7.0%). The largest single position, AAPL, represented 15.3% of total portfolio value.
In Q1 2025, Vanguard Capital Wealth Advisors made 50 total portfolio adjustments, initiating 50 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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