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CIK: 0001730889
Total reported value
$326.2M
$326.2M
94 檔
34.8%
As reported in its official Q1 2024 Form 13F filing, Vigilare Wealth Management's tracked investment portfolio stood at $326.2M with 94 total positions.
During Q1 2024, Vigilare Wealth Management'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 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 18.85% | -8.08% | +18.02% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 16.79% | — | +2095.06% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 12.22% | -0.09% | -39.51% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.22% | +3.14% | -2.78% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.94% | -2.55% | -38.97% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.11% | -9.49% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.48% | +1.76% | -21.15% | |
| 8 | VONE | Vanguard Russell 1000 | ETF-Other | 2.19% | +0.21% | -42.31% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | -0.06% | -14.63% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.06% | -0.81% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.08% | -23.33% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.46% | — | -15.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.14% | -8.24% | |
| 14 | FNF | Fidelity National Financial | Stock-Financials | 1.32% | -0.06% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | -0.08% | -18.67% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.09% | +0.08% | -13.35% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.04% | — | — | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.12% | -2.40% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.90% | — | -1.75% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.77% | +0.08% | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.02% | -14.56% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.16% | +193.33% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.73% | — | +186.84% | |
| 24 | PSQUSD | Proshares Short Qqq | ETF-Other | 0.72% | — | +46.68% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | — | -18.56% | |
| 26 | SH1USD | Proshares Short S&p500 | ETF-Other | 0.69% | — | +55.53% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.13% | -27.80% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.01% | -18.36% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | +0.22% | -9.32% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.02% | -22.69% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.01% | -22.98% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.04% | -47.30% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | -0.22% | EXIT | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.01% | +2.13% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | — | — | |
| 36 | AMLP | Alerian Mlp ETF | ETF-Other | 0.40% | -0.02% | -40.09% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.38% | -0.14% | +9.79% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.38% | — | — | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.32% | — | -76.47% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.32% | -0.01% | +0.05% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | -0.01% | -7.60% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.06% | -41.99% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | — | -19.52% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-Other | 0.29% | +0.02% | — | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.27% | +0.07% | NEW | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.25% | — | +0.03% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.24% | — | — | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.24% | +0.19% | NEW | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | -0.03% | -6.02% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | -38.48% |
According to official SEC Form 13F filings, Vigilare Wealth Management reported a total U.S. public equity portfolio value of $326.2M across 94 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, SHY, BND) accounted for 34.8% of total reported equity market value during Q1 2024.
During Q1 2024, Vigilare Wealth Management's top holdings by market value included SGOV (18.9%)、SHY (16.8%)、BND (12.2%). The largest single position, SGOV, represented 18.9% of total portfolio value.
In Q1 2024, Vigilare Wealth Management 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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