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CIK: 0001730889
Total reported value
$326.2M
$326.2M
90 檔
41.9%
According to the latest 13F quarterly dataset, Vigilare Wealth Management managed an equity portfolio of $326.2M at the end of Q3 2024, spanning 90 distinct U.S. exchange-listed positions.
In Q3 2024, Vigilare Wealth Management adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 23.18% | -0.09% | -1.34% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 15.77% | -8.08% | +216.06% | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 6.37% | +1.76% | +32.14% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 6.32% | +0.08% | -61.66% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.63% | — | -0.06% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.53% | +0.11% | -1.45% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.52% | -0.81% | +20.20% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.38% | +3.14% | -12.22% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.94% | — | +592.51% | |
| 10 | VONE | Vanguard Russell 1000 | ETF-Other | 1.93% | +0.21% | -1.37% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | -0.06% | -0.27% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.08% | -1.20% | |
| 13 | PSQ | Proshares Short Qqq | ETF-Other | 1.34% | -0.33% | — | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.32% | — | +2.68% | |
| 15 | SH1USD | Proshares Short S&p500 | ETF-Other | 1.27% | — | — | |
| 16 | FNF | Fidelity National Financial | Stock-Financials | 1.27% | -0.06% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.14% | -8.68% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.08% | -6.47% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.12% | +1.92% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.08% | -5.53% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.93% | — | -21.49% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.16% | -1.81% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | -2.55% | -29.54% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.02% | +0.08% | |
| 25 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.62% | — | -16.05% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.13% | -1.08% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.15% | -4.42% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.01% | -0.02% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.04% | -15.17% | |
| 30 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.47% | +0.18% | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.02% | -7.28% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | -0.22% | EXIT | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.01% | -5.00% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.22% | +0.02% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-Other | 0.41% | +0.02% | -0.89% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | — | -9.71% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.38% | -0.14% | +0.04% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | -9.80% | |
| 39 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.37% | — | +14.77% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | — | -0.52% | |
| 41 | AMLP | Alerian Mlp ETF | ETF-Other | 0.30% | -0.02% | -10.86% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.01% | -22.97% | |
| 43 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.29% | -0.01% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | -0.01% | -25.34% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.26% | -0.06% | -18.98% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.24% | -0.02% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | -0.03% | +0.14% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.23% | -0.06% | +0.06% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.06% | -23.96% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.21% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +10.3% | +216.06% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +1.7% | +592.51% | Add |
| 3 | SPLV | Invesco S&p 500 Low Volatili | +1.6% | +32.14% | Add |
| 4 | PSQ | Proshares Short Qqq | +1.3% | NEW | New buy |
| 5 | SH1USD | Proshares Short S&p500 | +1.3% | NEW | New buy |
| 6 | GLD | Spdr Gold Shares | +0.7% | +20.20% | Add |
| 7 | HACK | Amplify Cybersecurity ETF | +0.5% | NEW | New buy |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.2% | +107.84% | Add |
| 9 | FNF | Fidelity National Financial | +0.2% | — | Unchanged |
| 10 | AXP | American Express Co | +0.2% | NEW | New buy |
| 11 | FISV | Fiserv Inc | +0.1% | NEW | New buy |
| 12 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 13 | WMT | Walmart Inc | +0.1% | -1.81% | Trim |
| 14 | HD | Home Depot Inc | +0.1% | +0.08% | Add |
| 15 | SHW | Sherwin-williams Co/the | +0.1% | — | Unchanged |
| 16 | RTX | Rtx CORP | 0% | +0.04% | Add |
| 17 | TSLA | Tesla Inc | 0% | -9.80% | Trim |
| 18 | UNH | Unitedhealth Group Inc | 0% | -0.52% | Trim |
| 19 | ORCL | Oracle CORP | 0% | +0.06% | Add |
| 20 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 21 | TFLO | Ishares Treasury Floating Ra | 0% | +14.77% | Add |
| 22 | AAPL | Apple Inc | 0% | -1.45% | Trim |
| 23 | JEPI | Jpmorgan Equity Premium Inco | 0% | +2.68% | Add |
| 24 | COST | Costco Wholesale CORP | 0% | +1.92% | Add |
| 25 | AAAU | Goldman Sachs Physical Gold | -0.1% | -40.74% | Trim |
| 26 | AMLP | Alerian Mlp ETF | -0.1% | -10.86% | Trim |
| 27 | MRK | Merck & Co. Inc. | -0.1% | +0.02% | Add |
| 28 | FXI | Ishares China Large-cap ETF | -0.1% | EXIT | Sold out |
| 29 | LULU | Lululemon Athletica Inc | -0.1% | EXIT | Sold out |
| 30 | VEA | Vanguard Ftse Developed ETF | -0.1% | -25.34% | Trim |
| 31 | VONE | Vanguard Russell 1000 | -0.1% | -1.37% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | -22.97% | Trim |
| 33 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 34 | QCOM | Qualcomm Inc | -0.1% | EXIT | Sold out |
| 35 | NVDA | Nvidia CORP | -0.2% | -15.17% | Trim |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | EXIT | Sold out |
| 37 | LLY | Eli Lilly & Co | -0.2% | -5.53% | Trim |
| 38 | MSFT | Microsoft CORP | -0.2% | -1.20% | Trim |
| 39 | AMZN | Amazon.com Inc | -0.2% | -0.27% | Trim |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -0.06% | Trim |
| 41 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -21.49% | Trim |
| 42 | MGK | Vanguard Mega Cap Growth ETF | -0.3% | EXIT | Sold out |
| 43 | VB | Vanguard Small-cap ETF | -0.3% | EXIT | Sold out |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | -8.68% | Trim |
| 45 | IWM | Ishares Russell 2000 ETF | -0.4% | -79.02% | Trim |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | -29.54% | Trim |
| 47 | RSP | Invesco S&p 500 Equal Weight | -0.5% | -74.35% | Trim |
| 48 | VIG | Vanguard Dividend Apprec ETF | -0.5% | -12.22% | Trim |
| 49 | BND | Vanguard Total Bond Market | -1.5% | -1.34% | Trim |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | -10.7% | -61.66% | Trim |
According to official SEC Form 13F filings, Vigilare Wealth Management reported a total U.S. public equity portfolio value of $326.2M across 90 disclosed positions in Q3 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 BND, SGOV, SPLV) accounted for 41.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
PSQ
市值: $3.3M
Top Position Liquidated / Trimmed
VB
前期市值: $768.2K
During Q3 2024, Vigilare Wealth Management's top holdings by market value included BND (23.2%)、SGOV (15.8%)、SPLV (6.4%). The largest single position, BND, represented 23.2% of total portfolio value.
In Q3 2024, Vigilare Wealth Management made 47 total portfolio adjustments, initiating 6 new buys, adding to 12 positions, trimming 22 holdings, and fully liquidating 7 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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