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CIK: 0001730889
Total reported value
$326.2M
$326.2M
102 檔
41.4%
According to the latest 13F quarterly dataset, Vigilare Wealth Management managed an equity portfolio of $326.2M at the end of Q1 2025, spanning 102 distinct U.S. exchange-listed positions.
In Q1 2025, Vigilare Wealth Management displayed an active expansion posture, initiating 15 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 30.01% | -8.08% | -24.06% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.62% | -0.01% | — | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 5.92% | +1.76% | -11.72% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 5.86% | +0.08% | +10.92% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 3.53% | -0.81% | -6.15% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.27% | +3.14% | +0.00% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.11% | +0.81% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.77% | +0.13% | +435.10% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.37% | — | -22.73% | |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.76% | -0.93% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -0.06% | +8.86% | |
| 12 | SH | Proshares Short S&p500 | ETF-Other | 1.60% | -0.36% | -9.80% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.15% | +147.70% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | -0.08% | +31.00% | |
| 15 | FNF | Fidelity National Financial | Stock-Financials | 1.31% | -0.06% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.08% | +0.56% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.07% | -0.09% | -43.45% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.14% | +2.68% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.02% | -2.55% | -78.29% | |
| 20 | PSQ | Proshares Short Qqq | ETF-Other | 1.00% | -0.33% | +211.88% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.12% | -0.19% | |
| 22 | VONE | Vanguard Russell 1000 | ETF-Other | 0.99% | +0.21% | -25.77% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.97% | +0.07% | NEW | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.16% | +0.01% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.82% | — | -4.39% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.80% | -2.61% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.08% | -17.96% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.01% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.02% | -0.15% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.02% | +5.44% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | — | +20.09% | |
| 32 | AMLP | Alerian Mlp ETF | ETF-Other | 0.43% | -0.02% | +44.25% | |
| 33 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.43% | +0.18% | -13.56% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.04% | +0.78% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | +8.88% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | +0.01% | +10.27% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | -0.01% | -0.98% | |
| 38 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.33% | — | -2.78% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.27% | -0.06% | +18.64% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | -0.22% | EXIT | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.06% | +107.43% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.26% | -0.14% | -12.27% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.26% | +0.22% | +2.18% | |
| 44 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.25% | -0.01% | -2.10% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | -0.01% | +0.01% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | -0.03% | +0.11% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-Other | 0.22% | +0.02% | +41.70% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | -2.75% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.20% | — | — | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +8.6% | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +2.2% | +435.10% | Add |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | +1.8% | NEW | New buy |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.9% | +997.77% | Add |
| 5 | USFR | Wisdomtree Floating Rate Tre | +0.8% | NEW | New buy |
| 6 | VOO | Vanguard S&p 500 ETF | +0.8% | +147.70% | Add |
| 7 | PSQ | Proshares Short Qqq | +0.7% | +211.88% | Add |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | +0.4% | +10.92% | Add |
| 9 | GLD | Spdr Gold Shares | +0.3% | -6.15% | Trim |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +31.00% | Add |
| 11 | FNF | Fidelity National Financial | +0.2% | — | Unchanged |
| 12 | AMLP | Alerian Mlp ETF | +0.2% | +44.25% | Add |
| 13 | AMT | American Tower CORP | +0.2% | NEW | New buy |
| 14 | NOBL | Proshares S&p 500 Dividend A | +0.1% | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +107.43% | Add |
| 16 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 17 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | New buy |
| 18 | MTBA | Simplify Mbs ETF | +0.1% | NEW | New buy |
| 19 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | +0.1% | +20.09% | Add |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 22 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 23 | AZO | Autozone Inc | +0.1% | NEW | New buy |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 25 | PAYX | Paychex Inc | +0.1% | NEW | New buy |
| 26 | RSG | Republic Services Inc | +0.1% | NEW | New buy |
| 27 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +76.47% | Add |
| 28 | XLV | Ss Health Care Select Sector | +0.1% | +81.54% | Add |
| 29 | ROBO | Robo Global Robotics And Aut | -0.1% | EXIT | Sold out |
| 30 | HACK | Amplify Cybersecurity ETF | -0.1% | -13.56% | Trim |
| 31 | XLY | Ss Consumer Disc Select Sect | -0.1% | EXIT | Sold out |
| 32 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 33 | NVDA | Nvidia CORP | -0.1% | +0.78% | Add |
| 34 | LULU | Lululemon Athletica Inc | -0.1% | EXIT | Sold out |
| 35 | IWM | Ishares Russell 2000 ETF | -0.1% | -50.94% | Trim |
| 36 | LLY | Eli Lilly & Co | -0.1% | -17.96% | Trim |
| 37 | SH | Proshares Short S&p500 | -0.1% | -9.80% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.1% | +8.86% | Add |
| 39 | TSLA | Tesla Inc | -0.2% | +8.88% | Add |
| 40 | GDX | Vaneck Gold Miners ETF | -0.2% | -70.09% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.56% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.68% | Add |
| 43 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -64.85% | Trim |
| 44 | AAPL | Apple Inc | -0.4% | +0.81% | Add |
| 45 | VONE | Vanguard Russell 1000 | -0.4% | -25.77% | Trim |
| 46 | SPLV | Invesco S&p 500 Low Volatili | -0.5% | -11.72% | Trim |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | -0.7% | -22.73% | Trim |
| 48 | BND | Vanguard Total Bond Market | -0.8% | -43.45% | Trim |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -3.7% | -78.29% | Trim |
| 50 | SGOV | Ishares 0-3 Month Treasury B | -10% | -24.06% | Trim |
According to official SEC Form 13F filings, Vigilare Wealth Management reported a total U.S. public equity portfolio value of $326.2M across 102 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 SGOV, SPYM, SPLV) accounted for 41.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYM
市值: $21.6M
Top Position Liquidated / Trimmed
TGT
前期市值: $248.3K
During Q1 2025, Vigilare Wealth Management's top holdings by market value included SGOV (30.0%)、SPYM (8.6%)、SPLV (5.9%). The largest single position, SGOV, represented 30.0% of total portfolio value.
In Q1 2025, Vigilare Wealth Management made 49 total portfolio adjustments, initiating 15 new buys, adding to 17 positions, trimming 13 holdings, and fully liquidating 4 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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