VC
| |
Vanguard Capital Wealth Advisors13F | |
| Vanguard Capital Wealth Advisors | |
| Last update 2024-10-25 | 117 Stocks (17 new) |
| Value $95.00 Mil | Turnover 11 % |
| Portfolio Report | |
Vanguard Capital Wealth Adviso... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 59,739 | 13919.220 | -1.22% | 14.640 | -0.11% | 0.000 | +7.59% | +16.11% | 3366293.782 | Hardware | |
NVDA | NVIDIA Corp | 58,054 | 7050.120 | -34.29% | 7.410 | -2.55% | 0.000 | +39.69% | +194.09% | 3571813.300 | Semiconductors | |
AMZN | Amazon.com Inc | 36,348 | 6772.720 | -42.27% | 7.120 | -3.51% | 0.000 | +27.89% | +36.30% | 2177658.780 | Retail - Cyclical | |
GOOG | Alphabet Inc | 26,862 | 4491.110 | -33.39% | 4.720 | -1.69% | 0.000 | +11.23% | +26.85% | 2170730.790 | Interactive Media | |
URI | United Rentals Inc | 5,316 | 4304.530 | -1.94% | 4.530 | -0.05% | 0.010 | +29.43% | +54.63% | 57768.693 | Business Services | |
IAU | iShares Gold Trust | 69,316 | 3445.010 | +3.80% | 3.620 | +0.13% | 0.010 | +11.37% | +28.70% | 32564.865 | ||
META | Meta Platforms Inc | 4,166 | 2384.790 | -55.20% | 2.510 | -1.77% | 0.000 | +15.89% | +62.10% | 1444108.420 | Interactive Media | |
MU | Micron Technology Inc | 18,600 | 1929.010 | -40.67% | 2.030 | -1.14% | 0.000 | +25.84% | +31.48% | 124035.044 | Semiconductors | |
SLV | iShares Silver Trust | 62,137 | 1765.310 | +76.28% | 1.860 | +0.80% | 0.010 | +15.38% | +30.53% | 14983.636 | ||
AVGO | Broadcom Inc | 9,655 | 1665.570 | -65.54% | 1.750 | -2.01% | 0.000 | +25.17% | +62.58% | 838601.936 | Semiconductors |
Vanguard Capital Wealth Advisors's Historical Top Holdings Breakdowns
Vanguard Capital Wealth Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2024-09-30 | Sold Out | -4.89% | 488.01 ($565.61) 604.18 | $596.69 | 5.49% | Sold Out | 0 | -14,063 | |
AMZN | Amazon.com Inc | 2024-09-30 | Reduce | -3.51% | 161.02 ($182.46) 200 | $207.10 | 13.50% | Reduce -42.27% | 36,348 | -26,612 | |
MA | Mastercard Inc | 2024-09-30 | Sold Out | -3.19% | 429.6 ($465.04) 500.99 | $521.13 | 12.06% | Sold Out | 0 | -10,597 | |
NVDA | NVIDIA Corp | 2024-09-30 | Reduce | -2.55% | 98.91 ($118.12) 134.91 | $145.61 | 23.27% | Reduce -34.29% | 58,054 | -30,297 | |
TSLA | Tesla Inc | 2024-09-30 | Reduce | -2.09% | 191.76 ($228.05) 263.26 | $288.10 | 26.33% | Reduce -78.96% | 4,124 | -15,475 | |
AVGO | Broadcom Inc | 2024-09-30 | Reduce | -2.01% | 136.27 ($160.32) 178.09 | $179.55 | 11.99% | Reduce -65.54% | 9,655 | -18,365 | |
META | Meta Platforms Inc | 2024-09-30 | Reduce | -1.77% | 453.41 ($514.55) 572.44 | $572.04 | 11.17% | Reduce -55.2% | 4,166 | -5,134 | |
GOOG | Alphabet Inc | 2024-09-30 | Reduce | -1.69% | 149.54 ($169.25) 192.66 | $178.33 | 5.36% | Reduce -33.39% | 26,862 | -13,463 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce | -1.53% | 395.15 ($427.47) 467.56 | $420.18 | -1.71% | Reduce -60.82% | 3,237 | -5,025 | |
MU | Micron Technology Inc | 2024-09-30 | Reduce | -1.14% | 86.27 ($104.58) 136.82 | $111.87 | 6.97% | Reduce -40.67% | 18,600 | -12,750 |
Vanguard Capital Wealth Advisors Total Holding History ($B)
Vanguard Capital Wealth Advisors's Asset Allocation
Vanguard Capital Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Vanguard Capital Wealth Advisors's Hypothetical Growth since 2024-09-30
Vanguard Capital Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Vanguard Capital Wealth Advisors's Holdings Heat Map
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Vanguard Capital Wealth Advisors's Holdings Bubble Chart
Vanguard Capital Wealth Advisors News
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