Vanguard Capital Wealth Advisors Reduced Holdings in Q1 2025

Vanguard Capital Wealth Advisors

  • $78.9 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-6.34K
- 10.75%
$106.98 - $149.43 $678K - $948K
52.7K $5.71M
AAPL
Apple Inc.

Technology
-2.19K
- 3.75%
$209.68 - $247.1 $460K - $542K
56.3K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.63K
- 12.81%
$190.26 - $242.06 $880K - $1.12M
31.5K $5.99M
GOOG
Alphabet Inc.

Communication Services
-95
- 0.38%
$156.06 - $207.71 $14.8K - $19.7K
24.9K $3.89M
TSLA
Tesla, Inc.

Consumer Cyclical
-950
- 23.15%
$222.15 - $428.22 $211K - $407K
3.15K $817K
NFLX
Netflix Inc

Communication Services
-851
- 51.54%
$828.4 - $1058.6 $705K - $901K
800 $746K
AVGO
Broadcom Inc.

Technology
-354
- 3.71%
$167.43 - $244.7 $59.3K - $86.6K
9.19K $1.54M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-20.3K
- 66.18%
$23.16 - $27.04 $469K - $548K
10.4K $243K
CCJ
Cameco Corp

Energy
-8.83K
- 54.04%
$40.64 - $56.86 $359K - $502K
7.51K $308K
MS
Morgan Stanley

Financial Services
-3.1K
- 18.95%
$111.68 - $141.08 $346K - $437K
13.3K $1.55M
BAC
Bank Of America Corp

Financial Services
-8.14K
- 30.85%
$39.61 - $47.74 $323K - $389K
18.3K $761K
UEC
Uranium Energy Corp

Energy
-35.2K
- 39.15%
$4.77 - $8.2 $168K - $289K
54.7K $271K
BX
Blackstone Inc.

Financial Services
-1.25K
- 33.89%
$136.53 - $186.74 $170K - $233K
2.43K $340K
PSX
Phillips 66

Energy
-1.97K
- 47.11%
$113.93 - $131.55 $225K - $260K
2.22K $273K
MU
Micron Technology Inc

Technology
-2.5K
- 39.68%
$86.89 - $109.38 $217K - $273K
3.8K $330K
SCHW
Schwab Charles Corp

Financial Services
-2.85K
- 36.54%
$71.24 - $83.64 $203K - $238K
4.95K $387K
MSFT
Microsoft Corp

Technology
-84
- 2.74%
$375.39 - $447.2 $31.5K - $37.6K
2.99K $1.12M
KMI
Kinder Morgan, Inc.

Energy
-6.98K
- 26.2%
$26.1 - $31.22 $182K - $218K
19.7K $561K
AUR
Aurora Innovation, Inc.

Technology
-25K
- 70.42%
$6.1 - $10.19 $153K - $255K
10.5K $70K
ORCL
Oracle Corp

Technology
-250
- 9.15%
$139.81 - $186.47 $35K - $46.6K
2.48K $347K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-32.5K
- 37.15%
$3.88 - $4.37 $126K - $142K
55K $238K
VERI
Veritone, Inc.

Technology
-11.2K
- 14.89%
$2.33 - $3.74 $26.1K - $41.9K
64K $163K
BMY
Bristol Myers Squibb CO

Healthcare
-1.8K
- 26.77%
$53.9 - $63.11 $97K - $114K
4.93K $300K
COST
Costco Wholesale Corp

Consumer Defensive
-87
- 25.59%
$890.62 - $1076.86 $77.5K - $93.7K
253 $239K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.1%
$576.36 - $736.67 $2.31K - $2.95K
3.94K $2.27M
AGNC
Agnc Investment Corp.

Real Estate
-5.5K
- 29.73%
$9.12 - $10.54 $50.2K - $58K
13K $124K
IAU
Ishares Gold Trust

ETFs
-1.8K
- 24.93%
$49.74 - $58.96 $89.5K - $106K
5.42K $319K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
-15.5K
- 49.21%
$0.86 - $2.04 $13.3K - $31.6K
16K $14K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-3.73K
- 9.92%
$8.38 - $8.86 $31.2K - $33K
33.9K $283K
DLNG
Dynagas Lng Partners LP

Energy
-543
- 4.37%
$3.77 - $5.54 $2.05K - $3.01K
11.9K $45K
COP
Conocophillips

Energy
-350
- 10.29%
$88.6 - $105.85 $31K - $37K
3.05K $320K
XOM
Exxon Mobil Corp

Energy
-454
- 12.93%
$105.44 - $118.93 $47.9K - $54K
3.06K $363K
PPLT
Abrdn Platinum ETF Trust

ETFs
-117
- 4.25%
N/A
2.63K $236K
GRABW
Grab Hldgs LTD Wt Exp (Cym)
-21.2K
- 57.39%
$0.36 - $0.79 $7.64K - $16.8K
15.8K $6K
AVK
Advent Convertible & Income Fund

Financial Services
-473
- 2.28%
$11.44 - $12.34 $5.41K - $5.84K
20.2K $234K
QCOM
Qualcomm Inc

Technology
-14
- 0.73%
$151.94 - $175.86 $2.13K - $2.46K
1.9K $291K
PG
Procter & Gamble CO

Consumer Defensive
-68
- 1.54%
$158.56 - $176.26 $10.8K - $12K
4.36K $742K
CVX
Chevron Corp

Energy
-304
- 12.37%
$146.71 - $167.97 $44.6K - $51.1K
2.15K $360K
VZ
Verizon Communications Inc

Communication Services
-398
- 6.52%
$37.81 - $46.49 $15K - $18.5K
5.71K $258K
V
Visa Inc.

Financial Services
-48
- 5.02%
$306.92 - $362.71 $14.7K - $17.4K
908 $318K
LLY
Eli Lilly & CO

Healthcare
-10
- 1.77%
$725.72 - $929.72 $7.26K - $9.3K
555 $458K
MFG
Mizuho Financial Group Inc

Financial Services
-11.1K
- 7.09%
$4.83 - $6.04 $53.8K - $67.2K
146K $803K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 0.88%
$402.49 - $513.76 $2.01K - $2.57K
560 $271K
SSRM
Ssr Mining Inc.

Basic Materials
-3.23K
- 14.64%
$7.06 - $11.21 $22.8K - $36.2K
18.8K $204K
GLD
Spdr Gold Trust

ETFs
-27
- 1.82%
$243.19 - $288.14 $6.57K - $7.78K
1.46K $419K
HDGE
Advisorshares Tr Ranger Equity

ETFs
-899
- 1.61%
$15.47 - $17.82 $13.9K - $16K
55.1K $981K
Activity Summary
Buys All Purchases 48 New Holdings 21 Increased Positions 27 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vanguard Capital Wealth Advisors Portfolio

Follow Vanguard Capital Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Capital Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Capital Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email