Vanguard Capital Wealth Advisors has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $102 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.9M, Nvidia Corp with a value of $7.05M, Amazon Com Inc with a value of $6.77M, Alphabet Inc. with a value of $4.49M, and United Rentals, Inc. with a value of $4.3M.

Examining the 13F form we can see an decrease of $44.1M in the current position value, from $146M to 102M.

Below you can find more details about Vanguard Capital Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $102 Million
Technology: $31.2 Million
ETFs: $21.9 Million
Financial Services: $11.1 Million
Consumer Cyclical: $9.99 Million
Communication Services: $9.67 Million
Industrials: $7.59 Million
Energy: $4.72 Million
Healthcare: $2.77 Million
Other: $2.7 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $102 Million
  • Prior Value $146 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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