Vigilare Wealth Management Reduced Holdings in Q4 2024

Vigilare Wealth Management

  • $239 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-699K
- 91.54%
$71.75 - $75.11 $50.1M - $52.5M
64.6K $4.65M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-33.1K
- 14.25%
$65.67 - $69.79 $2.18M - $2.31M
199K $13.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-15.2K
- 14.03%
$81.68 - $82.93 $1.24M - $1.26M
92.8K $7.61M
VONE
Vanguard Russell 1000 ETF

ETFs
-5.28K
- 28.75%
$257.18 - $277.76 $1.36M - $1.47M
13.1K $3.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-17.2K
- 31.31%
$57.53 - $60.83 $989K - $1.05M
37.7K $2.17M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-18.2K
- 47.53%
$33.77 - $44.09 $615K - $803K
20.1K $682K
GLD
Spdr Gold Trust

ETFs
-3.1K
- 8.65%
$236.59 - $257.5 $733K - $798K
32.7K $7.92M
PFF
Ishares Trust Ishares Pfd And

ETFs
-17.8K
- 58.23%
$31.23 - $33.51 $556K - $596K
12.8K $401K
UNH
Unitedhealth Group Inc

Healthcare
-755
- 56.13%
$485.52 - $625.25 $367K - $472K
590 $298K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.16K
- 38.38%
$96.64 - $101.23 $402K - $421K
6.68K $647K
MRK
Merck & Co., Inc.

Healthcare
-2.11K
- 22.96%
$96.31 - $114.76 $203K - $242K
7.07K $702K
RTX
Raytheon Technologies Corp

Industrials
-2.16K
- 27.61%
$114.45 - $127.21 $248K - $275K
5.67K $656K
META
Meta Platforms, Inc.

Communication Services
-400
- 42.02%
$554.08 - $632.68 $222K - $253K
552 $325K
JNJ
Johnson & Johnson

Healthcare
-727
- 11.66%
$143.34 - $165.86 $104K - $121K
5.51K $796K
PEP
Pepsico Inc

Consumer Defensive
-588
- 9.47%
$151.29 - $176.1 $89K - $104K
5.62K $854K
TGT
Target Corp

Consumer Defensive
-820
- 30.86%
$121.59 - $160.69 $99.7K - $132K
1.84K $248K
AAPL
Apple Inc.

Technology
-3.17K
- 8.47%
$221.69 - $259.02 $703K - $822K
34.3K $8.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-355
- 11.39%
$481.22 - $538.17 $171K - $191K
2.76K $1.41M
GOOG
Alphabet Inc.

Communication Services
-901
- 31.97%
$163.08 - $198.16 $147K - $179K
1.92K $365K
XLU
Utilities Sector Spdr

ETFs
-809
- 10.09%
$74.89 - $82.93 $60.6K - $67.1K
7.21K $545K
ABBV
Abb Vie Inc.

Healthcare
-149
- 5.08%
$164.99 - $203.87 $24.6K - $30.4K
2.78K $494K
XLV
Select Sector Spdr Fund Health

ETFs
-366
- 19.32%
$136.28 - $154.74 $49.9K - $56.6K
1.53K $210K
HD
Home Depot, Inc.

Consumer Cyclical
-34
- 0.86%
$385.02 - $431.37 $13.1K - $14.7K
3.9K $1.52M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.34K
- 7.33%
$50.37 - $50.63 $67.3K - $67.6K
16.9K $851K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.57K
- 9.91%
$46.48 - $51.32 $73.1K - $80.7K
14.3K $688K
PG
Procter & Gamble CO

Consumer Defensive
-89
- 1.34%
$161.05 - $179.7 $14.3K - $16K
6.55K $1.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-74
- 2.71%
$521.84 - $558.82 $38.6K - $41.4K
2.65K $1.43M
Proshares Short Qqq
-64.3K
- 76.5%
N/A
19.7K $0
AXP
American Express CO

Financial Services
-95
- 7.06%
$267.35 - $305.57 $25.4K - $29K
1.25K $371K
JPM
Jpmorgan Chase & CO

Financial Services
-85
- 2.48%
$205.18 - $250.29 $17.4K - $21.3K
3.35K $802K
NVDA
Nvidia Corp

Technology
-179
- 1.8%
$117.0 - $148.88 $20.9K - $26.6K
9.75K $1.31M
GOOGL
Alphabet Inc.

Communication Services
-1.34K
- 7.65%
$161.86 - $196.66 $218K - $264K
16.2K $3.07M
WMT
Walmart Inc.

Consumer Defensive
-593
- 2.44%
$79.1 - $95.7 $46.9K - $56.8K
23.7K $2.14M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.01K
- 8.65%
$180.88 - $232.93 $364K - $469K
21.3K $4.67M
TSLA
Tesla, Inc.

Consumer Cyclical
-230
- 6.37%
$213.65 - $479.86 $49.1K - $110K
3.38K $1.36M
Activity Summary
Buys All Purchases 32 New Holdings 5 Increased Positions 27 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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