Vigilare Wealth Management has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $57.3M, Ishares Trishares 0 3 Mnth Tre with a value of $39M, Invesco ETF Tr Ii S&P 500 Low with a value of $15.8M, Invesco Exchange Traded Fd Tr with a value of $15.6M, and Ishares Barclays 1 3 Year Trea with a value of $8.98M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $226M to 242M.

Below you can find more details about Vigilare Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
ETFs: $190 Million
Technology: $15.8 Million
Consumer Cyclical: $7.88 Million
Consumer Defensive: $7.16 Million
Healthcare: $7 Million
Financial Services: $6.31 Million
Communication Services: $4.48 Million
Industrials: $1.71 Million
Other: $1.55 Million

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $242 Million
  • Prior Value $226 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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