Vigilare Wealth Management Portfolio Holdings

Vigilare Wealth Management

  • $239 Million
  • Q4 2024

Vigilare Wealth Management has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $239 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $98.6M, Invesco ETF Tr Ii S&P 500 Low with a value of $15.7M, Invesco Exchange Traded Fd Tr with a value of $13.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.7M, and Apple Inc. with a value of $8.58M.

Examining the 13F form we can see an decrease of $2.73M in the current position value, from $242M to 239M.

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

Portfolio value $239 Million
ETFs: $189 Million
Technology: $15.5 Million
Consumer Cyclical: $8.79 Million
Consumer Defensive: $6.97 Million
Financial Services: $6.31 Million
Healthcare: $5.36 Million
Communication Services: $4.4 Million
Industrials: $1.41 Million
Other: $1.13 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $239 Million
  • Prior Value $242 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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