$132 Million is the total value of Vanguard Capital Wealth Advisors's 154 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 53.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $11,575,000 | -99.9% | 84,518 | +0.6% | 8.78% | -4.0% |
| AMZN | Buy | AMAZON COM INC | $8,913,000 | -99.9% | 2,591 | +3.9% | 6.76% | -2.8% |
| UNH | Buy | UNITEDHEALTH GRP INC | $5,306,000 | -99.9% | 13,250 | +0.2% | 4.03% | -2.1% |
| TSLA | Sell | TESLA INC | $4,080,000 | -99.9% | 6,003 | -1.2% | 3.10% | -10.8% |
| MA | Buy | MASTERCARD INCcl a | $3,878,000 | -99.9% | 10,623 | +2.0% | 2.94% | -10.5% |
| FB | Buy | FACEBOOK INCclass a | $3,648,000 | -99.9% | 10,492 | +0.8% | 2.77% | -0.2% |
| PYPL | Sell | PAYPAL HOLDINGS INC | $2,786,000 | -99.9% | 9,560 | -0.8% | 2.11% | +0.9% |
| QCOM | Sell | QUALCOMM INC | $2,747,000 | -99.9% | 19,225 | -12.5% | 2.08% | -20.1% |
| INTC | Buy | INTEL CORP | $2,445,000 | -99.9% | 43,553 | +0.2% | 1.86% | -24.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,355,000 | -99.9% | 940 | +1.1% | 1.79% | +0.4% |
| BA | Buy | BOEING CO | $2,244,000 | -99.9% | 9,371 | +11.3% | 1.70% | -5.9% |
| IAU | New | ISHARES GOLD TRishares new | $2,184,000 | – | 64,791 | +100.0% | 1.66% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,085,000 | -99.9% | 37,216 | +1.3% | 1.58% | -14.3% |
| URI | Buy | UNITED RENTALS INC | $1,961,000 | -99.9% | 6,150 | +1.7% | 1.49% | -10.3% |
| MSFT | Sell | MICROSOFT CORP | $1,804,000 | -99.9% | 6,662 | -4.9% | 1.37% | -8.1% |
| MU | Sell | MICRON TECHNOLOGY INC | $1,690,000 | -99.9% | 19,898 | -6.4% | 1.28% | -24.6% |
| BAC | Buy | BANK OF AMERICA CORP | $1,612,000 | -99.9% | 39,112 | +3.4% | 1.22% | -5.1% |
| LULU | Buy | LULULEMON ATHLETICA | $1,479,000 | -99.8% | 4,054 | +45.9% | 1.12% | +55.2% |
| T | Sell | A T & T INC | $1,434,000 | -99.9% | 49,845 | -11.1% | 1.09% | -26.2% |
| BIDU | Buy | BAIDU INCadr | $1,368,000 | -99.9% | 6,710 | +3.1% | 1.04% | -15.6% |
| PFE | Buy | PFIZER INC | $1,351,000 | -99.9% | 34,517 | +7.2% | 1.02% | +4.2% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $1,343,000 | -99.9% | 26,429 | +0.1% | 1.02% | -10.6% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $1,322,000 | -99.9% | 9,158 | -48.6% | 1.00% | -51.7% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $1,277,000 | -99.4% | 29,951 | +434.8% | 0.97% | +394.4% |
| MS | Buy | MORGAN STANLEY | $1,242,000 | -99.8% | 13,553 | +43.4% | 0.94% | +48.1% |
| AVGO | BROADCOM INC | $1,240,000 | -99.9% | 2,602 | 0.0% | 0.94% | -11.9% | |
| PG | Sell | PROCTER & GAMBLE | $1,171,000 | -99.9% | 8,680 | -10.8% | 0.89% | -21.5% |
| GGN | Sell | GAMCO GLOBAL GOLD NAT RES & | $1,170,000 | -99.9% | 292,567 | -22.9% | 0.89% | -23.0% |
| CSCO | Sell | CISCO SYSTEMS INC | $1,117,000 | -99.9% | 21,086 | -10.9% | 0.85% | -18.7% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $1,070,000 | -99.7% | 44,189 | +210.4% | 0.81% | +186.9% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,019,000 | -99.9% | 4,497 | -4.3% | 0.77% | -14.2% |
| GLD | Buy | SPDR GOLD TR | $1,010,000 | -99.7% | 6,100 | +156.8% | 0.77% | +132.8% |
| SBUX | STARBUCKS CORP | $1,006,000 | -99.9% | 9,000 | 0.0% | 0.76% | -12.0% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $998,000 | -99.9% | 409 | +1.2% | 0.76% | -1.7% |
| NFLX | Buy | NETFLIX INC | $985,000 | -99.8% | 1,865 | +75.1% | 0.75% | +50.6% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b new | $970,000 | -99.9% | 4,668 | -24.0% | 0.74% | -18.1% |
| VIAC | New | VIACOMCBS INCcl b new | $958,000 | – | 21,209 | +100.0% | 0.73% | – |
| BIIB | Buy | BIOGEN INC | $934,000 | -99.9% | 2,700 | +3.8% | 0.71% | +19.6% |
| MCD | Sell | MCDONALDS CORP | $911,000 | -99.9% | 3,948 | -17.5% | 0.69% | -27.1% |
| ARWR | Sell | ARROWHEAD PHARMA INC | $894,000 | -99.9% | 10,799 | -2.7% | 0.68% | +13.2% |
| NVDA | Buy | NVIDIA CORP | $879,000 | -99.9% | 1,099 | +1.8% | 0.67% | +28.3% |
| KOF | New | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $820,000 | – | 15,500 | +100.0% | 0.62% | – |
| SDIV | Sell | GLOBAL X FDSglb x superdiv | $800,000 | -99.9% | 56,641 | -17.1% | 0.61% | -24.7% |
| ANTM | New | ANTHEM INC | $776,000 | – | 2,033 | +100.0% | 0.59% | – |
| TRTN | Buy | TRITON INTL LTDcl a | $769,000 | -99.9% | 14,705 | +1.4% | 0.58% | -13.7% |
| C | Buy | CITIGROUP INC | $766,000 | -99.8% | 10,828 | +57.5% | 0.58% | +36.7% |
| CAT | Buy | CATERPILLAR INC DEL | $760,000 | -99.9% | 3,495 | +6.2% | 0.58% | -10.5% |
| EMXC | Sell | ISHARES INCmsci emrg chn | $757,000 | -99.9% | 12,151 | -22.1% | 0.57% | -32.1% |
| VERI | VERITONE INC | $752,000 | -99.9% | 38,200 | 0.0% | 0.57% | -25.3% | |
| PPLT | Sell | ABERDEEN STD PLATINUM ETF TR | $745,000 | -99.9% | 7,437 | -23.9% | 0.56% | -41.0% |
| BKNG | BOOKING HOLDINGS INC | $726,000 | -99.9% | 332 | 0.0% | 0.55% | -19.1% | |
| DIS | Sell | WALT DISNEY CO | $709,000 | -99.9% | 4,038 | -4.1% | 0.54% | -19.9% |
| ROKU | Buy | ROKU I N C | $698,000 | -99.9% | 1,520 | +1.3% | 0.53% | +14.7% |
| PM | Sell | PHILIP MORRIS INTL | $683,000 | -99.9% | 6,893 | -0.2% | 0.52% | -0.2% |
| PSEC | Buy | PROSPECT CAPITAL CO | $675,000 | -99.9% | 80,537 | +5.8% | 0.51% | -0.6% |
| ORCL | Buy | ORACLE CORP | $661,000 | -99.9% | 8,502 | +0.3% | 0.50% | -6.2% |
| ENPH | ENPHASE ENERGY INC | $624,000 | -99.9% | 3,400 | 0.0% | 0.47% | +9.2% | |
| ABBV | Buy | ABBVIE INC | $610,000 | -99.9% | 5,423 | +3.6% | 0.46% | -1.3% |
| BX | BLACKSTONE GROUP INC | $602,000 | -99.9% | 6,200 | 0.0% | 0.46% | +15.1% | |
| BP | Buy | BP PLCsponsored adr | $595,000 | -99.9% | 22,522 | +14.3% | 0.45% | +6.1% |
| EBAY | Buy | EBAY INC | $570,000 | -99.7% | 8,125 | +139.5% | 0.43% | +134.1% |
| KIO | KKR INCOME OPPORTUNITIES FD | $557,000 | -99.9% | 33,400 | 0.0% | 0.42% | -6.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $553,000 | -99.9% | 1,991 | 0.0% | 0.42% | -6.0% | |
| AA | New | ALCOA CORP | $552,000 | – | 15,000 | +100.0% | 0.42% | – |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $543,000 | -100.0% | 213,024 | -61.9% | 0.41% | -63.4% |
| COP | New | CONOCOPHILLIPS | $527,000 | – | 8,661 | +100.0% | 0.40% | – |
| SBSW | Buy | SIBANYE STILLWATER LTDsponsored adr | $504,000 | -99.8% | 30,159 | +109.1% | 0.38% | +66.8% |
| LTPZ | Sell | PIMCO ETF TR15+ yr us tips | $501,000 | -99.9% | 5,801 | -16.4% | 0.38% | -19.7% |
| XPEV | New | XPENG INCads | $498,000 | – | 11,215 | +100.0% | 0.38% | – |
| MMM | New | 3M CO | $495,000 | – | 2,496 | +100.0% | 0.38% | – |
| CII | BLACKROCK ENHCD CAP & INM | $494,000 | -99.9% | 24,000 | 0.0% | 0.38% | -6.9% | |
| BMY | Sell | BRISTOL MYERS SQUIBB | $486,000 | -99.9% | 7,281 | -15.9% | 0.37% | -19.3% |
| MELI | MERCADOLIBRE INC | $482,000 | -99.9% | 310 | 0.0% | 0.37% | -10.1% | |
| IDA | Buy | IDACORP INC | $481,000 | -99.9% | 4,938 | +0.7% | 0.36% | -12.7% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $474,000 | -99.9% | 4,564 | -5.7% | 0.36% | -11.3% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $470,000 | – | 1,870 | +100.0% | 0.36% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $469,000 | – | 5,592 | +100.0% | 0.36% | – |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $463,000 | -99.8% | 17,600 | +51.7% | 0.35% | +55.3% |
| WHR | New | WHIRLPOOL CORP | $460,000 | – | 2,111 | +100.0% | 0.35% | – |
| LRCX | LAM RESEARCH CORP | $455,000 | -99.9% | 700 | 0.0% | 0.34% | -12.0% | |
| ELP | New | COMPANHIA PARANAENSE ENERG Cspon ads | $446,000 | – | 77,360 | +100.0% | 0.34% | – |
| SDEM | Buy | GLOBL X FDSmsci supr em etf | $434,000 | -99.9% | 35,694 | +24.4% | 0.33% | +11.9% |
| FE | Sell | FIRSTENERGY CORP | $424,000 | -99.9% | 11,400 | -21.9% | 0.32% | -26.0% |
| PPBI | PACIFIC PREMIER BANC | $422,000 | -99.9% | 10,000 | 0.0% | 0.32% | -12.3% | |
| DELL | Sell | DELL TECHNOLOGIES | $416,000 | -99.9% | 4,175 | -13.5% | 0.32% | -16.0% |
| SGMO | Buy | SANGAMO THERAPEUTICS INC | $417,000 | -99.9% | 34,880 | +0.9% | 0.32% | -4.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $415,000 | -99.9% | 2,672 | +0.1% | 0.32% | -10.5% |
| EUFN | New | ISHARES TRmsci euro fl etf | $411,000 | – | 21,033 | +100.0% | 0.31% | – |
| DVYE | Buy | ISHARES INCem mkts div etf | $404,000 | -99.9% | 10,419 | +3.3% | 0.31% | -8.1% |
| PFO | FLAHERTY & CRUMRINE PFD INCO | $400,000 | -99.9% | 30,000 | 0.0% | 0.30% | -10.6% | |
| BYND | New | BEYOND MEAT INC | $401,000 | – | 2,550 | +100.0% | 0.30% | – |
| AWF | New | ALLIANCEBERNSTEIN GLOBAL HIG | $387,000 | – | 31,000 | +100.0% | 0.29% | – |
| AOD | Buy | ABERDEEN TOTAL DYNAMIC DIVD | $365,000 | -99.9% | 35,954 | +12.7% | 0.28% | +5.7% |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $352,000 | -99.9% | 910 | 0.0% | 0.27% | +6.8% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $347,000 | – | 3,700 | +100.0% | 0.26% | – |
| PFF | Sell | ISHARES TRpfd and incm sec | $334,000 | -100.0% | 8,493 | -54.6% | 0.25% | -58.8% |
| BACPRL | BANK AMER CORP7.25%cnv pfd l | $332,000 | -99.9% | 235 | 0.0% | 0.25% | -11.9% | |
| XHB | New | SPDR SER TRs&p homebuild | $324,000 | – | 4,425 | +100.0% | 0.25% | – |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $306,000 | -99.9% | 4,479 | +9.1% | 0.23% | +0.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $306,000 | -99.9% | 774 | -45.6% | 0.23% | -49.7% |
| MRK | Sell | MERCK & CO. INC. | $303,000 | -99.9% | 3,902 | -40.7% | 0.23% | -46.0% |
| DOCU | New | DOCUSIGN INC | $299,000 | – | 1,070 | +100.0% | 0.23% | – |
| XCEM | Sell | COLUMBIA ETF TR IIem core ex etf | $298,000 | -99.9% | 8,928 | -19.2% | 0.23% | -24.7% |
| PSX | Buy | PHILLIPS 66 | $296,000 | -99.9% | 3,456 | +0.3% | 0.22% | -4.3% |
| HON | HONEYWELL INTL INC | $292,000 | -99.9% | 1,335 | 0.0% | 0.22% | -10.5% | |
| THO | New | THOR INDS INC | $288,000 | – | 2,550 | +100.0% | 0.22% | – |
| WGO | New | WINNEBAGO INDS INC | $289,000 | – | 4,260 | +100.0% | 0.22% | – |
| GOGL | Sell | GOLDEN OCEAN GROUP LTD | $287,000 | -99.9% | 26,073 | -22.0% | 0.22% | +7.9% |
| SLX | New | VANECK VECTORS ETF TRsteel etf | $285,000 | – | 4,600 | +100.0% | 0.22% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $283,000 | – | 23,175 | +100.0% | 0.22% | – |
| HD | Sell | HOME DEPOT INC | $280,000 | -99.9% | 880 | -4.1% | 0.21% | -13.1% |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $274,000 | – | 2,628 | +100.0% | 0.21% | – |
| DECK | DECKERS OUTDOOR CORP | $268,000 | -99.9% | 700 | 0.0% | 0.20% | +0.5% | |
| JNJ | Sell | JOHNSON & JOHNSON | $268,000 | -99.9% | 1,627 | -5.7% | 0.20% | -15.4% |
| TWTR | TWITTER INC | $261,000 | -99.9% | 3,800 | 0.0% | 0.20% | -11.2% | |
| ING | New | ING GROEP N.V.sponsored adr | $260,000 | – | 19,675 | +100.0% | 0.20% | – |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $253,000 | -99.9% | 5,541 | -1.6% | 0.19% | -9.4% |
| ELOX | New | ELOXX PHARMACEUTICALS INC | $248,000 | – | 125,000 | +100.0% | 0.19% | – |
| CIM | CHIMERA INVT CORP | $242,000 | -99.9% | 16,100 | 0.0% | 0.18% | +4.5% | |
| PTR | New | PETROCHINA CO LTDsponsored adr | $242,000 | – | 4,950 | +100.0% | 0.18% | – |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $242,000 | -99.9% | 1,652 | +0.6% | 0.18% | -2.6% |
| ORI | New | OLD REP INTL CORP | $240,000 | – | 9,668 | +100.0% | 0.18% | – |
| F | New | FORD MTR CO DEL | $240,000 | – | 16,175 | +100.0% | 0.18% | – |
| SCHD | New | SCHWAB STRATEGIC TRus lrg cap etf | $240,000 | – | 3,182 | +100.0% | 0.18% | – |
| PEP | Buy | PEPSICO INC | $240,000 | -99.9% | 1,624 | +0.1% | 0.18% | -8.1% |
| NVS | NOVARTIS A Gsponsored adr | $237,000 | -99.9% | 2,607 | 0.0% | 0.18% | -5.8% | |
| PRU | Sell | PRUDENTIAL FINL INC | $233,000 | -99.9% | 2,282 | -8.1% | 0.18% | -10.6% |
| NKE | Sell | NIKE INCcl b new | $231,000 | -99.9% | 1,500 | -5.7% | 0.18% | -5.4% |
| GILD | Sell | GILEAD SCIENCES INC | $228,000 | -100.0% | 3,313 | -62.7% | 0.17% | -65.1% |
| DOW | New | DOW INC | $227,000 | – | 3,594 | +100.0% | 0.17% | – |
| MXI | New | ISHARES TRglobal mater etf | $225,000 | – | 2,484 | +100.0% | 0.17% | – |
| V | Sell | VISA INC | $222,000 | -99.9% | 950 | -5.3% | 0.17% | -10.2% |
| AIV | New | APARTMENT INVT & MGMT COcl a | $221,000 | – | 33,000 | +100.0% | 0.17% | – |
| SSL | New | SASOL LTDsponsored adr | $219,000 | – | 14,300 | +100.0% | 0.17% | – |
| APH | Sell | AMPHENOL CORP NEWcl a | $218,000 | -99.9% | 3,200 | -1.4% | 0.16% | -11.3% |
| HPF | HANCOCK JOHN PFD INCOME FD I | $216,000 | -99.9% | 10,000 | 0.0% | 0.16% | -9.4% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $211,000 | -99.9% | 559 | -33.9% | 0.16% | -41.6% |
| KBH | New | KB HOME | $211,000 | – | 5,200 | +100.0% | 0.16% | – |
| EDIV | New | SPDR INDEX SHS FDSs&p em mkt div | $207,000 | – | 6,937 | +100.0% | 0.16% | – |
| LKNCY | Sell | LUCKIN COFFEE INCsponsored ads | $207,000 | -99.9% | 18,410 | -4.7% | 0.16% | +14.6% |
| CX | New | CEMEX SAB DE CVspon adr new | $206,000 | – | 24,588 | +100.0% | 0.16% | – |
| IP | New | INTERNATIONAL PAPER CO | $202,000 | – | 3,301 | +100.0% | 0.15% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $201,000 | – | 1,303 | +100.0% | 0.15% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b new | $202,000 | – | 5,453 | +100.0% | 0.15% | – |
| TV | New | GRUPO TELEVISA S A Bsponsored adr | $193,000 | – | 13,550 | +100.0% | 0.15% | – |
| NMR | New | NOMURA HLDGS INCsponsored adr | $162,000 | – | 32,020 | +100.0% | 0.12% | – |
| VCV | INVESCO CALIF VALUE MUN INC | $146,000 | -99.9% | 10,500 | 0.0% | 0.11% | -3.5% | |
| NLY | Sell | ANNALY CAP MGMT INC | $142,000 | -99.9% | 1,600 | -89.3% | 0.11% | -2.7% |
| EOLS | New | EVOLUS INC | $139,000 | – | 11,000 | +100.0% | 0.10% | – |
| PMM | Sell | PUTNAM MANAGED MUN INCOME TR | $124,000 | -99.9% | 14,200 | -17.1% | 0.09% | -22.3% |
| LPL | New | LG DISPLAY CO LTDspons adr rep | $124,000 | – | 11,681 | +100.0% | 0.09% | – |
| BCS | New | BARCLAYS PLCadr | $102,000 | – | 10,600 | +100.0% | 0.08% | – |
| SVM | New | SILVERCORP METALS INC | $85,000 | – | 15,500 | +100.0% | 0.06% | – |
| BTTR | New | BETTER CHOICE CO INC | $59,000 | – | 14,912 | +100.0% | 0.04% | – |
| DLNG | Exit | DYNAGAS LNG PARTNERS LP | $0 | – | -13,827 | -100.0% | -0.03% | – |
| RIG | Exit | TRANSOCEAN LTD | $0 | – | -16,450 | -100.0% | -0.05% | – |
| SB | Exit | SAFE BULKERS INC F | $0 | – | -34,042 | -100.0% | -0.07% | – |
| CMRE | Exit | COSTAMARE INC F | $0 | – | -10,360 | -100.0% | -0.09% | – |
| CMRX | Exit | CHIMERIX INC | $0 | – | -12,384 | -100.0% | -0.09% | – |
| MSD | Exit | MORGAN STANLEY EMER MKTS DEB | $0 | – | -12,130 | -100.0% | -0.09% | – |
| KGC | Exit | KINROSS GOLD CORP | $0 | – | -15,465 | -100.0% | -0.09% | – |
| LPG | Exit | DORIAN LPG LTD F | $0 | – | -14,925 | -100.0% | -0.17% | – |
| GSL | Exit | GLOBAL SHIP LEASE INC NEW | $0 | – | -14,690 | -100.0% | -0.18% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,442 | -100.0% | -0.18% | – |
| AMAT | Exit | APPLIED MATLS | $0 | – | -1,600 | -100.0% | -0.19% | – |
| WCLD | Exit | WISDOMTREE TR | $0 | – | -4,780 | -100.0% | -0.20% | – |
| LIT | Exit | GLOBAL X FDSlithium btry etf | $0 | – | -4,165 | -100.0% | -0.21% | – |
| CLOU | Exit | GLOBAL X FDS | $0 | – | -10,100 | -100.0% | -0.23% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -4,087 | -100.0% | -0.23% | – |
| MSGE | Exit | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | -3,016 | -100.0% | -0.23% | – |
| TGP | Exit | TEEKAY LNG PARTNERS LPprtnrsp units | $0 | – | -19,056 | -100.0% | -0.24% | – |
| Exit | ANGLO PLATINUM LTD ORD Funlstd foreign ordry | $0 | – | -1,898 | -100.0% | -0.24% | – | |
| AMRC | Exit | AMERESCO INCcl a | $0 | – | -6,050 | -100.0% | -0.24% | – |
| FINX | Exit | GLOBAL X FDSfintech etf | $0 | – | -6,860 | -100.0% | -0.27% | – |
| SIL | Exit | GLOBAL X FDSglobal x silver | $0 | – | -8,118 | -100.0% | -0.29% | – |
| GMLP | Exit | GOLAR LNG PARTNERS LP | $0 | – | -110,383 | -100.0% | -0.33% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -13,869 | -100.0% | -0.40% | – |
| EIX | Exit | EDISON INTERNTNL | $0 | – | -8,102 | -100.0% | -0.43% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -3,810 | -100.0% | -0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 22 | Q3 2023 | 10.8% |
| AMAZON.COM INC | 22 | Q3 2023 | 8.2% |
| UNITEDHEALTH GRP INC | 22 | Q3 2023 | 8.3% |
| MASTERCARD INCORPORATED | 22 | Q3 2023 | 4.2% |
| TESLA INC | 22 | Q3 2023 | 6.0% |
| META PLATFORMS INC | 22 | Q3 2023 | 3.0% |
| INTEL CORPORATION | 22 | Q3 2023 | 3.1% |
| BOEING CO | 22 | Q3 2023 | 3.9% |
| BK OF AMERICA CORP | 22 | Q3 2023 | 2.4% |
| AT&T INC | 22 | Q3 2023 | 4.2% |
View Vanguard Capital Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-05 |
| 13F-HR/A | 2023-11-01 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-29 |
View Vanguard Capital Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.