$140 Million is the total value of Vanguard Capital Wealth Advisors's 150 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 31.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $14,325,000 | -2.9% | 82,042 | -1.2% | 10.24% | -3.4% |
| AMZN | Sell | AMAZON COM INC | $10,281,000 | -6.0% | 3,154 | -3.8% | 7.35% | -6.4% |
| UNH | Buy | UNITEDHEALTH GRP INC | $6,828,000 | +2.0% | 13,391 | +0.4% | 4.88% | +1.4% |
| TSLA | Buy | TESLA INC | $6,516,000 | +3.0% | 6,047 | +1.0% | 4.66% | +2.5% |
| MA | Buy | MASTERCARD INCcl a | $3,738,000 | -0.4% | 10,461 | +0.1% | 2.67% | -1.0% |
| INTC | Buy | INTEL CORP | $3,662,000 | +62.6% | 73,898 | +69.0% | 2.62% | +61.8% |
| GLD | Buy | SPDR GOLD TR | $3,184,000 | +73.1% | 17,629 | +63.9% | 2.28% | +72.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,103,000 | +16.0% | 1,111 | +20.1% | 2.22% | +15.3% |
| QCOM | Buy | QUALCOMM INC | $2,732,000 | -8.1% | 17,881 | +9.9% | 1.95% | -8.6% |
| FB | Sell | FACEBOOK INCclass a | $2,469,000 | -36.9% | 11,105 | -4.5% | 1.76% | -37.2% |
| MSFT | Buy | MICROSOFT CORP | $2,387,000 | -1.6% | 7,742 | +7.3% | 1.71% | -2.2% |
| NVDA | Buy | NVIDIA CORP | $2,231,000 | +13.8% | 8,177 | +22.7% | 1.60% | +13.3% |
| URI | UNITED RENTALS INC | $2,184,000 | +6.9% | 6,150 | 0.0% | 1.56% | +6.3% | |
| BA | Buy | BOEING CO | $1,761,000 | -4.2% | 9,201 | +0.8% | 1.26% | -4.7% |
| AVGO | Buy | BROADCOM INC | $1,693,000 | -5.0% | 2,689 | +0.4% | 1.21% | -5.5% |
| PFE | Sell | PFIZER INC | $1,676,000 | -27.8% | 32,384 | -17.6% | 1.20% | -28.2% |
| BAC | Buy | BANK OF AMERICA CORP | $1,644,000 | +5.2% | 39,907 | +13.7% | 1.18% | +4.7% |
| CSCO | Buy | CISCO SYSTEMS INC | $1,537,000 | +16.4% | 27,581 | +32.3% | 1.10% | +15.8% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $1,499,000 | +260.3% | 65,523 | +238.2% | 1.07% | +258.5% |
| HDGE | Sell | ADVISORSHARES TRranger equity be | $1,493,000 | -6.3% | 61,100 | -5.4% | 1.07% | -6.8% |
| PPLT | Buy | ABERDEEN STD PLATINUM ETF TR | $1,470,000 | +244.3% | 16,021 | +237.1% | 1.05% | +242.3% |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $1,461,000 | +9.3% | 362,596 | +1.7% | 1.04% | +8.6% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,432,000 | +46.0% | 18,388 | +74.5% | 1.02% | +45.2% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,400,000 | -23.2% | 38,015 | -27.5% | 1.00% | -23.6% |
| PYPL | Buy | PAYPAL HOLDINGS INC | $1,350,000 | -32.7% | 11,680 | +9.7% | 0.96% | -33.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,333,000 | +0.2% | 26,176 | +2.1% | 0.95% | -0.3% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $1,273,000 | -36.2% | 33,196 | -46.7% | 0.91% | -36.5% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $1,187,000 | -0.3% | 23,501 | +0.1% | 0.85% | -0.8% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,138,000 | +165.3% | 60,186 | +122.3% | 0.81% | +164.3% |
| SBUX | Buy | STARBUCKS CORP | $1,082,000 | -0.5% | 11,900 | +28.0% | 0.77% | -0.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,081,000 | -2.8% | 389 | +1.3% | 0.77% | -3.3% |
| TRTN | Buy | TRITON INTL LTDcl a | $1,070,000 | +20.9% | 15,255 | +3.7% | 0.76% | +20.3% |
| PG | Sell | PROCTER & GAMBLE | $1,068,000 | -12.7% | 6,991 | -6.6% | 0.76% | -13.2% |
| ABBV | Buy | ABBVIE INC | $1,059,000 | +58.8% | 6,537 | +32.5% | 0.76% | +58.0% |
| DIS | Sell | WALT DISNEY CO | $1,034,000 | -13.4% | 7,543 | -2.2% | 0.74% | -13.9% |
| ANTM | Buy | ANTHEM INC | $1,006,000 | +6.2% | 2,050 | +0.3% | 0.72% | +5.6% |
| MS | Buy | MORGAN STANLEY | $1,002,000 | -8.6% | 11,475 | +2.7% | 0.72% | -9.1% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $996,000 | -21.9% | 23,751 | -16.5% | 0.71% | -22.4% |
| KOF | Sell | COCA-COLA FEMSA SAB DE CVsponsored adr rep | $974,000 | -4.4% | 17,730 | -4.7% | 0.70% | -4.9% |
| LULU | Sell | LULULEMON ATHLETICA | $876,000 | -22.6% | 2,399 | -17.1% | 0.63% | -23.0% |
| PSX | Buy | PHILLIPS 66 | $842,000 | +128.8% | 9,747 | +91.7% | 0.60% | +128.0% |
| MCD | Sell | MCDONALDS CORP | $791,000 | -25.6% | 3,202 | -19.3% | 0.56% | -26.0% |
| BKNG | BOOKING HOLDINGS INC | $779,000 | -2.1% | 332 | 0.0% | 0.56% | -2.6% | |
| GS | New | GOLDMAN SACHS GROUP INC | $777,000 | – | 2,354 | +100.0% | 0.56% | – |
| CAT | Buy | CATERPILLAR INC DEL | $746,000 | +8.0% | 3,348 | +0.1% | 0.53% | +7.2% |
| BIDU | Sell | BAIDU INCadr | $715,000 | -14.3% | 5,410 | -3.6% | 0.51% | -14.7% |
| BX | Sell | BLACKSTONE GROUP INC | $704,000 | -4.5% | 5,550 | -2.6% | 0.50% | -5.1% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $702,000 | +18.0% | 1,991 | 0.0% | 0.50% | +17.3% | |
| ORCL | Buy | ORACLE CORP | $695,000 | -4.9% | 8,407 | +0.2% | 0.50% | -5.3% |
| VERI | Sell | VERITONE INC | $690,000 | -20.0% | 37,800 | -1.4% | 0.49% | -20.4% |
| ADM | New | ARCHER DANIELS MIDLAND CO | $672,000 | – | 7,450 | +100.0% | 0.48% | – |
| GD | New | GENERAL DYNAMICS CORP | $672,000 | – | 2,789 | +100.0% | 0.48% | – |
| ENPH | Sell | ENPHASE ENERGY INC | $665,000 | +8.7% | 3,300 | -1.5% | 0.48% | +8.0% |
| MRK | Buy | MERCK & CO. INC. | $645,000 | +100.3% | 7,873 | +87.3% | 0.46% | +99.6% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $628,000 | +4.0% | 8,600 | -11.3% | 0.45% | +3.5% |
| PM | Sell | PHILIP MORRIS INTL | $615,000 | -5.2% | 6,551 | -4.2% | 0.44% | -5.6% |
| NOC | New | NORTHROP GRUMMAN CORP | $603,000 | – | 1,349 | +100.0% | 0.43% | – |
| GLDI | Sell | CREDIT SUISSE AG NASSAU BRH | $595,000 | -15.6% | 69,855 | -16.2% | 0.42% | -16.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $591,000 | -20.2% | 4,342 | -7.3% | 0.42% | -20.5% |
| VXX | New | BARCLAYS BANK PLCipth sr b s&p | $585,000 | – | 22,801 | +100.0% | 0.42% | – |
| IDA | Buy | IDACORP INC | $581,000 | +2.5% | 5,043 | +0.7% | 0.42% | +2.0% |
| VIAC | Sell | PARAMOUNT GLOBAL | $576,000 | -45.1% | 15,250 | -56.2% | 0.41% | -45.4% |
| MPC | New | MARATHON PETE CORP | $570,000 | – | 6,677 | +100.0% | 0.41% | – |
| NFLX | Buy | NETFLIX INC | $565,000 | -32.5% | 1,510 | +8.6% | 0.40% | -32.8% |
| PSEC | Sell | PROSPECT CAPITAL CO | $548,000 | -16.5% | 66,296 | -15.1% | 0.39% | -16.8% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $531,000 | -22.9% | 4,944 | -17.5% | 0.38% | -23.2% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $527,000 | -47.6% | 3,996 | -41.1% | 0.38% | -47.8% |
| T | Sell | A T & T INC | $527,000 | -23.3% | 22,327 | -20.1% | 0.38% | -23.7% |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $526,000 | – | 6,726 | +100.0% | 0.38% | – |
| CII | BLACKROCK ENHCD CAP & INM | $501,000 | -5.5% | 24,000 | 0.0% | 0.36% | -6.0% | |
| HD | Buy | HOME DEPOT INC | $496,000 | +47.2% | 2,119 | +161.0% | 0.36% | +46.7% |
| BIIB | Sell | BIOGEN INC | $494,000 | -15.8% | 2,350 | -4.1% | 0.35% | -16.4% |
| XOM | New | EXXON MOBIL CORPom | $490,000 | – | 5,944 | +100.0% | 0.35% | – |
| IWN | New | ISHARES TRrusell 2000 val etf | $489,000 | – | 3,035 | +100.0% | 0.35% | – |
| MELI | MERCADOLIBRE INC | $487,000 | -11.8% | 410 | 0.0% | 0.35% | -12.3% | |
| KIO | KKR INCOME OPPORTUNITIES FD | $481,000 | -14.9% | 33,400 | 0.0% | 0.34% | -15.3% | |
| EBAY | Buy | EBAY INC | $468,000 | -13.5% | 8,180 | +0.4% | 0.34% | -13.9% |
| LMT | New | LOCKHEED MARTIN CORP | $462,000 | – | 1,047 | +100.0% | 0.33% | – |
| NMM | New | NAVIOS MARITIME PARTNERS L P | $461,000 | – | 13,100 | +100.0% | 0.33% | – |
| SHOP | Buy | SHOPIFY INCclass a | $446,000 | -3.3% | 660 | +97.0% | 0.32% | -3.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $435,000 | -10.3% | 756 | -11.6% | 0.31% | -10.9% |
| MRNA | Buy | MODERNA INC | $428,000 | +96.3% | 2,485 | +189.0% | 0.31% | +94.9% |
| TIP | Buy | ISHARES TRtips bd etf | $426,000 | -3.6% | 3,424 | +0.1% | 0.30% | -4.1% |
| ARWR | Sell | ARROWHEAD PHARMA INC | $424,000 | -36.3% | 9,235 | -8.1% | 0.30% | -36.7% |
| GOGL | New | GOLDEN OCEAN GROUP LTD | $405,000 | – | 32,749 | +100.0% | 0.29% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $394,000 | – | 3,984 | +100.0% | 0.28% | – |
| AMAT | New | APPLIED MATLS INC | $390,000 | – | 2,960 | +100.0% | 0.28% | – |
| LRCX | LAM RESEARCH CORP | $376,000 | -25.2% | 700 | 0.0% | 0.27% | -25.5% | |
| C | Sell | CITIGROUP INC | $367,000 | -21.1% | 6,881 | -10.8% | 0.26% | -21.6% |
| SB | New | SAFE BULKERS INC | $362,000 | – | 76,132 | +100.0% | 0.26% | – |
| WBA | New | WALLGREENS BOOTS ALLIANCE INC | $358,000 | – | 8,000 | +100.0% | 0.26% | – |
| RIG | Buy | TRANSOCEAN LTD | $356,000 | +1086.7% | 77,975 | +597.8% | 0.26% | +1059.1% |
| RYLD | Buy | GLOBAL X FDSrussell2000 | $353,000 | +27.0% | 14,854 | +32.1% | 0.25% | +26.0% |
| PPBI | PACIFIC PREMIER BANC | $353,000 | -11.8% | 10,000 | 0.0% | 0.25% | -12.2% | |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $346,000 | -8.0% | 31,000 | 0.0% | 0.25% | -8.5% | |
| PFO | FLAHERTY & CRUMRINE PFD INCO | $345,000 | -9.7% | 30,000 | 0.0% | 0.25% | -10.2% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $334,000 | -71.5% | 6,211 | -39.7% | 0.24% | -71.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $334,000 | +10.6% | 2,575 | +13.8% | 0.24% | +10.1% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $333,000 | +113.5% | 138,303 | +124.8% | 0.24% | +112.5% |
| BP | Sell | BP PLCsponsored adr | $332,000 | -19.8% | 11,301 | -27.4% | 0.24% | -20.5% |
| BACPRL | BANK AMER CORP7.25%cnv pfd l | $308,000 | -9.1% | 235 | 0.0% | 0.22% | -9.8% | |
| VLO | Sell | VALERO ENERGY CORP | $296,000 | -43.7% | 2,919 | -58.3% | 0.21% | -43.9% |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $291,000 | -47.6% | 9,050 | -48.6% | 0.21% | -47.9% |
| CVX | Sell | CHEVRON CORP NEW | $283,000 | +15.5% | 1,741 | -16.9% | 0.20% | +14.8% |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $282,000 | – | 2,400 | +100.0% | 0.20% | – |
| F | Sell | FORD MTR CO DEL | $276,000 | -21.1% | 16,367 | -2.9% | 0.20% | -21.8% |
| PEP | Buy | PEPSICO INC | $273,000 | -3.5% | 1,632 | +0.1% | 0.20% | -3.9% |
| AOD | Sell | ABERDEEN TOTAL DYNAMIC DIVD | $262,000 | -29.0% | 27,289 | -24.6% | 0.19% | -29.4% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $261,000 | -46.6% | 3,656 | -45.3% | 0.19% | -46.7% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $260,000 | -5.1% | 3,780 | -2.2% | 0.19% | -5.6% |
| LTPZ | Sell | PIMCO ETF TR15+ yr us tips | $259,000 | -8.8% | 3,144 | -51.3% | 0.18% | -9.3% |
| MMM | Buy | 3M CO | $257,000 | +21.8% | 1,727 | +45.5% | 0.18% | +21.1% |
| HON | HONEYWELL INTL INC | $255,000 | -6.9% | 1,315 | 0.0% | 0.18% | -7.6% | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $249,000 | +8.7% | 1,100 | -1.8% | 0.18% | +7.9% |
| APH | Buy | AMPHENOL CORP NEWcl a | $243,000 | -12.9% | 3,229 | +0.9% | 0.17% | -13.0% |
| AIG | AMERICAN INTL GROUP PLC | $240,000 | +10.1% | 3,838 | 0.0% | 0.17% | +9.6% | |
| SDEM | Buy | GLOBAL X FDSmsci supr em etf | $241,000 | -3.2% | 23,113 | +1.4% | 0.17% | -3.9% |
| NMR | Sell | NOMURA HLDGS INCsponsored adr | $233,000 | -6.8% | 55,294 | -4.4% | 0.17% | -7.2% |
| SHAK | New | SHAKE SHACK INCcl a | $230,000 | – | 3,400 | +100.0% | 0.16% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $227,000 | +0.9% | 2,090 | +10.0% | 0.16% | 0.0% |
| NVS | NOVARTIS A Gsponsored adr | $224,000 | +0.4% | 2,577 | 0.0% | 0.16% | 0.0% | |
| NM | New | NAVIOS MARITIME HOLDINGS INC | $221,000 | – | 61,020 | +100.0% | 0.16% | – |
| IAT | Buy | ISHARES TRus regnl bks etf | $220,000 | -1.8% | 3,741 | +2.8% | 0.16% | -2.5% |
| SCHD | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $217,000 | -42.1% | 2,763 | -40.5% | 0.16% | -42.4% |
| MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $216,000 | +11.3% | 34,901 | -1.8% | 0.15% | +10.8% |
| ROKU | Buy | ROKU I N C | $213,000 | -41.8% | 1,705 | +6.2% | 0.15% | -42.2% |
| BUG | New | GLOBAL X FDScybrscurty etf | $211,000 | – | 6,717 | +100.0% | 0.15% | – |
| NKE | Buy | NIKE INCcl b new | $211,000 | -15.9% | 1,573 | +4.2% | 0.15% | -16.1% |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $211,000 | – | 1,303 | +100.0% | 0.15% | – |
| V | New | VISA INC | $209,000 | – | 944 | +100.0% | 0.15% | – |
| DOCU | DOCUSIGN INC | $208,000 | -30.0% | 1,950 | 0.0% | 0.15% | -30.0% | |
| SGMO | SANGAMO THERAPEUTICS INC | $193,000 | -22.8% | 33,380 | 0.0% | 0.14% | -23.3% | |
| HPF | HANCOCK JOHN PFD INCOME FD I | $190,000 | -8.7% | 10,000 | 0.0% | 0.14% | -8.7% | |
| CX | Sell | CEMEX SAB DE CVspon adr new | $188,000 | -29.9% | 35,669 | -9.8% | 0.13% | -30.6% |
| DLNG | New | DYNAGAS LNG PARTNERS LP | $175,000 | – | 43,818 | +100.0% | 0.12% | – |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $172,000 | +14.7% | 11,656 | -15.2% | 0.12% | +13.9% |
| GGB | New | GERDAU SAspon adr rep pfd | $172,000 | – | 26,897 | +100.0% | 0.12% | – |
| SBSW | New | SIBANYE STILLWATER LTDsponsored adr | $166,000 | – | 10,233 | +100.0% | 0.12% | – |
| LKNCY | LUCKIN COFFEE INCsponsored ads | $167,000 | -2.9% | 18,260 | 0.0% | 0.12% | -4.0% | |
| THW | Buy | TELKA WORLD HEALTHCARE FD | $163,000 | +0.6% | 11,368 | +13.7% | 0.12% | +0.9% |
| DWSH | Sell | ADVISORSHARES TRdorsy shrt etf | $157,000 | -7.1% | 18,867 | -5.5% | 0.11% | -7.4% |
| BTTR | BETTER CHOICE CO INC | $157,000 | -21.1% | 61,765 | 0.0% | 0.11% | -21.7% | |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $142,000 | -7.8% | 22,649 | +0.1% | 0.10% | -8.1% |
| NAUT | Sell | NAUTILUS BIOTECHNOLOGY INC | $115,000 | -51.1% | 26,700 | -41.3% | 0.08% | -51.5% |
| VCV | INVESCO CALIF VALUE MUN INC | $110,000 | -20.9% | 10,000 | 0.0% | 0.08% | -21.0% | |
| PMM | Sell | PUTNAM MANAGED MUN INCOME TR | $96,000 | -24.4% | 13,699 | -5.7% | 0.07% | -24.2% |
| ELOX | ELOXX PHARMACEUTICALS INC | $86,000 | -22.5% | 158,900 | 0.0% | 0.06% | -23.8% | |
| NLY | Sell | ANNALY CAP MGMT INC | $81,000 | -25.7% | 11,500 | -17.9% | 0.06% | -25.6% |
| AEG | Sell | AEGON N V | $76,000 | -1.3% | 14,419 | -7.8% | 0.05% | -1.8% |
| MFG | Sell | MIZUHO FINANCIAL GROUPsponsored adr | $62,000 | -3.1% | 24,324 | -3.8% | 0.04% | -4.3% |
| EOLS | Exit | EVOLUS INC | $0 | – | -10,000 | -100.0% | -0.05% | – |
| NFJ | Exit | VIRTUS DIVIDEND INTEREST & P | $0 | – | -11,100 | -100.0% | -0.13% | – |
| EDIV | Exit | SPDR INDEX SHS FDSs&p em mkt div | $0 | – | -6,793 | -100.0% | -0.14% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -1,110 | -100.0% | -0.15% | – |
| SRPT | Exit | SAREPTA THERAPEUTICS INC | $0 | – | -2,400 | -100.0% | -0.16% | – |
| DOW | Exit | DOW INC | $0 | – | -3,926 | -100.0% | -0.16% | – |
| DVYE | Exit | ISHARES INCem mkts div etf | $0 | – | -6,000 | -100.0% | -0.17% | – |
| LDI | Exit | LOANDEPOT INC | $0 | – | -49,500 | -100.0% | -0.17% | – |
| EMXC | Exit | ISHARES INCmsci emrg chn | $0 | – | -3,898 | -100.0% | -0.17% | – |
| MXI | Exit | ISHARES TRglobal mater etf | $0 | – | -2,693 | -100.0% | -0.18% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -5,900 | -100.0% | -0.18% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -700 | -100.0% | -0.18% | – |
| XPEV | Exit | XPENG INCads | $0 | – | -5,219 | -100.0% | -0.19% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,603 | -100.0% | -0.20% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -7,996 | -100.0% | -0.23% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -2,607 | -100.0% | -0.24% | – |
| MOS | Exit | THE MOSAIC CO | $0 | – | -8,854 | -100.0% | -0.25% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -4,495 | -100.0% | -0.36% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -5,600 | -100.0% | -0.38% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -13,500 | -100.0% | -0.41% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b new | $0 | – | -5,210 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.