$83.6 Million is the total value of Vigilare Wealth Management's 114 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY CLARK CORP | $817,000 | -11.1% | 6,390 | 0.0% | 0.98% | +59.8% | |
| SHW | SHERWIN WILLIAMS CO | $531,000 | -20.0% | 1,155 | 0.0% | 0.64% | +43.7% | |
| GLW | CORNING INC | $431,000 | -23.7% | 21,000 | 0.0% | 0.52% | +37.2% | |
| BAX | BAXTER INTL INC | $343,000 | -9.3% | 4,220 | 0.0% | 0.41% | +62.7% | |
| GOOG | ALPHABET INCcap stk cl c | $308,000 | -21.8% | 265 | 0.0% | 0.37% | +40.3% | |
| UNH | UNITEDHEALTH GROUP INC | $237,000 | -8.8% | 950 | 0.0% | 0.28% | +64.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-04
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 17 | Q4 2023 | 8.4% |
| APPLE INC | 17 | Q4 2023 | 9.1% |
| AMAZON.COM INC | 17 | Q4 2023 | 6.5% |
| MICROSOFT CORP | 17 | Q4 2023 | 4.4% |
| POWERSHARES QQQ TR | 17 | Q4 2023 | 3.1% |
| ISHARES TR | 17 | Q4 2023 | 3.1% |
| GOOGLE INC | 17 | Q4 2023 | 3.1% |
| JOHNSON & JOHNSON COM | 17 | Q4 2023 | 2.5% |
| HOME DEPOT INC | 17 | Q4 2023 | 2.1% |
| SPDR GOLD TRUST | 17 | Q4 2023 | 2.0% |
View Vigilare Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-06 |
| 13F-HR | 2022-01-07 |
View Vigilare Wealth Management'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.