Vanguard Capital Wealth Advisors
Latest statistics and disclosures from Vanguard Capital Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, NVDA, GOOG, URI, and represent 38.41% of Vanguard Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: GDX, AEF, IBIT, MOBX, FBTC, GBTC, SLB, SLV, SCHG, BABA.
- Started 21 new stock positions in KGC, GBTC, PFO, AMRC, AEF, FBTC, BABA, ET, GSLC, IBIT. T, Fresh Vine Wine, ACXP, AGI, RH, C, TEI, AU, GILD, EOG, GDX.
- Reduced shares in these 10 stocks: AMZN, NFLX, NVDA, IYZ, CRWD, AAPL, SCHA, , VXX, UBER.
- Sold out of its positions in AMAT, VXX, CX, COIN, CRWD, DELL, JETS, ETHE, PDBC, IYZ. LYV, NDAQ, PANW, PFE, RCS, SBUX, MMM, GRNY, UBER, ETN, ONON.
- Vanguard Capital Wealth Advisors was a net seller of stock by $-3.0M.
- Vanguard Capital Wealth Advisors has $82M in assets under management (AUM), dropping by -10.90%.
- Central Index Key (CIK): 0001730578
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Portfolio Holdings for Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.3 | $13M | -3% | 56k | 222.13 |
|
| Amazon (AMZN) | 7.3 | $6.0M | -12% | 32k | 190.26 |
|
| NVIDIA Corporation (NVDA) | 7.0 | $5.7M | -10% | 53k | 108.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $3.9M | 25k | 156.23 |
|
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| United Rentals (URI) | 4.1 | $3.3M | 5.3k | 626.70 |
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| Meta Platforms Cl A (META) | 2.8 | $2.3M | 3.9k | 576.37 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 2.5 | $2.0M | NEW | 44k | 45.97 |
|
| Morgan Stanley Com New (MS) | 1.9 | $1.5M | -18% | 13k | 116.67 |
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| Broadcom (AVGO) | 1.9 | $1.5M | -3% | 9.2k | 167.42 |
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| Aberdeen Chile Fund (AEF) | 1.8 | $1.4M | NEW | 291k | 4.96 |
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| Boeing Company (BA) | 1.6 | $1.3M | -24% | 7.7k | 170.55 |
|
| Caterpillar (CAT) | 1.4 | $1.2M | +2% | 3.5k | 329.81 |
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| Microsoft Corporation (MSFT) | 1.4 | $1.1M | -2% | 3.0k | 375.39 |
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| Schlumberger Com Stk (SLB) | 1.4 | $1.1M | +47% | 27k | 41.80 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $1.0M | 1.9k | 532.58 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.2 | $1.0M | +37% | 46k | 22.08 |
|
| McDonald's Corporation (MCD) | 1.2 | $1.0M | 3.2k | 312.38 |
|
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| Advisorshares Tr Ranger Equity Be (HDGE) | 1.2 | $982k | 55k | 17.82 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.1 | $914k | 34k | 26.58 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $831k | +5% | 30k | 27.96 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.0 | $823k | NEW | 18k | 46.81 |
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| Tesla Motors (TSLA) | 1.0 | $817k | -23% | 3.2k | 259.16 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 1.0 | $804k | -7% | 146k | 5.51 |
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| Abbvie (ABBV) | 0.9 | $773k | 3.7k | 209.55 |
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| Bank of America Corporation (BAC) | 0.9 | $762k | -30% | 18k | 41.73 |
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| Ishares Silver Tr Ishares (SLV) | 0.9 | $759k | +65% | 25k | 30.99 |
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| Netflix (NFLX) | 0.9 | $746k | -51% | 800.00 | 932.53 |
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| Procter & Gamble Company (PG) | 0.9 | $743k | 4.4k | 170.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $732k | 4.7k | 154.64 |
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| Mobix Labs Com Cl A (MOBX) | 0.9 | $704k | +2528% | 789k | 0.89 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $667k | +79% | 27k | 25.04 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $656k | 2.7k | 245.33 |
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| Kinder Morgan (KMI) | 0.7 | $561k | -26% | 20k | 28.53 |
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| Philip Morris International (PM) | 0.7 | $551k | 3.5k | 158.74 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.7 | $538k | NEW | 7.5k | 71.97 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.7 | $537k | 50k | 10.73 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.6 | $512k | NEW | 7.9k | 65.17 |
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| Intel Corporation (INTC) | 0.6 | $506k | 22k | 22.71 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.6 | $477k | +4% | 21k | 23.01 |
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| Eli Lilly & Co. (LLY) | 0.6 | $458k | 555.00 | 825.91 |
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| Amphenol Corp Cl A (APH) | 0.6 | $453k | +7% | 6.9k | 65.59 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $442k | 4.6k | 95.36 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.5 | $442k | +105% | 27k | 16.63 |
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| Kkr Income Opportunities (KIO) | 0.5 | $430k | 35k | 12.29 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $420k | 1.5k | 288.14 |
|
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| Cohen & Steers Quality Income Realty (RQI) | 0.5 | $408k | +8% | 33k | 12.56 |
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| Deckers Outdoor Corporation (DECK) | 0.5 | $403k | 3.6k | 111.81 |
|
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| Charles Schwab Corporation (SCHW) | 0.5 | $388k | -36% | 5.0k | 78.28 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.5 | $387k | +18% | 25k | 15.46 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $363k | -12% | 3.1k | 118.92 |
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| Chevron Corporation (CVX) | 0.4 | $360k | -12% | 2.2k | 167.29 |
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| Oracle Corporation (ORCL) | 0.4 | $347k | -9% | 2.5k | 139.82 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $340k | -33% | 2.4k | 139.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $335k | 715.00 | 468.92 |
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| John Hancock Pref. Income Fund II (HPF) | 0.4 | $332k | +5% | 20k | 16.62 |
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| Micron Technology (MU) | 0.4 | $330k | -39% | 3.8k | 86.89 |
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| ConocoPhillips (COP) | 0.4 | $320k | -10% | 3.1k | 105.02 |
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| Pacific Premier Ban (PPBI) | 0.4 | $320k | 15k | 21.32 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $319k | -24% | 5.4k | 58.96 |
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| Visa Com Cl A (V) | 0.4 | $318k | -5% | 908.00 | 350.35 |
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| Honeywell International (HON) | 0.4 | $311k | 1.5k | 211.79 |
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| Cameco Corporation (CCJ) | 0.4 | $309k | -54% | 7.5k | 41.16 |
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| Bristol Myers Squibb (BMY) | 0.4 | $300k | -26% | 4.9k | 60.99 |
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| Qualcomm (QCOM) | 0.4 | $292k | 1.9k | 153.61 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $291k | NEW | 2.2k | 132.23 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.4 | $290k | 235.00 | 1234.57 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.3 | $284k | -9% | 34k | 8.39 |
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| Rh (RH) | 0.3 | $281k | NEW | 1.2k | 234.41 |
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| Phillips 66 (PSX) | 0.3 | $274k | -47% | 2.2k | 123.47 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $272k | 560.00 | 484.82 |
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| Fortuna Mng Corp Com New (FSM) | 0.3 | $272k | +186% | 45k | 6.10 |
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| Uranium Energy (UEC) | 0.3 | $262k | -39% | 55k | 4.78 |
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| Verizon Communications (VZ) | 0.3 | $259k | -6% | 5.7k | 45.36 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $258k | 1.8k | 145.71 |
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| Walt Disney Company (DIS) | 0.3 | $256k | +6% | 2.6k | 98.69 |
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| Valero Energy Corporation (VLO) | 0.3 | $253k | 1.9k | 132.07 |
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| Ida (IDA) | 0.3 | $246k | 2.1k | 116.23 |
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| At&t (T) | 0.3 | $244k | NEW | 8.6k | 28.28 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $243k | -66% | 10k | 23.43 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.3 | $241k | -4% | 2.6k | 91.37 |
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| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.3 | $241k | -37% | 55k | 4.37 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $241k | 2.2k | 111.48 |
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| Costco Wholesale Corporation (COST) | 0.3 | $239k | -25% | 253.00 | 946.43 |
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| International Business Machines (IBM) | 0.3 | $239k | +5% | 960.00 | 248.66 |
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| Advent Claymore Convertible Sec & Inc (AVK) | 0.3 | $233k | -2% | 20k | 11.53 |
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| Pimco Income Strategy Fund II (PFN) | 0.3 | $226k | 30k | 7.54 |
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| Alamos Gold Com Cl A (AGI) | 0.3 | $222k | NEW | 8.3k | 26.74 |
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| Anglogold Ashanti Com Shs (AU) | 0.3 | $221k | NEW | 5.9k | 37.12 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $216k | NEW | 2.0k | 110.07 |
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| Kinross Gold Corp (KGC) | 0.3 | $215k | NEW | 17k | 12.61 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.3 | $212k | 20k | 10.61 |
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| Ameresco Cl A (AMRC) | 0.3 | $211k | NEW | 18k | 12.08 |
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| Gilead Sciences (GILD) | 0.3 | $211k | NEW | 1.9k | 112.07 |
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| Home Depot (HD) | 0.3 | $209k | +3% | 570.00 | 366.49 |
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| EOG Resources (EOG) | 0.3 | $208k | NEW | 1.6k | 128.24 |
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| Citigroup Com New (C) | 0.2 | $201k | NEW | 2.8k | 71.00 |
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| Ssr Mining (SSRM) | 0.2 | $189k | -14% | 19k | 10.02 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $186k | NEW | 10k | 18.59 |
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| Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.2 | $185k | 20k | 9.27 |
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| Veritone (VERI) | 0.2 | $149k | -14% | 64k | 2.33 |
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| Nfj Dividend Interest (NFJ) | 0.2 | $137k | +2% | 11k | 12.13 |
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| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.2 | $129k | NEW | 14k | 9.22 |
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| Agnc Invt Corp Com reit (AGNC) | 0.2 | $125k | -29% | 13k | 9.58 |
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| Pimco CA Muni. Income Fund III (PZC) | 0.1 | $75k | +15% | 12k | 6.52 |
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| Aurora Innovation Class A Com (AUR) | 0.1 | $71k | -70% | 11k | 6.72 |
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| Templeton Emerging Markets Income Fund (TEI) | 0.1 | $69k | NEW | 13k | 5.38 |
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| Fresh Vine Wine | 0.1 | $53k | NEW | 102k | 0.52 |
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| Dynagas Lng Partners Com Unit Ltd Pt (DLNG) | 0.1 | $45k | -4% | 12k | 3.77 |
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| Volatility Shs Tr 2x Ether Etf (ETHU) | 0.0 | $29k | +33% | 16k | 1.83 |
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| Acurx Pharmaceuticals (ACXP) | 0.0 | $26k | NEW | 68k | 0.39 |
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| Nautilus Biotechnology (NAUT) | 0.0 | $14k | -49% | 16k | 0.86 |
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| Grab Holdings *w Exp 99/99/999 (GRABW) | 0.0 | $6.4k | -57% | 16k | 0.41 |
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| Mobix Labs *w Exp 99/99/999 (MOBXW) | 0.0 | $2.1k | 20k | 0.10 |
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Past Filings by Vanguard Capital Wealth Advisors
SEC 13F filings are viewable for Vanguard Capital Wealth Advisors going back to 2017
- Vanguard Capital Wealth Advisors 2025 Q1 filed April 11, 2025
- Vanguard Capital Wealth Advisors 2024 Q4 filed Feb. 18, 2025
- Vanguard Capital Wealth Advisors 2024 Q3 filed Oct. 25, 2024
- Vanguard Capital Wealth Advisors 2024 Q1 filed April 16, 2024
- Vanguard Capital Wealth Advisors 2023 Q4 filed Feb. 5, 2024
- Vanguard Capital Wealth Advisors 2023 Q3 filed Nov. 1, 2023
- Vanguard Capital Wealth Advisors 2023 Q2 restated filed Nov. 1, 2023
- Vanguard Capital Wealth Advisors 2023 Q2 filed July 17, 2023
- Vanguard Capital Wealth Advisors 2023 Q1 filed April 21, 2023
- Vanguard Capital Wealth Advisors 2022 Q4 filed Jan. 18, 2023
- Vanguard Capital Wealth Advisors 2022 Q3 filed Oct. 21, 2022
- Vanguard Capital Wealth Advisors 2022 Q2 filed Aug. 4, 2022
- Vanguard Capital Wealth Advisors 2022 Q1 filed April 29, 2022
- Vanguard Capital Wealth Advisors 2021 Q4 filed Feb. 2, 2022
- Vanguard Capital Wealth Advisors 2021 Q3 filed Nov. 1, 2021
- Vanguard Capital Wealth Advisors 2021 Q2 filed July 28, 2021