Vigilare Wealth Management

Latest statistics and disclosures from Vigilare Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Vigilare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vigilare Wealth Management

Companies in the Vigilare Wealth Management portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Appreciation Etf Etf (VIG) 6.5 $11M +6% 64k 171.76
Apple Stock (AAPL) 5.8 $9.8M 55k 177.56
Microsoft Stock (MSFT) 3.2 $5.4M 16k 336.30
Amazon.com Stock (AMZN) 3.1 $5.3M 1.6k 3334.18
Invesco S&p 500 Equal Weight Etf Etf (RSP) 3.0 $5.0M +5% 31k 162.75
Google Stock (GOOGL) 2.6 $4.3M 1.5k 2897.06
Powershares Qqq Tr Etf (QQQ) 2.3 $3.9M 9.9k 397.90
Ishares Tr S&p Conservative Allocation Etf (AOK) 2.0 $3.4M 85k 40.00
Ishares S&p 500 Index Etf (IVV) 1.9 $3.2M 6.8k 476.92
Home Depot Stock (HD) 1.8 $3.1M 7.5k 415.05
Alps Trust Etf Alerian M Etf (AMLP) 1.8 $3.1M -4% 95k 32.74
Ford Motor Company Stock (F) 1.8 $3.0M +11% 143k 20.77
Nvidia Corporation Stock (NVDA) 1.7 $2.9M -3% 10k 294.08
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 1.4 $2.4M +342% 30k 80.90

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Spdr Gold Etf Etf (GLD) 1.4 $2.3M -3% 14k 170.94
Costco Wholesale Corp Stock (COST) 1.3 $2.3M -4% 4.0k 567.74
Walmart Stock (WMT) 1.3 $2.2M -2% 16k 144.70
Johnson & Johnson Stock (JNJ) 1.2 $2.1M -17% 12k 171.08
Salesforce Stock (CRM) 1.2 $2.0M +2% 7.9k 254.13
Visa Stock (V) 1.0 $1.8M -14% 8.2k 216.71
Pfizer Stock (PFE) 1.0 $1.7M +38% 29k 59.05
Sofi Technologies Stock (SOFI) 1.0 $1.7M +6% 108k 15.81
Procter And Gamble Stock (PG) 1.0 $1.7M 10k 163.59
Etfmg Prime Cyber Security Etf Etf (HACK) 1.0 $1.7M -14% 27k 61.45
Disney Walt Stock (DIS) 1.0 $1.7M +2% 11k 154.90
Meta Platforms Inc Cl A Stock (FB) 1.0 $1.6M 4.8k 336.44
Boeing Stock (BA) 0.9 $1.6M +20% 7.8k 201.31
Pepsico Stock (PEP) 0.9 $1.5M +4% 8.9k 173.74
Shopify Inc Cl A Stock (SHOP) 0.9 $1.5M 1.1k 1377.84
Jpmorgan Chase & Co Stock (JPM) 0.9 $1.5M +5% 9.5k 158.39
Raytheon Technologies Corp Stock (RTX) 0.8 $1.3M +6% 16k 86.08
Bk Of America Corp Stock (BAC) 0.8 $1.3M 30k 44.48
Target Corp Stock (TGT) 0.8 $1.3M +14% 5.7k 231.52
Intel Corp Stock (INTC) 0.7 $1.3M 25k 51.51
Abbott Labs Stock (ABT) 0.7 $1.3M 9.0k 140.73
Energy Select Sector Spdr Etf (XLE) 0.7 $1.2M +28% 22k 55.48
Paypal Hldgs Stock (PYPL) 0.7 $1.2M +10% 6.3k 188.60
Advanced Micro Devices Stock (AMD) 0.7 $1.1M +3% 7.9k 143.86
Qualcomm Stock (QCOM) 0.6 $1.1M 6.0k 182.79
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $1.1M 3.6k 299.04
Vanguard High Dividend Yield Etf (VYM) 0.6 $1.1M +18% 9.6k 112.13
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.6 $1.1M +10% 5.2k 204.72
Sherwin Williams Stock (SHW) 0.6 $1.0M 3.0k 352.27
Cisco Sys Stock (CSCO) 0.6 $1.0M 16k 63.39
Horizon Therapeutics Pub L Stock (HZNP) 0.6 $1.0M 9.3k 107.73
Ishares Russell 2000 Etf Etf (IWM) 0.5 $914k -51% 4.1k 222.49
Nucor Corp Stock (NUE) 0.5 $887k -4% 7.8k 114.20
Pioneer Nat Res Stock (PXD) 0.5 $880k +2% 4.8k 181.89
Merck & Co Stock (MRK) 0.5 $860k -8% 11k 76.59
Adobe Systems Incorporated Stock (ADBE) 0.5 $823k +4% 1.5k 567.20
Unitedhealth Group Stock (UNH) 0.5 $802k +83% 1.6k 502.19
Chevron Corp Stock (CVX) 0.5 $799k +15% 6.8k 117.41
Aurinia Pharmaceuticals Stock (AUPH) 0.5 $799k +27% 35k 22.88
Lilly Eli & Co Stock (LLY) 0.5 $773k 2.8k 276.17
Spdr S&p Regional Banking Etf Etf (KRE) 0.5 $762k -12% 11k 70.87
Goldman Sachs Group Stock (GS) 0.4 $761k +12% 2.0k 382.60
Avalara Stock (AVLR) 0.4 $739k +42% 5.7k 129.08
Tg Therapeutics Stock (TGTX) 0.4 $725k +92% 38k 19.01
Coca Cola Stock (KO) 0.4 $718k NEW 12k 59.18
Danaher Corp Stock (DHR) 0.4 $717k 2.2k 329.20
Ishares Msci Eafe Growth Index Etf Etf (EFG) 0.4 $715k 6.5k 110.32
Kb Home Stock (KBH) 0.4 $715k +2% 16k 44.72
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.4 $705k +37% 8.7k 81.24
Okta Inc Cl A Stock (OKTA) 0.4 $697k +15% 3.1k 224.12
Snowflake Inc Cl A Stock (SNOW) 0.4 $695k -14% 2.1k 338.69
Nike Inc Cl B Stock (NKE) 0.4 $694k 4.2k 166.67
Verizon Communications Stock (VZ) 0.4 $692k -48% 13k 51.97
Texas Instrs Stock (TXN) 0.4 $656k +2% 3.5k 188.56
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $642k 222.00 2891.89
Invesco Dwa Momentum Etf Etf (PDP) 0.4 $640k -35% 6.8k 94.49
Deere & Co Stock (DE) 0.4 $634k +8% 1.8k 342.89
Datadog Inc Cl A Stock (DDOG) 0.4 $618k -10% 3.5k 178.20
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $613k 12k 51.05
Servicenow Stock (NOW) 0.4 $602k -3% 927.00 649.41
Mastercard Stock (MA) 0.3 $577k 1.6k 359.50
Roku Inc Com Cl A Stock (ROKU) 0.3 $576k +67% 2.5k 228.12
Mcdonalds Corp Stock (MCD) 0.3 $571k 2.1k 268.20
Abbvie Stock (ABBV) 0.3 $556k 4.1k 135.31
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.3 $555k +12% 9.5k 58.42
Invitae Corp Stock (NVTA) 0.3 $553k +78% 36k 15.27
Guardant Health Stock (GH) 0.3 $550k NEW 5.5k 100.09
Linde Stock (LIN) 0.3 $547k NEW 1.6k 346.20
Freeport Mcmoran Copper Stock (FCX) 0.3 $535k 13k 41.73
Tesla Motors Stock (TSLA) 0.3 $518k 490.00 1057.14
Arrowhead Pharmaceuticals Stock (ARWR) 0.3 $511k -7% 7.7k 66.32
Ishares Msci Eafe Etf Etf (EFA) 0.3 $505k -9% 6.4k 78.75
Twilio Inc Cl A Stock (TWLO) 0.3 $504k +49% 1.9k 263.19
Vanguard Small Cap Etf Etf (VB) 0.3 $502k +106% 2.2k 226.13
Qorvo Stock (QRVO) 0.3 $491k +14% 3.1k 156.27
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $486k +26% 27k 18.23
Financial Select Sector Spdr Etf (XLF) 0.3 $485k +25% 12k 39.05
Intuit Stock (INTU) 0.3 $478k +12% 743.00 643.34
Wynn Resorts Stock (WYNN) 0.3 $475k -36% 5.6k 85.13
Blackstone Stock (BX) 0.3 $471k +9% 3.6k 129.50
Affimed N V Stock (AFMD) 0.3 $464k 84k 5.53
Uber Technologies Stock (UBER) 0.3 $463k -24% 11k 41.90
Starbucks Corp Stock (SBUX) 0.3 $457k 3.9k 117.06
Paychex Stock (PAYX) 0.3 $448k 3.3k 136.38
Skyworks Solutions Stock (SWKS) 0.3 $445k -2% 2.9k 155.05
Lululemon Athletica Stock (LULU) 0.3 $445k +4% 1.1k 391.38
Automatic Data Processing Stock (ADP) 0.3 $430k 1.7k 246.56
Garmin Stock (GRMN) 0.3 $426k -5% 3.1k 136.10
Palo Alto Networks Stock (PANW) 0.3 $424k 762.00 556.43
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $420k -38% 8.6k 48.81
Vanguard S&p 500 Etf Etf (VOO) 0.2 $417k 955.00 436.65
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.2 $415k +13% 5.3k 78.94
General Electric Stock (GE) 0.2 $407k -38% 4.3k 94.56
Ishares Tr S&p Moderate Allocation Etf (AOM) 0.2 $400k -19% 8.8k 45.48
Intuitive Surgical Stock (ISRG) 0.2 $400k +154% 1.1k 359.39
Waste Mgmt Inc Del Stock (WM) 0.2 $397k NEW 2.4k 166.81
Caterpillar Stock (CAT) 0.2 $395k 1.9k 206.59
Crown Castle Intl Corp Reit (CCI) 0.2 $388k +2% 1.9k 208.60
Marriott Intl Inc New Cl A Stock (MAR) 0.2 $383k -11% 2.3k 165.16
Amgen Stock (AMGN) 0.2 $381k 1.7k 225.04
Service Corp Intl Stock (SCI) 0.2 $376k 5.3k 70.92
Adaptimmune Therapeutics Plc Sponds Adr (ADAP) 0.2 $369k 99k 3.75
United Parcel Service Stock (UPS) 0.2 $365k -11% 1.7k 214.45
Oracle Corporation Stock (ORCL) 0.2 $362k 4.1k 87.29
Adaptive Biotechnologies Corp Stock (ADPT) 0.2 $361k +36% 13k 28.04
Keycorp Stock (KEY) 0.2 $360k 16k 23.13
Tekla Healthcare Opportunities Cef (THQ) 0.2 $358k 14k 25.66
Microchip Technology Stock (MCHP) 0.2 $352k +100% 4.0k 87.06
Delta Air Lines Inc Del Cmn Stock (DAL) 0.2 $350k NEW 9.0k 39.11
Consumer Discretionary Sel Sector Spdr Etf (XLY) 0.2 $349k 1.7k 204.45
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $346k 2.1k 167.88
Moderna Stock (MRNA) 0.2 $345k NEW 1.4k 253.68
Supernus Pharmaceuticals Stock (SUPN) 0.2 $344k -10% 12k 29.16
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $329k -5% 6.7k 49.46
Workday Inc Cl A Stock (WDAY) 0.2 $328k +9% 1.2k 273.33
Union Pac Corp Stock (UNP) 0.2 $326k 1.3k 251.74
Invesco Nasdaq Internet Etf Etf (PNQI) 0.2 $326k 1.5k 215.18
Proterra Stock (PTRA) 0.2 $319k 36k 8.84
Invesco Water Resources Etf Etf (PHO) 0.2 $315k NEW 5.2k 60.76
Thermo Fisher Scientific Stock (TMO) 0.2 $311k 466.00 667.38
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $311k -7% 1.7k 181.87
Accenture Ltd Bermuda Cl A Stock (ACN) 0.2 $307k 740.00 414.86
Pulte Group Stock (PHM) 0.2 $302k NEW 5.3k 57.15
Kiniksa Pharmaceuticals Ltd Com Cl A Stock (KNSA) 0.2 $302k +9% 26k 11.76
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $302k 4.2k 72.39
Emerson Elec Stock (EMR) 0.2 $299k 3.2k 93.06
Regeneron Pharmaceuticals Stock (REGN) 0.2 $297k 470.00 631.91
Robo Global Robotics And Automation Index Etf Etf (ROBO) 0.2 $283k -4% 4.0k 70.05
Lowes Cos Stock (LOW) 0.2 $282k 1.1k 258.72
Morgan Stanley Stock (MS) 0.2 $281k NEW 2.9k 98.25
Alibaba Group Hldg Adr (BABA) 0.2 $276k -62% 2.3k 118.61
Zscaler Stock (ZS) 0.2 $273k -5% 850.00 321.18
Vanguard Total Stk Mkt Etf (VTI) 0.2 $267k 1.1k 241.19
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.2 $263k 5.9k 44.34
Ishares Preferred And Income Securities Etf Etf (PFF) 0.2 $261k -5% 6.6k 39.42
Teladoc Health Stock (TDOC) 0.2 $258k NEW 2.8k 91.65
Airbnb Inc Com Cl A Stock (ABNB) 0.2 $256k NEW 1.5k 166.23
Block Inc Cl A Stock (SQ) 0.2 $255k NEW 1.6k 161.70
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $253k -4% 4.1k 61.32
Ishares Tr S&p Aggressive Allocation Etf (AOA) 0.1 $249k -11% 3.4k 72.81
Jacobs Engr Group Stock (J) 0.1 $246k 1.8k 139.38
Prudential Finl Stock (PRU) 0.1 $246k 2.3k 108.37
Blackrock Stock (BLK) 0.1 $241k 263.00 916.35
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $237k -2% 2.9k 80.69
Invesco S&p 500 Pure Growth Etf Etf (RPG) 0.1 $235k 1.1k 210.38
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.1 $232k 5.9k 39.26
Technology Select Sector Spdr Etf (XLK) 0.1 $232k NEW 1.3k 173.91
Iovance Biotherapeutics Stock (IOVA) 0.1 $229k -44% 12k 19.12
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.1 $225k 800.00 281.25
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $221k -71% 4.4k 50.51
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $219k 1.9k 113.00
Lincoln Elec Hldgs Stock (LECO) 0.1 $215k NEW 1.5k 139.79
Ark Innovation Etf Etf (ARKK) 0.1 $210k 2.2k 94.47
Spdr S&p Health Care Equipment Etf Etf (XHE) 0.1 $205k -16% 1.8k 117.14
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $203k NEW 2.2k 92.69
Barrick Gold Corp F Stock (GOLD) 0.1 $202k -10% 11k 19.05
Spdr S&p Global Natural Resources Etf Etf (GNR) 0.1 $201k NEW 3.7k 54.08
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.1 $201k NEW 1.8k 114.40
Ocular Therapeutix Stock (OCUL) 0.1 $150k -48% 22k 6.99
Oncternal Therapeutics Stock (ONCT) 0.1 $112k -22% 49k 2.27
Nokia Corp Adr (NOK) 0.0 $84k 14k 6.22
Pavmed Stock (PAVM) 0.0 $33k -79% 14k 2.44

Past Filings by Vigilare Wealth Management

SEC 13F filings are viewable for Vigilare Wealth Management going back to 2019