Vanguard Capital Wealth Advisors as of March 31, 2018
Portfolio Holdings for Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors holds 106 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.2 | $4.0M | 24k | 166.48 | |
| Ishares Tr fltg rate nt (FLOT) | 4.8 | $3.7M | 72k | 50.92 | |
| UnitedHealth (UNH) | 3.8 | $2.9M | 13k | 218.55 | |
| Amazon (AMZN) | 3.4 | $2.6M | 1.8k | 1431.42 | |
| Boeing Company (BA) | 3.0 | $2.3M | 7.2k | 320.02 | |
| Micron Technology (MU) | 3.0 | $2.3M | 45k | 51.49 | |
| Intel Corporation (INTC) | 2.9 | $2.2M | 45k | 49.60 | |
| MasterCard Incorporated (MA) | 2.5 | $1.9M | 11k | 170.35 | |
| ETFS Physical Platinum Shares | 2.4 | $1.8M | 21k | 89.15 | |
| Facebook Inc cl a (META) | 2.4 | $1.8M | 12k | 153.03 | |
| Bank of America Corporation (BAC) | 2.3 | $1.7M | 59k | 29.39 | |
| iShares Silver Trust (SLV) | 2.1 | $1.6M | 105k | 15.36 | |
| Baidu (BIDU) | 2.1 | $1.6M | 7.1k | 223.10 | |
| Starbucks Corporation (SBUX) | 2.0 | $1.5M | 27k | 58.12 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 1.8 | $1.4M | 11k | 121.31 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 1.6 | $1.3M | 34k | 37.49 | |
| Vanguard Short-Term Bond ETF (BSV) | 1.6 | $1.2M | 16k | 78.40 | |
| Philip Morris International (PM) | 1.6 | $1.2M | 12k | 99.79 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.5 | $1.1M | 18k | 62.21 | |
| Applied Materials (AMAT) | 1.4 | $1.1M | 20k | 54.06 | |
| At&t (T) | 1.4 | $1.1M | 30k | 35.56 | |
| iShares MSCI Emerging Markets Indx (EEM) | 1.2 | $953k | 20k | 47.29 | |
| Verizon Communications (VZ) | 1.2 | $891k | 19k | 48.00 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $836k | 832.00 | 1004.56 | |
| Cisco Systems (CSCO) | 1.1 | $825k | 20k | 41.65 | |
| United Rentals (URI) | 1.1 | $829k | 4.9k | 169.11 | |
| McDonald's Corporation (MCD) | 1.1 | $797k | 5.0k | 158.43 | |
| Paypal Holdings (PYPL) | 1.0 | $788k | 11k | 75.06 | |
| Prospect Capital Corporation (PSEC) | 1.0 | $784k | 120k | 6.51 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 1.0 | $745k | 7.2k | 102.98 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $714k | 3.6k | 196.67 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.9 | $699k | 15k | 47.08 | |
| Spdr S&p Emerging Mkts Dividen inx (EDIV) | 0.9 | $688k | 20k | 34.90 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.9 | $690k | 14k | 48.42 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.9 | $685k | 8.2k | 83.54 | |
| Allergan | 0.9 | $680k | 4.1k | 165.65 | |
| Altaba | 0.9 | $683k | 9.4k | 72.64 | |
| Booking Holdings (BKNG) | 0.9 | $682k | 332.00 | 2054.69 | |
| Biogen Idec (BIIB) | 0.9 | $666k | 2.5k | 271.82 | |
| Ishares Inc msci frntr 100 (FM) | 0.8 | $595k | 17k | 34.74 | |
| REPCOM cla | 0.8 | $592k | 5.9k | 101.27 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.8 | $587k | 5.9k | 99.79 | |
| PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) | 0.8 | $576k | 8.6k | 66.66 | |
| Schwab Strategic Tr cmn (SCHV) | 0.8 | $568k | 11k | 52.21 | |
| John Hancock Pref. Income Fund II (HPF) | 0.7 | $556k | 28k | 19.84 | |
| Procter & Gamble Company (PG) | 0.7 | $548k | 7.0k | 78.84 | |
| Microsoft Corporation (MSFT) | 0.7 | $539k | 6.0k | 89.39 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.7 | $539k | 14k | 37.56 | |
| Alibaba Group Holding (BABA) | 0.7 | $541k | 3.0k | 178.91 | |
| Tesla Motors (TSLA) | 0.7 | $503k | 2.0k | 257.78 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.6 | $487k | 23k | 21.66 | |
| Walt Disney Company (DIS) | 0.6 | $481k | 4.9k | 98.56 | |
| Schwab U S Broad Market ETF (SCHB) | 0.6 | $466k | 7.4k | 62.98 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.6 | $448k | 4.0k | 112.81 | |
| Andeavor | 0.6 | $451k | 4.6k | 99.03 | |
| Anthem (ELV) | 0.6 | $443k | 2.0k | 221.48 | |
| Altria (MO) | 0.6 | $435k | 7.0k | 62.45 | |
| Blackstone | 0.6 | $426k | 14k | 31.52 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $429k | 427.00 | 1005.18 | |
| Ida (IDA) | 0.5 | $400k | 4.6k | 87.62 | |
| Pacific Premier Ban | 0.5 | $405k | 10k | 40.30 | |
| NVIDIA Corporation (NVDA) | 0.5 | $381k | 1.7k | 221.35 | |
| Visa (V) | 0.5 | $379k | 3.2k | 116.99 | |
| Sarepta Therapeutics (SRPT) | 0.5 | $359k | 5.0k | 71.73 | |
| Triton International | 0.5 | $348k | 12k | 29.53 | |
| Dowdupont | 0.5 | $353k | 5.7k | 62.41 | |
| BlackRock Enhanced Capital and Income (CII) | 0.5 | $340k | 22k | 15.45 | |
| iShares Gold Trust | 0.4 | $333k | 26k | 12.73 | |
| Rydex S&P Equal Weight ETF | 0.4 | $331k | 3.4k | 98.24 | |
| Allianzgi Nfj Divid Int Prem S cefs | 0.4 | $333k | 27k | 12.58 | |
| eBay (EBAY) | 0.4 | $321k | 8.0k | 40.11 | |
| Edison International (EIX) | 0.4 | $319k | 5.1k | 63.07 | |
| Celgene Corporation | 0.4 | $309k | 3.5k | 88.41 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.4 | $309k | 36k | 8.68 | |
| Phillips 66 (PSX) | 0.4 | $312k | 603.00 | 517.17 | |
| Oracle Corporation (ORCL) | 0.4 | $307k | 6.8k | 44.98 | |
| Bank Of America Corporation preferred (BAC.PL) | 0.4 | $301k | 235.00 | 1279.00 | |
| Delta Air Lines (DAL) | 0.4 | $291k | 5.4k | 53.93 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $271k | 2.5k | 108.00 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $275k | 3.8k | 72.81 | |
| Novartis (NVS) | 0.3 | $269k | 3.3k | 81.25 | |
| Vanguard Growth ETF (VUG) | 0.3 | $265k | 1.9k | 139.61 | |
| SPDR DJ Global Titans (DGT) | 0.3 | $265k | 3.2k | 82.78 | |
| Cohen & Steers Slt Pfd Incm (PSF) | 0.3 | $268k | 10k | 25.79 | |
| Johnson & Johnson (JNJ) | 0.3 | $256k | 2.0k | 127.45 | |
| Time Warner | 0.3 | $253k | 2.7k | 94.20 | |
| iShares S&P GSCI Commodity-Indexed (GSG) | 0.3 | $253k | 15k | 16.56 | |
| PIMCO Strategic Global Government Fund (RCS) | 0.3 | $240k | 26k | 9.14 | |
| Chevron Corporation (CVX) | 0.3 | $238k | 2.1k | 112.12 | |
| American Airls (AAL) | 0.3 | $224k | 4.4k | 50.85 | |
| Annaly Capital Management | 0.3 | $216k | 21k | 10.31 | |
| American International (AIG) | 0.3 | $216k | 4.0k | 54.52 | |
| Alpine Total Dyn Fd New cefs | 0.3 | $209k | 24k | 8.83 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.3 | $214k | 32k | 6.72 | |
| Costco Wholesale Corporation (COST) | 0.3 | $207k | 1.1k | 183.61 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.3 | $205k | 1.7k | 122.40 | |
| BlackRock Global Opportunities Equity Tr (BOE) | 0.2 | $183k | 16k | 11.45 | |
| Global X Fds glob x nor etf | 0.2 | $182k | 13k | 13.57 | |
| Omeros Corporation (OMER) | 0.2 | $156k | 13k | 11.91 | |
| Mobile TeleSystems OJSC | 0.2 | $145k | 13k | 11.27 | |
| Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $108k | 12k | 8.93 | |
| AK Steel Holding Corporation | 0.1 | $97k | 23k | 4.28 | |
| ADVENT CLAY GBL CONV SEC INC COM Bene Inter | 0.1 | $96k | 17k | 5.53 | |
| Nabors Industries | 0.1 | $83k | 12k | 6.85 | |
| TCW Strategic Income Fund (TSI) | 0.1 | $85k | 15k | 5.52 | |
| Rite Aid Corporation | 0.0 | $17k | 10k | 1.67 |