Vanguard Capital Wealth Advisors

Vanguard Capital Wealth Advisors as of March 31, 2025

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