Portfolio (Quarterly)
Guide ↗
Vanguard Capital Wealth Advisors
· CIK 0001730578| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ECH | ISHARES INC | — | 34,022 | $1.4M | 1.10% | SOLD |
| 2 | RIO | RIO TINTO PLC | Basic Materials | 11,932 | $955K | 0.76% | SOLD |
| 3 | KRE | SPDR SERIES TRUST | — | 11,578 | $750K | 0.60% | SOLD |
| 4 | IAU | ISHARES GOLD TR | Financial Services | 8,918 | $724K | 0.58% | SOLD |
| 5 | MMM | 3M CO | Industrials | 4,458 | $714K | 0.57% | SOLD |
| 6 | KOF | COCA-COLA FEMSA SAB DE CV | Consumer Defensive | 5,637 | $534K | 0.43% | SOLD |
| 7 | NEM | NEWMONT CORP | Basic Materials | 5,158 | $515K | 0.41% | SOLD |
| 8 | TECK | TECK RESOURCES LTD | Basic Materials | 10,200 | $488K | 0.39% | SOLD |
| 9 | MP | MP MATERIALS CORP | Basic Materials | 8,201 | $414K | 0.33% | SOLD |
| 10 | AMAT | APPLIED MATLS INC | Technology | 1,408 | $362K | 0.29% | SOLD |
| 11 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 2,105 | $357K | 0.28% | SOLD |
| 12 | AMRC | AMERESCO INC | Industrials | 11,000 | $322K | 0.26% | SOLD |
| 13 | ADT | ADT INC DEL | Industrials | 37,473 | $302K | 0.24% | SOLD |
| 14 | VIOO | VANGUARD ADMIRAL FDS INC | — | 2,433 | $270K | 0.22% | SOLD |
| 15 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 802 | $265K | 0.21% | SOLD |
| 16 | DASH | DOORDASH INC | Communication Services | 1,000 | $226K | 0.18% | SOLD |
| 17 | ALAB | ASTERA LABS INC | Technology | 1,325 | $220K | 0.18% | SOLD |
| 18 | MA | MASTERCARD INCORPORATED | Financial Services | 366 | $209K | 0.17% | SOLD |
| 19 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 1,101 | $205K | 0.16% | SOLD |
| 20 | — | CYBERARK SOFTWARE LTD | — | 450 | $201K | 0.16% | SOLD |
Sector Allocation
Technology
36.8%
Financial Services
14.2%
Energy
10.5%
Industrials
10.3%
Consumer Cyclical
10.1%
Communication Services
9.9%
Healthcare
3.8%
Consumer Defensive
2.0%
Utilities
1.3%
Basic Materials
1.0%