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Vanguard Capital Wealth Advisors

Portfolio Manager
Vanguard Capital Wealth Advisors
Performance
-3.63% (2026 Q1)
AUM (13F)
$108.08M
# of Holdings
119
Performance Rank
Allocation (Top 20)
61.82%

Vanguard Capital Wealth Advisors Holdings Map

Top 50 Vanguard Capital Wealth Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
13.12%55.9K$14.2M
-0.23%(-131)
2025-Q1: 56.3K shares2025-Q2: 54.8K shares2025-Q3: 55.4K shares2025-Q4: 56.0K shares2026-Q1: 55.9K shares
$58.98(+423.24%)
2026-03-31
NVDA
NVIDIA CORPORATION
7.97%49.4K$8.6M
-12.51%(-7.07K)
2025-Q1: 52.7K shares2025-Q2: 50.3K shares2025-Q3: 50.8K shares2025-Q4: 56.5K shares2026-Q1: 49.4K shares
$47.71(+308.34%)
2026-03-31
AMZN
AMAZON COM INC
5.52%28.6K$6.0M
-4.30%(-1.29K)
2025-Q1: 31.5K shares2025-Q2: 27.3K shares2025-Q3: 28.8K shares2025-Q4: 29.9K shares2026-Q1: 28.6K shares
$115.68(+109.78%)
2026-03-31
MU
MICRON TECHNOLOGY INC
4.27%13.6K$4.6M
-18.66%(-3.13K)
2025-Q1: 3.8K shares2025-Q2: 9.6K shares2025-Q3: 12.6K shares2025-Q4: 16.8K shares2026-Q1: 13.6K shares
$143.75(+578.67%)
2026-03-31
GOOG
ALPHABET INC
3.73%14.0K$4.0M
-14.33%(-2.35K)
2025-Q1: 24.9K shares2025-Q2: 19.4K shares2025-Q3: 16.7K shares2025-Q4: 16.4K shares2026-Q1: 14.0K shares
$89.71(+297.01%)
2026-03-31
URI
UNITED RENTALS INC
3.55%5.3K$3.8M
-0.94%(-50)
2025-Q1: 5.3K shares2025-Q2: 5.3K shares2025-Q3: 5.3K shares2025-Q4: 5.3K shares2026-Q1: 5.3K shares
$124647.16(-99.12%)
2026-03-31
AVGO
BROADCOM INC
2.42%8.4K$2.6M
-3.06%(-266)
2025-Q1: 9.2K shares2025-Q2: 9.1K shares2025-Q3: 9.1K shares2025-Q4: 8.7K shares2026-Q1: 8.4K shares
$12579.90(-97.13%)
2026-03-31
BA
BOEING CO
2.4%13.0K$2.6M
-15.08%(-2.31K)
2025-Q1: 7.7K shares2025-Q2: 8.0K shares2025-Q3: 8.0K shares2025-Q4: 15.3K shares2026-Q1: 13.0K shares
$223.92(+1.15%)
2026-03-31
CAT
CATERPILLAR INC
2.32%3.5K$2.5M
-1.12%(-40)
2025-Q1: 3.5K shares2025-Q2: 3.6K shares2025-Q3: 3.6K shares2025-Q4: 3.6K shares2026-Q1: 3.5K shares
$173.89(+454.10%)
2026-03-31
MS
MORGAN STANLEY
1.87%12.3K$2.0M
-12.21%(-1.71K)
2025-Q1: 13.3K shares2025-Q2: 12.7K shares2025-Q3: 13.6K shares2025-Q4: 14.0K shares2026-Q1: 12.3K shares
$92.05(+132.40%)
2026-03-31

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