HoldingsChannel.com
| Entity | Amount | Change
12/31/2024 to 03/31/2025 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
56,273 | -2,192 | $12,500 |
| AAPL | 56,273 | -2,192 | $12,500 |
| AMAZON COM INC |
31,488 | -4,625 | $5,991 |
| AMZN | 31,488 | -4,625 | $5,991 |
| NVIDIA CORPORATION |
52,676 | -6,342 | $5,709 |
| NVDA | 52,676 | -6,342 | $5,709 |
| ALPHABET INC |
24,892 | -95 | $3,889 |
| GOOG | 24,892 | -95 | $3,889 |
| UNITED RENTALS INC |
5,316 | UNCH | $3,332 |
| URI | 5,316 | UNCH | $3,332 |
| META PLATFORMS INC |
3,938 | -4 | $2,270 |
| META | 3,938 | -4 | $2,270 |
| VANECK ETF TRUST (GDX) |
43,825 | +43,825 | $2,015 |
| GDX | 43,825 | +43,825 | $2,015 |
| MORGAN STANLEY |
13,261 | -3,100 | $1,547 |
| MS | 13,261 | -3,100 | $1,547 |
| BROADCOM INC |
9,191 | -354 | $1,539 |
| AVGO | 9,191 | -354 | $1,539 |
| ABRDN EMRG MKTS EQTY INCM FD |
291,178 | +291,178 | $1,444 |
| AEF | 291,178 | +291,178 | $1,444 |
| BOEING CO |
7,742 | -2,550 | $1,320 |
| BA | 7,742 | -2,550 | $1,320 |
| CATERPILLAR INC |
3,548 | +78 | $1,170 |
| CAT | 3,548 | +78 | $1,170 |
| MICROSOFT CORP |
2,987 | -84 | $1,121 |
| MSFT | 2,987 | -84 | $1,121 |
| SCHLUMBERGER LTD |
26,600 | +8,600 | $1,112 |
| SLB | 26,600 | +8,600 | $1,112 |
 BANK AMERICA CORP |
$1,052 | ||
| BAC | 18,250 | -8,142 | $762 |
| BAC.PRL | 235 | UNCH | $290 |
| BERKSHIRE HATHAWAY INC DEL |
$1,024 | ||
| BRK.B | 1,923 | UNCH | $1,024 |
| SCHWAB STRATEGIC TR |
46,242 | +12,676 | $1,021 |
| SCHX | 46,242 | +12,676 | $1,021 |
| MCDONALDS CORP |
3,232 | +11 | $1,010 |
| MCD | 3,232 | +11 | $1,010 |
| ADVISORSHARES TR (HDGE) |
55,090 | -899 | $982 |
| HDGE | 55,090 | -899 | $982 |
| SCHWAB STRATEGIC TR |
34,403 | +182 | $914 |
| SCHV | 34,403 | +182 | $914 |
| SCHWAB STRATEGIC TR |
29,728 | +1,534 | $831 |
| SCHD | 29,728 | +1,534 | $831 |
| ISHARES BITCOIN TRUST ETF (IBIT) |
17,575 | +17,575 | $823 |
| IBIT | 17,575 | +17,575 | $823 |
| TESLA INC |
3,154 | -950 | $817 |
| TSLA | 3,154 | -950 | $817 |
| MIZUHO FINANCIAL GROUP INC |
145,870 | -11,134 | $804 |
| MFG | 145,870 | -11,134 | $804 |
| ABBVIE INC |
3,690 | UNCH | $773 |
| ABBV | 3,690 | UNCH | $773 |
| ISHARES SILVER TR (SLV) |
24,500 | +9,734 | $759 |
| SLV | 24,500 | +9,734 | $759 |
| NETFLIX INC |
800 | -851 | $746 |
| NFLX | 800 | -851 | $746 |
| PROCTER AND GAMBLE CO |
4,358 | -68 | $743 |
| PG | 4,358 | -68 | $743 |
| ALPHABET INC |
4,733 | UNCH | $732 |
| GOOGL | 4,733 | UNCH | $732 |
| MOBIX LABS INC |
788,620 | +758,620 | $704 |
| MOBX | 788,620 | +758,620 | $704 |
| SCHWAB STRATEGIC TR |
26,628 | +11,775 | $667 |
| SCHG | 26,628 | +11,775 | $667 |
| JPMORGAN CHASE & CO. |
2,674 | +3 | $656 |
| JPM | 2,674 | +3 | $656 |
| KINDER MORGAN INC DEL |
19,677 | -6,984 | $561 |
| KMI | 19,677 | -6,984 | $561 |
| PHILIP MORRIS INTL INC |
3,468 | +2 | $551 |
| PM | 3,468 | +2 | $551 |
| FIDELITY WISE ORIGIN BITCOIN |
7,475 | +7,475 | $538 |
| FBTC | 7,475 | +7,475 | $538 |
| ALLIANCEBERNSTEIN GLOBAL HIG |
50,000 | UNCH | $536 |
| AWF | 50,000 | UNCH | $536 |
| GRAYSCALE BITCOIN TRUST ETF (GBTC) |
7,850 | +7,850 | $512 |
| GBTC | 7,850 | +7,850 | $512 |
| INTEL CORP |
22,276 | +400 | $506 |
| INTC | 22,276 | +400 | $506 |
| SCHWAB STRATEGIC TR |
20,714 | +952 | $477 |
| FNDB | 20,714 | +952 | $477 |
| ELI LILLY & CO |
555 | -10 | $458 |
| LLY | 555 | -10 | $458 |
| AMPHENOL CORP NEW |
6,900 | +500 | $453 |
| APH | 6,900 | +500 | $453 |
| ISHARES TR (IEF) |
4,638 | +29 | $442 |
| IEF | 4,638 | +29 | $442 |
| GLOBAL X FDS |
26,592 | +13,651 | $442 |
| QYLD | 26,592 | +13,651 | $442 |
| KKR INCOME OPPORTUNITIES FD |
35,000 | UNCH | $430 |
| KIO | 35,000 | UNCH | $430 |
| SPDR GOLD TR (GLD) |
1,457 | -27 | $420 |
| GLD | 1,457 | -27 | $420 |
| COHEN & STEERS QUALITY INCOM |
32,500 | +2,500 | $408 |
| RQI | 32,500 | +2,500 | $408 |
| DECKERS OUTDOOR CORP |
3,600 | UNCH | $403 |
| DECK | 3,600 | UNCH | $403 |
| SCHWAB CHARLES CORP |
4,950 | -2,850 | $387 |
| SCHW | 4,950 | -2,850 | $387 |
| SUMITOMO MITSUI FINL GROUP I |
25,047 | +3,822 | $387 |
| SMFG | 25,047 | +3,822 | $387 |
| EXXON MOBIL CORP |
3,056 | -454 | $363 |
| XOM | 3,056 | -454 | $363 |
See Full List: All Stocks Held By Vanguard Capital Wealth Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Vanguard Capital Wealth Advisors
|
Size ($ in 1000's)
At 03/31/2025: $81,787 At 12/31/2024: $91,799 Vanguard Capital Wealth Advisors AUM history Vanguard Capital Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vanguard Capital Wealth Advisors 13F filings. Link to 13F filings: SEC filings |
