HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 UnitedHealth Group Incorporated |
83,197 | -2,904 | $42,733 |
| UNH | 83,197 | -2,904 | $42,733 |
| Apple Inc |
306,025 | -1,187 | $41,840 |
| AAPL | 306,025 | -1,187 | $41,840 |
| Microsoft Corp |
154,823 | -489 | $39,763 |
| MSFT | 154,823 | -489 | $39,763 |
| AbbVie Inc |
243,304 | -7,212 | $37,264 |
| ABBV | 243,304 | -7,212 | $37,264 |
| Accenture PLC |
131,092 | +1,163 | $36,398 |
| ACN | 131,092 | +1,163 | $36,398 |
| Abbott Laboratories |
331,816 | +7,332 | $36,052 |
| ABT | 331,816 | +7,332 | $36,052 |
| Visa Inc |
172,323 | +4,703 | $33,929 |
| V | 172,323 | +4,703 | $33,929 |
| Home Depot Inc |
122,589 | +5,407 | $33,623 |
| HD | 122,589 | +5,407 | $33,623 |
| Union Pacific Corp |
155,155 | +2,857 | $33,091 |
| UNP | 155,155 | +2,857 | $33,091 |
| JPMorgan Chase & Co |
291,958 | +10,966 | $32,877 |
| JPM | 291,958 | +10,966 | $32,877 |
| AstraZeneca Plc ADR |
438,565 | -2,338 | $28,976 |
| AZN | 438,565 | -2,338 | $28,976 |
| Amazon.com Inc. |
271,851 | +258,467 | $28,873 |
| AMZN | 271,851 | +258,467 | $28,873 |
| Marsh & McLennan Companies Inc |
181,306 | -3,435 | $28,148 |
| MMC | 181,306 | -3,435 | $28,148 |
| PepsiCo Inc |
161,866 | +353 | $26,977 |
| PEP | 161,866 | +353 | $26,977 |
| L3Harris Technologies Inc. |
110,294 | -553 | $26,658 |
| LHX | 110,294 | -553 | $26,658 |
| Waste Management Inc |
173,948 | +5,527 | $26,611 |
| WM | 173,948 | +5,527 | $26,611 |
| iShares Gold Trust (IAU) |
770,797 | -3,237 | $26,446 |
| IAU | 770,797 | -3,237 | $26,446 |
| TotalEnergies SE Sponsored ADR |
492,435 | +4,783 | $25,922 |
| TTE | 492,435 | +4,783 | $25,922 |
| Linde Plc |
88,243 | +170 | $25,373 |
| LIN | 88,243 | +170 | $25,373 |
| Constellation Brand |
104,472 | +1,687 | $24,348 |
| STZ | 104,472 | +1,687 | $24,348 |
| Baker Hughes Co |
787,783 | -79,258 | $22,743 |
| BKR | 787,783 | -79,258 | $22,743 |
| Crown Castle International Corp |
134,656 | +5,226 | $22,673 |
| CCI | 134,656 | +5,226 | $22,673 |
| Church & Dwight Co. Inc. |
236,014 | +2,790 | $21,869 |
| CHD | 236,014 | +2,790 | $21,869 |
| American Water Works Company Inc. |
146,047 | +4,182 | $21,727 |
| AWK | 146,047 | +4,182 | $21,727 |
| Liberty Broadband Corp. Class C |
186,159 | +15,282 | $21,527 |
| LBRDK | 186,159 | +15,282 | $21,527 |
| First Republic Bank |
148,094 | +8,979 | $21,355 |
| FRC | 148,094 | +8,979 | $21,355 |
| Sherwin Williams Co |
94,376 | +2,550 | $21,132 |
| SHW | 94,376 | +2,550 | $21,132 |
| Taiwan Semiconductor Manufacturing Co Ltd |
257,364 | +10,302 | $21,040 |
| TSM | 257,364 | +10,302 | $21,040 |
| NXP Semiconductors NV |
135,110 | -277 | $20,000 |
| NXPI | 135,110 | -277 | $20,000 |
| ASML Holding NV ADR |
41,738 | +1,063 | $19,862 |
| ASML | 41,738 | +1,063 | $19,862 |
| Alexandria Real Estate Equities Inc |
135,167 | +3,901 | $19,603 |
| ARE | 135,167 | +3,901 | $19,603 |
| Verisk Analytics Inc |
109,849 | +97,309 | $19,014 |
| VRSK | 109,849 | +97,309 | $19,014 |
| Goldman Sachs Group Inc. |
63,702 | +1,825 | $18,921 |
| GS | 63,702 | +1,825 | $18,921 |
| Nike Inc |
181,513 | +5,425 | $18,551 |
| NKE | 181,513 | +5,425 | $18,551 |
| Allegion PLC |
178,565 | +6,704 | $17,482 |
| ALLE | 178,565 | +6,704 | $17,482 |
| IQVIA Holdings Inc |
78,611 | +78,563 | $17,058 |
| IQV | 78,611 | +78,563 | $17,058 |
| Janus Henderson AAA CLO ETF (JAAA) |
304,291 | +6,669 | $14,923 |
| JAAA | 304,291 | +6,669 | $14,923 |
| Catalent Inc |
133,273 | +546 | $14,299 |
| CTLT | 133,273 | +546 | $14,299 |
| Target Corporation |
96,535 | +818 | $13,634 |
| TGT | 96,535 | +818 | $13,634 |
| Broadridge Financial Solutions Inc. |
85,528 | +4,874 | $12,192 |
| BR | 85,528 | +4,874 | $12,192 |
 Adyen N.V. Unsponsored ADR |
$11,356 | ||
| COMMON STOCK | 777,298 | +245,478 | $11,356 |
| Lonza Group AG Unsponsored ADR |
$11,326 | ||
| COMMON STOCK | 212,138 | +8,149 | $11,326 |
| Intuitive Surgical Inc. |
48,317 | +3,164 | $9,698 |
| ISRG | 48,317 | +3,164 | $9,698 |
| SPDR Gold Shares (GLD) |
54,070 | -220 | $9,109 |
| GLD | 54,070 | -220 | $9,109 |
| 10x Genomics Inc Class A |
197,440 | +120,257 | $8,934 |
| TXG | 197,440 | +120,257 | $8,934 |
| Ecolab Inc |
40,570 | -23,601 | $6,238 |
| ECL | 40,570 | -23,601 | $6,238 |
| Illumina Inc |
27,184 | -4,642 | $5,012 |
| ILMN | 27,184 | -4,642 | $5,012 |
| Pfizer Inc |
84,438 | -3,279 | $4,427 |
| PFE | 84,438 | -3,279 | $4,427 |
| O Reilly Automotive Inc |
5,238 | -489 | $3,309 |
| ORLY | 5,238 | -489 | $3,309 |
| Procter & Gamble Co |
20,882 | -800 | $3,003 |
| PG | 20,882 | -800 | $3,003 |
See Full List: All Stocks Held By Vigilant Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Vigilant Capital Management LLC
|
Size ($ in 1000's)
At 06/30/2022: $1,159,376 At 03/31/2022: $1,309,897 Vigilant Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vigilant Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
