Vanguard Capital Wealth Advisors
Top Portfolio Positions
97 positions ·
$91,082,329 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
55,855 | $14,175,440 | 15.56% |
| NVDA |
Nvidia Corp
Technology
|
49,405 | $8,616,232 | 9.46% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,631 | $5,962,978 | 6.55% |
| MU |
Micron Technology Inc
Technology
|
13,645 | $4,609,826 | 5.06% |
| URI |
United Rentals, Inc.
Industrials
|
5,266 | $3,836,596 | 4.21% |
| AVGO |
Broadcom Inc.
Technology
|
8,441 | $2,612,573 | 2.87% |
| BA |
Boeing Co
Industrials
|
13,024 | $2,592,166 | 2.85% |
| CAT |
Caterpillar Inc
Industrials
|
3,541 | $2,508,656 | 2.75% |
| MS |
Morgan Stanley
Financial Services
|
12,261 | $2,017,792 | 2.22% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,372 | $1,997,041 | 2.19% |
Portfolio Trend
Holdings in AEF
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,652,599 | 226,694 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,161,963 | 451,709 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,192,462 | 646,985 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,902,898 | 993,754 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,444,242 | 291,178 | Shares | Sole | 2025-04-11 | |
| 2022-09-30 | $52,221 | 11,402 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $62,514 | 11,325 | Shares | Sole | 2022-08-04 | |
| 2020-12-31 | $188,969 | 23,158 | Shares | Sole | 2021-01-25 | |
| 2020-06-30 | $258,752 | 42,769 | Shares | Sole | 2020-08-05 | |
| No quarters match your search. | ||||||