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 | Open |
|---|---|---|---|---|---|
| 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 PFN
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,700 | 30,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $225,000 | 30,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $227,700 | 30,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $221,700 | 30,000 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $226,200 | 30,000 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $223,500 | 30,000 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $228,600 | 30,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $215,100 | 30,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $223,800 | 30,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $216,900 | 30,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $197,700 | 30,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $216,300 | 30,000 | Shares | Sole | 2023-11-01 | |
| No 13F history on record for this holder in this stock. | ||||||