VW
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Vigilare Wealth Management13F | |
| Vigilare Wealth Management | |
| Last update 2025-07-18 | 119 Stocks (29 new) |
| Value $267.00 Mil | Turnover 40 % |
Vigilare Wealth Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 407,137 | 40,994.7 | -45.46% | 15.370 | -13.64% | 0.080 | +1.06% | +2.35% | 51,002.5 | ||
GLD | SPDR Gold Shares ETF | 67,487 | 20,572.1 | +119.73% | 7.710 | +4.20% | 0.020 | +0.74% | +27.37% | 101,985.4 | ||
SPMO | Invesco S&P 500 Momentum ETF | 136,473 | 15,349.1 | +186.56% | 5.750 | +3.74% | 0.150 | +29.23% | +20.27% | 10,161.6 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 120,369 | 12,387.2 | New Holding | 4.640 | +4.64% | 0.100 | +1.30% | +4.46% | 12,779.7 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 140,813 | 11,667.8 | +96.30% | 4.370 | +2.14% | 0.050 | +0.70% | +2.64% | 23,709.9 | ||
SPHQ | Invesco S&P 500 Quality ETF | 127,435 | 9,081.0 | -42.38% | 3.400 | -2.48% | 0.060 | +13.56% | +7.06% | 14,201.9 | ||
VB | Vanguard Small Cap ETF | 37,437 | 8,871.9 | New Holding | 3.330 | +3.33% | 0.010 | +17.90% | +1.99% | 61,352.9 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 150,211 | 7,557.1 | +276.94% | 2.830 | +2.08% | 0.040 | +1.13% | +2.37% | 18,637.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 90,164 | 7,526.9 | New Holding | 2.820 | +2.82% | 0.010 | +11.52% | +19.59% | 141,328.0 | ||
IWV | iShares Russell 3000 ETF | 21,230 | 7,451.7 | New Holding | 2.790 | +2.79% | 0.050 | +19.75% | +7.38% | 16,104.0 |
Vigilare Wealth Management's Historical Top Holdings Breakdowns
Vigilare Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -13.64% | 100.35 ($100.53) 100.71 | $100.59 | 0.06% | Reduce -45.46% | 407,137 | -339,401 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Reduce Reduce | -8.42% | 58.41 ($67.22) 72.69 | $73.84 | 9.85% | Reduce -97.65% | 7,719 | -320,421 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-06-30 | New Buy New Buy | +4.64% | 102.02 ($102.6) 103.5 | $102.94 | 0.33% | New holding | 120,369 | 120,369 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2025-06-30 | Reduce Reduce | -4.46% | 68.13 ($72.42) 74.77 | $72.80 | 0.52% | Reduce -75.27% | 49,103 | -149,415 | |
GLD | SPDR Gold Shares ETF | 2025-06-30 | Add Add | +4.20% | 273.71 ($302.58) 316.29 | $308.39 | 1.92% | Add 119.73% | 67,487 | 36,774 | |
SPMO | Invesco S&P 500 Momentum ETF | 2025-06-30 | Add Add | +3.74% | 82.32 ($99.71) 112.47 | $113.83 | 14.16% | Add 186.56% | 136,473 | 88,849 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | New Buy New Buy | +3.33% | 193.73 ($223.07) 237.37 | $243.27 | 9.06% | New holding | 37,437 | 37,437 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | New Buy New Buy | +2.82% | 67.83 ($79.31) 84.09 | $82.56 | 4.10% | New holding | 90,164 | 90,164 | |
IWV | iShares Russell 3000 ETF | 2025-06-30 | New Buy New Buy | +2.79% | 281.67 ($324.69) 351 | $357.07 | 9.97% | New holding | 21,230 | 21,230 | |
SPHQ | Invesco S&P 500 Quality ETF | 2025-06-30 | Reduce Reduce | -2.48% | 59.24 ($67.61) 71.39 | $71.37 | 5.56% | Reduce -42.38% | 127,435 | -93,721 |
Vigilare Wealth Management Total Holding History ($B)
Vigilare Wealth Management's Asset Allocation
Vigilare Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Vigilare Wealth Management's Hypothetical Growth since 2025-06-30
Vigilare Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Vigilare Wealth Management's Holdings Heat Map
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Vigilare Wealth Management's Holdings Bubble Chart
Vigilare Wealth Management News
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