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Vincent Polivka

@Vanguard Capital Wealth Advisors

Latest period2024 - Q3ReportedManaged Assets$95.093MTotal holdings116
Assets growth rate-35.69%Assets growth rate (2-Q avg)-15.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vanguard Capital Wealth Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Vanguard Capital Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 95.093M in assets, with a quarterly growth rate of -35.69% and a 2-quarter average growth rate of -15.83%. The portfolio is managed by Vincent Polivka, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.22%
14.64%
$13.919M
59,739 shares@ $233.01 avg price
NVDANvidia Corporation
Recent Activity
Decreased -34.29%
7.42%
$7.05M
58,054 shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -42.26%
7.13%
$6.773M
36,348 shares@ $186.34 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -33.38%
4.73%
$4.491M
26,862 shares@ $167.2 avg price
URIUnited Rentals Inc
Recent Activity
Decreased -1.93%
4.53%
$4.305M
5,316 shares@ $809.74 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -55.2%
2.51%
$2.385M
4,166 shares@ $572.44 avg price
MUMicron Technology Inc
Recent Activity
Decreased -40.66%
2.03%
$1.929M
18,600 shares@ $103.71 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -60.82%
1.47%
$1.393M
3,237 shares@ $430.3 avg price
MSMorgan Stanley
Recent Activity
Decreased -21.53%
1.36%
$1.286M
12,336 shares@ $104.25 avg price
NFLXNetflix Inc
Recent Activity
Decreased -22.18%
1.27%
$1.206M
1,701 shares@ $709.27 avg price