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Jason Polit

@Vigilare Wealth Management

Latest period2024 - Q4ReportedManaged Assets$246.296MTotal holdings90
Assets growth rate-0.42%Assets growth rate (2-Q avg)4.45%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vigilare Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Vigilare Wealth Management 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 - Q4, they manage 246.296M in assets, with a quarterly growth rate of -0.42% and a 2-quarter average growth rate of 4.45%. The portfolio is managed by Jason Polit, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IEFIshares 7-10 Year Treasury Bond Etf
Recent Activity
Exited
0%
$4.809M
49,016 shares@ $98.13 avg price
7434⤦Proshares Tr Short S&p 500 Proshares
Recent Activity
Exited
0%
$3.142M
289,557 shares@ $10.85 avg price
TLTIshares 20 Year Treasury Bond Etf
Recent Activity
Exited
0%
$2.295M
23,392 shares@ $98.11 avg price
NUENucor Corp Com
Recent Activity
Exited
0%
$248,770
1,654 shares@ $150.41 avg price
INTCIntel Corp Com
Recent Activity
Exited
0%
$187,680
8,000 shares@ $23.46 avg price