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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
SHProshares Tr Short S&p 500 Proshares
Recent Activity
New Position
1.72%
$4.233M
99,874 shares@ $42.38 avg price
MSFTMicrosoft
Recent Activity
Increased 0.02%
1.45%
$3.57M
8,469 shares@ $421.51 avg price
VONEVanguard Russell 1000 Etf
Recent Activity
Decreased -28.75%
1.42%
$3.493M
13,095 shares@ $266.72 avg price
GOOGLGoogle Inc
Recent Activity
Decreased -7.65%
1.25%
$3.07M
16,217 shares@ $189.31 avg price
FNFFidelity National Financial In Fnf Group Com
Recent Activity
1.15%
$2.832M
50,440 shares@ $56.15 avg price
IVVIshares S&p 500 Index
Recent Activity
Increased 9.71%
1.09%
$2.662M
4,522 shares@ $588.67 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 0.04%
0.99%
$2.428M
2,650 shares@ $916.37 avg price
JEPIJpmorgan Equity Premium Income Etf
Recent Activity
Decreased -31.31%
0.89%
$2.17M
37,725 shares@ $57.53 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -2.44%
0.87%
$2.141M
23,696 shares@ $90.36 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -3.73%
0.8%
$1.969M
2,550 shares@ $771.99 avg price