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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
LLYEli Lilly & Co Com
Recent Activity
Decreased -3.73%
0.8%
$1.969M
2,550 shares@ $771.99 avg price
HDHome Depot
Recent Activity
Decreased -0.86%
0.62%
$1.518M
3,904 shares@ $388.95 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -2.71%
0.59%
$1.429M
2,652 shares@ $538.75 avg price
QQQPowershares Qqq Tr
Recent Activity
Decreased -11.39%
0.58%
$1.411M
2,761 shares@ $511.22 avg price
TSLATesla Motors Inc
Recent Activity
Decreased -6.37%
0.56%
$1.365M
3,379 shares@ $403.84 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -1.8%
0.54%
$1.309M
9,750 shares@ $134.29 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -1.34%
0.45%
$1.098M
6,550 shares@ $167.66 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -9.46%
0.35%
$854,806
5,622 shares@ $152.05 avg price
TFLOIshares Treasury Floating Rate Bond Etf
Recent Activity
Decreased -7.33%
0.35%
$851,964
16,881 shares@ $50.47 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -2.47%
0.33%
$802,870
3,349 shares@ $239.74 avg price