Jason Polit

@Vigilare Wealth Management

Latest period2024 - Q4

Reported5d ago

Managed Assets$246.296M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SHWSherwin Williams Co Com Recent Activity Increased 0.06%	0.26%	$631,738 1,858 shares@ $340.01 avg price	Increased 0.06%
VEAVanguard Ftse Developed Markets Etf Recent Activity Increased 0.02%	0.25%	$595,855 12,460 shares@ $47.83 avg price	Increased 0.02%
ORCLOracle Corporation Recent Activity Increased 0.1%	0.23%	$551,424 3,309 shares@ $166.65 avg price	Increased 0.1%
IWMIshares Russell 2000 Etf Recent Activity Increased 71.47%	0.19%	$458,050 2,073 shares@ $220.96 avg price	Increased 71.47%
SPTMSpdr Portfolio S&p 1500 Composite Stock Market Etf Recent Activity Increased 0.06%	0.18%	$420,018 5,880 shares@ $71.44 avg price	Increased 0.06%
DIASpdr Dow Jones Industrial Etf Recent Activity Increased 0.22%	0.17%	$404,124 950 shares@ $425.4 avg price	Increased 0.22%
PANWPalo Alto Networks Inc Com Recent Activity Increased 100.1%	0.16%	$376,775 2,071 shares@ $181.93 avg price	Increased 100.1%
VTIVanguard Total Stk Mkt Recent Activity Increased 6.07%	0.15%	$365,210 1,260 shares@ $289.85 avg price	Increased 6.07%
DRLLStrive U.s. Energy Etf Recent Activity Increased 0.36%	0.15%	$364,961 13,383 shares@ $27.28 avg price	Increased 0.36%
MCDMcdonalds Corp Com Recent Activity Increased 0.33%	0.15%	$359,352 1,240 shares@ $289.8 avg price	Increased 0.33%