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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
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
JNJJohnson & Johnson Com
Recent Activity
Decreased -11.65%
0.33%
$796,799
5,510 shares@ $144.61 avg price
PSQProshares Short Qqq
Recent Activity
Decreased -76.5%
0.3%
$738,538
19,747 shares@ $37.41 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -22.96%
0.29%
$702,940
7,066 shares@ $99.49 avg price
AMLPAlps Trust Etf Alerian Mlp
Recent Activity
Decreased -9.91%
0.28%
$688,615
14,298 shares@ $48.17 avg price
GDXMarket Vectors Gold Miners Index Etf
Recent Activity
Decreased -47.52%
0.28%
$682,234
20,119 shares@ $33.91 avg price
RTXRtx Corporation Com
Recent Activity
Decreased -27.6%
0.27%
$656,421
5,672 shares@ $115.74 avg price
AGGIshares Aggregate Bond Etf
Recent Activity
Decreased -38.38%
0.27%
$647,250
6,680 shares@ $96.9 avg price
SHWSherwin Williams Co Com
Recent Activity
Increased 0.06%
0.26%
$631,738
1,858 shares@ $340.01 avg price