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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
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 0.02%
0.25%
$595,855
12,460 shares@ $47.83 avg price
ORCLOracle Corporation
Recent Activity
Increased 0.1%
0.23%
$551,424
3,309 shares@ $166.65 avg price
XLUUtilities Select Sector Spdr Fund
Recent Activity
Decreased -10.09%
0.23%
$545,326
7,205 shares@ $75.69 avg price
VCSHVanguard Short Term Corp Bond Fd Etf
Recent Activity
0.21%
$500,200
6,412 shares@ $78.01 avg price
NEENextera Energy Inc Com
Recent Activity
0.21%
$499,823
6,972 shares@ $71.7 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -5.08%
0.21%
$494,305
2,782 shares@ $177.68 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
0.2%
$477,757
1,054 shares@ $453.28 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 71.47%
0.19%
$458,050
2,073 shares@ $220.96 avg price
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
DIASpdr Dow Jones Industrial Etf
Recent Activity
Increased 0.22%
0.17%
$404,124
950 shares@ $425.4 avg price