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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
TMUST-mobile Us Inc Com
Recent Activity
0.14%
$339,483
1,538 shares@ $220.74 avg price
CNNECannae Hldgs Inc Com
Recent Activity
0.14%
$333,866
16,811 shares@ $19.86 avg price
ITAIshares U.s. Aerospace & Defense Etf
Recent Activity
Increased 0.09%
0.14%
$333,064
2,291 shares@ $145.38 avg price
MAMastercard Inc
Recent Activity
0.14%
$326,473
620 shares@ $526.57 avg price
DHRDanaher Corp
Recent Activity
0.14%
$324,584
1,414 shares@ $229.56 avg price
IGVIshares Expanded Tech-software Sector Etf
Recent Activity
New Position
0.14%
$323,442
3,231 shares@ $100.11 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -42.01%
0.14%
$322,955
552 shares@ $585.07 avg price
SCIService Corp Intl Com
Recent Activity
0.13%
$308,105
3,860 shares@ $79.82 avg price
WMWaste Mgmt Inc Del Com
Recent Activity
Increased 0.07%
0.13%
$298,725
1,480 shares@ $201.85 avg price
NFLXNetflix Inc Com
Recent Activity
0.13%
$298,592
335 shares@ $891.32 avg price