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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
UNHUnitedhealth Group
Recent Activity
Decreased -56.13%
0.13%
$298,457
590 shares@ $505.86 avg price
ADBEAdobe Inc Com
Recent Activity
Increased 0.16%
0.12%
$291,959
657 shares@ $444.39 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Increased 200.11%
0.11%
$269,228
11,860 shares@ $22.71 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 201.86%
0.11%
$253,990
9,297 shares@ $27.32 avg price
TGTTarget Corp Com
Recent Activity
Decreased -30.86%
0.11%
$248,326
1,837 shares@ $135.19 avg price
FISFidelity Natl Info Svcs
Recent Activity
0.11%
$247,318
3,062 shares@ $80.78 avg price
MGKVanguard World Fund Etf Mega Cap 300 Growth Etf
Recent Activity
New Position
0.11%
$246,912
719 shares@ $343.42 avg price
DBEFXtrackers Msci Eafe Hedged Equity Etf
Recent Activity
0.1%
$244,674
5,910 shares@ $41.4 avg price
CATCaterpillar Inc Com
Recent Activity
0.1%
$239,784
661 shares@ $362.76 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.1%
$238,657
624 shares@ $382.47 avg price