test

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
FIFiserv Inc
Recent Activity
0.1%
$238,287
1,160 shares@ $205.42 avg price
VBKVanguard Small-cap Growth Etf
Recent Activity
0.1%
$224,048
800 shares@ $280.06 avg price
ADPAutomatic Data Processing Inc Com
Recent Activity
0.09%
$212,522
726 shares@ $292.74 avg price
XLYConsumer Discretionary Sel Sector Spdr Fd
Recent Activity
New Position
0.09%
$210,440
938 shares@ $224.35 avg price
XLVHealth Care Select Sector Spdr
Recent Activity
Decreased -19.32%
0.09%
$210,151
1,528 shares@ $137.54 avg price
EWJIshares Msci Japan Etf
Recent Activity
0.09%
$209,151
3,117 shares@ $67.11 avg price
AAAUGoldman Sachs Physical Gold Etf
Recent Activity
0.09%
$207,480
8,000 shares@ $25.94 avg price
ROBORobo Global Robotics & Automation Index Etf
Recent Activity
Increased 0.03%
0.09%
$206,327
3,667 shares@ $56.27 avg price
KOCoca Cola Co Com
Recent Activity
Increased 0.13%
0.09%
$201,365
3,234 shares@ $62.27 avg price
NOKNokia Corp Sponsored Adr
Recent Activity
0.03%
$53,160
12,000 shares@ $4.43 avg price