Vanguard Capital Wealth Advisors

données du 30/09/2025

Capitalisation

$ 125.058 M 24.02 %

Période de détention moyenne

10 ans

Performance

$ 73.548 M 81.55 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Vanguard Capital Wealth Advisors

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 11.28% 14.111 M $ 55420 2020/12/31 2.713 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 7.58% 9.475 M $ 50784 2020/12/31 1.439 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 5.05% 6.317 M $ 28772 2020/12/31 4.912 K $ 0.08 %
2025/09/30 URI UNITED RENTALS INC 4.06% 5.075 M $ 5316 2020/12/31 1.070 M $ 26.71 %
2025/09/30 AEF ABRDN EMERGING MARKETS EX CH 3.35% 4.192 M $ 646985 2025/03/31 536.627 K $ 9.09 %
2025/09/30 GOOG ALPHABET INC 3.26% 4.078 M $ 16744 2020/12/31 1.286 M $ 37.30 %
2025/09/30 SLV ISHARES SILVER TR 2.69% 3.361 M $ 79336 2020/12/31 589.622 K $ 29.14 %
2025/09/30 AVGO BROADCOM INC 2.39% 2.993 M $ 9073 2020/12/31 492.626 K $ 19.68 %
2025/09/30 META META PLATFORMS INC 2.26% 2.822 M $ 3843 2020/12/31 -14.498 K $ -0.50 %
2025/09/30 MS MORGAN STANLEY 1.72% 2.156 M $ 13561 2020/12/31 230.069 K $ 12.85 %
2025/09/30 MU MICRON TECHNOLOGY INC 1.69% 2.108 M $ 12600 2024/03/31 420.868 K $ 35.76 %
2025/09/30 HDGE ADVISORSHARES TR 1.59% 1.991 M $ 121453 2021/09/30 -37.115 K $ -3.13 %
2025/09/30 IAU ISHARES GOLD TR 1.50% 1.870 M $ 25702 2021/06/30 0.000 $ 0.00 %
2025/09/30 GDX VANECK ETF TRUST 1.44% 1.798 M $ 23535 2025/03/31 509.314 K $ 46.75 %
2025/09/30 BA BOEING CO 1.37% 1.717 M $ 7956 2020/12/31 50.444 K $ 3.01 %
2025/09/30 CAT CATERPILLAR INC 1.37% 1.707 M $ 3578 2020/12/31 317.960 K $ 22.91 %
2025/09/30 MSFT MICROSOFT CORP 1.34% 1.679 M $ 3242 2020/12/31 68.336 K $ 4.13 %
2025/09/30 CCJ CAMECO CORP 1.33% 1.660 M $ 19794 2024/12/31 159.280 K $ 12.97 %
2025/09/30 PANW PALO ALTO NETWORKS INC 1.26% 1.575 M $ 7735 2024/06/30 -1.483 K $ -0.50 %
2025/09/30 BAC BANK AMERICA CORP 1.22% 1.525 M $ 29562 2020/12/31 117.237 K $ 9.02 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 1.14% 1.425 M $ 54114 2020/12/31 102.531 K $ 7.77 %
2025/09/30 TSLA TESLA INC 1.11% 1.392 M $ 3130 2020/12/31 452.206 K $ 40.00 %
2025/09/30 EFA ISHARES TR 1.10% 1.370 M $ 14675 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.99% 1.238 M $ 42533 2022/12/31 62.084 K $ 5.20 %
2025/09/30 VXX BARCLAYS BANK PLC 0.97% 1.217 M $ 36713 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 0.93% 1.163 M $ 4783 2020/12/31 319.839 K $ 37.94 %
2025/09/30 MOBX MOBIX LABS INC 0.86% 1.071 M $ 1328716 2024/03/31 38.800 K $ 5.33 %
2025/09/30 SIL GLOBAL X FDS 0.85% 1.065 M $ 14874 2025/09/30 0.000 $ 0.00 %
2025/09/30 PSX PHILLIPS 66 0.84% 1.047 M $ 7695 2020/12/31 84.352 K $ 14.02 %
2025/09/30 NFLX NETFLIX INC 0.81% 1.019 M $ 850 2020/12/31 -112.168 K $ -10.47 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.80% 998.208 K $ 36565 2024/03/31 28.575 K $ 3.02 %
2025/09/30 MCD MCDONALDS CORP 0.79% 988.781 K $ 3254 2020/12/31 38.007 K $ 4.01 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.77% 966.769 K $ 1923 2020/12/31 32.633 K $ 3.49 %
2025/09/30 ABBV ABBVIE INC 0.76% 955.711 K $ 4128 2020/12/31 190.062 K $ 24.74 %
2025/09/30 PPLT ABRDN PLATINUM ETF TRUST 0.70% 871.711 K $ 6101 2020/12/31 442.581 K $ 16.29 %
2025/09/30 APH AMPHENOL CORP NEW 0.68% 853.875 K $ 6900 2021/03/31 172.500 K $ 25.32 %
2025/09/30 NCLH NORWEGIAN CRUISE LINE HLDG L 0.63% 785.697 K $ 31900 2025/06/30 106.139 K $ 21.45 %
2025/09/30 MMM 3M CO 0.62% 769.168 K $ 4957 2024/12/31 12.215 K $ 1.93 %
2025/09/30 MGM MGM RESORTS INTERNATIONAL 0.61% 765.986 K $ 22100 2025/06/30 7.991 K $ 0.79 %
2025/09/30 CRWV COREWEAVE INC 0.60% 745.834 K $ 5450 2025/06/30 -56.351 K $ -16.07 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.57% 713.753 K $ 2067 2025/06/30 67.259 K $ 10.68 %
2025/09/30 MP MP MATERIALS CORP 0.56% 700.949 K $ 10451 2025/09/30 0.000 $ 0.00 %
2025/09/30 D DOMINION ENERGY INC 0.55% 691.221 K $ 11300 2025/09/30 0.000 $ 0.00 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.55% 690.152 K $ 2188 2020/12/31 55.761 K $ 8.80 %
2025/09/30 INTC INTEL CORP 0.52% 647.146 K $ 19289 2020/12/31 246.147 K $ 49.78 %
2025/09/30 ORCL ORACLE CORP 0.51% 633.634 K $ 2253 2020/12/31 142.938 K $ 28.64 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.47% 593.924 K $ 3866 2020/12/31 -22.277 K $ -3.56 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.47% 592.678 K $ 18574 2024/09/30 53.443 K $ 9.24 %
2025/09/30 AMAT APPLIED MATLS INC 0.47% 583.509 K $ 2850 2023/06/30 81.262 K $ 11.84 %
2025/09/30 UEC URANIUM ENERGY CORP 0.46% 580.290 K $ 43500 2023/06/30 317.190 K $ 96.18 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.45% 567.424 K $ 22071 2025/06/30 41.371 K $ 7.89 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.45% 564.551 K $ 3480 2020/12/31 -69.256 K $ -10.94 %
2025/09/30 LLY ELI LILLY & CO 0.42% 522.655 K $ 685 2023/09/30 -11.289 K $ -2.12 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.42% 521.304 K $ 10700 2025/09/30 0.000 $ 0.00 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.41% 517.704 K $ 13200 2025/06/30 -25.606 K $ -9.53 %
2025/09/30 SLB SCHLUMBERGER LTD 0.41% 512.113 K $ 14900 2024/06/30 12.996 K $ 1.69 %
2025/09/30 LTPZ PIMCO ETF TR 0.41% 512.039 K $ 9611 2025/06/30 8.300 K $ 1.54 %
2025/09/30 FNDB SCHWAB STRATEGIC TR 0.41% 510.731 K $ 19842 2024/06/30 34.070 K $ 7.34 %
2025/09/30 AWF ALLIANCEBERNSTEIN GLOBAL HIG 0.40% 504.450 K $ 45000 2020/12/31 8.100 K $ 1.63 %
2025/09/30 AMRC AMERESCO INC 0.40% 503.700 K $ 15000 2025/03/31 662.040 K $ 121.07 %
2025/09/30 COP CONOCOPHILLIPS 0.40% 501.327 K $ 5300 2024/03/31 32.495 K $ 5.40 %
2025/09/30 XOM EXXON MOBIL CORP 0.40% 494.071 K $ 4382 2021/09/30 32.491 K $ 4.59 %
2025/09/30 QQQ INVESCO QQQ TR 0.37% 459.283 K $ 765 2023/12/31 34.841 K $ 8.83 %
2025/09/30 GLD SPDR GOLD TR 0.37% 459.268 K $ 1292 2020/12/31 64.363 K $ 16.61 %
2025/09/30 IEF ISHARES TR 0.36% 456.063 K $ 4728 2021/09/30 3.230 K $ 0.72 %
2025/09/30 UNG UNITED STS NAT GAS FD LP 0.35% 437.845 K $ 33500 2025/09/30 0.000 $ 0.00 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.34% 428.952 K $ 2400 2025/03/31 143.703 K $ 57.60 %
2025/09/30 STZ CONSTELLATION BRANDS INC 0.33% 418.832 K $ 3110 2025/09/30 0.000 $ 0.00 %
2025/09/30 BX BLACKSTONE INC 0.33% 415.678 K $ 2433 2020/12/31 51.749 K $ 14.22 %
2025/09/30 B BARRICK MNG CORP 0.32% 402.252 K $ 12275 2025/09/30 0.000 $ 0.00 %
2025/09/30 QYLD GLOBAL X FDS 0.32% 393.930 K $ 23159 2024/09/30 7.431 K $ 1.73 %
2025/09/30 ARWR ARROWHEAD PHARMACEUTICALS IN 0.31% 389.220 K $ 11285 2025/09/30 0.000 $ 0.00 %
2025/09/30 KIO KKR INCOME OPPORTUNITIES FD 0.30% 378.000 K $ 30000 2020/12/31 1.199 K $ 0.32 %
2025/09/30 VLO VALERO ENERGY CORP 0.30% 377.126 K $ 2215 2021/09/30 68.633 K $ 26.66 %
2025/09/30 DECK DECKERS OUTDOOR CORP 0.29% 364.932 K $ 3600 2022/09/30 -6.119 K $ -1.65 %
2025/09/30 COLB COLUMBIA BKG SYS INC 0.28% 353.282 K $ 13725 2025/09/30 0.000 $ 0.00 %
2025/09/30 TLT ISHARES TR 0.28% 347.285 K $ 3886 2025/09/30 0.000 $ 0.00 %
2025/09/30 ICOW PACER FDS TR 0.27% 342.925 K $ 9416 2025/09/30 0.000 $ 0.00 %
2025/09/30 MPC MARATHON PETE CORP 0.27% 341.658 K $ 1773 2022/03/31 47.188 K $ 16.03 %
2025/09/30 KBH KB HOME 0.26% 328.764 K $ 5166 2025/09/30 0.000 $ 0.00 %
2025/09/30 C CITIGROUP INC 0.26% 327.878 K $ 3230 2025/03/31 52.907 K $ 19.24 %
2025/09/30 V VISA INC 0.26% 324.391 K $ 950 2022/12/31 -12.986 K $ -3.85 %
2025/09/30 HPF HANCOCK JOHN PFD INCOME FD I 0.26% 323.520 K $ 19200 2020/12/31 19.968 K $ 6.58 %
2025/09/30 CVX CHEVRON CORP NEW 0.26% 319.587 K $ 2058 2021/09/30 29.257 K $ 8.45 %
2025/09/30 HON HONEYWELL INTL INC 0.25% 316.386 K $ 1503 2020/12/31 -32.853 K $ -9.61 %
2025/09/30 QCOM QUALCOMM INC 0.25% 316.084 K $ 1900 2020/12/31 13.490 K $ 4.46 %
2025/09/30 AOD ABRDN TOTAL DYNAMIC DIVIDEND 0.25% 310.641 K $ 32837 2020/12/31 19.552 K $ 6.77 %
2025/09/30 VERI VERITONE INC 0.25% 310.167 K $ 64350 2020/12/31 227.662 K $ 282.54 %
2025/09/30 RQI COHEN & STEERS QUALITY INCOM 0.24% 303.021 K $ 24300 2023/06/30 350.000 $ 0.16 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.24% 300.859 K $ 6671 2020/12/31 -7.051 K $ -2.57 %
2025/09/30 BAC-PL BANK AMERICA CORP 0.24% 300.800 K $ 235 2020/12/31 15.745 K $ 5.52 %
2025/09/30 ETHE GRAYSCALE ETHEREUM TRUST ETF 0.23% 293.009 K $ 8550 2025/09/30 0.000 $ 0.00 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.23% 283.898 K $ 6460 2020/12/31 4.446 K $ 1.57 %
2025/09/30 IDA IDACORP INC 0.23% 283.484 K $ 2145 2020/12/31 35.571 K $ 14.46 %
2025/09/30 PFE PFIZER INC 0.22% 278.369 K $ 10925 2025/09/30 0.000 $ 0.00 %
2025/09/30 CII BLACKROCK ENHANCED LARGE CAP 0.22% 276.000 K $ 12000 2025/06/30 19.799 K $ 7.73 %
2025/09/30 NVS NOVARTIS AG 0.22% 275.716 K $ 2150 2022/12/31 15.595 K $ 5.97 %
2025/09/30 DIS DISNEY WALT CO 0.22% 273.527 K $ 2389 2020/12/31 -22.795 K $ -7.67 %
2025/09/30 DASH DOORDASH INC 0.22% 271.990 K $ 1000 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.22% 270.874 K $ 960 2021/03/31 -12.115 K $ -4.28 %