Vanguard Capital Wealth Advisors Top Holdings and 13F Report (2025) About Vanguard Capital Wealth AdvisorsInvestment ActivityVanguard Capital Wealth Advisors has $81.79 million in total holdings as of March 31, 2025.Vanguard Capital Wealth Advisors owns shares of 113 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 13.38% of the portfolio was purchased this quarter.About 16.99% of the portfolio was sold this quarter.This quarter, Vanguard Capital Wealth Advisors has purchased 113 new stocks and bought additional shares in 27 stocks.Vanguard Capital Wealth Advisors sold shares of 47 stocks and completely divested from 21 stocks this quarter.Largest Holdings Apple $12,499,929Amazon.com $5,990,907NVIDIA $5,709,068Alphabet $3,888,943United Rentals $3,331,537 Largest New Holdings this Quarter 92189F106 - VanEck Gold Miners ETF $2,014,618 Holding00301W105 - Abrdn Emerging Markets Equity Income Fund $1,444,241 Holding46438F101 - ISHARES BITCOIN TRUST ETF $822,686 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $537,976 Holding389637109 - GRAYSCALE BITCOIN TRUST ETF $511,585 Holding Largest Purchases this Quarter VanEck Gold Miners ETF 43,825 shares (about $2.01M)Abrdn Emerging Markets Equity Income Fund 291,178 shares (about $1.44M)ISHARES BITCOIN TRUST ETF 17,575 shares (about $822.69K)MOBIX LABS INC 758,620 shares (about $677.30K)FIDELITY WISE ORIGIN BITCOIN 7,475 shares (about $537.98K) Largest Sales this Quarter Amazon.com 4,625 shares (about $879.95K)Netflix 851 shares (about $793.58K)NVIDIA 6,342 shares (about $687.35K)Apple 2,192 shares (about $486.91K)Schwab US Small-Cap ETF 20,259 shares (about $474.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVanguard Capital Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$12,499,929$486,909 ▼-3.7%56,27315.3%Computer and TechnologyAMZNAmazon.com$5,990,907$879,953 ▼-12.8%31,4887.3%Retail/WholesaleNVDANVIDIA$5,709,068$687,351 ▼-10.7%52,6767.0%Computer and TechnologyGOOGAlphabet$3,888,943$14,842 ▼-0.4%24,8924.8%Computer and TechnologyURIUnited Rentals$3,331,5370.0%5,3164.1%ConstructionMETAMeta Platforms$2,269,733$2,305 ▼-0.1%3,9382.8%Computer and TechnologyGDXVanEck Gold Miners ETF$2,014,618$2,014,618 ▲New Holding43,8252.5%ETFMSMorgan Stanley$1,547,161$361,677 ▼-18.9%13,2611.9%FinanceAVGOBroadcom$1,538,787$59,268 ▼-3.7%9,1911.9%Computer and TechnologyAEFAbrdn Emerging Markets Equity Income Fund$1,444,241$1,444,241 ▲New Holding291,1781.8%FinanceBABoeing$1,320,399$434,903 ▼-24.8%7,7421.6%AerospaceCATCaterpillar$1,170,169$25,725 ▲2.2%3,5481.4%IndustrialsMSFTMicrosoft$1,121,290$31,533 ▼-2.7%2,9871.4%Computer and TechnologySLBSchlumberger$1,111,880$359,480 ▲47.8%26,6001.4%EnergyBRK.BBerkshire Hathaway$1,024,1510.0%1,9231.3%FinanceSCHXSchwab US Large-Cap ETF$1,021,037$279,890 ▲37.8%46,2421.2%ETFMCDMcDonald's$1,009,599$3,436 ▲0.3%3,2321.2%Retail/WholesaleHDGERanger Equity Bear ETF$981,697$16,020 ▼-1.6%55,0901.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$914,424$4,838 ▲0.5%34,4031.1%ETFSCHDSchwab US Dividend Equity ETF$831,194$42,891 ▲5.4%29,7281.0%ETFISHARES BITCOIN TRUST ETF$822,686$822,686 ▲New Holding17,5751.0%SHS BEN INTTSLATesla$817,391$246,202 ▼-23.1%3,1541.0%Auto/Tires/TrucksMFGMizuho Financial Group$803,744$61,348 ▼-7.1%145,8701.0%FinanceABBVAbbVie$773,2230.0%3,6900.9%MedicalBACBank of America$761,567$339,763 ▼-30.9%18,2500.9%FinanceSLViShares Silver Trust$759,255$301,657 ▲65.9%24,5000.9%ETFNFLXNetflix$746,024$793,583 ▼-51.5%8000.9%Consumer DiscretionaryPGProcter & Gamble$742,635$11,588 ▼-1.5%4,3580.9%Consumer StaplesGOOGLAlphabet$731,9110.0%4,7330.9%Computer and TechnologyMOBIX LABS INC$704,080$677,296 ▲2,528.7%788,6200.9%COM CL ASCHGSchwab U.S. Large-Cap Growth ETF$666,777$294,851 ▲79.3%26,6280.8%ETFJPMJPMorgan Chase & Co.$656,011$736 ▲0.1%2,6740.8%FinanceKMIKinder Morgan$561,381$199,252 ▼-26.2%19,6770.7%EnergyPMPhilip Morris International$550,519$317 ▲0.1%3,4680.7%Consumer StaplesFIDELITY WISE ORIGIN BITCOIN$537,976$537,976 ▲New Holding7,4750.7%SHSAWFAllianceBernstein Global High Income Fund$536,5000.0%50,0000.7%FinanceGRAYSCALE BITCOIN TRUST ETF$511,585$511,585 ▲New Holding7,8500.6%SHS REP COM UTINTCIntel$505,888$9,084 ▲1.8%22,2760.6%Computer and TechnologyFNDBSchwab Fundamental U.S. Broad Market Index ETF$476,616$21,905 ▲4.8%20,7140.6%ETFLLYEli Lilly and Company$458,380$8,259 ▼-1.8%5550.6%MedicalAPHAmphenol$452,571$32,795 ▲7.8%6,9000.6%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$442,260$2,765 ▲0.6%4,6380.5%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$442,221$227,014 ▲105.5%26,5920.5%ManufacturingKIOKKR Income Opportunities Fund$430,1500.0%35,0000.5%Financial ServicesGLDSPDR Gold Shares$419,820$7,780 ▼-1.8%1,4570.5%FinanceRQICohen & Steers Quality Income Realty Fund$408,200$31,400 ▲8.3%32,5000.5%Financial ServicesDECKDeckers Outdoor$402,5160.0%3,6000.5%Retail/WholesaleSCHWCharles Schwab$387,486$223,098 ▼-36.5%4,9500.5%FinanceSMFGSumitomo Mitsui Financial Group$387,226$59,088 ▲18.0%25,0470.5%FinanceXOMExxon Mobil$363,416$53,989 ▼-12.9%3,0560.4%EnergyCVXChevron$360,343$50,856 ▼-12.4%2,1540.4%EnergyORCLOracle$347,164$34,954 ▼-9.1%2,4830.4%Computer and TechnologyBXBlackstone$340,085$174,306 ▼-33.9%2,4330.4%FinanceQQQInvesco QQQ$335,2780.0%7150.4%FinanceHPFJohn Hancock Preferred Income Fund II$332,400$16,620 ▲5.3%20,0000.4%Financial ServicesMUMicron Technology$330,182$217,225 ▼-39.7%3,8000.4%Computer and TechnologyCOPConocoPhillips$320,311$36,757 ▼-10.3%3,0500.4%EnergyPPBIPacific Premier Bancorp$319,8000.0%15,0000.4%FinanceIAUiShares Gold Trust$319,387$106,069 ▼-24.9%5,4170.4%FinanceVVisa$318,119$16,817 ▼-5.0%9080.4%Business ServicesHONHoneywell International$310,7000.0%1,4670.4%Multi-Sector ConglomeratesCCJCameco$308,906$363,237 ▼-54.0%7,5050.4%Basic MaterialsBMYBristol-Myers Squibb$300,392$109,788 ▼-26.8%4,9250.4%MedicalQCOMQUALCOMM$291,859$2,151 ▼-0.7%1,9000.4%Computer and TechnologyBABAAlibaba Group$290,906$290,906 ▲New Holding2,2000.4%Retail/WholesaleBANK AMERICA CORP$290,1240.0%2350.4%7.25%CNV PFD LAODAberdeen Total Dynamic Dividend Fund$284,006$31,286 ▼-9.9%33,8510.3%MiscellaneousRHRH$281,292$281,292 ▲New Holding1,2000.3%Consumer StaplesPSXPhillips 66$273,610$243,730 ▼-47.1%2,2160.3%EnergyVRTXVertex Pharmaceuticals$271,499$2,424 ▼-0.9%5600.3%MedicalFORTUNA MNG CORP$271,457$176,608 ▲186.2%44,5010.3%COM NEWUECUranium Energy$261,466$168,256 ▼-39.2%54,7000.3%Basic MaterialsVZVerizon Communications$258,864$18,053 ▼-6.5%5,7070.3%Computer and TechnologyMPCMarathon Petroleum$258,2010.0%1,7720.3%EnergyDISWalt Disney$256,308$14,903 ▲6.2%2,5970.3%Consumer DiscretionaryVLOValero Energy$252,9140.0%1,9150.3%EnergyIDAIDACORP$245,819$1,743 ▲0.7%2,1150.3%UtilitiesTAT&T$244,424$244,424 ▲New Holding8,6430.3%Computer and TechnologySCHASchwab US Small-Cap ETF$242,613$474,659 ▼-66.2%10,3550.3%ETFPPLTAberdeen Standard Physical Platinum Shares ETF$240,669$10,690 ▼-4.3%2,6340.3%ETFGAMCO GLOBAL GOLD NAT RES &$240,476$142,132 ▼-37.1%55,0280.3%COM SH BEN INTNVSNovartis$240,4620.0%2,1570.3%MedicalCOSTCostco Wholesale$239,447$82,339 ▼-25.6%2530.3%Retail/WholesaleIBMInternational Business Machines$238,714$12,433 ▲5.5%9600.3%Computer and TechnologyAVKAdvent Convertible and Income Fund$233,277$5,454 ▼-2.3%20,2320.3%Financial ServicesPFNPIMCO Income Strategy Fund II$226,2000.0%30,0000.3%Financial ServicesAGIAlamos Gold$221,487$221,487 ▲New Holding8,2830.3%Basic MaterialsANGLOGOLD ASHANTI PLC$220,716$220,716 ▲New Holding5,9460.3%COM SHSGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$216,390$216,390 ▲New Holding1,9660.3%ETFKGCKinross Gold$214,559$214,559 ▲New Holding17,0150.3%Basic MaterialsVCVInvesco California Value Municipal Income Trust$212,2000.0%20,0000.3%FinanceAMRCAmeresco$211,400$211,400 ▲New Holding17,5000.3%EnergyGILDGilead Sciences$210,587$210,587 ▲New Holding1,8790.3%MedicalHDHome Depot$208,900$7,330 ▲3.6%5700.3%Retail/WholesaleEOGEOG Resources$207,621$207,621 ▲New Holding1,6190.3%EnergyCCitigroup$201,058$201,058 ▲New Holding2,8320.2%FinanceSSRMSSR Mining$188,658$32,349 ▼-14.6%18,8200.2%Basic MaterialsETEnergy Transfer$186,086$186,086 ▲New Holding10,0100.2%EnergyEVMEaton Vance California Municipal Bond Fund$185,4000.0%20,0000.2%Financial ServicesVERIVeritone$148,833$26,040 ▼-14.9%64,0140.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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