Vigilare Wealth Management Top Holdings and 13F Report (2025) About Vigilare Wealth ManagementInvestment ActivityVigilare Wealth Management has $266.73 million in total holdings as of June 30, 2025.Vigilare Wealth Management owns shares of 119 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 39.76% of the portfolio was purchased this quarter.About 37.85% of the portfolio was sold this quarter.This quarter, Vigilare Wealth Management has purchased 102 new stocks and bought additional shares in 33 stocks.Vigilare Wealth Management sold shares of 40 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $40,994,664SPDR Gold Shares $20,572,062Invesco S&P 500 Momentum ETF $15,349,069iShares 0-5 Year TIPS Bond ETF $12,387,174iShares 1-3 Year Treasury Bond ETF $11,667,776 Largest New Holdings this Quarter 46429B747 - iShares 0-5 Year TIPS Bond ETF $12,387,174 Holding922908751 - Vanguard Small-Cap ETF $8,871,906 Holding46432F842 - iShares Core MSCI EAFE ETF $7,526,891 Holding464287689 - iShares Russell 3000 ETF $7,451,730 Holding46438F101 - ISHARES BITCOIN TRUST ETF $5,856,940 Holding Largest Purchases this Quarter iShares 0-5 Year TIPS Bond ETF 120,369 shares (about $12.39M)SPDR Gold Shares 36,774 shares (about $11.21M)Invesco S&P 500 Momentum ETF 88,849 shares (about $9.99M)Vanguard Small-Cap ETF 37,437 shares (about $8.87M)iShares Core MSCI EAFE ETF 90,164 shares (about $7.53M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 339,401 shares (about $34.17M)SPDR Portfolio S&P 500 ETF 320,421 shares (about $23.29M)Invesco S&P 500 Low Volatility ETF 149,415 shares (about $10.88M)Invesco S&P 500 Quality ETF 93,721 shares (about $6.68M)Vanguard Dividend Appreciation ETF 16,200 shares (about $3.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVigilare Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$40,994,664$34,174,320 ▼-45.5%407,13715.4%ETFGLDSPDR Gold Shares$20,572,062$11,209,818 ▲119.7%67,4877.7%FinanceSPMOInvesco S&P 500 Momentum ETF$15,349,069$9,992,815 ▲186.6%136,4735.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$12,387,174$12,387,174 ▲New Holding120,3694.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$11,667,776$5,724,057 ▲96.3%140,8134.4%ManufacturingSPHQInvesco S&P 500 Quality ETF$9,080,988$6,678,536 ▼-42.4%127,4353.4%ETFVBVanguard Small-Cap ETF$8,871,906$8,871,906 ▲New Holding37,4373.3%ETFUSFRWisdomTree Floating Rate Treasury Fund$7,557,139$5,552,279 ▲276.9%150,2112.8%FinanceIEFAiShares Core MSCI EAFE ETF$7,526,891$7,526,891 ▲New Holding90,1642.8%ETFIWViShares Russell 3000 ETF$7,451,730$7,451,730 ▲New Holding21,2302.8%ETFAAPLApple$7,043,023$44,727 ▼-0.6%34,3282.6%Computer and TechnologyAMZNAmazon.com$6,183,727$1,104,629 ▲21.7%28,1862.3%Retail/WholesaleQQQInvesco QQQ$6,039,648$2,109,933 ▼-25.9%10,9492.3%FinanceISHARES BITCOIN TRUST ETF$5,856,940$5,856,940 ▲New Holding95,6862.2%ETFVIGVanguard Dividend Appreciation ETF$5,322,964$3,315,596 ▼-38.4%26,0082.0%ETFSPYSPDR S&P 500 ETF Trust$4,825,409$4,569,619 ▲1,786.5%7,8101.8%FinanceMSFTMicrosoft$4,466,227$230,300 ▲5.4%8,9791.7%Computer and TechnologyGOOGLAlphabet$3,692,130$757,776 ▲25.8%20,9511.4%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$3,575,649$10,880,305 ▼-75.3%49,1031.3%ETFNVDANVIDIA$2,992,788$1,440,387 ▲92.8%18,9431.1%Computer and TechnologyFNFFidelity National Financial$2,827,6660.0%50,4401.1%FinanceCOSTCostco Wholesale$2,543,410$75,243 ▼-2.9%2,5691.0%Retail/WholesaleJPMJPMorgan Chase & Co.$2,479,017$1,408,381 ▲131.5%8,5510.9%FinanceTSLATesla$2,397,380$1,228,709 ▲105.1%7,5470.9%Auto/Tires/TrucksBNDVanguard Total Bond Market ETF$2,296,975$393,628 ▼-14.6%31,1960.9%ETFWMTWalmart$2,277,492$39,796 ▼-1.7%23,2920.9%Retail/WholesaleVOOVanguard S&P 500 ETF$2,205,781$1,525,812 ▼-40.9%3,8830.8%ETFMETAMeta Platforms$2,192,663$1,347,628 ▲159.5%2,9710.8%Computer and TechnologyVONEVanguard Russell 1000 ETF$2,174,418$555,541 ▼-20.3%7,7420.8%ETFGE VERNOVA INC COM$1,881,128$1,356,211 ▲258.4%3,5550.7%StockIVViShares Core S&P 500 ETF$1,852,295$1,826,215 ▼-49.6%2,9830.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,830,913$711,451 ▼-28.0%19,9600.7%ETFIWRiShares Russell Mid-Cap ETF$1,691,880$1,691,880 ▲New Holding18,3960.6%ETFVVisa$1,565,771$119,297 ▼-7.1%4,4100.6%Business ServicesORCLOracle$1,526,433$792,949 ▲108.1%6,9820.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$1,479,345$1,077,201 ▲267.9%10,8520.6%StockHDHome Depot$1,420,492$8,800 ▼-0.6%3,8740.5%Retail/WholesaleRTXRTX$1,401,062$674,466 ▲92.8%9,5950.5%AerospacePGProcter & Gamble$1,359,637$259,373 ▲23.6%8,5340.5%Consumer StaplesAMPLIFY CYBERSECURITY ETF$1,249,285$32,908 ▼-2.6%14,4640.5%ETFLLYEli Lilly and Company$1,220,744$410,033 ▼-25.1%1,5660.5%MedicalPANWPalo Alto Networks$1,116,311$692,502 ▲163.4%5,4550.4%Computer and TechnologyNFLXNetflix$1,078,000$629,391 ▲140.3%8050.4%Consumer DiscretionaryMGKVanguard Mega Cap Growth ETF$1,041,754$1,848,427 ▼-64.0%2,8450.4%ETFAMLPAlerian MLP ETF$988,194$19,544 ▼-1.9%20,2250.4%ETFGSThe Goldman Sachs Group$944,846$944,846 ▲New Holding1,3350.4%FinanceCCJCameco$917,705$917,705 ▲New Holding12,3630.3%Basic MaterialsSCHWCharles Schwab$914,590$914,590 ▲New Holding10,0240.3%FinanceJNJJohnson & Johnson$861,357$149,389 ▼-14.8%5,6390.3%MedicalTFLOiShares Treasury Floating Rate Bond ETF$831,2680.0%16,4120.3%ETFAMTAmerican Tower$797,219$425,463 ▲114.4%3,6070.3%FinanceVEAVanguard FTSE Developed Markets ETF$710,467$57 ▲0.0%12,4620.3%ETFWMWaste Management$702,020$312,797 ▲80.4%3,0680.3%Business ServicesVZVerizon Communications$669,603$363,511 ▲118.8%15,4750.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$661,366$5,059 ▼-0.8%6,6670.2%FinanceISRGIntuitive Surgical$637,963$221,711 ▲53.3%1,1740.2%MedicalGEGE Aerospace$626,745$626,745 ▲New Holding2,4350.2%AerospaceXLUUtilities Select Sector SPDR Fund$625,189$72,841 ▼-10.4%7,6560.2%ETFSHWSherwin-Williams$624,5720.0%1,8190.2%Basic MaterialsVSTVistra$610,889$610,889 ▲New Holding3,1520.2%UtilitiesPMPhilip Morris International$602,122$321,095 ▲114.3%3,3060.2%Consumer StaplesLHXL3Harris Technologies$562,634$562,634 ▲New Holding2,2430.2%AerospaceSPLGSPDR Portfolio S&P 500 ETF$561,127$23,292,768 ▼-97.6%7,7190.2%ETFBSXBoston Scientific$557,780$557,780 ▲New Holding5,1930.2%MedicalAEPAmerican Electric Power$555,531$555,531 ▲New Holding5,3540.2%UtilitiesARKKARK Innovation ETF$527,175$527,175 ▲New Holding7,5000.2%ETFSFMSprouts Farmers Market$525,037$525,037 ▲New Holding3,1890.2%Retail/WholesaleSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$513,863$72,414 ▲16.4%6,8620.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$509,7540.0%6,4120.2%ETFBRK.BBerkshire Hathaway$488,199$9,715 ▼-2.0%1,0050.2%FinanceINTUIntuit$485,180$56,709 ▲13.2%6160.2%Computer and TechnologyGOOGAlphabet$474,548$46,479 ▼-8.9%2,6750.2%Computer and TechnologySPOTSpotify Technology$448,127$448,127 ▲New Holding5840.2%Computer and TechnologyCOINCoinbase Global$442,669$442,669 ▲New Holding1,2630.2%FinanceABBVAbbVie$437,321$79,631 ▼-15.4%2,3560.2%MedicalAMGNAmgen$421,6070.0%1,5100.2%MedicalAXPAmerican Express$411,803$12,759 ▲3.2%1,2910.2%FinancePEPPepsiCo$399,289$335,778 ▼-45.7%3,0240.1%Consumer StaplesMCDMcDonald's$397,059$34,184 ▲9.4%1,3590.1%Retail/WholesaleCATCaterpillar$392,480$135,873 ▲53.0%1,0110.1%IndustrialsVTIVanguard Total Stock Market ETF$390,3790.0%1,2840.1%ETFTMUST-Mobile US$366,4440.0%1,5380.1%Computer and TechnologyDRLLStrive U.S. Energy ETF$365,576$1,140 ▲0.3%13,4700.1%ETFCNNECannae$350,5090.0%16,8110.1%FinanceMAMastercard$348,4030.0%6200.1%Business ServicesPFFiShares Preferred and Income Securities ETF$342,143$212,919 ▼-38.4%11,1520.1%ETFSNOWSnowflake$340,802$340,802 ▲New Holding1,5230.1%Computer and TechnologyMRKMerck & Co., Inc.$339,201$232,335 ▼-40.7%4,2850.1%MedicalUBERUber Technologies$329,909$329,909 ▲New Holding3,5360.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$323,751$111,009 ▼-25.5%12,2170.1%ETFTAT&T$314,433$314,433 ▲New Holding10,8650.1%Computer and TechnologySCIService Corporation International$314,2040.0%3,8600.1%Consumer StaplesGDXVanEck Gold Miners ETF$313,260$52 ▼0.0%6,0170.1%ETFNEENextEra Energy$305,865$139 ▲0.0%4,4060.1%UtilitiesDIASPDR Dow Jones Industrial Average ETF Trust$286,866$132,196 ▼-31.5%6510.1%FinanceANGLOGOLD ASHANTI PLC COM SHS$282,580$282,580 ▲New Holding6,2010.1%StockAAAUGoldman Sachs Physical Gold ETF$266,571$1,863 ▲0.7%8,1570.1%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$258,5630.0%5,9100.1%ETFSCHBSchwab US Broad Market ETF$255,362$27,357 ▼-9.7%10,7160.1%ETFSIMPLIFY MBS ETF$253,255$50,391 ▼-16.6%5,0560.1%ETFShowing 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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