Vanguard Capital Wealth Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), Vanguard Capital Wealth Advisors reported 110 stock positions worth $91.5 million. Its top holding was Apple (AAPL) at 16.0% of the portfolio, followed by Nvidia (NVDA, 8.7%) and Amazon.com (AMZN, 8.7%). Compared with Q3 2024, it opened 17 new positions, sold out of 19, added to 31 and reduced 44. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale iShares Gold Trust (IAU, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001730578
- Portfolio Value
- $91.5M (Q4 2024)
- SEC Filing
- 0001085146-25-001730 ↗ filed Feb 18, 2025
Holdings Value
Holdings 110 stocks · $91.5M
| AAPL Apple Inc. | 16.00% | 58,465 | $14.6M | Reduce -2.1% |
| NVDA Nvidia Corp. | 8.66% | 59,018 | $7.9M | Add +1.7% |
| AMZN Amazon.com Inc. | 8.66% | 36,113 | $7.9M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 5.20% | 24,987 | $4.8M | Reduce -7.0% |
| URI United Rentals Inc. | 4.09% | 5,316 | $3.7M | No change |
| META Meta Platforms Inc. Class A | 2.52% | 3,942 | $2.3M | Reduce -5.4% |
| AVGO Broadcom Inc. | 2.42% | 9,545 | $2.2M | Reduce -1.1% |
| MS Morgan Stanley | 2.25% | 16,361 | $2.1M | Add +32.6% |
| BA The Boeing Co. | 1.99% | 10,292 | $1.8M | Add +34.3% |
| TSLA Tesla Inc. | 1.81% | 4,104 | $1.7M | Reduce -0.5% |
| NFLX Netflix Inc. | 1.61% | 1,651 | $1.5M | Reduce -2.9% |
| MSFT Microsoft Corp. | 1.41% | 3,071 | $1.3M | Reduce -5.1% |
| CAT Caterpillar Inc. | 1.38% | 3,470 | $1.3M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.27% | 26,392 | $1.2M | Add +0.0% |
| MCD McDonald's Corp. | 1.02% | 3,221 | $934K | Add +0.3% |
| HDGE Advisorshares Active Bear Et | 1.00% | 55,989 | $915K | Reduce -11.4% |
| GOOGL Alphabet Inc. Class A | 0.98% | 4,733 | $896K | Reduce -4.0% |
| SCHV Schwab US Large-Cap Value | 0.98% | 34,221 | $892K | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 1,923 | $872K | No change |
| CCJ Cameco Corp. | 0.92% | 16,330 | $839K | New |
| SCHA Schwab US Small-Cap ETF | 0.87% | 30,614 | $792K | Add +14.9% |
| SCHX Schwab US Large-Cap ETF | 0.85% | 33,566 | $778K | Add +6.5% |
| SCHD Schwab US DVD Equity ETF | 0.84% | 28,194 | $770K | Add +9.5% |
| MFG Mizuho Financial Group-ADR | 0.84% | 157,004 | $768K | Add +129.5% |
| PG The Procter & Gamble Co. | 0.81% | 4,426 | $742K | Reduce -2.2% |
| DECK Deckers Outdoor Corp. | 0.80% | 3,600 | $731K | No change |
| KMI Kinder Morgan Inc. | 0.80% | 26,661 | $731K | Reduce -4.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.75% | 18,000 | $690K | Add +34.3% |
| ABBV Abbvie Inc. | 0.72% | 3,690 | $656K | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.70% | 2,671 | $640K | Add +0.1% |
| BX Blackstone Inc. | 0.69% | 3,680 | $635K | Add +2.8% |
| UEC Uranium Energy Corp. | 0.66% | 89,900 | $601K | Add +19.1% |
| SCHW Schwab (charles) Corp. | 0.63% | 7,800 | $577K | Reduce -17.5% |
| XAWFX Alliancebernstein GL Hi Inc. | 0.59% | 50,000 | $537K | No change |
| IYZ iShares US Telecommunication | 0.58% | 19,893 | $534K | Reduce -35.4% |
| MU Micron Technology Inc. | 0.58% | 6,300 | $530K | Reduce -66.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.56% | 1,500 | $513K | New |
| PSX Phillips 66 | 0.52% | 4,190 | $477K | Reduce -31.2% |
| MMM 3M Co. | 0.52% | 3,654 | $472K | New |
| KIO KKR Income Opportunities | 0.51% | 35,000 | $468K | No change |
| VXX Ipath Series B S&P 500 Vix filed as BARCLAYS BANK PLC | 0.50% | 10,069 | $461K | New |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.50% | 19,762 | $460K | Add +5.8% |
| ORCL Oracle Corp. | 0.50% | 2,733 | $455K | No change |
| APH Amphenol Corp. Class A | 0.49% | 6,400 | $444K | No change |
| UBER Uber Technologies Inc. | 0.48% | 7,300 | $440K | New |
| INTC Intel Corp. | 0.48% | 21,876 | $439K | Reduce -27.2% |
| COIN Coinbase Global Inc. Class A | 0.48% | 1,760 | $437K | New |
| LLY Eli Lilly & Co. | 0.48% | 565 | $436K | No change |
| IEF iShares 7-10 Year Treasury B | 0.47% | 4,609 | $426K | Reduce -2.4% |
| PM Philip Morris International | 0.46% | 3,466 | $417K | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.45% | 14,853 | $414K | Add +32.8% |
| AMAT Applied Materials Inc. | 0.44% | 2,500 | $407K | Reduce -57.7% |
| SLV iShares Silver Trust | 0.42% | 14,766 | $389K | Reduce -76.2% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 6,725 | $380K | Add +1.9% |
| XOM Exxon Mobil Corp. | 0.41% | 3,510 | $378K | Reduce -17.6% |
| PPBI Pacific Premier Bancorp Inc. | 0.41% | 15,000 | $374K | No change |
| RQI Cohen & Steers Qual Inc. RLTY | 0.40% | 30,000 | $367K | Add +25.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 715 | $366K | No change |
| GLD SPDR Gold Shares | 0.39% | 1,484 | $359K | Reduce -64.5% |
| IAU iShares Gold Trust | 0.39% | 7,216 | $357K | Reduce -89.6% |
| CVX Chevron Corp. | 0.39% | 2,458 | $356K | Add +4.2% |
| COP Conocophillips | 0.37% | 3,400 | $337K | Reduce -32.7% |
| HON Honeywell International Inc. | 0.36% | 1,467 | $331K | Add +5.4% |
| GGN Gamco GLBL Gold NTRL Res Inc. | 0.36% | 87,552 | $330K | Reduce -28.9% |
| XAODX Abrdn Total Dynamic Dividend | 0.35% | 37,580 | $316K | Add +0.5% |
| HPF John Hancock Prefer Inc. II | 0.34% | 19,000 | $314K | Add +58.3% |
| JETS US Global Jets ETF | 0.34% | 12,350 | $313K | New |
| COST Costco Wholesale Corp. | 0.34% | 340 | $312K | No change |
| SMFG Sumitomo Mitsui-Spons ADR | 0.34% | 21,225 | $308K | Reduce -41.9% |
| V Visa Inc. Class A | 0.33% | 956 | $302K | Reduce -0.3% |
| LYV Live Nation Entertainment Inc. | 0.33% | 2,300 | $298K | New |
| QCOM Qualcomm Inc. | 0.32% | 1,914 | $294K | Reduce -31.4% |
| SBUX Starbucks Corp. | 0.31% | 3,129 | $285K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 2,446 | $272K | Reduce -24.6% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.29% | 4,798 | $263K | Reduce -34.7% |
| MPC Marathon Petroleum Corp. | 0.27% | 1,772 | $247K | Reduce -6.9% |
| VERI Veritone Inc. | 0.27% | 75,214 | $247K | Add +6.5% |
| VZ Verizon Communications Inc. | 0.27% | 6,105 | $244K | Reduce -31.1% |
| AVK Advent Convert & Income | 0.27% | 20,705 | $244K | Add +0.1% |
| PFE Pfizer Inc. | 0.26% | 9,050 | $240K | Reduce -17.7% |
| QYLD Global X Nasd 100 Cov Call | 0.26% | 12,941 | $236K | Add +0.2% |
| VLO Valero Energy Corp. | 0.26% | 1,915 | $235K | Reduce -0.3% |
| IDA Idacorp Inc. | 0.25% | 2,100 | $229K | Add +0.8% |
| PPLT Abrdn Physical Platinum SHRS | 0.25% | 2,751 | $228K | Add +6.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 565 | $228K | Reduce -13.7% |
| NDAQ Nasdaq Inc. | 0.24% | 2,900 | $224K | New |
| ETN Eaton Corp. PLC | 0.24% | 675 | $224K | No change |
| AUR Aurora Innovation Inc. | 0.24% | 35,500 | $224K | Reduce -21.1% |
| PFN PIMCO Income Strategy FD II | 0.24% | 30,000 | $224K | No change |
| PANW Palo Alto Networks Inc. | 0.24% | 1,226 | $223K | Add +0.2% |
| VCV Invesco Ca Val Muni Inc. TR | 0.24% | 20,000 | $219K | No change |
| GRNY Fundstr Gran SH US LRG Cap | 0.24% | 10,825 | $216K | New |
| HD Home Depot Inc. | 0.23% | 550 | $214K | No change |
| ETHE Grayscale Ethereum Staking E | 0.23% | 7,600 | $213K | New |
| NVS Novartis AG-Sponsored ADR | 0.23% | 2,157 | $210K | No change |
| DELL Dell Technologies -C | 0.23% | 1,800 | $207K | Add +5.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 910 | $200K | No change |
| RCS PIMCO Strategic Income Fund | 0.21% | 25,000 | $191K | New |
| XEVMX Eaton Vance Cal Muni Bond | 0.20% | 20,000 | $183K | No change |
| AGNC AGNC Investment Corp. | 0.19% | 18,500 | $170K | Reduce -35.1% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $304K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 235 | $287K | No change |
| GRABW Grab Holdings Ltd.-CW 26 | *W EXP 99/99/999 | 36,960 | $15K | Reduce -55.5% |
| MOBXW Chavrant Capital Acq -CW23 | *W EXP 12/21/202 | 20,000 | $2K | No change |
Total filed on the 13F, all lines: $91.8M.
Portfolio Sells Q3 2024 → Q4 2024
| IAU iShares Gold Trust | Reduce -89.6% | 0.39% | −3.25 |
| MU Micron Technology Inc. | Reduce -66.1% | 0.58% | −1.46 |
| SLV iShares Silver Trust | Reduce -76.2% | 0.42% | −1.44 |
| AMAT Applied Materials Inc. | Reduce -57.7% | 0.44% | −0.82 |
| GLD SPDR Gold Shares | Reduce -64.5% | 0.39% | −0.68 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.62 |
| BOAT Sonicshares Global Shipping | Sold out | 0.00% | −0.62 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.52 |
| MTG Mgic Investment Corp. | Sold out | 0.00% | −0.47 |
| THW Abrdn World Healthcare Fund | Sold out | 0.00% | −0.42 |
| PSX Phillips 66 | Reduce -31.2% | 0.52% | −0.32 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.32 |
| KIE SS SPDR S&P Insurance ETF | Sold out | 0.00% | −0.31 |
| VST Vistra Corp. | Sold out | 0.00% | −0.29 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.27 |
| INTC Intel Corp. | Reduce -27.2% | 0.48% | −0.27 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.25 |
| HDGE Advisorshares Active Bear Et | Reduce -11.4% | 1.00% | −0.25 |
| IYZ iShares US Telecommunication | Reduce -35.4% | 0.58% | −0.24 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.23 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.23 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.21 |
| GGN Gamco GLBL Gold NTRL Res Inc. | Reduce -28.9% | 0.36% | −0.20 |
| COP Conocophillips | Reduce -32.7% | 0.37% | −0.19 |
| QCOM Qualcomm Inc. | Reduce -31.4% | 0.32% | −0.18 |
| VZ Verizon Communications Inc. | Reduce -31.1% | 0.27% | −0.15 |
| SMFG Sumitomo Mitsui-Spons ADR | Reduce -41.9% | 0.34% | −0.15 |
| AGNC AGNC Investment Corp. | Reduce -35.1% | 0.19% | −0.13 |
| NMR Nomura Holdings Inc.-Spon ADR | Sold out | 0.00% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -17.6% | 0.41% | −0.11 |
| ONON On Holding AG Class A | Reduce -34.7% | 0.29% | −0.10 |
| MOBIX LABS INC | Reduce -76.4% | 0.06% | −0.09 |
| PSEC Prospect Capital Corp. | Sold out | 0.00% | −0.08 |
| PFE Pfizer Inc. | Reduce -17.7% | 0.26% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -13.7% | 0.25% | −0.07 |
| TV Grupo Televisa SA-Spon ADR | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.72% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -6.9% | 0.27% | −0.06 |
| MSFT Microsoft Corp. | Reduce -5.1% | 1.41% | −0.06 |
| RIG Transocean Ltd. | Sold out | 0.00% | −0.05 |
| NAUT Nautilus Biotechnology Inc. | Reduce -10.0% | 0.06% | −0.05 |
| AUR Aurora Innovation Inc. | Reduce -21.1% | 0.24% | −0.04 |
| PDBC Invesco Optimum Yield Divers | Reduce -18.4% | 0.16% | −0.04 |
| DIS The Walt Disney Co. | Reduce -24.6% | 0.30% | −0.03 |
| TLRY Tilray Brands Inc. | Sold out | 0.00% | −0.03 |
| CX Cemex Sab-Spons ADR Part Cer | Reduce -24.0% | 0.08% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -2.4% | 0.47% | −0.02 |
| SCHV Schwab US Large-Cap Value | Reduce -2.6% | 0.98% | −0.02 |
| VLO Valero Energy Corp. | Reduce -0.3% | 0.26% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.81% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +1.7% | 8.66% | +1.22 |
| CCJ Cameco Corp. | New | 0.92% | +0.92 |
| MS Morgan Stanley | Add +32.6% | 2.25% | +0.89 |
| BA The Boeing Co. | Add +34.3% | 1.99% | +0.76 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.56% | +0.56 |
| MFG Mizuho Financial Group-ADR | Add +129.5% | 0.84% | +0.54 |
| MMM 3M Co. | New | 0.52% | +0.52 |
| VXX Ipath Series B S&P 500 Vix | New | 0.50% | +0.50 |
| UBER Uber Technologies Inc. | New | 0.48% | +0.48 |
| COIN Coinbase Global Inc. Class A | New | 0.48% | +0.48 |
| JETS US Global Jets ETF | New | 0.34% | +0.34 |
| LYV Live Nation Entertainment Inc. | New | 0.33% | +0.33 |
| SBUX Starbucks Corp. | New | 0.31% | +0.31 |
| NDAQ Nasdaq Inc. | New | 0.24% | +0.24 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.24% | +0.24 |
| ETHE Grayscale Ethereum Staking E | New | 0.23% | +0.23 |
| RCS PIMCO Strategic Income Fund | New | 0.21% | +0.21 |
| SSRM SSR Mining Inc. | New | 0.17% | +0.17 |
| BAC Bank of America Corp. | Add +0.0% | 1.27% | +0.16 |
| UEC Uranium Energy Corp. | Add +19.1% | 0.66% | +0.16 |
| SLB SLB Ltd. | Add +34.3% | 0.75% | +0.16 |
| SCHG Schwab US Large-Cap Growth | Add +32.8% | 0.45% | +0.14 |
| SCHA Schwab US Small-Cap ETF | Add +14.9% | 0.87% | +0.14 |
| BX Blackstone Inc. | Add +2.8% | 0.69% | +0.11 |
| HPF John Hancock Prefer Inc. II | Add +58.3% | 0.34% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.70% | +0.11 |
| VOLATILITY SHS TR | New | 0.10% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +6.5% | 0.85% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +9.5% | 0.84% | +0.08 |
| XPZCX PIMCO California Muni FD III | New | 0.08% | +0.08 |
| FSM Fortuna Mining Corp. | New | 0.07% | +0.07 |
| HON Honeywell International Inc. | Add +5.4% | 0.36% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Add +1.9% | 0.42% | +0.06 |
| RQI Cohen & Steers Qual Inc. RLTY | Add +25.0% | 0.40% | +0.04 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Add +5.8% | 0.50% | +0.04 |
| IDA Idacorp Inc. | Add +0.8% | 0.25% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +0.2% | 0.24% | +0.02 |
| CVX Chevron Corp. | Add +4.2% | 0.39% | +0.02 |
| DELL Dell Technologies -C | Add +5.9% | 0.23% | +0.01 |
| PM Philip Morris International | Add +0.3% | 0.46% | +0.01 |
| QYLD Global X Nasd 100 Cov Call | Add +0.2% | 0.26% | +0.01 |
| AVK Advent Convert & Income | Add +0.1% | 0.27% | +0.01 |
| PPLT Abrdn Physical Platinum SHRS | Add +6.8% | 0.25% | +0.01 |
| NFJ Virtus DVD Intrst & PRM STR | Add +2.4% | 0.15% | +0.00 |
| VERI Veritone Inc. | Add +6.5% | 0.27% | +0.00 |
| MCD McDonald's Corp. | Add +0.3% | 1.02% | −0.01 |
| XAODX Abrdn Total Dynamic Dividend | Add +0.5% | 0.35% | −0.01 |
| CAT Caterpillar Inc. | Add +0.1% | 1.38% | −0.06 |
Options Activity Q3 2024 → Q4 2024
| RYLD Global X Russell 2000 Cov Class | call | Sold out | 440,368 | $71Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| GRABW Grab Holdings Ltd.-CW 26 | *W EXP 99/99/999 | Reduce -55.5% | 36,960 | $15K |
| ADVENT CONVERTIBLE AND INCOM | RIGHT 10/17/2024 | Sold out | 20,669 | $411before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 129 | $147.3M | AAPL, MU, NVDA, AMZN, URI |
| Q1 2026 | 117 | $107.8M | AAPL, NVDA, AMZN, MU, GOOG |
| Q4 2025 | 126 | $124.7M | AAPL, NVDA, AMZN, GOOG, MU |
| Q3 2025 | 132 | $124.8M | AAPL, NVDA, AMZN, URI, AEF |
| Q2 2025 | 113 | $100.6M | AAPL, NVDA, AMZN, AEF, URI |
| Q1 2025 | 110 | $81.5M | AAPL, AMZN, NVDA, GOOG, URI |
| Q4 2024 | 110 | $91.5M | AAPL, NVDA, AMZN, GOOG, URI |
| Q3 2024 | 112 | $94.7M | AAPL, NVDA, AMZN, GOOG, URI |
| Q2 2024 | 139 | $147.6M | AAPL, AMZN, NVDA, GOOG, UNH |
| Q1 2024 | 150 | $141.9M | AMZN, AAPL, NVDA, UNH, GOOG |