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VIGILARE WEALTH MANAGEMENT

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SCOTTSDALE AZ Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Vigilare Wealth Management is based out of Scottsdale. Vigilare Wealth Management is a large advisory firm with 149 clients and discretionary assets under management (AUM) of $262,847,054 (Form ADV from 2023-04-20). Their last reported 13F filing for Q4 2023 included $194,215,605 in managed 13F securities and a top 10 holdings concentration of 66.22%. Vigilare Wealth Management's largest holding is VANGUARD TOTAL BOND MARKET INDEX FUND-ETF Shares with shares held of 564,393. Whalewisdom has at least 18 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
BND VANGUARD TOTAL BOND 21.37%
SGOV iShares 0-3 Month Tr 16.61%
BIL SPDR(R) Bloomberg 1- 6.72%
VIG Vanguard Dividend Ap 4.23%
AAPL Apple Inc 4.21%

2023-12-31

13F Activity

Market Value $194m, Prior: $157m
New Purchases 17 stocks
Added To 29 stocks
Sold out of 2 stocks
Reduced holdings in 33 stocks
Top 10 Holdings % 66.22%
Turnover %[1] 19.39%
Turnover Alt %[2] 18.33%
Time Held Top 20 8.35 quarters
Time Held Top 10 7 quarters
Time Held All 10.39 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance