Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANGUARD CAPITAL WEALTH ADVISORS | 02-05-2024 | 12-31-2023 | 151 | 123,695,183 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $11,611,019 | 60,308 | 0.01 | 0.01 | -2,162 | -3.46 | 12-31-2023 |
| AMAZON COM INC | COM | 2 | $8,554,992 | 57,305 | 0.01 | 0.01 | -9,095 | -13.70 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 3 | $7,224,006 | 13,722 | 0.01 | 0.01 | 48 | 0.35 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 4 | $5,638,625 | 41,510 | 0.00 | 0.00 | 1,255 | 3.12 | 12-31-2023 |
