Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
VIGILARE WEALTH MANAGEMENT | 04-26-2024 | 03-31-2024 | 94 | 202,888,268 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
STRIVE U.S. ENERGY ETF | ETF | 201 | $414,861 | 13,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AUTOMATIC DATA PROCESSING INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 0.30 | 12-31-2023 |
AMGEN INC | Stock | 203 | $395,205 | 1,390 | 0.00 | 0.00 | -138 | -9.03 | 03-31-2024 |
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | ETF | 204 | $382,454 | 5,962 | 0.00 | 0.00 | -950 | -13.74 | 03-31-2024 |