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 |
|---|---|---|---|---|---|---|---|---|---|
| ARISTA NETWORKS INC | COM | 151 | $276,724 | 1,175 | 0.00 | 1,175 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 152 | $273,604 | 1,734 | 0.00 | 1,734 | +Inf | 12-31-2023 | |
| AMERICAN INTL GROUP INC | COM NEW | 153 | $272,445 | 4,021 | 0.00 | 0.00 | 45 | 1.13 | 12-31-2023 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 154 | $270,785 | 2,975 | 0.00 | 0.00 | -99 | -3.22 | 12-31-2023 |
