Vigilare Wealth Management

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$226M
Signature - Title
Jason Polit - CCO
Location
8585 E Hartford Drive #113, Scottsdale, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 91 $226M +$88.8M -$67.4M +$21.5M BND, SPHQ, SGOV, SPLV, SHY 13F-HR 7/15/2024, 01:01 PM
Q1 2024 94 $203M +$52.3M -$49.3M +$2.93M SGOV, SHY, BND, VIG, BIL 13F-HR 4/26/2024, 12:19 PM
Q4 2023 98 $194M +$66.1M -$35.5M +$30.6M BND, SGOV, BIL, VIG, AAPL 13F-HR 1/8/2024, 09:13 AM
Q3 2023 83 $157M +$14.2M -$28M -$13.7M SGOV, BIL, SHY, VIG, AAPL 13F-HR 10/10/2023, 12:53 PM
Q2 2023 93 $173M +$15.2M -$25.3M -$10.1M BIL, SGOV, SHY, AAPL, VIG 13F-HR 7/11/2023, 11:58 AM
Q1 2023 105 $177M +$43.9M -$45.4M -$1.51M BIL, SHY, SGOV, AAPL, VIG 13F-HR 4/17/2023, 07:46 PM
Q4 2022 106 $171M +$98.4M -$8.32M +$90M SHY, BIL, AGG, DIA, VIG 13F-HR 1/10/2023, 05:34 PM
Q3 2022 104 $77.3M +$8.51M -$15.4M -$6.84M AAPL, VIG, AMZN, MSFT, QQQ 13F-HR 10/20/2022, 11:36 AM
Q2 2022 111 $92.1M +$13.5M -$21.3M -$7.84M VIG, AAPL, AMZN, MSFT, GOOGL 13F-HR 7/11/2022, 01:44 PM
Q1 2022 137 $122M +$6.91M -$44.4M -$37.5M VIG, AAPL, AMZN, MSFT, GOOGL 13F-HR 4/6/2022, 12:59 PM
Q4 2021 176 $169M +$14.8M -$17.2M -$2.43M VIG, AAPL, MSFT, AMZN, RSP 13F-HR 1/7/2022, 01:58 PM
Q3 2021 189 $162M +$21.4M -$20.2M +$1.18M VIG, AAPL, AMZN, MSFT, RSP 13F-HR 10/19/2021, 02:12 PM
Q2 2021 206 $165M +$25M -$10.5M +$14.5M VIG, AAPL, AMZN, MSFT, RSP 13F-HR 7/15/2021, 06:39 PM
Q1 2021 196 $141M +$50.8M -$17.9M +$33M VIG, AAPL, AMZN, RSP, MSFT 13F-HR 4/29/2021, 04:20 PM
Q4 2020 149 $106M +$15.8M -$13.6M +$2.2M VIG, AAPL, AMZN, IVV, MSFT 13F-HR 1/14/2021, 11:18 AM
Q3 2020 137 $95.3M +$11.1M -$9.02M +$2.04M VIG, AAPL, SH, AMZN, QQQ 13F-HR 10/14/2020, 05:59 PM
Q2 2020 119 $90.7M +$18.8M -$26.5M -$7.65M VIG, AAPL, SH, MSFT, AMZN 13F-HR 7/17/2020, 08:22 PM
Q1 2020 114 $83.6M +$12M -$59M -$47M VIG, AAPL, INTC, USMV, IVV 13F-HR 5/1/2020, 06:47 PM
Q4 2019 148 $148M $0 $0 BSJL, BSJM, VIG, IVV, JPST Restatement 3/25/2020, 08:00 PM