Vanguard Capital Wealth Advisors Q1 2023 vs. Q2 2023 13F Holdings Comparison

Vanguard Capital Wealth Advisors, one of the leading investment firms in the industry, recently released their 13F holdings for the first quarter of 2023 and compared them to the second quarter of the same year. These holdings provide valuable insights into the firm's investments and highlight any changes in their portfolio.

Let's take a closer look at the major changes in Vanguard Capital Wealth Advisors' holdings:

1. Apple Inc. (AAPL): In the first quarter of 2023, Vanguard Capital Wealth Advisors held 63,735 shares of Apple Inc. However, in the second quarter, their holdings decreased slightly to 61,322 shares. Despite the decrease in the number of shares, the value of their investment in Apple Inc. increased by 13.2%.

2. Amazon.com Inc. (AMZN): Vanguard Capital Wealth Advisors also made significant changes to their holdings in Amazon.com Inc. In the first quarter, they held 56,703 shares, which increased to 58,093 shares in the second quarter. The value of their investment in Amazon.com Inc. also increased by 29.3%.

3. UnitedHealth Group Inc. (UNH): Vanguard Capital Wealth Advisors' holdings in UnitedHealth Group Inc. remained relatively stable during the comparison period. They held 13,548 shares in the first quarter, which increased slightly to 13,619 shares in the second quarter.

4. Tesla Inc. (TSLA): Vanguard Capital Wealth Advisors increased their holdings in Tesla Inc. significantly during the second quarter of 2023. They held 20,419 shares in the first quarter, which increased to 21,809 shares in the second quarter. The value of their investment in Tesla Inc. also saw a substantial increase of 34.8%.

5. Alphabet Inc. (GOOG): Vanguard Capital Wealth Advisors' holdings in Alphabet Inc. also witnessed significant changes. In the first quarter, they held 34,250 shares, which increased to 38,035 shares in the second quarter. The value of their investment in Alphabet Inc. increased by 29.2%.

These are just a few examples of the changes in Vanguard Capital Wealth Advisors' holdings between the first and second quarters of 2023. The data reflects their strategic investment decisions and provides valuable insights for investors and industry analysts.

It's important to note that the 13F filings are required by the Securities and Exchange Commission (SEC) for institutional investment managers managing assets worth over $100 million. These filings provide transparency into the holdings and investment strategies of these institutional investors.

In conclusion, Vanguard Capital Wealth Advisors' Q1 2023 vs. Q2 2023 13F holdings comparison highlights the dynamic nature of their investment portfolio. With changes in holdings across various industries, these investments reflect the firm's efforts to adapt to market trends and maximize returns for their clients.