Capital Advisors Inc Purchases in Q2 2025

Capital Advisors Inc

  • $5.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
10.5K
+ 6.27%
$216.47 - $242.1 $2.27M - $2.54M
177K $40.6M
ORCL
Oracle Corp

Technology
554
+ 2.44%
$122.82 - $218.63 $68K - $121K
23.3K $5.09M
ENB
Enbridge Inc

Energy
21.7K
+ 2.46%
$41.09 - $47.16 $890K - $1.02M
900K $40.8M
V
Visa Inc.

Financial Services
3.53K
+ 2.67%
$308.27 - $373.31 $1.09M - $1.32M
136K $48.2M
NXPI
Nxp Semiconductors N.V.

Technology
8K
New
$153.5 - $218.72 $1.23M - $1.75M
8K $1.75M
BIDU
Baidu, Inc.

Communication Services
20K
New
$76.86 - $92.5 $1.54M - $1.85M
20K $1.72M
SO
Southern CO

Utilities
16.9K
+ 1.85%
$84.91 - $92.56 $1.43M - $1.56M
929K $85.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.8K
+ 1.78%
$90.56 - $109.49 $344K - $416K
218K $23.8M
LMT
Lockheed Martin Corp

Industrials
572
+ 0.98%
$430.82 - $486.45 $246K - $278K
59.2K $27.4M
GOOGL
Alphabet Inc.

Communication Services
2.32K
+ 8.35%
$144.7 - $178.6 $335K - $413K
30.1K $5.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.7K
New
$152.42 - $182.82 $564K - $676K
3.7K $676K
PRU
Prudential Financial Inc

Financial Services
17K
+ 6.03%
$95.12 - $112.71 $1.62M - $1.92M
299K $32.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
20.1K
New
$24.38 - $30.18 $489K - $606K
20.1K $604K
RTX
Raytheon Technologies Corp

Industrials
1.74K
+ 8.01%
$113.75 - $148.48 $198K - $258K
23.4K $3.42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.24K
+ 7.69%
$19.6 - $24.44 $181K - $226K
129K $3.16M
XLK
Technology Sector Spdr

ETFs
44
+ 0.42%
$179.73 - $253.23 $7.91K - $11.1K
10.6K $2.69M
MKL
Markel Corp

Financial Services
229
New
$1678.5 - $1997.36 $384K - $457K
229 $457K
SLV
I Shares Silver Trust

ETFs
13.8K
New
$27.08 - $33.74 $375K - $467K
13.8K $454K
MDT
Medtronic PLC

Healthcare
19.2K
+ 4.23%
$80.68 - $88.86 $1.55M - $1.7M
473K $41.2M
TMUS
T Mobile Us, Inc.

Communication Services
2K
+ 199.3%
$220.99 - $268.54 $443K - $538K
3.01K $716K
QCOM
Qualcomm Inc

Technology
2.43K
+ 53.46%
$124.66 - $159.48 $303K - $387K
6.97K $1.11M
SCHW
Schwab Charles Corp

Financial Services
6
+ 0.02%
$69.06 - $91.24 $414 - $547
29.9K $2.72M
WHR
Whirlpool Corp

Consumer Cyclical
3.79K
New
$75.71 - $101.42 $287K - $385K
3.79K $384K
XLE
Energy Sector Spdr

ETFs
4.97K
+ 88.71%
$76.44 - $94.13 $380K - $468K
10.6K $897K
KMI
Kinder Morgan, Inc.

Energy
12.3K
New
$25.21 - $29.4 $310K - $362K
12.3K $361K
OXY
Occidental Petroleum Corp

Energy
9.65K
+ 153.87%
$36.11 - $49.33 $349K - $476K
15.9K $669K
NOW
Service Now, Inc.

Technology
228
+ 42.78%
$721.65 - $1040.18 $165K - $237K
761 $782K
GE
General Electric CO

Industrials
80
+ 1.37%
$166.81 - $257.39 $13.3K - $20.6K
5.91K $1.52M
HD
Home Depot, Inc.

Consumer Cyclical
867
+ 1.0%
$335.24 - $380.78 $291K - $330K
87.6K $32.1M
COIN
Coinbase Global, Inc.

Technology
904
New
$151.47 - $375.07 $137K - $339K
904 $316K
BAC
Bank Of America Corp

Financial Services
1.23K
+ 2.76%
$34.39 - $47.46 $42.4K - $58.5K
45.9K $2.17M
ASTS
Ast Space Mobile, Inc.

Communication Services
6.59K
New
$20.07 - $51.83 $132K - $342K
6.59K $307K
COF
Capital One Financial Corp

Financial Services
1.43K
New
$150.57 - $212.76 $216K - $305K
1.43K $305K
SRE
Sempra Energy

Utilities
3.51K
+ 74.41%
$63.78 - $78.91 $224K - $277K
8.23K $623K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.05K
New
$87.84 - $1441.89 $268K - $4.4M
3.05K $274K
WFC
Wells Fargo & Company

Financial Services
2.91K
+ 76.85%
$60.98 - $80.12 $177K - $233K
6.69K $536K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5.42K
New
$45.92 - $50.78 $249K - $275K
5.42K $253K
HWM
Howmet Aerospace Inc.

Industrials
1.33K
New
$112.33 - $186.13 $150K - $248K
1.33K $248K
MUB
Ishares National Muni Bond ETF

ETFs
2.32K
New
$102.31 - $105.8 $237K - $245K
2.32K $241K
SPOT
Spotify Technology S.A.

Communication Services
310
New
$503.3 - $775.9 $156K - $241K
310 $237K
SNPS
Synopsys Inc

Technology
445
New
$380.9 - $517.66 $170K - $230K
445 $228K
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.1K
New
$50.53 - $212.53 $207K - $871K
4.1K $227K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.47K
New
N/A
2.47K $221K
SOUN
Soundhound Ai, Inc.

Technology
17.5K
+ 140.77%
$7.18 - $11.76 $126K - $206K
30K $321K
AEP
American Electric Power CO Inc

Utilities
2.48K
+ 32.09%
$98.59 - $109.11 $245K - $271K
10.2K $1.06M
PH
Parker Hannifin Corp

Industrials
306
New
$517.23 - $700.54 $158K - $214K
306 $213K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.38K
New
$72.96 - $90.39 $173K - $215K
2.38K $212K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.31K
New
$20.42 - $25.3 $170K - $210K
8.31K $210K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
125K
New
$0.51 - $1.64 $63.8K - $205K
125K $205K
Activity Summary
Buys All Purchases 198 New Holdings 34 Increased Positions 164 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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