Capital Advisors Inc Incresed Positions in Q3 2024

Capital Advisors Inc

  • $4.86 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
94.2K
+ 9144.37%
$294.18 - $368.01 $27.7M - $34.7M
95.2K $32.5M
MELI
Mercadolibre Inc

Consumer Cyclical
13.4K
+ 5335.71%
$1591.44 - $2140.1 $21.4M - $28.8M
13.7K $28.1M
ACN
Accenture PLC

Technology
39.3K
+ 16.61%
$295.44 - $355.81 $11.6M - $14M
276K $97.4M
CEG
Constellation Energy Corp

Utilities
33.1K
+ 12.69%
$167.08 - $262.86 $5.54M - $8.71M
294K $76.5M
AAPL
Apple Inc.

Technology
16.6K
+ 2.42%
$207.23 - $234.82 $3.44M - $3.9M
701K $163M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18.9K
+ 16.98%
$405.19 - $478.57 $7.65M - $9.03M
130K $59.8M
IBM
International Business Machines Corp

Technology
2.7K
+ 0.97%
$175.1 - $223.38 $473K - $603K
281K $62.1M
SO
Southern CO

Utilities
16.9K
+ 1.97%
$77.0 - $90.52 $1.3M - $1.53M
875K $78.9M
LMT
Lockheed Martin Corp

Industrials
2.12K
+ 2.3%
$460.3 - $584.56 $976K - $1.24M
94.2K $55.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
205K
+ 33.73%
$49.7 - $56.11 $10.2M - $11.5M
812K $44.6M
PEP
Pepsico Inc

Consumer Defensive
7.63K
+ 0.43%
$161.9 - $179.3 $1.23M - $1.37M
1.76M $300M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.95K
+ 5.21%
$531.86 - $624.21 $2.63M - $3.09M
99.9K $61.8M
SYK
Stryker Corp

Healthcare
17.3K
+ 13.64%
$315.94 - $371.96 $5.46M - $6.43M
144K $52M
ISRG
Intuitive Surgical Inc

Healthcare
6.52K
+ 5.37%
$416.14 - $494.01 $2.71M - $3.22M
128K $62.8M
CCJ
Cameco Corp

Energy
185K
+ 29.12%
$36.9 - $53.72 $6.83M - $9.95M
821K $39.2M
DASH
Door Dash, Inc.

Communication Services
9.04K
+ 4.64%
$100.28 - $143.99 $907K - $1.3M
204K $29.1M
PAYX
Paychex Inc

Industrials
27.6K
+ 11.23%
$116.17 - $135.19 $3.2M - $3.72M
273K $36.6M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
186K
+ 5.36%
$22.51 - $23.57 $4.19M - $4.38M
3.65M $85.9M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
205K
+ 6.21%
$23.63 - $24.42 $4.84M - $5M
3.5M $85.3M
HD
Home Depot, Inc.

Consumer Cyclical
2.25K
+ 2.3%
$333.64 - $405.2 $749K - $910K
99.9K $40.5M
ACWI
Ishares Msci Acwi ETF

ETFs
16.3K
+ 2.49%
$107.24 - $119.84 $1.75M - $1.95M
671K $80.3M
DHR
Danaher Corp

Healthcare
1.52K
+ 0.72%
$239.25 - $280.76 $364K - $427K
213K $59.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
69K
+ 8.94%
$54.98 - $59.51 $3.79M - $4.1M
840K $50M
GLW
Corning Inc

Technology
23.6K
+ 3.47%
$37.76 - $46.2 $892K - $1.09M
704K $31.8M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
137K
+ 5.72%
$24.62 - $25.59 $3.38M - $3.51M
2.53M $64.7M
GIS
General Mills Inc

Consumer Defensive
8.88K
+ 2.12%
$62.5 - $75.15 $555K - $667K
427K $31.5M
XOM
Exxon Mobil Corp

Energy
30.1K
+ 4.48%
$109.72 - $119.0 $3.3M - $3.58M
702K $82.3M
MS
Morgan Stanley

Financial Services
12.1K
+ 2.56%
$92.07 - $106.96 $1.11M - $1.29M
485K $50.5M
MDT
Medtronic PLC

Healthcare
11.7K
+ 3.85%
$76.84 - $91.03 $900K - $1.07M
316K $28.5M
CSCO
Cisco Systems, Inc.

Technology
1.58K
+ 0.22%
$44.74 - $53.22 $70.7K - $84.1K
728K $38.8M
IBDV
Ishares Tr

Technology
97.6K
+ 4.38%
$21.11 - $22.24 $2.06M - $2.17M
2.33M $51.6M
PG
Procter & Gamble CO

Consumer Defensive
9.26K
+ 3.03%
$160.76 - $177.82 $1.49M - $1.65M
315K $54.5M
ECL
Ecolab Inc.

Basic Materials
3.33K
+ 2.51%
$228.86 - $255.76 $762K - $851K
136K $34.7M
SCCO
Southern Copper Corp

Basic Materials
7.23K
+ 2.81%
$94.1 - $120.43 $681K - $871K
264K $30.5M
UBER
Uber Technologies, Inc

Technology
22K
+ 4.57%
$58.48 - $77.47 $1.29M - $1.71M
504K $37.9M
V
Visa Inc.

Financial Services
3.15K
+ 2.02%
$253.74 - $291.56 $798K - $917K
159K $43.6M
DOW
Dow Inc.

Basic Materials
32.3K
+ 4.95%
$50.15 - $55.41 $1.62M - $1.79M
685K $37.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
44.8K
+ 38.3%
$113.01 - $154.34 $5.06M - $6.91M
162K $20.5M
PFE
Pfizer Inc

Healthcare
48.3K
+ 3.47%
$27.7 - $31.39 $1.34M - $1.52M
1.44M $41.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.34K
+ 0.12%
$32.36 - $33.78 $75.7K - $79K
1.92M $64.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
91.5K
+ 4.59%
$23.75 - $23.75 $2.17M - $2.17M
2.08M $49.5M
ETN
Eaton Corp PLC

Industrials
1.63K
+ 2.37%
$272.52 - $333.02 $444K - $542K
70.5K $23.4M
META
Meta Platforms, Inc.

Communication Services
282
+ 1.24%
$453.41 - $572.44 $128K - $161K
22.9K $13.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.26K
+ 3.76%
$105.53 - $118.34 $450K - $504K
118K $13.8M
FCX
Freeport Mcmoran Inc

Basic Materials
3.43K
+ 0.44%
$39.52 - $51.92 $136K - $178K
786K $39.2M
ARCC
Ares Capital Corp

Financial Services
44.2K
+ 3.17%
$19.8 - $21.28 $876K - $941K
1.44M $30.2M
LLY
Eli Lilly & CO

Healthcare
1.14K
+ 25.1%
$772.14 - $960.02 $881K - $1.1M
5.69K $5.04M
WMT
Walmart Inc.

Consumer Defensive
1.63K
+ 2.73%
$66.91 - $81.4 $109K - $133K
61.5K $4.97M
ORCL
Oracle Corp

Technology
1.2K
+ 5.58%
$125.9 - $170.35 $151K - $205K
22.7K $3.87M
Activity Summary
Buys All Purchases 119 New Holdings 15 Increased Positions 104 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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