Capital Advisors Inc Incresed Positions in Q2 2025

Capital Advisors Inc

  • $5.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
87.9K
+ 7.8%
$94.31 - $157.99 $8.29M - $13.9M
1.21M $192M
MSFT
Microsoft Corp

Technology
12.1K
+ 2.35%
$354.56 - $497.45 $4.28M - $6M
525K $261M
BA
Boeing CO

Industrials
221K
+ 18679.9%
$136.59 - $217.51 $30.2M - $48.1M
222K $46.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
56.3K
+ 145.36%
$496.48 - $617.85 $27.9M - $34.8M
95K $58.7M
JPM
Jpmorgan Chase & CO

Financial Services
28.8K
+ 5.68%
$210.28 - $289.91 $6.05M - $8.34M
536K $155M
VEA
Vanguard Ftse Developed Market

ETFs
498K
+ 5573.99%
$45.65 - $57.01 $22.8M - $28.4M
507K $28.9M
CCJ
Cameco Corp

Energy
5.73K
+ 0.76%
$36.68 - $74.46 $210K - $427K
759K $56.3M
CEG
Constellation Energy Corp

Utilities
885
+ 0.45%
$170.96 - $322.76 $151K - $286K
197K $63.5M
AMZN
Amazon Com Inc

Consumer Cyclical
9.99K
+ 1.37%
$167.32 - $223.3 $1.67M - $2.23M
737K $162M
AMAT
Applied Materials Inc

Technology
42.4K
+ 11.73%
$126.95 - $183.52 $5.38M - $7.78M
404K $73.9M
AVGO
Broadcom Inc.

Technology
1.17K
+ 0.67%
$146.29 - $275.65 $172K - $324K
177K $48.7M
GOOG
Alphabet Inc.

Communication Services
38.9K
+ 7.56%
$146.58 - $180.01 $5.7M - $7M
553K $98.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
405K
+ 3503.21%
$34.72 - $42.74 $14.1M - $17.3M
416K $17.8M
PEP
Pepsico Inc

Consumer Defensive
372K
+ 20.25%
$128.02 - $151.37 $47.6M - $56.3M
2.21M $292M
FCX
Freeport Mcmoran Inc

Basic Materials
206K
+ 26.08%
$29.15 - $44.46 $6.02M - $9.18M
998K $43.3M
ACWI
Ishares Msci Acwi ETF

ETFs
12.6K
+ 1.37%
$103.59 - $128.6 $1.31M - $1.62M
934K $120M
HON
Honeywell International Inc

Industrials
29.7K
+ 11.22%
$182.86 - $232.88 $5.43M - $6.92M
294K $68.6M
MELI
Mercadolibre Inc

Consumer Cyclical
799
+ 5.21%
$1794.73 - $2613.63 $1.43M - $2.09M
16.1K $42.2M
MS
Morgan Stanley

Financial Services
343
+ 0.07%
$99.83 - $140.86 $34.2K - $48.3K
503K $70.9M
IBM
International Business Machines Corp

Technology
2.13K
+ 0.96%
$221.03 - $294.78 $472K - $629K
224K $65.9M
PANW
Palo Alto Networks Inc

Technology
12.4K
+ 5.1%
$152.44 - $204.64 $1.89M - $2.54M
256K $52.4M
KO
Coca Cola CO

Consumer Defensive
145K
+ 25.44%
$68.37 - $73.9 $9.94M - $10.7M
717K $50.7M
SE
Sea LTD

Consumer Cyclical
6.18K
+ 2.31%
$105.57 - $170.4 $652K - $1.05M
274K $43.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
93.8K
+ 4.17%
$17.76 - $22.1 $1.67M - $2.07M
2.35M $51.9M
CSCO
Cisco Systems, Inc.

Technology
17K
+ 2.24%
$53.19 - $69.38 $902K - $1.18M
775K $53.8M
ETN
Eaton Corp PLC

Industrials
1.74K
+ 2.4%
$246.52 - $356.99 $428K - $620K
74K $26.4M
ISRG
Intuitive Surgical Inc

Healthcare
607
+ 0.5%
$451.58 - $565.94 $274K - $344K
123K $66.7M
EQT
Eqt Corp

Energy
24K
+ 2.61%
$46.11 - $60.44 $1.11M - $1.45M
942K $55M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
210K
+ 4.93%
$22.7 - $23.33 $4.76M - $4.89M
4.46M $104M
GLW
Corning Inc

Technology
3.43K
+ 0.45%
$39.07 - $52.59 $134K - $180K
757K $39.8M
SYK
Stryker Corp

Healthcare
4.5K
+ 2.99%
$337.37 - $395.63 $1.52M - $1.78M
155K $61.3M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
198K
+ 4.93%
$23.96 - $24.27 $4.75M - $4.81M
4.21M $102M
TXN
Texas Instruments Inc

Technology
25.9K
+ 15.61%
N/A
192K $37.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.9K
+ 1.29%
$39.89 - $49.46 $514K - $637K
1.01M $49.9M
META
Meta Platforms, Inc.

Communication Services
341
+ 1.41%
$484.66 - $738.09 $165K - $252K
24.6K $18.1M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
145K
+ 4.97%
$24.94 - $25.42 $3.62M - $3.69M
3.06M $77.9M
IBDV
Ishares Tr

Technology
138K
+ 5.14%
$21.28 - $21.98 $2.93M - $3.02M
2.81M $61.8M
ECL
Ecolab Inc.

Basic Materials
4.7K
+ 3.16%
$225.65 - $270.95 $1.06M - $1.27M
153K $41.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
21.5K
+ 2.29%
$45.88 - $54.4 $985K - $1.17M
957K $52.1M
VB
Vanguard Small Cap ETF

ETFs
14.1K
+ 383.16%
$193.73 - $237.37 $2.74M - $3.35M
17.8K $4.22M
ABNB
Airbnb, Inc.

Consumer Cyclical
7.45K
+ 4.01%
$105.69 - $140.64 $787K - $1.05M
193K $25.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
122K
+ 5.15%
N/A
2.5M $59.4M
NFLX
Netflix Inc

Communication Services
77
+ 1.12%
$855.86 - $1339.13 $65.9K - $103K
6.97K $9.33M
BX
Blackstone Inc.

Financial Services
3.89K
+ 1.74%
$120.07 - $151.11 $467K - $588K
227K $34M
UL
Unilever PLC

Consumer Defensive
26.2K
+ 4.2%
$57.9 - $65.43 $1.52M - $1.71M
650K $39.8M
SCCO
Southern Copper Corp

Basic Materials
3.45K
+ 1.26%
$75.63 - $104.64 $261K - $361K
277K $28M
GIS
General Mills Inc

Consumer Defensive
116K
+ 25.38%
$50.37 - $60.97 $5.84M - $7.07M
573K $29.7M
IAU
Ishares Gold Trust

ETFs
33.2K
+ 233.85%
$56.1 - $64.74 $1.86M - $2.15M
47.4K $2.95M
EMR
Emerson Electric CO

Industrials
69
+ 0.08%
$94.15 - $133.33 $6.5K - $9.2K
86.6K $11.6M
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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