Capital Advisors Inc Sells in Q2 2025

Capital Advisors Inc

  • $5.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-615
- 4.28%
$114.78 - $133.31 $70.6K - $82K
13.7K $1.83M
PSA
Public Storage

Real Estate
-24
- 1.61%
$266.31 - $309.77 $6.39K - $7.43K
1.47K $430K
CRM
Salesforce, Inc.

Technology
-66
- 7.56%
$236.26 - $291.15 $15.6K - $19.2K
807 $220K
OKTA
Okta, Inc.

Technology
-13
- 0.53%
$91.24 - $127.3 $1.19K - $1.65K
2.46K $246K
NOC
Northrop Grumman Corp

Industrials
-3
- 0.3%
$456.3 - $540.39 $1.37K - $1.62K
999 $499K
EW
Edwards Lifesciences Corp

Healthcare
-545
- 9.16%
$67.07 - $78.22 $36.6K - $42.6K
5.4K $422K
XLF
Financial Sector Spdr

ETFs
-550
- 5.96%
$43.92 - $52.37 $24.2K - $28.8K
8.68K $454K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-100
- 0.24%
N/A
41.6K $937K
NSC
Norfolk Southern Corp

Industrials
-112
- 7.75%
$206.34 - $257.46 $23.1K - $28.8K
1.33K $341K
Super Micro Computer Inc
-195
- 0.41%
N/A
47.1K $0
Arista Networks Inc
-133
- 4.82%
N/A
2.62K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-321
- 9.32%
$498.8 - $620.9 $160K - $199K
3.12K $1.94M
NVS
Novartis Ag

Healthcare
-122
- 5.91%
$101.96 - $121.01 $12.4K - $14.8K
1.94K $235K
XLI
Industrial Sector Spdr

ETFs
-150
- 8.82%
$116.42 - $147.52 $17.5K - $22.1K
1.55K $228K
ATAI
Atai Life Sciences N.V.

Healthcare
-20K
- 28.57%
$1.21 - $2.49 $24.2K - $49.8K
50K $109K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-35
- 2.06%
$376.48 - $440.65 $13.2K - $15.4K
1.67K $735K
GS
Goldman Sachs Group Inc

Financial Services
-95
- 17.37%
$462.22 - $707.75 $43.9K - $67.2K
452 $319K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-588
- 3.18%
$29.12 - $35.84 $17.1K - $21.1K
17.9K $641K
CAT
Caterpillar Inc

Industrials
-466
- 12.68%
$273.94 - $388.21 $128K - $181K
3.21K $1.25M
DDS
Dillard'S, Inc.

Consumer Cyclical
-64
- 5.23%
$294.77 - $422.75 $18.9K - $27.1K
1.16K $484K
MPC
Marathon Petroleum Corp

Energy
-268
- 4.78%
$118.55 - $170.08 $31.8K - $45.6K
5.34K $886K
ROK
Rockwell Automation, Inc

Industrials
-11
- 0.93%
$218.97 - $332.17 $2.41K - $3.65K
1.17K $388K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.68K
- 3.58%
$51.16 - $62.02 $137K - $166K
72.1K $4.47M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-38
- 3.33%
$177.93 - $313.14 $6.76K - $11.9K
1.1K $345K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-14K
- 0.79%
$32.62 - $33.58 $457K - $471K
1.77M $59.3M
COST
Costco Wholesale Corp

Consumer Defensive
-31
- 0.76%
$908.13 - $1056.85 $28.2K - $32.8K
4.07K $4.03M
VTI
Vanguard Total Stock Market Et

ETFs
-250
- 3.05%
$243.75 - $303.93 $60.9K - $76K
7.95K $2.42M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-871
- 1.05%
$19.1 - $23.83 $16.6K - $20.8K
82.3K $1.96M
AMD
Advanced Micro Devices Inc

Technology
-614
- 8.28%
$78.21 - $143.81 $48K - $88.3K
6.8K $965K
DIS
Walt Disney CO

Communication Services
-334
- 3.02%
$81.72 - $124.01 $27.3K - $41.4K
10.7K $1.33M
MSTR
Microstrategy Inc

Technology
-1
- 0.04%
$237.95 - $421.61 $238 - $422
2.35K $949K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 0.05%
$321.63 - $509.31 $322 - $509
2.01K $1.02M
WMT
Walmart Inc.

Consumer Defensive
-583
- 0.9%
$81.79 - $99.98 $47.7K - $58.3K
64.2K $6.28M
VGT
Vanguard Information Technolog

ETFs
-199
- 3.12%
$470.37 - $663.28 $93.6K - $132K
6.18K $4.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.08K
- 2.82%
$82.96 - $110.1 $172K - $229K
71.5K $7.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-287
- 1.91%
$416.06 - $551.64 $119K - $158K
14.8K $8.14M
PLTR
Palantir Technologies Inc.

Technology
-598
- 2.4%
$74.01 - $144.25 $44.3K - $86.3K
24.3K $3.32M
IONQ
Ion Q, Inc.

Technology
-115K
- 24.4%
$20.68 - $48.04 $2.37M - $5.51M
356K $15.3M
WMB
Williams Companies, Inc.

Energy
-14.5K
- 0.63%
$54.33 - $62.87 $790K - $914K
2.29M $144M
DASH
Door Dash, Inc.

Communication Services
-1.5K
- 0.62%
$163.16 - $246.51 $245K - $371K
240K $59.1M
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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