Capital Advisors Inc Purchases in Q3 2025

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
228K
+ 18.78%
$153.3 - $186.58 $34.9M - $42.5M
1.44M $269M
AAPL
Apple Inc.

Technology
138K
+ 19.08%
$202.38 - $256.87 $27.9M - $35.4M
861K $219M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.99M
New
$20.77 - $21.32 $62.1M - $63.8M
2.99M $63.5M
ROK
Rockwell Automation, Inc

Industrials
117K
+ 9978.87%
$328.67 - $358.52 $38.3M - $41.8M
118K $41.2M
GOOG
Alphabet Inc.

Communication Services
3.29K
+ 0.59%
$175.16 - $255.24 $576K - $839K
556K $135M
ABBV
Abb Vie Inc.

Healthcare
34.5K
+ 9.95%
$184.85 - $231.54 $6.39M - $8M
382K $88.4M
JPM
Jpmorgan Chase & CO

Financial Services
25K
+ 4.66%
$282.78 - $316.06 $7.06M - $7.89M
561K $177M
PEP
Pepsico Inc

Consumer Defensive
7.05K
+ 0.32%
$133.81 - $152.16 $943K - $1.07M
2.22M $311M
OWL
Blue Owl Capital Inc.

Financial Services
1.05M
New
$16.93 - $20.8 $17.7M - $21.8M
1.05M $17.7M
MDT
Medtronic PLC

Healthcare
118K
+ 24.88%
$87.67 - $95.74 $10.3M - $11.3M
590K $56.2M
ACWI
Ishares Msci Acwi ETF

ETFs
23K
+ 2.46%
$128.32 - $138.41 $2.96M - $3.19M
958K $132M
HD
Home Depot, Inc.

Consumer Cyclical
21.3K
+ 24.29%
$357.4 - $423.42 $7.6M - $9.01M
109K $44.1M
RWR
Spdr Dow Jones Reit ETF

ETFs
118K
New
$95.17 - $101.62 $11.3M - $12M
118K $11.9M
SPG
Simon Property Group Inc

Real Estate
6.21K
+ 1.58%
$159.93 - $187.67 $994K - $1.17M
400K $75.1M
TSLA
Tesla, Inc.

Consumer Cyclical
2.69K
+ 3.32%
$293.94 - $444.72 $790K - $1.19M
83.6K $37.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.77K
+ 10.28%
$617.65 - $666.84 $6.03M - $6.52M
105K $69.8M
PANW
Palo Alto Networks Inc

Technology
54.9K
+ 21.45%
$167.06 - $208.19 $9.18M - $11.4M
311K $63.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
133K
+ 13.92%
$53.81 - $57.52 $7.17M - $7.66M
1.09M $62.7M
O
Realty Income Corp

Real Estate
134K
+ 24.75%
$56.13 - $60.79 $7.51M - $8.14M
675K $41M
MS
Morgan Stanley

Financial Services
4.58K
+ 0.91%
$139.09 - $161.16 $637K - $738K
508K $80.8M
RIO
Rio Tinto PLC

Basic Materials
89.1K
+ 20.65%
$57.66 - $66.01 $5.14M - $5.88M
520K $34.4M
CVX
Chevron Corp

Energy
13.4K
+ 2.31%
$145.57 - $161.83 $1.95M - $2.17M
594K $92.3M
AMAT
Applied Materials Inc

Technology
1.52K
+ 0.38%
$156.25 - $204.95 $237K - $310K
405K $83M
VB
Vanguard Small Cap ETF

ETFs
33.3K
+ 187.17%
$237.58 - $259.17 $7.92M - $8.64M
51.2K $13M
DHR
Danaher Corp

Healthcare
42.8K
+ 24.56%
$181.46 - $212.2 $7.77M - $9.08M
217K $43M
PRU
Prudential Financial Inc

Financial Services
85.1K
+ 28.42%
$100.68 - $109.89 $8.57M - $9.35M
384K $39.9M
ENB
Enbridge Inc

Energy
51.6K
+ 5.74%
$43.79 - $50.46 $2.26M - $2.61M
952K $48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.2K
+ 69.14%
$546.99 - $602.2 $5.58M - $6.14M
25K $15M
SE
Sea LTD

Consumer Cyclical
7.71K
+ 2.82%
$146.23 - $196.5 $1.13M - $1.51M
281K $50.3M
SCCO
Southern Copper Corp

Basic Materials
5.4K
+ 1.95%
$90.54 - $121.36 $489K - $655K
282K $34.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21.5K
+ 2.13%
$49.43 - $54.52 $1.06M - $1.17M
1.03M $55.8M
CSCO
Cisco Systems, Inc.

Technology
96K
+ 12.39%
$66.2 - $71.79 $6.36M - $6.89M
871K $59.6M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
203K
+ 4.54%
$23.13 - $23.54 $4.69M - $4.77M
4.67M $110M
PFE
Pfizer Inc

Healthcare
141K
+ 10.11%
$23.29 - $25.88 $3.28M - $3.65M
1.54M $39.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
197K
+ 4.67%
$24.14 - $24.34 $4.75M - $4.79M
4.41M $107M
XOM
Exxon Mobil Corp

Energy
11.7K
+ 1.59%
$105.83 - $117.22 $1.24M - $1.37M
749K $84.5M
SO
Southern CO

Utilities
22.5K
+ 2.42%
$90.83 - $96.0 $2.04M - $2.16M
951K $90.1M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
148K
+ 4.81%
$25.24 - $25.56 $3.72M - $3.77M
3.21M $82M
ORCL
Oracle Corp

Technology
8.88K
+ 38.15%
$218.96 - $328.33 $1.94M - $2.91M
32.1K $9.04M
IAU
Ishares Gold Trust

ETFs
42.8K
+ 90.46%
$61.62 - $72.77 $2.64M - $3.12M
90.2K $6.56M
MELI
Mercadolibre Inc

Consumer Cyclical
3.38K
+ 20.92%
$2292.04 - $2514.05 $7.74M - $8.49M
19.5K $45.6M
IBDV
Ishares Tr

Technology
131K
+ 4.64%
$21.75 - $22.22 $2.84M - $2.9M
2.94M $65.2M
BA
Boeing CO

Industrials
8.99K
+ 4.04%
$209.79 - $237.38 $1.88M - $2.13M
231K $49.9M
UBER
Uber Technologies, Inc

Technology
14.8K
+ 4.12%
$86.91 - $99.57 $1.28M - $1.47M
374K $36.6M
LMT
Lockheed Martin Corp

Industrials
1.63K
+ 2.74%
$410.74 - $499.21 $667K - $811K
60.9K $30.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.8K
+ 2.66%
$108.46 - $120.63 $629K - $699K
223K $26.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
327
+ 0.22%
$459.11 - $506.91 $150K - $166K
149K $75M
TXN
Texas Instruments Inc

Technology
11.8K
+ 6.14%
N/A
203K $39.6M
ECL
Ecolab Inc.

Basic Materials
5.44K
+ 3.55%
$259.39 - $285.47 $1.41M - $1.55M
159K $43.5M
Activity Summary
Buys All Purchases 189 New Holdings 40 Increased Positions 149 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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