Capital Advisors Inc Purchases in Q4 2024

Capital Advisors Inc

  • $4.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
596K
+ 5763.16%
$58.02 - $58.88 $34.6M - $35.1M
606K $35.3M
ENB
Enbridge Inc

Energy
710K
New
$40.4 - $43.92 $28.7M - $31.2M
710K $30.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
960K
New
$29.77 - $30.19 $28.6M - $29M
960K $28.7M
AMZN
Amazon Com Inc

Consumer Cyclical
8.19K
+ 1.2%
$180.88 - $232.93 $1.48M - $1.91M
691K $152M
IONQ
Ion Q, Inc.

Technology
454K
New
$8.17 - $48.24 $3.71M - $21.9M
454K $19M
NVDA
Nvidia Corp

Technology
11K
+ 0.97%
$117.0 - $148.88 $1.29M - $1.64M
1.14M $153M
EQT
Eqt Corp

Energy
200K
+ 28.4%
$35.62 - $46.89 $7.12M - $9.37M
904K $41.7M
JPM
Jpmorgan Chase & CO

Financial Services
4.53K
+ 0.93%
$205.18 - $250.29 $930K - $1.13M
490K $117M
AAPL
Apple Inc.

Technology
9.33K
+ 1.33%
$221.69 - $259.02 $2.07M - $2.42M
711K $178M
DASH
Door Dash, Inc.

Communication Services
47.6K
+ 23.37%
$141.93 - $180.48 $6.76M - $8.59M
251K $42.2M
MS
Morgan Stanley

Financial Services
6.97K
+ 1.44%
$104.42 - $134.99 $727K - $940K
492K $61.8M
CCJ
Cameco Corp

Energy
122K
+ 14.9%
$48.64 - $61.14 $5.95M - $7.48M
943K $48.5M
SE
Sea LTD

Consumer Cyclical
65.9K
+ 34.51%
$93.56 - $117.41 $6.16M - $7.73M
257K $27.2M
ISRG
Intuitive Surgical Inc

Healthcare
1.86K
+ 1.45%
$471.27 - $550.62 $876K - $1.02M
130K $67.7M
CSCO
Cisco Systems, Inc.

Technology
7.74K
+ 1.06%
$52.45 - $60.02 $406K - $464K
736K $43.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
61.2K
+ 7.54%
$53.94 - $58.15 $3.3M - $3.56M
873K $49.2M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
223K
+ 6.36%
$23.88 - $24.32 $5.32M - $5.41M
3.72M $89.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.4K
+ 7.98%
$442.29 - $483.08 $4.59M - $5.01M
140K $63.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.85K
+ 66.02%
$481.22 - $538.17 $3.29M - $3.68M
17.2K $8.8M
PANW
Palo Alto Networks Inc

Technology
103K
+ 108.44%
$181.96 - $405.9 $18.8M - $41.9M
198K $36.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
135K
+ 6.5%
N/A
2.22M $52.7M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
232K
+ 6.36%
$22.71 - $23.47 $5.28M - $5.45M
3.89M $88.6M
GLW
Corning Inc

Technology
18.1K
+ 2.57%
$44.11 - $49.76 $799K - $902K
723K $34.3M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
164K
+ 6.47%
$24.82 - $25.48 $4.07M - $4.18M
2.7M $67.2M
ARCC
Ares Capital Corp

Financial Services
41K
+ 2.85%
$20.74 - $22.27 $851K - $913K
1.48M $32.4M
SPG
Simon Property Group Inc

Real Estate
6.76K
+ 2.16%
$167.23 - $183.84 $1.13M - $1.24M
320K $55.1M
PAYX
Paychex Inc

Industrials
2.71K
+ 0.99%
$135.86 - $148.73 $368K - $403K
276K $38.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.23K
+ 1.15%
$567.81 - $607.81 $696K - $745K
108K $63.1M
OKE
Oneok Inc

Energy
11.6K
+ 17.18%
$92.28 - $117.05 $1.07M - $1.36M
79K $7.93M
ABNB
Airbnb, Inc.

Consumer Cyclical
7.54K
+ 4.66%
$125.36 - $147.37 $945K - $1.11M
169K $22.2M
VZ
Verizon Communications Inc

Communication Services
145K
+ 16.51%
$39.6 - $45.21 $5.75M - $6.57M
1.02M $41M
IBDV
Ishares Tr

Technology
151K
+ 6.49%
$21.24 - $22.15 $3.21M - $3.34M
2.48M $52.9M
EMR
Emerson Electric CO

Industrials
1
+ 0.0%
$108.13 - $134.33 $108 - $134
86.6K $10.7M
PLTR
Palantir Technologies Inc.

Technology
5.23K
+ 30.82%
$36.46 - $82.38 $191K - $431K
22.2K $1.68M
RIO
Rio Tinto PLC

Basic Materials
85K
+ 26.16%
$58.59 - $71.15 $4.98M - $6.05M
410K $24.1M
MARA
Marathon Digital Holdings, Inc.

Financial Services
41.7K
New
N/A
41.7K $939K
PRU
Prudential Financial Inc

Financial Services
12.6K
+ 5.07%
$114.59 - $129.52 $1.45M - $1.64M
262K $31.1M
ACWI
Ishares Msci Acwi ETF

ETFs
19K
+ 2.83%
$117.05 - $123.03 $2.22M - $2.34M
690K $81.1M
COST
Costco Wholesale Corp

Consumer Defensive
694
+ 21.24%
$873.59 - $994.69 $606K - $690K
3.96K $3.63M
WMT
Walmart Inc.

Consumer Defensive
375
+ 0.61%
$79.1 - $95.7 $29.7K - $35.9K
61.9K $5.59M
FXI
Ishares Tr

ETFs
20K
New
$29.52 - $36.69 $590K - $734K
20K $608K
SYK
Stryker Corp

Healthcare
1.96K
+ 1.36%
$345.14 - $392.15 $677K - $769K
146K $52.6M
X
United States Steel Corp

Basic Materials
15.8K
New
$30.14 - $42.31 $476K - $668K
15.8K $537K
CELH
Celsius Holdings, Inc.

Consumer Defensive
20K
New
$25.66 - $34.91 $513K - $698K
20K $526K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
798
+ 18.14%
$521.84 - $558.82 $416K - $446K
5.2K $2.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
83.5K
+ 250.78%
$22.4 - $68.28 $1.87M - $5.7M
117K $2.71M
GLD
Spdr Gold Trust

ETFs
1.79K
+ 99.06%
$236.59 - $257.5 $424K - $462K
3.6K $872K
VTI
Vanguard Total Stock Market Et

ETFs
1.2K
+ 16.22%
$280.04 - $302.45 $337K - $364K
8.63K $2.5M
COP
Conocophillips

Energy
5.61K
+ 20.97%
$95.12 - $114.72 $534K - $644K
32.4K $3.21M
Activity Summary
Buys All Purchases 177 New Holdings 33 Increased Positions 144 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Advisors Inc Portfolio

Follow Capital Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email