Capital Advisors Inc Purchases in Q3 2025

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
27.7K
+ 2.17%
$40.84 - $45.06 $1.13M - $1.25M
1.31M $57.4M
WM
Waste Management Inc

Industrials
15.2K
+ 8.57%
$213.88 - $237.1 $3.25M - $3.61M
193K $42.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
29.2K
+ 2.8%
$55.61 - $57.37 $1.63M - $1.68M
1.07M $61.3M
ETN
Eaton Corp PLC

Industrials
1.22K
+ 1.65%
$342.99 - $392.76 $419K - $480K
75.2K $28.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
705
+ 0.17%
$42.67 - $46.91 $30.1K - $33.1K
417K $19.5M
VEA
Vanguard Ftse Developed Market

ETFs
401
+ 0.08%
$56.02 - $60.3 $22.5K - $24.2K
508K $30.4M
SLV
I Shares Silver Trust

ETFs
22.4K
+ 162.04%
$32.73 - $42.5 $734K - $953K
36.3K $1.54M
AMZN
Amazon Com Inc

Consumer Cyclical
3.79K
+ 0.51%
$211.65 - $238.24 $801K - $902K
741K $163M
VTI
Vanguard Total Stock Market Et

ETFs
2.33K
+ 29.31%
$303.93 - $329.86 $708K - $769K
10.3K $3.37M
APP
App Lovin Corp

Technology
13
+ 0.57%
$335.1 - $718.54 $4.36K - $9.34K
2.29K $1.65M
CYBR
Cyber Ark Software Ltd.

Technology
1.53K
New
$374.8 - $491.1 $573K - $751K
1.53K $739K
OPEN
Opendoor Technologies Inc.

Real Estate
91.2K
New
$0.56 - $10.52 $51.1K - $960K
91.2K $727K
ENPH
Enphase Energy, Inc.

Technology
20K
New
$30.11 - $42.97 $602K - $859K
20K $707K
JD
Jd.Com, Inc.

Consumer Cyclical
20K
New
$30.39 - $35.64 $608K - $713K
20K $699K
QCOM
Qualcomm Inc

Technology
3.67K
+ 52.64%
$145.84 - $173.55 $535K - $637K
10.6K $1.77M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.24K
New
$50.79 - $76.4 $418K - $629K
8.24K $629K
VGT
Vanguard Information Technolog

ETFs
131
+ 2.12%
$656.44 - $753.15 $86K - $98.7K
6.31K $4.71M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.5K
+ 53.04%
$28.92 - $32.19 $419K - $466K
41.8K $1.33M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.13K
+ 56.29%
$412.46 - $514.1 $467K - $582K
3.14K $1.54M
GLD
Spdr Gold Trust

ETFs
773
+ 17.99%
$300.96 - $355.47 $233K - $275K
5.07K $1.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
433
+ 9.84%
$567.77 - $614.76 $246K - $266K
4.84K $2.96M
TDOC
Teladoc Health, Inc.

Healthcare
60K
+ 300.0%
$6.78 - $8.85 $407K - $531K
80K $618K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.47K
New
$277.33 - $343.66 $406K - $503K
1.47K $411K
IDEV
Ishares Core Msci Intl Develop

ETFs
5K
New
$74.68 - $80.26 $373K - $401K
5K $400K
UNH
Unitedhealth Group Inc

Healthcare
292
+ 3.36%
$237.77 - $353.61 $69.4K - $103K
8.98K $3.1M
XLK
Technology Sector Spdr

ETFs
308
+ 2.9%
$250.97 - $282.66 $77.3K - $87.1K
10.9K $3.08M
WMT
Walmart Inc.

Consumer Defensive
328
+ 0.51%
$94.4 - $104.27 $31K - $34.2K
64.6K $6.65M
VBTX
Veritex Holdings, Inc.

Financial Services
7.57K
+ 56.88%
$26.87 - $34.78 $203K - $263K
20.9K $699K
VUG
Vanguard Growth ETF

ETFs
593
+ 37.92%
$433.97 - $484.08 $257K - $287K
2.16K $1.03M
MP
Mp Materials Corp.

Basic Materials
4.61K
New
$30.03 - $77.13 $139K - $356K
4.61K $309K
CAT
Caterpillar Inc

Industrials
35
+ 1.09%
$390.92 - $477.15 $13.7K - $16.7K
3.24K $1.55M
BRO
Brown & Brown, Inc.

Financial Services
3.22K
New
$90.88 - $108.93 $293K - $351K
3.22K $301K
OVV
Ovintiv Inc.

Energy
7.33K
New
$38.53 - $43.17 $282K - $316K
7.33K $295K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.78K
New
$39.8 - $42.86 $270K - $291K
6.78K $290K
XLE
Energy Sector Spdr

ETFs
2.64K
+ 24.9%
$84.25 - $91.99 $222K - $242K
13.2K $1.18M
STX
Seagate Technology Holdings PLC

Technology
1.18K
New
$142.01 - $236.06 $168K - $279K
1.18K $279K
HOOD
Robinhood Markets, Inc.

Technology
1.94K
New
$91.27 - $143.18 $177K - $278K
1.94K $278K
IVV
Ishares Core S&P 500 ETF

ETFs
172
+ 5.51%
$620.67 - $670.08 $107K - $115K
3.3K $2.21M
MRK
Merck & Co., Inc.

Healthcare
2.81K
+ 44.48%
$77.6 - $87.37 $218K - $245K
9.11K $764K
TLRY
Tilray Brands, Inc.

Healthcare
150K
New
$0.42 - $1.85 $63K - $278K
150K $259K
PSX
Phillips 66

Energy
66
+ 0.45%
$118.37 - $139.46 $7.81K - $9.2K
14.7K $2M
FIX
Comfort Systems Usa Inc

Industrials
303
New
$521.66 - $825.18 $158K - $250K
303 $250K
APH
Amphenol Corp

Technology
2K
New
$97.39 - $125.4 $195K - $251K
2K $247K
INTC
Intel Corp

Technology
7.28K
New
$19.31 - $35.5 $140K - $258K
7.28K $244K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
4.41K
New
$53.89 - $68.51 $238K - $302K
4.41K $241K
NICE
Nice Ltd.

Technology
1.64K
New
$127.85 - $171.98 $209K - $282K
1.64K $237K
PICK
Ishares Inc Msci Global Select

ETFs
5.23K
New
$37.92 - $44.52 $198K - $233K
5.23K $232K
NET
Cloudflare, Inc.

Technology
1.07K
New
$181.39 - $228.28 $195K - $245K
1.07K $230K
FLEX
Flex Ltd.

Technology
3.92K
New
$48.49 - $59.33 $190K - $233K
3.92K $227K
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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