Capital Advisors Inc Purchases in Q1 2025

Capital Advisors Inc

  • $4.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
892
+ 16.44%
$725.72 - $929.72 $647K - $829K
6.32K $5.22M
NSA
National Storage Affiliates Trust

Real Estate
24.1K
New
$35.92 - $39.59 $866K - $954K
24.1K $949K
GLD
Spdr Gold Trust

ETFs
2.64K
+ 73.27%
$243.19 - $288.14 $642K - $761K
6.24K $1.8M
META
Meta Platforms, Inc.

Communication Services
1.74K
+ 7.72%
$576.36 - $736.67 $1M - $1.28M
24.2K $14M
RTX
Raytheon Technologies Corp

Industrials
2.42K
+ 12.55%
$114.1 - $135.66 $276K - $328K
21.7K $2.87M
ABT
Abbott Laboratories

Healthcare
20
+ 0.06%
$111.1 - $140.22 $2.22K - $2.8K
32.6K $4.33M
MSI
Motorola Solutions, Inc.

Technology
1.43K
New
$411.73 - $482.1 $588K - $689K
1.43K $625K
APP
App Lovin Corp

Technology
2.27K
New
$238.08 - $510.13 $541K - $1.16M
2.27K $602K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.56K
+ 104.86%
$165.25 - $224.62 $589K - $800K
6.96K $1.16M
NFLX
Netflix Inc

Communication Services
198
+ 2.96%
$828.4 - $1058.6 $164K - $210K
6.89K $6.43M
HEES
H&E Equipment Services, Inc.

Industrials
4.7K
New
$43.93 - $100.57 $206K - $473K
4.7K $445K
PRU
Prudential Financial Inc

Financial Services
20.1K
+ 7.65%
$105.04 - $122.33 $2.11M - $2.45M
282K $31.5M
PLTR
Palantir Technologies Inc.

Technology
2.72K
+ 12.25%
$64.98 - $124.62 $177K - $339K
24.9K $2.11M
AFRM
Affirm Holdings, Inc.

Technology
8.12K
New
$43.7 - $80.98 $355K - $658K
8.12K $367K
OPK
Opko Health, Inc.

Healthcare
200K
+ 133.33%
$1.45 - $1.94 $290K - $388K
350K $581K
WPC
W. P. Carey Inc.

Real Estate
5.47K
New
$53.5 - $65.05 $293K - $356K
5.47K $345K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.1K
New
$25.77 - $27.6 $311K - $333K
12.1K $320K
AEE
Ameren Corp

Utilities
3K
New
$86.87 - $103.67 $261K - $311K
3K $301K
MCD
Mcdonalds Corp

Consumer Cyclical
494
+ 7.54%
$279.74 - $321.29 $138K - $159K
7.04K $2.2M
PM
Philip Morris International Inc.

Consumer Defensive
216
+ 3.13%
$117.15 - $158.79 $25.3K - $34.3K
7.13K $1.13M
PEG
Public Service Enterprise Group Inc

Utilities
3.5K
New
$78.2 - $90.39 $274K - $317K
3.5K $288K
OKTA
Okta, Inc.

Technology
2.48K
New
$78.83 - $116.72 $195K - $289K
2.48K $260K
COST
Costco Wholesale Corp

Consumer Defensive
139
+ 3.51%
$890.62 - $1076.86 $124K - $150K
4.1K $3.88M
JBHT
Hunt J B Transport Services Inc

Industrials
1.6K
New
$146.12 - $186.55 $234K - $298K
1.6K $236K
GILD
Gilead Sciences, Inc.

Healthcare
2.08K
New
$89.14 - $117.41 $185K - $244K
2.08K $232K
NVS
Novartis Ag

Healthcare
2.07K
New
$97.14 - $115.57 $201K - $239K
2.07K $230K
MMM
3 M CO

Industrials
571
+ 7.62%
$129.7 - $155.12 $74.1K - $88.6K
8.06K $1.18M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
12K
New
$14.09 - $18.05 $169K - $217K
12K $214K
GE
General Electric CO

Industrials
99
+ 1.73%
$168.59 - $212.13 $16.7K - $21K
5.83K $1.17M
OGS
One Gas, Inc.

Utilities
2.8K
New
$67.77 - $76.05 $190K - $213K
2.8K $211K
MPLX
Mplx LP

Energy
3.94K
New
$47.88 - $54.65 $188K - $215K
3.94K $210K
CAH
Cardinal Health Inc

Healthcare
1.5K
New
$118.02 - $137.77 $178K - $207K
1.5K $207K
AR
Antero Resources Corp

Energy
5K
New
$33.64 - $41.42 $168K - $207K
5K $202K
BA
Boeing CO

Industrials
1.18K
New
$148.15 - $186.25 $175K - $221K
1.18K $201K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.17K
+ 44.28%
$169.43 - $182.84 $199K - $214K
3.82K $662K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.71K
+ 59.46%
$39.96 - $43.3 $188K - $204K
12.6K $520K
MO
Altria Group, Inc.

Consumer Defensive
518
+ 2.84%
$50.81 - $60.02 $26.3K - $31.1K
18.8K $1.13M
FCX
Freeport Mcmoran Inc

Basic Materials
9.03K
+ 1.15%
$34.5 - $43.01 $312K - $388K
791K $30M
DELL
Dell Technologies Inc.

Technology
2.34K
+ 119.87%
$90.34 - $124.66 $211K - $292K
4.29K $391K
SHW
Sherwin Williams CO

Basic Materials
410
+ 28.49%
$330.16 - $365.55 $135K - $150K
1.85K $645K
GLW
Corning Inc

Technology
30.7K
+ 4.25%
$44.91 - $54.25 $1.38M - $1.67M
753K $34.5M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.41K
+ 16.21%
$68.32 - $75.06 $96.5K - $106K
10.1K $756K
DVN
Devon Energy Corp

Energy
570
+ 2.34%
$33.15 - $38.55 $18.9K - $22K
24.9K $930K
CAT
Caterpillar Inc

Industrials
702
+ 23.61%
$326.75 - $407.63 $229K - $286K
3.68K $1.21M
CMCSA
Comcast Corp

Communication Services
3.69K
+ 45.53%
$33.19 - $38.23 $122K - $141K
11.8K $435K
VTV
Vanguard Value ETF

ETFs
662
+ 15.44%
$167.73 - $179.21 $111K - $119K
4.95K $854K
SCHW
Schwab Charles Corp

Financial Services
11
+ 0.04%
$71.24 - $83.64 $784 - $920
29.9K $2.34M
VIG
Vanguard Dividend Appreciation

ETFs
675
+ 7.69%
N/A
9.46K $1.72M
SHEL
Shell PLC

Energy
440
+ 5.9%
$62.84 - $73.29 $27.6K - $32.2K
7.9K $578K
Activity Summary
Buys All Purchases 193 New Holdings 26 Increased Positions 167 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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