Capital Advisors Inc Purchases in Q2 2025

Capital Advisors Inc

  • $5.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NTES
Net Ease, Inc.

Communication Services
1.5K
New
$91.37 - $134.58 $137K - $202K
1.5K $201K
APP
App Lovin Corp

Technology
6
+ 0.26%
$219.37 - $417.89 $1.32K - $2.51K
2.28K $797K
SHOP
Shopify Inc.

Technology
28
+ 0.3%
$76.89 - $115.35 $2.15K - $3.23K
9.21K $1.06M
CSX
Csx Corp

Industrials
4.65K
+ 51.4%
$26.69 - $32.91 $124K - $153K
13.7K $446K
T
At&T Inc.

Communication Services
5.74K
+ 29.91%
$26.33 - $28.94 $151K - $166K
24.9K $721K
PM
Philip Morris International Inc.

Consumer Defensive
54
+ 0.76%
$149.23 - $184.95 $8.06K - $9.99K
7.18K $1.31M
TDOC
Teladoc Health, Inc.

Healthcare
20K
New
$6.51 - $8.71 $130K - $174K
20K $174K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.11K
+ 8.39%
$22.27 - $29.21 $47.1K - $61.7K
27.3K $797K
SOFI
So Fi Technologies, Inc.

Financial Services
4.04K
+ 30.24%
$9.5 - $18.21 $38.4K - $73.6K
17.4K $316K
O
Realty Income Corp

Real Estate
6.24K
+ 1.17%
$52.27 - $58.52 $326K - $365K
541K $31.2M
ABT
Abbott Laboratories

Healthcare
117
+ 0.36%
$123.95 - $138.08 $14.5K - $16.2K
32.7K $4.45M
JMBS
Janus Detroit Str Tr Henderson

ETFs
6.31K
+ 0.58%
$43.89 - $45.45 $277K - $287K
1.08M $48.9M
TTD
Trade Desk, Inc.

Technology
5
+ 0.07%
$45.27 - $79.4 $226 - $397
6.92K $497K
AXP
American Express CO

Financial Services
32
+ 1.54%
$231.39 - $318.98 $7.4K - $10.2K
2.12K $674K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
46
+ 0.24%
$36.01 - $45.69 $1.66K - $2.1K
19.2K $878K
MSI
Motorola Solutions, Inc.

Technology
322
+ 22.53%
$394.72 - $440.39 $127K - $142K
1.75K $736K
FITB
Fifth Third Bancorp

Financial Services
446
+ 0.95%
$33.32 - $41.51 $14.9K - $18.5K
47.3K $1.95M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.13%
$329.49 - $438.4 $659 - $877
1.56K $685K
JNJ
Johnson & Johnson

Healthcare
2.56K
+ 11.16%
$146.36 - $159.82 $375K - $409K
25.5K $3.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
97
+ 0.01%
$29.82 - $30.19 $2.89K - $2.93K
943K $28.5M
GD
General Dynamics Corp

Industrials
11
+ 0.27%
$247.68 - $291.66 $2.72K - $3.21K
4.15K $1.21M
NRZ
New Residential Investment Corp.

Real Estate
10.1K
New
N/A
10.1K $73K
FSLR
First Solar, Inc.

Technology
2
+ 0.11%
$120.38 - $192.98 $241 - $386
1.8K $297K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.06%
$108.12 - $135.04 $324 - $405
5.31K $717K
WPM
Wheaton Precious Metals Corp.

Basic Materials
14
+ 0.26%
$70.56 - $92.75 $988 - $1.3K
5.31K $477K
MCK
Mckesson Corp

Healthcare
13
+ 1.49%
$652.83 - $732.78 $8.49K - $9.53K
885 $648K
C
Citigroup Inc

Financial Services
43
+ 1.05%
$58.13 - $85.12 $2.5K - $3.66K
4.13K $351K
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 1.03%
$361.04 - $536.34 $1.81K - $2.68K
490 $262K
ASML
Asml Holding Nv

Technology
14
+ 4.29%
$595.37 - $815.24 $8.34K - $11.4K
340 $272K
IWB
Ishares Tr Russell 1000 ETF

ETFs
60
+ 6.32%
$272.36 - $339.57 $16.3K - $20.4K
1.01K $342K
CAH
Cardinal Health Inc

Healthcare
28
+ 1.86%
$125.0 - $168.0 $3.5K - $4.7K
1.53K $257K
MA
Mastercard Inc

Financial Services
45
+ 3.19%
$479.92 - $590.74 $21.6K - $26.6K
1.46K $817K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
41
+ 0.58%
$45.98 - $56.15 $1.89K - $2.3K
7.09K $398K
BANF
Bancfirst Corp

Financial Services
10
+ 0.32%
$100.43 - $129.96 $1K - $1.3K
3.15K $388K
HCA
Hca Healthcare, Inc.

Healthcare
8
+ 0.76%
$317.61 - $387.52 $2.54K - $3.1K
1.05K $403K
LLY
Eli Lilly & CO

Healthcare
429
+ 6.79%
$713.71 - $898.95 $306K - $386K
6.75K $5.26M
SBUX
Starbucks Corp

Consumer Cyclical
550
+ 20.04%
$79.69 - $99.41 $43.8K - $54.7K
3.29K $301K
CVS
Cvs Health Corp

Healthcare
112
+ 0.75%
$60.04 - $70.18 $6.72K - $7.86K
15K $1.03M
APO
Apollo Global Management, Inc.

Financial Services
13
+ 0.3%
$108.68 - $145.07 $1.41K - $1.89K
4.36K $618K
ADP
Automatic Data Processing Inc

Industrials
23
+ 0.43%
$276.76 - $326.81 $6.37K - $7.52K
5.33K $1.64M
MPLX
Mplx LP

Energy
507
+ 12.88%
$46.68 - $53.89 $23.7K - $27.3K
4.44K $228K
GILD
Gilead Sciences, Inc.

Healthcare
179
+ 8.61%
$96.91 - $113.0 $17.3K - $20.2K
2.26K $250K
EPD
Enterprise Products Partners L.P.

Energy
13.7K
+ 10.31%
$28.95 - $34.22 $397K - $470K
147K $4.55M
MSCI
Msci Inc.

Financial Services
5
+ 1.11%
$506.56 - $576.74 $2.53K - $2.88K
456 $262K
ADBE
Adobe Inc.

Technology
9
+ 1.33%
$340.0 - $420.68 $3.06K - $3.79K
686 $265K
Ageagle Aerial Sys Inc New
20K
New
N/A
20K $0
AR
Antero Resources Corp

Energy
21
+ 0.42%
$31.92 - $43.78 $670 - $919
5.02K $202K
TM
Toyota Motor Corp

Consumer Cyclical
34
+ 2.75%
$158.63 - $195.39 $5.39K - $6.64K
1.27K $218K
Bitwise Bitcoin ETF Tr
3.69K
New
N/A
3.69K $0
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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