Capital Advisors Inc Purchases in Q3 2025

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
763
New
$279.83 - $293.74 $214K - $224K
763 $224K
BMY
Bristol Myers Squibb CO

Healthcare
5.29K
+ 42.01%
$43.31 - $48.98 $229K - $259K
17.9K $806K
HAL
Halliburton CO

Energy
9.06K
New
$20.5 - $25.11 $186K - $227K
9.06K $222K
IWF
Ishares Russell 1000 Gr ETF

ETFs
250
+ 11.41%
$420.11 - $472.68 $105K - $118K
2.44K $1.14M
HSY
Hershey CO

Consumer Defensive
1.16K
New
$161.95 - $193.45 $187K - $224K
1.16K $216K
ETR
Entergy Corp

Utilities
2.26K
New
$80.93 - $93.55 $183K - $212K
2.26K $210K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.34K
+ 94.73%
N/A
4.8K $431K
XEL
Xcel Energy Inc

Utilities
2.61K
New
$67.56 - $80.65 $176K - $210K
2.61K $210K
ZS
Zscaler, Inc.

Technology
699
New
$267.68 - $316.5 $187K - $221K
699 $209K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.02K
New
$192.76 - $203.86 $197K - $208K
1.02K $208K
FNDA
Schwab Fundamental U S Small C

ETFs
6.43K
New
$28.75 - $31.93 $185K - $205K
6.43K $200K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
49
+ 1.41%
$224.68 - $282.71 $11K - $13.9K
3.52K $982K
LZ
Legalzoom.Com, Inc.

Industrials
18.8K
New
$8.3 - $11.18 $156K - $210K
18.8K $194K
BUR
Burford Capital LTD

Financial Services
15.6K
New
$11.96 - $14.84 $187K - $232K
15.6K $186K
SOFI
So Fi Technologies, Inc.

Financial Services
1.06K
+ 6.06%
$17.64 - $29.81 $18.6K - $31.4K
18.5K $487K
FNDX
Schwab Fundamental U S Large C

ETFs
5.44K
+ 37.93%
$24.38 - $26.34 $133K - $143K
19.8K $520K
COST
Costco Wholesale Corp

Consumer Defensive
451
+ 11.08%
$915.95 - $994.57 $413K - $449K
4.52K $4.18M
VRT
Vertiv Holdings CO

Industrials
1.69K
New
N/A
1.69K $146K
MO
Altria Group, Inc.

Consumer Defensive
139
+ 0.76%
$57.75 - $67.68 $8.03K - $9.41K
18.3K $1.21M
WPM
Wheaton Precious Metals Corp.

Basic Materials
22
+ 0.41%
$86.72 - $111.84 $1.91K - $2.46K
5.34K $596K
C
Citigroup Inc

Financial Services
455
+ 11.02%
$85.57 - $103.49 $38.9K - $47.1K
4.58K $465K
NOC
Northrop Grumman Corp

Industrials
4
+ 0.4%
$498.9 - $609.32 $2K - $2.44K
1K $611K
IWM
Ishares Russell 2000 ETF

ETFs
310
+ 24.78%
$214.92 - $244.84 $66.6K - $75.9K
1.56K $377K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.14K
+ 5.07%
$26.38 - $27.95 $56.5K - $59.8K
44.4K $1.21M
MCK
Mckesson Corp

Healthcare
47
+ 5.31%
$659.01 - $772.54 $31K - $36.3K
932 $720K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
224
+ 2.44%
$136.48 - $142.97 $30.6K - $32K
9.41K $1.32M
LOW
Lowes Companies Inc

Consumer Cyclical
32
+ 1.61%
$215.01 - $273.02 $6.88K - $8.74K
2.02K $508K
MSI
Motorola Solutions, Inc.

Technology
5
+ 0.29%
$408.73 - $490.3 $2.04K - $2.45K
1.76K $803K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 6.64%
$696.56 - $806.32 $20.9K - $24.2K
482 $383K
IBKR
Interactive Brokers Group, Inc.

Financial Services
110
+ 2.68%
$56.32 - $68.81 $6.2K - $7.57K
4.21K $289K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.06%
$135.0 - $146.02 $405 - $438
5.31K $773K
HCA
Hca Healthcare, Inc.

Healthcare
16
+ 1.52%
$334.32 - $426.2 $5.35K - $6.82K
1.07K $456K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.41%
$514.61 - $682.78 $1.03K - $1.37K
492 $314K
SPOT
Spotify Technology S.A.

Communication Services
101
+ 32.58%
$620.01 - $738.53 $62.6K - $74.6K
411 $286K
OGS
One Gas, Inc.

Utilities
200
+ 7.15%
$72.16 - $80.94 $14.4K - $16.2K
3K $242K
DUK
Duke Energy Corp

Utilities
4
+ 0.06%
$116.31 - $125.93 $465 - $504
7.02K $869K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
470
+ 11.88%
$78.11 - $79.07 $36.7K - $37.2K
4.43K $349K
COIN
Coinbase Global, Inc.

Technology
140
+ 15.49%
$297.99 - $419.78 $41.7K - $58.8K
1.04K $352K
MMM
3 M CO

Industrials
78
+ 1.04%
$144.41 - $160.2 $11.3K - $12.5K
7.56K $1.17M
MA
Mastercard Inc

Financial Services
42
+ 2.89%
$550.18 - $598.96 $23.1K - $25.2K
1.5K $851K
SCHA
Schwab Strategic Tr Us Small C

ETFs
403
+ 4.85%
$25.29 - $28.33 $10.2K - $11.4K
8.71K $243K
IWP
Ishares Russell Mid Cap Growth

ETFs
134
+ 4.46%
$137.51 - $145.26 $18.4K - $19.5K
3.14K $447K
ALL
Allstate Corp

Financial Services
14
+ 0.8%
$192.0 - $214.65 $2.69K - $3.01K
1.78K $381K
GILD
Gilead Sciences, Inc.

Healthcare
244
+ 10.81%
$108.22 - $120.47 $26.4K - $29.4K
2.5K $277K
TM
Toyota Motor Corp

Consumer Cyclical
10
+ 0.79%
$167.86 - $202.79 $1.68K - $2.03K
1.28K $244K
UL
Unilever PLC

Consumer Defensive
21.1K
+ 3.25%
$58.43 - $65.01 $1.24M - $1.37M
671K $39.8M
NVS
Novartis Ag

Healthcare
83
+ 4.27%
$113.5 - $129.73 $9.42K - $10.8K
2.03K $259K
PH
Parker Hannifin Corp

Industrials
3
+ 0.98%
$697.13 - $769.67 $2.09K - $2.31K
309 $234K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.05%
$239.12 - $259.95 $239 - $260
1.82K $473K
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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