Capital Advisors Inc Purchases in Q1 2025

Capital Advisors Inc

  • $4.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
1.97K
+ 36.21%
$96.63 - $129.55 $191K - $255K
7.42K $762K
UNP
Union Pacific Corp

Industrials
344
+ 20.12%
$225.21 - $254.42 $77.5K - $87.5K
2.05K $485K
WMT
Walmart Inc.

Consumer Defensive
2.9K
+ 4.69%
$84.5 - $105.05 $245K - $305K
64.8K $5.69M
ATAI
Atai Life Sciences N.V.

Healthcare
70K
New
$1.33 - $2.55 $93.1K - $179K
70K $95K
DVY
Ishares Tr

ETFs
594
+ 29.13%
$128.58 - $138.1 $76.4K - $82K
2.63K $353K
VEA
Vanguard Ftse Developed Market

ETFs
1.19K
+ 15.35%
$47.4 - $52.99 $56.4K - $63.1K
8.94K $454K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
350
+ 3.81%
$128.74 - $138.67 $45.1K - $48.5K
9.54K $1.29M
ET
Energy Transfer LP

Energy
7.66K
+ 12.46%
$17.26 - $21.08 $132K - $162K
69.1K $1.29M
ACGL
Arch Capital Group Ltd.

Financial Services
643
+ 23.96%
$88.13 - $96.94 $56.7K - $62.3K
3.33K $319K
VV
Vanguard Large Cap ETF

ETFs
360
+ 20.87%
$253.32 - $282.66 $91.2K - $102K
2.09K $535K
KMB
Kimberly Clark Corp

Consumer Defensive
331
+ 19.61%
$124.46 - $147.4 $41.2K - $48.8K
2.02K $287K
WEC
Wec Energy Group, Inc.

Utilities
47
+ 1.3%
$92.12 - $108.98 $4.33K - $5.12K
3.68K $400K
AFL
Aflac Inc

Financial Services
321
+ 14.72%
$100.99 - $111.19 $32.4K - $35.7K
2.5K $278K
NSC
Norfolk Southern Corp

Industrials
212
+ 17.19%
$227.69 - $259.76 $48.3K - $55.1K
1.45K $342K
CTVA
Corteva, Inc.

Basic Materials
284
+ 4.95%
$55.94 - $66.15 $15.9K - $18.8K
6.03K $379K
WFC
Wells Fargo & Company

Financial Services
614
+ 19.37%
$66.78 - $81.42 $41K - $50K
3.78K $271K
NOC
Northrop Grumman Corp

Industrials
13
+ 1.31%
$433.45 - $513.82 $5.63K - $6.68K
1K $513K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.1%
$296.7 - $345.55 $297 - $346
1.05K $361K
GD
General Dynamics Corp

Industrials
33
+ 0.8%
$241.94 - $272.58 $7.98K - $9K
4.14K $1.13M
L
Loews Corp

Financial Services
8
+ 0.13%
$81.13 - $91.91 $649 - $735
6.01K $552K
MA
Mastercard Inc

Financial Services
10
+ 0.71%
$504.67 - $576.31 $5.05K - $5.76K
1.41K $772K
MPC
Marathon Petroleum Corp

Energy
4
+ 0.07%
$134.72 - $159.03 $539 - $636
5.6K $816K
DIS
Walt Disney CO

Communication Services
1.57K
+ 16.52%
$96.87 - $114.0 $152K - $179K
11.1K $1.09M
CRWD
Crowd Strike Holdings, Inc.

Technology
37
+ 1.87%
$308.86 - $455.36 $11.4K - $16.8K
2.01K $709K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
85
+ 1.2%
$48.65 - $53.06 $4.14K - $4.51K
7.15K $371K
CL
Colgate Palmolive CO

Consumer Defensive
19
+ 0.2%
$85.68 - $97.5 $1.63K - $1.85K
9.47K $887K
BKR
Baker Hughes CO

Energy
31
+ 0.35%
$41.16 - $48.85 $1.28K - $1.51K
8.92K $391K
ALL
Allstate Corp

Financial Services
1
+ 0.06%
$180.99 - $210.18 $181 - $210
1.76K $364K
C
Citigroup Inc

Financial Services
315
+ 8.35%
$67.23 - $84.63 $21.2K - $26.7K
4.09K $290K
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 0.26%
$91.75 - $115.81 $642 - $811
2.74K $269K
ARCB
Arcbest Corp

Industrials
1.23K
+ 41.0%
$70.58 - $101.93 $86.8K - $125K
4.23K $298K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
200
+ 21.28%
$203.38 - $274.79 $40.7K - $55K
1.14K $234K
TM
Toyota Motor Corp

Consumer Cyclical
200
+ 19.29%
$176.53 - $195.35 $35.3K - $39.1K
1.24K $218K
XLF
Financial Sector Spdr

ETFs
48
+ 0.52%
$47.32 - $52.19 $2.27K - $2.51K
9.23K $459K
DD
Du Pont De Nemours, Inc.

Basic Materials
344
+ 5.58%
$72.7 - $84.32 $25K - $29K
6.51K $485K
HUM
Humana Inc

Healthcare
3
+ 0.29%
$249.11 - $303.11 $747 - $909
1.05K $278K
GS
Goldman Sachs Group Inc

Financial Services
35
+ 6.84%
$524.81 - $672.19 $18.4K - $23.5K
547 $298K
LOW
Lowes Companies Inc

Consumer Cyclical
110
+ 5.98%
$222.66 - $268.42 $24.5K - $29.5K
1.95K $454K
Brookfield Corp
12.9K
+ 1.67%
N/A
788K $0
Simpple LTD
30K
New
N/A
30K $0
XLI
Industrial Sector Spdr

ETFs
14
+ 0.83%
$128.78 - $141.67 $1.8K - $1.98K
1.7K $222K
Veralto Corp
14.7K
+ 4.44%
N/A
347K $0
Mind Medicine Mindmed Inc
50K
New
N/A
50K $0
Super Micro Computer Inc
13.5K
+ 39.8%
N/A
47.3K $0
MSTR
Microstrategy Inc

Technology
9
+ 0.38%
$239.27 - $396.5 $2.15K - $3.57K
2.35K $677K
Ishares Bitcoin Trust ETF
782
+ 9.51%
N/A
9K $0
Lam Research Corp
183
+ 0.62%
N/A
29.9K $0
Arista Networks Inc
197
+ 7.7%
N/A
2.76K $0
OXY
Occidental Petroleum Corp

Energy
1
+ 0.02%
$45.45 - $52.7 $45.5 - $52.7
6.27K $309K
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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