Capital Advisors Inc Purchases in Q4 2024

Capital Advisors Inc

  • $4.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
242
+ 20.07%
$216.13 - $242.4 $52.3K - $58.7K
1.45K $319K
INTU
Intuit Inc

Technology
76
+ 17.47%
$602.01 - $706.25 $45.8K - $53.7K
511 $321K
WM
Waste Management Inc

Industrials
4.66K
+ 3.02%
$201.79 - $228.46 $941K - $1.07M
159K $32.1M
VIG
Vanguard Dividend Appreciation

ETFs
225
+ 2.63%
N/A
8.78K $1.6M
VV
Vanguard Large Cap ETF

ETFs
112
+ 6.94%
$260.27 - $280.65 $29.2K - $31.4K
1.73K $465K
ADBE
Adobe Inc.

Technology
172
+ 34.4%
$437.39 - $552.96 $75.2K - $95.1K
672 $298K
XLF
Financial Sector Spdr

ETFs
270
+ 3.03%
$44.89 - $51.34 $12.1K - $13.9K
9.19K $443K
ONON
On Holding Ag

Consumer Cyclical
200
+ 3.23%
$46.3 - $59.54 $9.26K - $11.9K
6.39K $349K
IWB
Ishares Tr Russell 1000 ETF

ETFs
96
+ 10.5%
$311.11 - $335.64 $29.9K - $32.2K
1.01K $325K
C
Citigroup Inc

Financial Services
40
+ 1.07%
$61.31 - $72.5 $2.45K - $2.9K
3.77K $265K
VEA
Vanguard Ftse Developed Market

ETFs
1.31K
+ 20.34%
$47.57 - $52.44 $62.3K - $68.7K
7.75K $370K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
49
+ 2.93%
$417.69 - $450.94 $20.5K - $22.1K
1.72K $732K
SRE
Sempra Energy

Utilities
14
+ 0.3%
$80.81 - $94.77 $1.13K - $1.33K
4.71K $413K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
325
+ 8.95%
$77.02 - $78.58 $25K - $25.5K
3.96K $305K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.08%
$124.26 - $134.12 $497 - $536
5.3K $682K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.8K
+ 211.47%
$26.93 - $84.95 $775K - $2.44M
42.4K $1.16M
XLI
Industrial Sector Spdr

ETFs
89
+ 5.57%
$131.76 - $143.99 $11.7K - $12.8K
1.69K $222K
XLE
Energy Sector Spdr

ETFs
215
+ 3.62%
$83.32 - $97.27 $17.9K - $20.9K
6.16K $527K
XLP
Consumer Staples Sector Spdr

ETFs
9
+ 0.18%
N/A
4.89K $372K
Lam Research Corp
29.7K
New
N/A
29.7K $0
Arista Networks Inc
2.56K
New
N/A
2.56K $0
Blackrock Inc
721
New
N/A
721 $0
VNQ
Vanguard Specialized Funds Van

ETFs
230
+ 9.43%
$87.85 - $98.6 $20.2K - $22.7K
2.67K $237K
Super Micro Computer Inc
33.8K
New
N/A
33.8K $0
Ishares Bitcoin Trust ETF
8.22K
New
N/A
8.22K $0
Veralto Corp
10.2K
+ 3.17%
N/A
332K $0
JKHY
Henry Jack & Associates Inc

Technology
1
+ 0.06%
$171.12 - $186.18 $171 - $186
1.59K $278K
RSP
Invesco S&P 500 Equal Weight E

ETFs
21
+ 0.8%
$174.22 - $187.62 $3.66K - $3.94K
2.65K $464K
DVY
Ishares Tr

ETFs
5
+ 0.25%
$129.55 - $143.41 $648 - $717
2.04K $267K
KMB
Kimberly Clark Corp

Consumer Defensive
66
+ 4.07%
$130.37 - $146.09 $8.6K - $9.64K
1.69K $221K
MU
Micron Technology Inc

Technology
454
+ 19.13%
$84.16 - $113.41 $38.2K - $51.5K
2.83K $237K
SHEL
Shell PLC

Energy
190
+ 2.61%
$60.63 - $70.23 $11.5K - $13.3K
7.46K $467K
ACGL
Arch Capital Group Ltd.

Financial Services
351
+ 15.05%
$88.71 - $114.86 $31.1K - $40.3K
2.68K $247K
IVE
Ishares S&P 500 Value ETF

ETFs
38
+ 0.92%
$189.5 - $206.17 $7.2K - $7.83K
4.16K $793K
FNDA
Schwab Fundamental U S Small C

ETFs
4.63K
+ 88.19%
$29.26 - $59.11 $136K - $274K
9.88K $293K
HSY
Hershey CO

Consumer Defensive
133
+ 6.74%
$168.67 - $193.65 $22.4K - $25.8K
2.11K $356K
VLO
Valero Energy Corp

Energy
776
+ 8.04%
$118.59 - $144.02 $92K - $112K
10.4K $1.28M
ABT
Abbott Laboratories

Healthcare
7
+ 0.02%
$111.93 - $119.39 $784 - $836
32.6K $3.69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.73K
+ 75.34%
$25.33 - $51.16 $94.4K - $191K
8.68K $224K
UNP
Union Pacific Corp

Industrials
8
+ 0.47%
$223.15 - $249.32 $1.79K - $1.99K
1.71K $389K
AEP
American Electric Power CO Inc

Utilities
448
+ 6.15%
$90.91 - $102.21 $40.7K - $45.8K
7.73K $713K
QCOM
Qualcomm Inc

Technology
219
+ 4.99%
$150.4 - $178.04 $32.9K - $39K
4.61K $707K
ASML
Asml Holding Nv

Technology
1
+ 0.32%
$658.43 - $872.27 $658 - $872
317 $219K
TGT
Target Corp

Consumer Defensive
150
+ 4.83%
$121.59 - $160.69 $18.2K - $24.1K
3.26K $440K
BP
Bp PLC

Energy
235
+ 0.8%
$28.16 - $33.14 $6.62K - $7.79K
29.7K $877K
FNDX
Schwab Fundamental U S Large C

ETFs
17.5K
+ 179.52%
$23.49 - $71.77 $410K - $1.25M
27.2K $643K
DD
Du Pont De Nemours, Inc.

Basic Materials
265
+ 4.49%
$75.95 - $88.05 $20.1K - $23.3K
6.16K $469K
MPC
Marathon Petroleum Corp

Energy
455
+ 8.85%
$131.65 - $174.84 $59.9K - $79.6K
5.6K $781K
AMGN
Amgen Inc

Healthcare
278
+ 13.08%
$258.78 - $328.31 $71.9K - $91.3K
2.4K $626K
Activity Summary
Buys All Purchases 177 New Holdings 33 Increased Positions 144 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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