Capital Advisors Inc Purchases in Q2 2025

Capital Advisors Inc

  • $5.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Veralto Corp
11.8K
+ 3.41%
N/A
358K $0
Brookfield Corp
24K
+ 3.04%
N/A
812K $0
Lam Research Corp
207
+ 0.69%
N/A
30.1K $0
Defi Technologies Inc
30K
New
N/A
30K $0
Fidelity Wise Origin Bitcoin
2.21K
New
N/A
2.21K $0
Richtech Robotics Inc
100K
New
N/A
100K $0
Ishares Ethereum Tr
17.5K
New
N/A
17.5K $0
Eon Resources Inc
10K
New
N/A
10K $0
Dimensional ETF Trust
7.84K
New
N/A
7.84K $0
Ishares Bitcoin Trust ETF
15.9K
+ 176.51%
N/A
24.9K $0
JKHY
Henry Jack & Associates Inc

Technology
8
+ 0.5%
$163.54 - $186.02 $1.31K - $1.49K
1.6K $288K
DVY
Ishares Tr

ETFs
5
+ 0.19%
$118.37 - $134.86 $592 - $674
2.64K $350K
AFL
Aflac Inc

Financial Services
93
+ 3.72%
$99.77 - $112.45 $9.28K - $10.5K
2.6K $273K
NVO
Novo Nordisk A S

Healthcare
58
+ 0.26%
$58.08 - $81.05 $3.37K - $4.7K
22.5K $1.55M
CHKP
Check Point Software Technologies LTD

Technology
4
+ 0.29%
$204.26 - $233.47 $817 - $934
1.36K $301K
ALL
Allstate Corp

Financial Services
3
+ 0.17%
$180.53 - $212.64 $542 - $638
1.76K $354K
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$64.11 - $75.0 $64.1 - $75
7.68K $533K
CMCSA
Comcast Corp

Communication Services
70
+ 0.59%
$32.84 - $36.72 $2.3K - $2.57K
11.9K $423K
LUV
Southwest Airlines CO

Industrials
6
+ 0.06%
$24.04 - $34.36 $144 - $206
10.7K $345K
LOW
Lowes Companies Inc

Consumer Cyclical
43
+ 2.21%
$210.83 - $235.28 $9.07K - $10.1K
1.99K $441K
ACGL
Arch Capital Group Ltd.

Financial Services
6
+ 0.18%
$84.99 - $96.82 $510 - $581
3.33K $303K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.81K
+ 0.42%
$39.34 - $40.41 $229K - $235K
1.4M $56.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.52K
+ 3.73%
$24.32 - $27.87 $37K - $42.4K
42.2K $1.12M
HUM
Humana Inc

Healthcare
2
+ 0.19%
$224.93 - $295.04 $450 - $590
1.06K $257K
ARCC
Ares Capital Corp

Financial Services
12.9K
+ 0.84%
$18.91 - $22.43 $245K - $290K
1.54M $33.9M
CL
Colgate Palmolive CO

Consumer Defensive
24
+ 0.25%
$87.57 - $96.0 $2.1K - $2.3K
9.5K $863K
CTRA
Coterra Energy Inc.

Energy
169
+ 1.82%
$22.6 - $29.07 $3.82K - $4.91K
9.46K $240K
SUN
Sunoco LP

Energy
34
+ 0.47%
$50.38 - $59.13 $1.71K - $2.01K
7.26K $388K
FANG
Diamondback Energy, Inc.

Energy
10
+ 0.58%
$119.25 - $161.49 $1.19K - $1.61K
1.73K $237K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
24
+ 0.91%
$212.1 - $244.27 $5.09K - $5.86K
2.67K $583K
AMGN
Amgen Inc

Healthcare
4
+ 0.19%
$262.28 - $309.85 $1.05K - $1.24K
2.13K $594K
OPK
Opko Health, Inc.

Healthcare
20K
+ 5.71%
$1.24 - $1.66 $24.8K - $33.2K
370K $488K
DVN
Devon Energy Corp

Energy
1.11K
+ 4.48%
$26.8 - $37.92 $29.9K - $42.2K
26K $827K
BMY
Bristol Myers Squibb CO

Healthcare
258
+ 2.09%
$44.12 - $59.6 $11.4K - $15.4K
12.6K $583K
YUM
Yum Brands Inc

Consumer Cyclical
19
+ 0.1%
$138.36 - $161.45 $2.63K - $3.07K
19.4K $2.87M
RIO
Rio Tinto PLC

Basic Materials
6.06K
+ 1.42%
$52.32 - $62.75 $317K - $380K
431K $25.2M
DHR
Danaher Corp

Healthcare
3K
+ 1.75%
$174.64 - $205.16 $523K - $615K
174K $34.4M
SPG
Simon Property Group Inc

Real Estate
2.06K
+ 0.53%
$140.37 - $171.44 $290K - $354K
394K $63.3M
PAYX
Paychex Inc

Industrials
866
+ 0.31%
$137.01 - $159.78 $119K - $138K
278K $40.4M
VZ
Verizon Communications Inc

Communication Services
5.26K
+ 0.41%
$41.67 - $45.62 $219K - $240K
1.28M $55.3M
PG
Procter & Gamble CO

Consumer Defensive
3.96K
+ 1.19%
$157.66 - $172.39 $624K - $682K
336K $53.5M
WSO
Watsco Inc

Industrials
637
+ 1.06%
$421.84 - $520.66 $269K - $332K
60.5K $26.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.12K
+ 2.85%
$483.48 - $539.8 $1.99M - $2.23M
149K $72.3M
XOM
Exxon Mobil Corp

Energy
21.8K
+ 3.05%
$99.93 - $119.04 $2.18M - $2.6M
737K $79.5M
ABBV
Abb Vie Inc.

Healthcare
296
+ 0.09%
$170.16 - $206.27 $50.4K - $61.1K
347K $64.4M
AAPL
Apple Inc.

Technology
1.59K
+ 0.22%
$172.42 - $223.89 $274K - $356K
723K $148M
CVX
Chevron Corp

Energy
11.4K
+ 2.01%
$133.73 - $168.51 $1.53M - $1.92M
581K $83.1M
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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