Capital Advisors Inc Purchases in Q1 2025

Capital Advisors Inc

  • $4.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
9
+ 2.84%
$662.63 - $776.99 $5.96K - $6.99K
326 $216K
EW
Edwards Lifesciences Corp

Healthcare
16
+ 0.27%
$67.95 - $76.19 $1.09K - $1.22K
5.95K $431K
IP
International Paper CO

Consumer Cyclical
10
+ 0.04%
$49.38 - $60.09 $494 - $601
26.3K $1.41M
MSCI
Msci Inc.

Financial Services
2
+ 0.45%
$541.46 - $628.34 $1.08K - $1.26K
451 $255K
HAL
Halliburton CO

Energy
12
+ 0.13%
$24.15 - $29.9 $290 - $359
9.08K $230K
DOV
Dover Corp

Industrials
8
+ 0.52%
$174.65 - $206.43 $1.4K - $1.65K
1.55K $272K
HP
Helmerich & Payne, Inc.

Energy
1.32K
+ 13.31%
$24.69 - $36.7 $32.5K - $48.4K
11.2K $293K
CSX
Csx Corp

Industrials
40
+ 0.44%
$29.11 - $33.67 $1.16K - $1.35K
9.04K $266K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
116
+ 6.0%
$161.27 - $192.3 $18.7K - $22.3K
2.05K $330K
CRM
Salesforce, Inc.

Technology
87
+ 11.07%
$268.36 - $359.95 $23.3K - $31.3K
873 $234K
BAC
Bank Of America Corp

Financial Services
1.46K
+ 3.38%
$39.61 - $47.74 $57.8K - $69.7K
44.7K $1.86M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.06%
$120.29 - $134.6 $361 - $404
5.31K $647K
ADBE
Adobe Inc.

Technology
5
+ 0.74%
$377.84 - $464.11 $1.89K - $2.32K
677 $259K
AXP
American Express CO

Financial Services
65
+ 3.22%
$255.39 - $325.87 $16.6K - $21.2K
2.08K $560K
SOFI
So Fi Technologies, Inc.

Financial Services
110
+ 0.83%
$11.18 - $18.03 $1.23K - $1.98K
13.4K $155K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.37K
+ 2.88%
$21.75 - $24.28 $73.3K - $81.8K
120K $2.65M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
273
+ 4.03%
$47.79 - $59.89 $13K - $16.3K
7.05K $353K
SCHG
Schwab Strategic Tr Us Large C

ETFs
535
+ 2.17%
$24.91 - $29.02 $13.3K - $15.5K
25.2K $630K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.06%
$369.1 - $427.61 $369 - $428
1.56K $579K
ABNB
Airbnb, Inc.

Consumer Cyclical
16.3K
+ 9.65%
$119.38 - $161.42 $1.95M - $2.64M
186K $22.2M
SHOP
Shopify Inc.

Technology
251
+ 2.81%
$90.59 - $129.31 $22.7K - $32.5K
9.18K $876K
SRE
Sempra Energy

Utilities
2
+ 0.04%
$67.85 - $87.67 $136 - $175
4.72K $336K
UPS
United Parcel Service Inc

Industrials
93
+ 1.41%
$109.66 - $136.26 $10.2K - $12.7K
6.71K $737K
APO
Apollo Global Management, Inc.

Financial Services
142
+ 3.38%
$126.01 - $172.06 $17.9K - $24.4K
4.35K $595K
FITB
Fifth Third Bancorp

Financial Services
233
+ 0.5%
$37.48 - $44.96 $8.73K - $10.5K
46.9K $1.84M
TTD
Trade Desk, Inc.

Technology
1.21K
+ 21.25%
$53.59 - $126.58 $64.9K - $153K
6.91K $378K
VGT
Vanguard Information Technolog

ETFs
150
+ 2.41%
$542.38 - $646.34 $81.4K - $97K
6.37K $3.46M
GIS
General Mills Inc

Consumer Defensive
17.7K
+ 4.02%
$57.56 - $65.3 $1.02M - $1.15M
457K $27.3M
GOOGL
Alphabet Inc.

Communication Services
1.42K
+ 5.38%
$154.33 - $206.19 $219K - $292K
27.7K $4.29M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
62.4K
+ 7.15%
$51.45 - $58.51 $3.21M - $3.65M
935K $48.4M
PFE
Pfizer Inc

Healthcare
17K
+ 1.22%
$25.01 - $27.13 $426K - $462K
1.41M $35.8M
EMR
Emerson Electric CO

Industrials
12
+ 0.01%
$108.64 - $131.17 $1.3K - $1.57K
86.6K $9.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
830
+ 0.83%
$497.6 - $606.74 $413K - $504K
100K $49.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.27K
+ 8.1%
$222.15 - $428.22 $283K - $546K
17K $4.4M
MS
Morgan Stanley

Financial Services
11.3K
+ 2.3%
$111.68 - $141.08 $1.27M - $1.6M
503K $58.7M
HON
Honeywell International Inc

Industrials
2.42K
+ 0.92%
$202.75 - $226.52 $491K - $549K
265K $56.1M
ETN
Eaton Corp PLC

Industrials
1.3K
+ 1.82%
$271.83 - $371.23 $352K - $481K
72.3K $19.6M
BX
Blackstone Inc.

Financial Services
1.79K
+ 0.81%
$136.53 - $186.74 $245K - $335K
224K $31.3M
IONQ
Ion Q, Inc.

Technology
16K
+ 3.51%
$18.27 - $51.07 $292K - $815K
470K $10.4M
AMZN
Amazon Com Inc

Consumer Cyclical
36.5K
+ 5.28%
$190.26 - $242.06 $6.94M - $8.83M
727K $138M
GOOG
Alphabet Inc.

Communication Services
13.1K
+ 2.62%
$156.06 - $207.71 $2.05M - $2.73M
514K $80.3M
AAPL
Apple Inc.

Technology
10.6K
+ 1.5%
$209.68 - $247.1 $2.23M - $2.63M
721K $160M
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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