Capital Advisors Inc Incresed Positions in Q1 2025

Capital Advisors Inc

  • $4.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
368K
+ 6878.77%
$69.57 - $78.65 $25.6M - $28.9M
373K $28.2M
ACWI
Ishares Msci Acwi ETF

ETFs
232K
+ 33.54%
$115.16 - $124.13 $26.7M - $28.7M
922K $107M
VGSH
Vanguard

ETFs
394K
+ 64.92%
$58.07 - $58.69 $22.9M - $23.1M
1M $58.7M
VZ
Verizon Communications Inc

Communication Services
248K
+ 24.16%
$37.81 - $46.49 $9.36M - $11.5M
1.27M $57.7M
MDT
Medtronic PLC

Healthcare
121K
+ 36.47%
$79.84 - $94.5 $9.68M - $11.5M
453K $40.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.42K
+ 3.15%
$442.66 - $534.52 $1.96M - $2.36M
145K $77.1M
WMB
Williams Companies, Inc.

Energy
4.38K
+ 0.19%
$54.02 - $61.09 $236K - $267K
2.31M $138M
ABBV
Abb Vie Inc.

Healthcare
11.8K
+ 3.52%
$169.2 - $216.66 $2M - $2.56M
347K $72.7M
CVX
Chevron Corp

Energy
1.76K
+ 0.31%
$146.71 - $167.97 $257K - $295K
569K $95.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
241K
+ 31.87%
$42.5 - $46.71 $10.2M - $11.2M
996K $45.1M
SO
Southern CO

Utilities
21.4K
+ 2.4%
$80.96 - $92.96 $1.73M - $1.99M
912K $83.8M
SPG
Simon Property Group Inc

Real Estate
71.5K
+ 22.31%
$159.48 - $187.78 $11.4M - $13.4M
392K $65.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
369K
+ 9.5%
$22.61 - $23.14 $8.35M - $8.54M
4.25M $98.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
357K
+ 18.85%
$18.36 - $20.51 $6.56M - $7.33M
2.25M $44.6M
XOM
Exxon Mobil Corp

Energy
8.51K
+ 1.2%
$105.44 - $118.93 $897K - $1.01M
716K $85.1M
ENB
Enbridge Inc

Energy
168K
+ 23.67%
$41.54 - $45.45 $6.98M - $7.64M
878K $38.9M
UBER
Uber Technologies, Inc

Technology
30K
+ 5.82%
$63.17 - $81.49 $1.9M - $2.44M
545K $39.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
154K
+ 17.62%
$56.17 - $59.71 $8.63M - $9.17M
1.03M $58.6M
DOW
Dow Inc.

Basic Materials
344K
+ 49.57%
$34.36 - $41.92 $11.8M - $14.4M
1.04M $36.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
91.7K
+ 75.03%
$102.49 - $119.96 $9.4M - $11M
214K $22.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
290K
+ 7.78%
$23.9 - $24.18 $6.93M - $7.01M
4.01M $97.1M
SE
Sea LTD

Consumer Cyclical
10.8K
+ 4.22%
$104.87 - $146.31 $1.14M - $1.58M
268K $34.9M
PEP
Pepsico Inc

Consumer Defensive
75.9K
+ 4.31%
$142.64 - $156.42 $10.8M - $11.9M
1.84M $275M
EQT
Eqt Corp

Energy
14.4K
+ 1.6%
$46.16 - $54.25 $667K - $784K
918K $49.1M
JPM
Jpmorgan Chase & CO

Financial Services
17.3K
+ 3.52%
$225.19 - $279.95 $3.89M - $4.83M
507K $124M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
221K
+ 8.18%
$24.79 - $25.26 $5.47M - $5.58M
2.92M $73.7M
WM
Waste Management Inc

Industrials
7.83K
+ 4.92%
$200.54 - $233.78 $1.57M - $1.83M
167K $38.7M
KO
Coca Cola CO

Consumer Defensive
14.2K
+ 2.54%
$60.81 - $72.32 $861K - $1.02M
571K $40.9M
MELI
Mercadolibre Inc

Consumer Cyclical
1.32K
+ 9.39%
$1739.0 - $2260.0 $2.29M - $2.98M
15.3K $29.9M
AMAT
Applied Materials Inc

Technology
73.3K
+ 25.43%
$145.06 - $195.51 $10.6M - $14.3M
361K $52.5M
PANW
Palo Alto Networks Inc

Technology
45.2K
+ 22.78%
$167.82 - $208.28 $7.59M - $9.42M
244K $41.6M
IBDV
Ishares Tr

Technology
198K
+ 7.97%
$21.11 - $21.73 $4.17M - $4.29M
2.68M $58.1M
ECL
Ecolab Inc.

Basic Materials
6.88K
+ 4.85%
$229.72 - $269.82 $1.58M - $1.86M
149K $37.7M
PAYX
Paychex Inc

Industrials
1.3K
+ 0.47%
$136.06 - $154.52 $177K - $201K
277K $42.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
159K
+ 7.14%
N/A
2.38M $56.5M
EPD
Enterprise Products Partners L.P.

Energy
99.7K
+ 297.95%
$31.75 - $34.14 $3.17M - $3.4M
133K $4.55M
SYK
Stryker Corp

Healthcare
4.55K
+ 3.12%
$355.18 - $399.9 $1.62M - $1.82M
151K $56M
CSCO
Cisco Systems, Inc.

Technology
22K
+ 2.98%
$58.74 - $64.87 $1.29M - $1.42M
758K $46.8M
UL
Unilever PLC

Consumer Defensive
15.2K
+ 2.5%
$54.72 - $60.29 $834K - $919K
624K $37.2M
PG
Procter & Gamble CO

Consumer Defensive
8.66K
+ 2.68%
$158.56 - $176.26 $1.37M - $1.53M
332K $56.5M
WSO
Watsco Inc

Industrials
621
+ 1.05%
$463.86 - $530.75 $288K - $330K
59.9K $30.5M
UNH
Unitedhealth Group Inc

Healthcare
1.1K
+ 1.45%
$461.52 - $548.18 $509K - $605K
77.1K $40.4M
ARCC
Ares Capital Corp

Financial Services
49.1K
+ 3.31%
$21.28 - $23.81 $1.05M - $1.17M
1.53M $33.9M
RIO
Rio Tinto PLC

Basic Materials
15.3K
+ 3.72%
$58.19 - $64.29 $888K - $981K
425K $25.6M
SCCO
Southern Copper Corp

Basic Materials
7.86K
+ 2.96%
$85.92 - $101.48 $675K - $798K
274K $25.6M
JMBS
Janus Detroit Str Tr Henderson

ETFs
823
+ 0.08%
$43.53 - $45.42 $35.8K - $37.4K
1.08M $48.7M
OKE
Oneok Inc

Energy
12.1K
+ 15.36%
$89.57 - $109.85 $1.09M - $1.33M
91.1K $9.04M
LLY
Eli Lilly & CO

Healthcare
892
+ 16.44%
$725.72 - $929.72 $647K - $829K
6.32K $5.22M
GLD
Spdr Gold Trust

ETFs
2.64K
+ 73.27%
$243.19 - $288.14 $642K - $761K
6.24K $1.8M
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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