Capital Advisors Inc Incresed Positions in Q3 2025

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
1.22K
+ 1.65%
$342.99 - $392.76 $419K - $480K
75.2K $28.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
705
+ 0.17%
$42.67 - $46.91 $30.1K - $33.1K
417K $19.5M
VEA
Vanguard Ftse Developed Market

ETFs
401
+ 0.08%
$56.02 - $60.3 $22.5K - $24.2K
508K $30.4M
SLV
I Shares Silver Trust

ETFs
22.4K
+ 162.04%
$32.73 - $42.5 $734K - $953K
36.3K $1.54M
AMZN
Amazon Com Inc

Consumer Cyclical
3.79K
+ 0.51%
$211.65 - $238.24 $801K - $902K
741K $163M
VTI
Vanguard Total Stock Market Et

ETFs
2.33K
+ 29.31%
$303.93 - $329.86 $708K - $769K
10.3K $3.37M
APP
App Lovin Corp

Technology
13
+ 0.57%
$335.1 - $718.54 $4.36K - $9.34K
2.29K $1.65M
AMD
Advanced Micro Devices Inc

Technology
4.07K
+ 59.8%
$134.8 - $184.42 $549K - $750K
10.9K $1.76M
QCOM
Qualcomm Inc

Technology
3.67K
+ 52.64%
$145.84 - $173.55 $535K - $637K
10.6K $1.77M
VGT
Vanguard Information Technolog

ETFs
131
+ 2.12%
$656.44 - $753.15 $86K - $98.7K
6.31K $4.71M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.13K
+ 56.29%
$412.46 - $514.1 $467K - $582K
3.14K $1.54M
GLD
Spdr Gold Trust

ETFs
773
+ 17.99%
$300.96 - $355.47 $233K - $275K
5.07K $1.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
433
+ 9.84%
$567.77 - $614.76 $246K - $266K
4.84K $2.96M
TDOC
Teladoc Health, Inc.

Healthcare
60K
+ 300.0%
$6.78 - $8.85 $407K - $531K
80K $618K
UNH
Unitedhealth Group Inc

Healthcare
292
+ 3.36%
$237.77 - $353.61 $69.4K - $103K
8.98K $3.1M
XLK
Technology Sector Spdr

ETFs
308
+ 2.9%
$250.97 - $282.66 $77.3K - $87.1K
10.9K $3.08M
WMT
Walmart Inc.

Consumer Defensive
328
+ 0.51%
$94.4 - $104.27 $31K - $34.2K
64.6K $6.65M
VBTX
Veritex Holdings, Inc.

Financial Services
7.57K
+ 56.88%
$26.87 - $34.78 $203K - $263K
20.9K $699K
VUG
Vanguard Growth ETF

ETFs
593
+ 37.92%
$433.97 - $484.08 $257K - $287K
2.16K $1.03M
CAT
Caterpillar Inc

Industrials
35
+ 1.09%
$390.92 - $477.15 $13.7K - $16.7K
3.24K $1.55M
XLE
Energy Sector Spdr

ETFs
2.64K
+ 24.9%
$84.25 - $91.99 $222K - $242K
13.2K $1.18M
IVV
Ishares Core S&P 500 ETF

ETFs
172
+ 5.51%
$620.67 - $670.08 $107K - $115K
3.3K $2.21M
MRK
Merck & Co., Inc.

Healthcare
2.81K
+ 44.48%
$77.6 - $87.37 $218K - $245K
9.11K $764K
PSX
Phillips 66

Energy
66
+ 0.45%
$118.37 - $139.46 $7.81K - $9.2K
14.7K $2M
BMY
Bristol Myers Squibb CO

Healthcare
5.29K
+ 42.01%
$43.31 - $48.98 $229K - $259K
17.9K $806K
IWF
Ishares Russell 1000 Gr ETF

ETFs
250
+ 11.41%
$420.11 - $472.68 $105K - $118K
2.44K $1.14M
PPLT
Abrdn Platinum ETF Trust

ETFs
2.34K
+ 94.73%
N/A
4.8K $431K
GD
General Dynamics Corp

Industrials
1
+ 0.02%
$293.92 - $341.0 $294 - $341
4.15K $1.41M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
49
+ 1.41%
$224.68 - $282.71 $11K - $13.9K
3.52K $982K
SOFI
So Fi Technologies, Inc.

Financial Services
1.06K
+ 6.06%
$17.64 - $29.81 $18.6K - $31.4K
18.5K $487K
FNDX
Schwab Fundamental U S Large C

ETFs
5.44K
+ 37.93%
$24.38 - $26.34 $133K - $143K
19.8K $520K
COST
Costco Wholesale Corp

Consumer Defensive
451
+ 11.08%
$915.95 - $994.57 $413K - $449K
4.52K $4.18M
MO
Altria Group, Inc.

Consumer Defensive
139
+ 0.76%
$57.75 - $67.68 $8.03K - $9.41K
18.3K $1.21M
WPM
Wheaton Precious Metals Corp.

Basic Materials
22
+ 0.41%
$86.72 - $111.84 $1.91K - $2.46K
5.34K $596K
C
Citigroup Inc

Financial Services
455
+ 11.02%
$85.57 - $103.49 $38.9K - $47.1K
4.58K $465K
NOC
Northrop Grumman Corp

Industrials
4
+ 0.4%
$498.9 - $609.32 $2K - $2.44K
1K $611K
IWM
Ishares Russell 2000 ETF

ETFs
310
+ 24.78%
$214.92 - $244.84 $66.6K - $75.9K
1.56K $377K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.14K
+ 5.07%
$26.38 - $27.95 $56.5K - $59.8K
44.4K $1.21M
MCK
Mckesson Corp

Healthcare
47
+ 5.31%
$659.01 - $772.54 $31K - $36.3K
932 $720K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
224
+ 2.44%
$136.48 - $142.97 $30.6K - $32K
9.41K $1.32M
LOW
Lowes Companies Inc

Consumer Cyclical
32
+ 1.61%
$215.01 - $273.02 $6.88K - $8.74K
2.02K $508K
MSI
Motorola Solutions, Inc.

Technology
5
+ 0.29%
$408.73 - $490.3 $2.04K - $2.45K
1.76K $803K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 6.64%
$696.56 - $806.32 $20.9K - $24.2K
482 $383K
IBKR
Interactive Brokers Group, Inc.

Financial Services
110
+ 2.68%
$56.32 - $68.81 $6.2K - $7.57K
4.21K $289K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.06%
$135.0 - $146.02 $405 - $438
5.31K $773K
HCA
Hca Healthcare, Inc.

Healthcare
16
+ 1.52%
$334.32 - $426.2 $5.35K - $6.82K
1.07K $456K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.41%
$514.61 - $682.78 $1.03K - $1.37K
492 $314K
SPOT
Spotify Technology S.A.

Communication Services
101
+ 32.58%
$620.01 - $738.53 $62.6K - $74.6K
411 $286K
DUK
Duke Energy Corp

Utilities
4
+ 0.06%
$116.31 - $125.93 $465 - $504
7.02K $869K
Activity Summary
Buys All Purchases 189 New Holdings 40 Increased Positions 149 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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