Capital Advisors Inc Incresed Positions in Q2 2025

Capital Advisors Inc

  • $5.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
10.5K
+ 6.27%
$216.47 - $242.1 $2.27M - $2.54M
177K $40.6M
ORCL
Oracle Corp

Technology
554
+ 2.44%
$122.82 - $218.63 $68K - $121K
23.3K $5.09M
ENB
Enbridge Inc

Energy
21.7K
+ 2.46%
$41.09 - $47.16 $890K - $1.02M
900K $40.8M
V
Visa Inc.

Financial Services
3.53K
+ 2.67%
$308.27 - $373.31 $1.09M - $1.32M
136K $48.2M
SO
Southern CO

Utilities
16.9K
+ 1.85%
$84.91 - $92.56 $1.43M - $1.56M
929K $85.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.8K
+ 1.78%
$90.56 - $109.49 $344K - $416K
218K $23.8M
LMT
Lockheed Martin Corp

Industrials
572
+ 0.98%
$430.82 - $486.45 $246K - $278K
59.2K $27.4M
GOOGL
Alphabet Inc.

Communication Services
2.32K
+ 8.35%
$144.7 - $178.6 $335K - $413K
30.1K $5.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.8K
+ 1.83%
$51.14 - $57.0 $962K - $1.07M
1.04M $59.4M
PRU
Prudential Financial Inc

Financial Services
17K
+ 6.03%
$95.12 - $112.71 $1.62M - $1.92M
299K $32.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.24K
+ 7.69%
$19.6 - $24.44 $181K - $226K
129K $3.16M
XLK
Technology Sector Spdr

ETFs
44
+ 0.42%
$179.73 - $253.23 $7.91K - $11.1K
10.6K $2.69M
MDT
Medtronic PLC

Healthcare
19.2K
+ 4.23%
$80.68 - $88.86 $1.55M - $1.7M
473K $41.2M
TMUS
T Mobile Us, Inc.

Communication Services
2K
+ 199.3%
$220.99 - $268.54 $443K - $538K
3.01K $716K
QCOM
Qualcomm Inc

Technology
2.43K
+ 53.46%
$124.66 - $159.48 $303K - $387K
6.97K $1.11M
SCHW
Schwab Charles Corp

Financial Services
6
+ 0.02%
$69.06 - $91.24 $414 - $547
29.9K $2.72M
XLE
Energy Sector Spdr

ETFs
4.97K
+ 88.71%
$76.44 - $94.13 $380K - $468K
10.6K $897K
OXY
Occidental Petroleum Corp

Energy
9.65K
+ 153.87%
$36.11 - $49.33 $349K - $476K
15.9K $669K
NOW
Service Now, Inc.

Technology
228
+ 42.78%
$721.65 - $1040.18 $165K - $237K
761 $782K
GE
General Electric CO

Industrials
80
+ 1.37%
$166.81 - $257.39 $13.3K - $20.6K
5.91K $1.52M
HD
Home Depot, Inc.

Consumer Cyclical
867
+ 1.0%
$335.24 - $380.78 $291K - $330K
87.6K $32.1M
BAC
Bank Of America Corp

Financial Services
1.23K
+ 2.76%
$34.39 - $47.46 $42.4K - $58.5K
45.9K $2.17M
SRE
Sempra Energy

Utilities
3.51K
+ 74.41%
$63.78 - $78.91 $224K - $277K
8.23K $623K
WFC
Wells Fargo & Company

Financial Services
2.91K
+ 76.85%
$60.98 - $80.12 $177K - $233K
6.69K $536K
SOUN
Soundhound Ai, Inc.

Technology
17.5K
+ 140.77%
$7.18 - $11.76 $126K - $206K
30K $321K
AEP
American Electric Power CO Inc

Utilities
2.48K
+ 32.09%
$98.59 - $109.11 $245K - $271K
10.2K $1.06M
APP
App Lovin Corp

Technology
6
+ 0.26%
$219.37 - $417.89 $1.32K - $2.51K
2.28K $797K
SHOP
Shopify Inc.

Technology
28
+ 0.3%
$76.89 - $115.35 $2.15K - $3.23K
9.21K $1.06M
CSX
Csx Corp

Industrials
4.65K
+ 51.4%
$26.69 - $32.91 $124K - $153K
13.7K $446K
T
At&T Inc.

Communication Services
5.74K
+ 29.91%
$26.33 - $28.94 $151K - $166K
24.9K $721K
PM
Philip Morris International Inc.

Consumer Defensive
54
+ 0.76%
$149.23 - $184.95 $8.06K - $9.99K
7.18K $1.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.11K
+ 8.39%
$22.27 - $29.21 $47.1K - $61.7K
27.3K $797K
SOFI
So Fi Technologies, Inc.

Financial Services
4.04K
+ 30.24%
$9.5 - $18.21 $38.4K - $73.6K
17.4K $316K
O
Realty Income Corp

Real Estate
6.24K
+ 1.17%
$52.27 - $58.52 $326K - $365K
541K $31.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
17
+ 0.78%
$320.42 - $424.58 $5.45K - $7.22K
2.19K $923K
ABT
Abbott Laboratories

Healthcare
117
+ 0.36%
$123.95 - $138.08 $14.5K - $16.2K
32.7K $4.45M
JMBS
Janus Detroit Str Tr Henderson

ETFs
6.31K
+ 0.58%
$43.89 - $45.45 $277K - $287K
1.08M $48.9M
TTD
Trade Desk, Inc.

Technology
5
+ 0.07%
$45.27 - $79.4 $226 - $397
6.92K $497K
AXP
American Express CO

Financial Services
32
+ 1.54%
$231.39 - $318.98 $7.4K - $10.2K
2.12K $674K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
46
+ 0.24%
$36.01 - $45.69 $1.66K - $2.1K
19.2K $878K
MSI
Motorola Solutions, Inc.

Technology
322
+ 22.53%
$394.72 - $440.39 $127K - $142K
1.75K $736K
FITB
Fifth Third Bancorp

Financial Services
446
+ 0.95%
$33.32 - $41.51 $14.9K - $18.5K
47.3K $1.95M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.13%
$329.49 - $438.4 $659 - $877
1.56K $685K
JNJ
Johnson & Johnson

Healthcare
2.56K
+ 11.16%
$146.36 - $159.82 $375K - $409K
25.5K $3.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
97
+ 0.01%
$29.82 - $30.19 $2.89K - $2.93K
943K $28.5M
GD
General Dynamics Corp

Industrials
11
+ 0.27%
$247.68 - $291.66 $2.72K - $3.21K
4.15K $1.21M
FSLR
First Solar, Inc.

Technology
2
+ 0.11%
$120.38 - $192.98 $241 - $386
1.8K $297K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.06%
$108.12 - $135.04 $324 - $405
5.31K $717K
WPM
Wheaton Precious Metals Corp.

Basic Materials
14
+ 0.26%
$70.56 - $92.75 $988 - $1.3K
5.31K $477K
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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