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
META
Meta Platforms, Inc.

Communication Services
1.74K
+ 7.72%
$576.36 - $736.67 $1M - $1.28M
24.2K $14M
RTX
Raytheon Technologies Corp

Industrials
2.42K
+ 12.55%
$114.1 - $135.66 $276K - $328K
21.7K $2.87M
ABT
Abbott Laboratories

Healthcare
20
+ 0.06%
$111.1 - $140.22 $2.22K - $2.8K
32.6K $4.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.56K
+ 104.86%
$165.25 - $224.62 $589K - $800K
6.96K $1.16M
NFLX
Netflix Inc

Communication Services
198
+ 2.96%
$828.4 - $1058.6 $164K - $210K
6.89K $6.43M
PRU
Prudential Financial Inc

Financial Services
20.1K
+ 7.65%
$105.04 - $122.33 $2.11M - $2.45M
282K $31.5M
PLTR
Palantir Technologies Inc.

Technology
2.72K
+ 12.25%
$64.98 - $124.62 $177K - $339K
24.9K $2.11M
OPK
Opko Health, Inc.

Healthcare
200K
+ 133.33%
$1.45 - $1.94 $290K - $388K
350K $581K
MCD
Mcdonalds Corp

Consumer Cyclical
494
+ 7.54%
$279.74 - $321.29 $138K - $159K
7.04K $2.2M
PM
Philip Morris International Inc.

Consumer Defensive
216
+ 3.13%
$117.15 - $158.79 $25.3K - $34.3K
7.13K $1.13M
MMM
3 M CO

Industrials
571
+ 7.62%
$129.7 - $155.12 $74.1K - $88.6K
8.06K $1.18M
GE
General Electric CO

Industrials
99
+ 1.73%
$168.59 - $212.13 $16.7K - $21K
5.83K $1.17M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.17K
+ 44.28%
$169.43 - $182.84 $199K - $214K
3.82K $662K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.71K
+ 59.46%
$39.96 - $43.3 $188K - $204K
12.6K $520K
MO
Altria Group, Inc.

Consumer Defensive
518
+ 2.84%
$50.81 - $60.02 $26.3K - $31.1K
18.8K $1.13M
FCX
Freeport Mcmoran Inc

Basic Materials
9.03K
+ 1.15%
$34.5 - $43.01 $312K - $388K
791K $30M
DELL
Dell Technologies Inc.

Technology
2.34K
+ 119.87%
$90.34 - $124.66 $211K - $292K
4.29K $391K
SHW
Sherwin Williams CO

Basic Materials
410
+ 28.49%
$330.16 - $365.55 $135K - $150K
1.85K $645K
GLW
Corning Inc

Technology
30.7K
+ 4.25%
$44.91 - $54.25 $1.38M - $1.67M
753K $34.5M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.41K
+ 16.21%
$68.32 - $75.06 $96.5K - $106K
10.1K $756K
DVN
Devon Energy Corp

Energy
570
+ 2.34%
$33.15 - $38.55 $18.9K - $22K
24.9K $930K
CAT
Caterpillar Inc

Industrials
702
+ 23.61%
$326.75 - $407.63 $229K - $286K
3.68K $1.21M
CMCSA
Comcast Corp

Communication Services
3.69K
+ 45.53%
$33.19 - $38.23 $122K - $141K
11.8K $435K
VTV
Vanguard Value ETF

ETFs
662
+ 15.44%
$167.73 - $179.21 $111K - $119K
4.95K $854K
SCHW
Schwab Charles Corp

Financial Services
11
+ 0.04%
$71.24 - $83.64 $784 - $920
29.9K $2.34M
VIG
Vanguard Dividend Appreciation

ETFs
675
+ 7.69%
N/A
9.46K $1.72M
SHEL
Shell PLC

Energy
440
+ 5.9%
$62.84 - $73.29 $27.6K - $32.2K
7.9K $578K
AMD
Advanced Micro Devices Inc

Technology
1.97K
+ 36.21%
$96.63 - $129.55 $191K - $255K
7.42K $762K
WMT
Walmart Inc.

Consumer Defensive
2.9K
+ 4.69%
$84.5 - $105.05 $245K - $305K
64.8K $5.69M
UNP
Union Pacific Corp

Industrials
344
+ 20.12%
$225.21 - $254.42 $77.5K - $87.5K
2.05K $485K
DVY
Ishares Tr

ETFs
594
+ 29.13%
$128.58 - $138.1 $76.4K - $82K
2.63K $353K
VEA
Vanguard Ftse Developed Market

ETFs
1.19K
+ 15.35%
$47.4 - $52.99 $56.4K - $63.1K
8.94K $454K
ET
Energy Transfer LP

Energy
7.66K
+ 12.46%
$17.26 - $21.08 $132K - $162K
69.1K $1.29M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
350
+ 3.81%
$128.74 - $138.67 $45.1K - $48.5K
9.54K $1.29M
ACGL
Arch Capital Group Ltd.

Financial Services
643
+ 23.96%
$88.13 - $96.94 $56.7K - $62.3K
3.33K $319K
VV
Vanguard Large Cap ETF

ETFs
360
+ 20.87%
$253.32 - $282.66 $91.2K - $102K
2.09K $535K
KMB
Kimberly Clark Corp

Consumer Defensive
331
+ 19.61%
$124.46 - $147.4 $41.2K - $48.8K
2.02K $287K
WEC
Wec Energy Group, Inc.

Utilities
47
+ 1.3%
$92.12 - $108.98 $4.33K - $5.12K
3.68K $400K
NSC
Norfolk Southern Corp

Industrials
212
+ 17.19%
$227.69 - $259.76 $48.3K - $55.1K
1.45K $342K
AFL
Aflac Inc

Financial Services
321
+ 14.72%
$100.99 - $111.19 $32.4K - $35.7K
2.5K $278K
CTVA
Corteva, Inc.

Basic Materials
284
+ 4.95%
$55.94 - $66.15 $15.9K - $18.8K
6.03K $379K
NOC
Northrop Grumman Corp

Industrials
13
+ 1.31%
$433.45 - $513.82 $5.63K - $6.68K
1K $513K
WFC
Wells Fargo & Company

Financial Services
614
+ 19.37%
$66.78 - $81.42 $41K - $50K
3.78K $271K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.1%
$296.7 - $345.55 $297 - $346
1.05K $361K
GD
General Dynamics Corp

Industrials
33
+ 0.8%
$241.94 - $272.58 $7.98K - $9K
4.14K $1.13M
L
Loews Corp

Financial Services
8
+ 0.13%
$81.13 - $91.91 $649 - $735
6.01K $552K
MPC
Marathon Petroleum Corp

Energy
4
+ 0.07%
$134.72 - $159.03 $539 - $636
5.6K $816K
DIS
Walt Disney CO

Communication Services
1.57K
+ 16.52%
$96.87 - $114.0 $152K - $179K
11.1K $1.09M
MA
Mastercard Inc

Financial Services
10
+ 0.71%
$504.67 - $576.31 $5.05K - $5.76K
1.41K $772K
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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