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
CRWD
Crowd Strike Holdings, Inc.

Technology
37
+ 1.87%
$308.86 - $455.36 $11.4K - $16.8K
2.01K $709K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
85
+ 1.2%
$48.65 - $53.06 $4.14K - $4.51K
7.15K $371K
CL
Colgate Palmolive CO

Consumer Defensive
19
+ 0.2%
$85.68 - $97.5 $1.63K - $1.85K
9.47K $887K
BKR
Baker Hughes CO

Energy
31
+ 0.35%
$41.16 - $48.85 $1.28K - $1.51K
8.92K $391K
ALL
Allstate Corp

Financial Services
1
+ 0.06%
$180.99 - $210.18 $181 - $210
1.76K $364K
C
Citigroup Inc

Financial Services
315
+ 8.35%
$67.23 - $84.63 $21.2K - $26.7K
4.09K $290K
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 0.26%
$91.75 - $115.81 $642 - $811
2.74K $269K
ARCB
Arcbest Corp

Industrials
1.23K
+ 41.0%
$70.58 - $101.93 $86.8K - $125K
4.23K $298K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
200
+ 21.28%
$203.38 - $274.79 $40.7K - $55K
1.14K $234K
TM
Toyota Motor Corp

Consumer Cyclical
200
+ 19.29%
$176.53 - $195.35 $35.3K - $39.1K
1.24K $218K
XLF
Financial Sector Spdr

ETFs
48
+ 0.52%
$47.32 - $52.19 $2.27K - $2.51K
9.23K $459K
HUM
Humana Inc

Healthcare
3
+ 0.29%
$249.11 - $303.11 $747 - $909
1.05K $278K
GS
Goldman Sachs Group Inc

Financial Services
35
+ 6.84%
$524.81 - $672.19 $18.4K - $23.5K
547 $298K
LOW
Lowes Companies Inc

Consumer Cyclical
110
+ 5.98%
$222.66 - $268.42 $24.5K - $29.5K
1.95K $454K
Veralto Corp
14.7K
+ 4.44%
N/A
347K $0
XLI
Industrial Sector Spdr

ETFs
14
+ 0.83%
$128.78 - $141.67 $1.8K - $1.98K
1.7K $222K
Lam Research Corp
183
+ 0.62%
N/A
29.9K $0
Arista Networks Inc
197
+ 7.7%
N/A
2.76K $0
Ishares Bitcoin Trust ETF
782
+ 9.51%
N/A
9K $0
OXY
Occidental Petroleum Corp

Energy
1
+ 0.02%
$45.45 - $52.7 $45.5 - $52.7
6.27K $309K
Brookfield Corp
12.9K
+ 1.67%
N/A
788K $0
Super Micro Computer Inc
13.5K
+ 39.8%
N/A
47.3K $0
MSTR
Microstrategy Inc

Technology
9
+ 0.38%
$239.27 - $396.5 $2.15K - $3.57K
2.35K $677K
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
ROK
Rockwell Automation, Inc

Industrials
17
+ 1.46%
$255.29 - $303.75 $4.34K - $5.16K
1.18K $304K
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
AXP
American Express CO

Financial Services
65
+ 3.22%
$255.39 - $325.87 $16.6K - $21.2K
2.08K $560K
ADBE
Adobe Inc.

Technology
5
+ 0.74%
$377.84 - $464.11 $1.89K - $2.32K
677 $259K
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
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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