Capital Advisors, Ltd. LLC Purchases in Q3 2025

Capital Advisors, Ltd. LLC

  • $885 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
22.7K
+ 27.68%
$303.93 - $329.86 $6.89M - $7.47M
104K $34.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
79K
+ 79.13%
$91.44 - $91.77 $7.22M - $7.25M
179K $16.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
485
+ 0.41%
$617.65 - $666.84 $300K - $323K
120K $79.8M
NVDA
Nvidia Corp

Technology
13.9K
+ 75.96%
$153.3 - $186.58 $2.13M - $2.59M
32.2K $6M
AAPL
Apple Inc.

Technology
2.76K
+ 7.54%
$202.38 - $256.87 $559K - $709K
39.4K $10M
DGRO
Ishares Core Dividend Growth E

ETFs
12.4K
+ 4.25%
$64.12 - $68.08 $793K - $842K
304K $20.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
182
+ 0.11%
$182.33 - $194.5 $33.2K - $35.4K
165K $32.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
497
+ 1.55%
$546.99 - $602.2 $272K - $299K
32.6K $19.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.23K
+ 0.8%
$108.97 - $121.65 $134K - $150K
156K $18.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.65K
+ 1.3%
$192.76 - $203.86 $318K - $336K
128K $26.1M
VV
Vanguard Large Cap ETF

ETFs
544
+ 1.11%
$285.05 - $309.14 $155K - $168K
49.6K $15.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.88K
+ 1.67%
$181.56 - $190.33 $341K - $358K
114K $21.7M
VPN
Global X Fds Data Ctr Reits &

ETFs
50.4K
+ 1093.84%
N/A
55K $1.13M
MSFT
Microsoft Corp

Technology
1.1K
+ 6.28%
$491.09 - $535.64 $542K - $591K
18.7K $9.67M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
22.5K
+ 136.58%
$39.58 - $40.74 $889K - $915K
38.9K $1.58M
HD
Home Depot, Inc.

Consumer Cyclical
1.95K
+ 70.96%
$357.4 - $423.42 $697K - $826K
4.7K $1.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
338
+ 0.36%
$121.46 - $130.92 $41.1K - $44.3K
95K $12.4M
AIQ
Global X Funds Global X Artifi

ETFs
12.9K
+ 62.87%
$43.2 - $49.66 $556K - $639K
33.3K $1.65M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.52K
+ 10.69%
$139.82 - $155.45 $353K - $392K
26.1K $4.06M
MLPX
Global X Mlp & Energy Infrastr

ETFs
11.3K
+ 54.48%
$59.5 - $62.99 $673K - $713K
32.1K $2.01M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.83K
+ 283.12%
$105.16 - $140.03 $508K - $676K
6.54K $887K
IVE
Ishares S&P 500 Value ETF

ETFs
848
+ 2.05%
$194.44 - $206.51 $165K - $175K
42.3K $8.74M
GOOG
Alphabet Inc.

Communication Services
10
+ 0.11%
$175.16 - $255.24 $1.75K - $2.55K
8.89K $2.17M
TDIV
First Trust Nasdaq Technology

ETFs
2.57K
+ 6.47%
$89.27 - $100.33 $229K - $257K
42.2K $4.16M
ITOT
Ishares Core S&P Total U.S. St

ETFs
930
+ 2.37%
$135.0 - $146.02 $126K - $136K
40.1K $5.85M
ORCL
Oracle Corp

Technology
20
+ 0.27%
$218.96 - $328.33 $4.38K - $6.57K
7.43K $2.09M
NOC
Northrop Grumman Corp

Industrials
26
+ 0.65%
$498.9 - $609.32 $13K - $15.8K
4K $2.44M
AMGN
Amgen Inc

Healthcare
1.49K
+ 68.13%
$271.18 - $309.22 $405K - $461K
3.68K $1.04M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.35K
+ 5.22%
$87.29 - $93.61 $205K - $220K
47.3K $4.41M
AVGO
Broadcom Inc.

Technology
21
+ 0.3%
$264.74 - $369.57 $5.56K - $7.76K
7.1K $2.34M
MCK
Mckesson Corp

Healthcare
449
+ 419.63%
$659.01 - $772.54 $296K - $347K
556 $430K
XLK
Technology Sector Spdr

ETFs
304
+ 3.46%
$250.97 - $282.66 $76.3K - $85.9K
9.09K $2.56M
TCHP
T Rowe Price Exchange Traded F

Technology
1.53K
+ 2.1%
$44.9 - $49.35 $68.8K - $75.7K
74.6K $3.65M
XLF
Financial Sector Spdr

ETFs
4.69K
+ 9.64%
$51.37 - $54.25 $241K - $254K
53.4K $2.88M
AMZN
Amazon Com Inc

Consumer Cyclical
1.22K
+ 10.01%
$211.65 - $238.24 $259K - $292K
13.4K $2.95M
HDV
Ishares Core High Dividend ETF

ETFs
625
+ 1.72%
$118.16 - $123.66 $73.9K - $77.3K
36.9K $4.52M
GBIL
Goldman Sachs Access Treasury

ETFs
2.63K
+ 31.54%
$99.82 - $100.23 $263K - $264K
11K $1.1M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
4.93K
+ 281.39%
$49.34 - $53.96 $243K - $266K
6.68K $350K
Amplify ETF Tr
2.83K
New
N/A
2.83K $245K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
658
+ 3.83%
$108.46 - $120.63 $71.4K - $79.4K
17.9K $2.12M
Exchange Traded Concepts Tru
3.63K
+ 1612.44%
N/A
3.85K $251K
PAVE
Global X Fds Us Infrastructure

ETFs
1.93K
+ 5.46%
$44.02 - $47.63 $85K - $92K
37.3K $1.78M
IEFA
Ishares Tr

ETFs
1.27K
+ 4.12%
$81.7 - $87.53 $104K - $111K
32.2K $2.81M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
697
+ 214.46%
$301.44 - $365.84 $210K - $255K
1.02K $331K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.74K
+ 8.05%
$66.38 - $71.68 $115K - $124K
23.3K $1.66M
ABBV
Abb Vie Inc.

Healthcare
30
+ 0.68%
$184.85 - $231.54 $5.55K - $6.95K
4.43K $1.03M
COST
Costco Wholesale Corp

Consumer Defensive
312
+ 23.39%
$915.95 - $994.57 $286K - $310K
1.65K $1.52M
EQAL
Invesco ETF

ETFs
1.42K
+ 3.12%
$49.29 - $52.39 $70K - $74.4K
47K $2.44M
DE
Deere & CO

Industrials
451
+ 292.86%
$457.26 - $524.37 $206K - $236K
605 $277K
Activity Summary
Buys All Purchases 321 New Holdings 56 Increased Positions 265 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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