Capital Advisors, Ltd. LLC Purchases in Q2 2025

Capital Advisors, Ltd. LLC

  • $811 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EXAS
Exact Sciences Corp

Healthcare
9
+ 75.0%
$40.31 - $58.08 $363 - $523
21 $1K
DXC
Dxc Technology CO

Technology
11
New
$14.03 - $17.63 $154 - $194
11 $0
Wk Kellogg CO
1
+ 3.45%
N/A
30 $0
WCN
Waste Connections, Inc.

Industrials
1
+ 1.85%
$183.26 - $199.95 $183 - $200
55 $10K
IQV
Iqvia Holdings Inc.

Healthcare
2
+ 6.25%
$137.0 - $174.37 $274 - $349
34 $5K
LUV
Southwest Airlines CO

Industrials
8
+ 0.9%
$24.04 - $34.36 $192 - $275
892 $29K
AVA
Avista Corp

Utilities
6
+ 2.3%
$36.94 - $42.43 $222 - $255
267 $10K
ET
Energy Transfer LP

Energy
67
+ 1.81%
$15.65 - $18.93 $1.05K - $1.27K
3.77K $68K
PBP
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.28%
$20.08 - $22.36 $422 - $470
7.52K $164K
ACN
Accenture PLC

Technology
41
+ 3.5%
$279.23 - $323.21 $11.4K - $13.3K
1.21K $363K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 4.5%
$212.1 - $244.27 $2.12K - $2.44K
232 $51K
MPLX
Mplx LP

Energy
50
+ 1.83%
$46.68 - $53.89 $2.33K - $2.69K
2.78K $143K
MO
Altria Group, Inc.

Consumer Defensive
42
+ 1.1%
$55.56 - $60.91 $2.33K - $2.56K
3.85K $226K
KMX
Carmax Inc

Consumer Cyclical
5
+ 1.38%
$62.27 - $82.77 $311 - $414
367 $25K
WM
Waste Management Inc

Industrials
1
+ 0.05%
$216.47 - $242.1 $216 - $242
2.08K $476K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8
+ 0.21%
$90.85 - $102.31 $727 - $818
3.84K $386K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4
+ 0.47%
$41.37 - $53.28 $165 - $213
863 $39K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.32%
$145.91 - $168.0 $146 - $168
317 $47K
PGR
Progressive Corp

Financial Services
15
+ 2.3%
$255.27 - $288.74 $3.83K - $4.33K
666 $178K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4
+ 0.14%
$44.37 - $50.04 $177 - $200
2.93K $139K
CHD
Church & Dwight CO Inc

Consumer Defensive
25
+ 3.17%
$91.57 - $110.76 $2.29K - $2.77K
813 $78K
DHR
Danaher Corp

Healthcare
26
+ 1.38%
$174.64 - $205.16 $4.54K - $5.33K
1.9K $376K
UNP
Union Pacific Corp

Industrials
10
+ 0.51%
$208.27 - $238.46 $2.08K - $2.38K
1.96K $451K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2K
+ 1400.0%
$87.84 - $1441.89 $176K - $2.89M
2.15K $193K
PAYX
Paychex Inc

Industrials
1
+ 0.07%
$137.01 - $159.78 $137 - $160
1.42K $206K
FDX
Fedex Corp

Industrials
16
+ 1.56%
$198.07 - $245.17 $3.17K - $3.92K
1.04K $237K
SBUX
Starbucks Corp

Consumer Cyclical
214
+ 4.07%
$79.69 - $99.41 $17.1K - $21.3K
5.48K $502K
NOC
Northrop Grumman Corp

Industrials
45
+ 1.15%
$456.3 - $540.39 $20.5K - $24.3K
3.97K $1.99M
DHS
Wisdomtree Tr U.S

ETFs
7
+ 0.08%
$87.71 - $98.37 $614 - $689
8.3K $797K
EPD
Enterprise Products Partners L.P.

Energy
30
+ 0.32%
$28.95 - $34.22 $869 - $1.03K
9.29K $288K
LLY
Eli Lilly & CO

Healthcare
40
+ 3.06%
$713.71 - $898.95 $28.5K - $36K
1.35K $1.05M
TSCO
Tractor Supply CO

Consumer Cyclical
12
+ 0.09%
$47.86 - $55.77 $574 - $669
13.7K $722K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.16K
+ 4.08%
$45.07 - $52.57 $52.5K - $61.2K
29.7K $1.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
146
+ 6.65%
$483.48 - $539.8 $70.6K - $78.8K
2.34K $1.14M
CVX
Chevron Corp

Energy
71
+ 4.07%
$133.73 - $168.51 $9.49K - $12K
1.82K $260K
XLV
Select Sector Spdr Fund Health

ETFs
36
+ 1.08%
$128.77 - $144.3 $4.64K - $5.19K
3.36K $453K
LOW
Lowes Companies Inc

Consumer Cyclical
41
+ 1.04%
$210.83 - $235.28 $8.64K - $9.65K
3.97K $882K
FANG
Diamondback Energy, Inc.

Energy
1
+ 0.06%
$119.25 - $161.49 $119 - $161
1.67K $230K
MRK
Merck & Co., Inc.

Healthcare
66
+ 1.41%
$73.47 - $87.12 $4.85K - $5.75K
4.73K $375K
ABBV
Abb Vie Inc.

Healthcare
51
+ 1.17%
$170.16 - $206.27 $8.68K - $10.5K
4.4K $816K
Activity Summary
Buys All Purchases 591 New Holdings 181 Increased Positions 410 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email